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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.
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.
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