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Pantheon Infrastructure (PINT) investor relations material
Pantheon Infrastructure H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary29 Sep, 2025
Executive summary
Portfolio remains globally diversified across 13 infrastructure assets, with strong operational performance and resilience, and a £30m investment in Intersect Power announced.
Achieved strong half-year performance, with NAV per share rising to 122.7p and a 5.6% NAV total return, exceeding the targeted 8-10% annualized return since IPO.
Dividend increased by 3.5% to 2.173p per share, with full coverage expected this year due to Calpine proceeds.
Share price discount to NAV narrowed, resulting in a total shareholder return of up to 33.9% over 12 months, and the company was admitted to the FTSE 250 in June 2025.
First realisation since IPO expected from Calpine sale, demonstrating the invest-grow-exit strategy.
Financial highlights
NAV per share at 30 June 2025: 122.7p, with total NAV of £575m and weighted aggregate LTM EBITDA of £78m.
Portfolio MOIC at 1.42x, with a NAV total return of 5.6% for the period and 11.7% for the year.
Share price total return of 33.9% over 12 months; market capitalization at period end: £471m.
Interim dividend of 2.173p per share, up from 2.1p in June 2024.
Weighted average discount rate at 12.3% and gearing at 36%.
Outlook and guidance
Targeting 8-10% NAV total return per annum and progressive dividend growth, with full dividend coverage expected from Calpine proceeds.
Strong pipeline of new investments, including Intersect Power, and focus on value-accretive growth capex and reinvestment of realisation proceeds.
Projected portfolio cash flows show targeted exits concentrated around 2026-2030.
Board remains confident in delivering value over the medium to long term, despite macroeconomic challenges.
How will PINT manage Constellation share exposure?
PINT's discount control strategy going forward?
Which portfolio assets face operational challenges?
What drives data center MOIC growth?
How does PINT balance debt use with growth?
PINT's strategy for managing sector-specific risks?
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Next Pantheon Infrastructure earnings date
H2 202531 Mar, 2026
Next Pantheon Infrastructure earnings date
H2 202531 Mar, 2026
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