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Edge14 Aug 2026
Deutsche Qualität: The Story of Birkenstock
From an 18th-century German shoemaker to a global footwear brand, how Birkenstock turned an orthopedic insole into the world's most popular sandal.
Keppel
Keppel (BN4) investor relations material
Keppel Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary20 Aug, 2026
Strategic transformation and growth
Transitioned to a global asset manager and operator, managing $106B in funds as of July 2026, with a target of $200B by 2030.
Achieved 2026 monetisation target with approximately $2.1B announced year-to-date and a clear plan to monetise legacy rigs.
Annualised ROE reached 15% in 1H26, with net profit of $530M for the same period.
Asset-light growth strategy focuses on divesting a $13.7B non-core portfolio by 2030.
Asset management and operational expertise
Fast-scaling asset management business, surpassing the $100B FUM target ahead of schedule, with $13.5B new FUM added YTD.
Multiple income streams generated as asset manager, sponsor, co-investor, and operator, with proprietary deal access and risk assessment advantages.
Delivered $72M in asset management profit and $349M in operating platform profit in 1H26.
Notable IRRs: Bifrost Cable System (~30%), Data Centre Campus (>50%), Sakra Cogen Plant (~15%).
AI-driven value creation and market positioning
AI amplifies asset management and operational flywheels, creating a virtuous cycle for value creation.
AI tools (Ivy, Investor IQ, AlphaCore, KAI) enhance LP engagement, deal screening, and investment decision-making.
Positioned to capture multi-trillion-dollar opportunities in energy and digital infrastructure driven by AI demand.
Integrated ecosystem spans reliable power, data centres, subsea cables, and capital solutions.
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Latest events from Keppel
- AI-driven asset management targets $200B FUM by 2030, leveraging energy and digital infrastructure.BN4
Investor presentation - Accelerating toward $200b FUM by 2030 with strong recurring income and digital infrastructure growth.BN4Investor presentation
- Strong global asset manager targeting $200b FUM by 2030 with a focus on sustainability and digital growth.BN4Investor presentation
- Net profit up 25% year-over-year to $530 million, FUM at $106 billion, and asset monetisation advancing.BN4H1 2026
- Slightly lower 1Q26 net profit, but asset management fees, cash inflow, and monetisation improved.BN4Q1 2026 TU
- Targeting $200b FUM by 2030, with a focus on sustainable and digital infrastructure growth.BN4Corporate presentation
- Profit, dividends, and digital infrastructure soared in 2025, driving strong shareholder value.BN4Investor presentation
- Net profit excluding non-core and discontinued ops surged 39% to SGD 1.1b, with record FUM.BN4H2 2025
- Net profit up 5% to $1.06B, FUM up 60% to $88B, dividend steady at 34.0 cents/share.BN4H2 2024
Next Keppel earnings date
Q3 202629 Oct, 2026
Keppel
Next Keppel earnings date
Q3 202629 Oct, 2026
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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