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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Keppel REIT
Keppel REIT (K71U) investor relations material
Keppel REIT Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary28 Oct, 2026
Executive summary
9M 2026 distributable income from operations rose 24.4% YoY; growth excluding acquisitions was 3.6%, reflecting positive organic portfolio growth.
Proposed acquisition of a 51.0% interest in Keppel South Central is projected to be 2.01% pro forma DPU-accretive, with 39.2% pro forma aggregate leverage.
Financial highlights
9M 2026 property income rose 16.5% YoY to $238.2m; NPI increased 12.7% to $181.8m and NPI attributable to Unitholders grew 13.1% to $166.4m.
Share of joint venture results increased 33.3% to $124.2m, while borrowing costs rose 8.6% to $74.2m.
Distributable income from operations was $179.9m, up 24.4%; including the $15.0m Anniversary Distribution, total distributable income was $194.9m, up 22.1%.
Outlook and guidance
Proposed South Central acquisition is expected to complete in 2Q 2027, subject to Unitholder approval; any equity financing would be capped at S$100m.
South Central committed occupancy was ~60%, with another 20% under negotiation as of mid-October 2026; average rents reached ~$11.30 psf, above income-support assumptions.
Independent valuations assume 95% stabilised occupancy in ~two years; higher mid-to-high-floor rents and further lease-up offer potential upside.
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Latest events from Keppel REIT
- Keppel South Central deal targets 2.01% DPU accretion and a 4.3% initial yield.K71U
Investor presentation - Occupancy rose to 97.1% as NPI grew, but lower fair-value gains cut reported profit.K71UH2 2023
- Strong financial growth, high occupancy, and ESG leadership drive resilient portfolio performance.K71UInvestor presentation
- Strong income growth, high occupancy, and ESG focus despite higher borrowing costs.K71UInvestor presentation
- Strong income growth, high occupancy, and ESG leadership despite higher borrowing costs.K71U21st CITIC CLSA Asean Forum presentation
- Property income rose 8.9% but DPU fell 3.4% on higher borrowing costs; leverage at 41.3%.K71UH1 2024
- Net property income rose 11.8% year-over-year, with high occupancy and strong rental reversions.K71UH1 2025
- NPI rose 6.9% to $215.9m, with 96.7% occupancy and new acquisitions boosting growth.K71UH2 2025
- NPI up 13.1%, distributable income up 25.2%, DPU at 2.61 cents, and leverage reduced.K71UH1 2026
Next Keppel REIT earnings date
H2 202629 Jan, 2027
Keppel REIT
Next Keppel REIT earnings date
H2 202629 Jan, 2027
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