Brookfield Infrastructure Partners (BIP) Investor presentation summary

Performance and growth

• Achieved annualized total returns of 15% (1-year), 14% (5-year), and 18% since inception, outperforming key indices and peers.

• Funds from operations (FFO) per unit grew at a 14% CAGR since 2009, with distributions per unit rising at a 9% CAGR.

• Targets 5-9% annual distribution growth and maintains a 60-70% FFO payout ratio.

• Market capitalization stands at $29B, with a 5.0% yield based on recent unit prices.

Portfolio and diversification

• Operates a globally diversified portfolio: Americas (68%), Europe (20%), Asia Pacific (12%).

• Asset mix includes transport (37%), utilities (25%), midstream (22%), and data (16%).

• Counterparty and geographic diversification support stable cash flows.

Operating segments and assets

• Utilities: Regulated/contracted businesses in 8 countries, with $7.1B rate base and 8.9M connections.

• Transport: 36,300 km rail, 3,200 km toll roads, 7M TEU containers, and diversified terminals.

• Midstream: 19,500 km pipelines, 16 processing plants, 280 BCF storage, and 525,000 tonnes polypropylene capacity.

• Data: 308,000 telecom sites, 77,000 km fiber, 150 data centers, and 2 semiconductor foundries.