)

Octopus Renewables Infrastructure Trust (ORIT) investor relations material
Octopus Renewables Infrastructure Trust H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Portfolio consists of 40 investments across five countries and five technologies, totaling 797 MW and nearly 800 MW generating capacity, emphasizing diversification and growth through construction and developer backing.
Net Asset Value (NAV) stood at £540 million as of 30 June 2025, down from £570 million at year-end 2024, with NAV per share at 99.5p.
Delivered a 12.9% total shareholder return in H1 2025, with an 8.4% dividend yield and dividend cover at 1.19x.
Launched the ORIT 2030 strategy, targeting NAV growth to £1 billion by 2030, double-digit (9–11%) total returns, and increased focus on construction and developer opportunities.
The portfolio generated 654 GWh of clean energy in H1 2025, powering an estimated 158,000 homes.
Financial highlights
NAV at period end was £540 million (£0.995 per share), with a -0.2% NAV total return for H1 2025; NAV total return since IPO is £31.7 million.
Revenue for H1 2025 was £68.7 million and EBITDA £44.3 million, both broadly flat year-over-year and below budget.
Dividend yield at period end was 8.4%, with an interim dividend of 3.08p per share and cover at 1.19x (1.81x excluding debt amortization).
Gross Asset Value (GAV) was £1,010 million, with total leverage at 47% of GAV.
Net loss for the period was £1.1 million, compared to an £11.3 million profit in H1 2024, due to a net decrease in fair value of assets.
Outlook and guidance
Confident in meeting the 2025 full-year dividend target of 6.17p per share, maintaining full cover.
ORIT 2030 strategy aims for 9–11% total return, scaling to £1 billion NAV by 2030, with a progressive, fully covered dividend and increased focus on construction and development assets.
Gearing targeted to fall below 40% of gross asset value by year-end, with at least £80 million in asset sales underway.
Focus on disciplined capital deployment, capital recycling, and selective reinvestment.
Next Octopus Renewables Infrastructure Trust earnings date

Next Octopus Renewables Infrastructure Trust earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage