Keppel (BN4) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
20 Apr, 2026Strategic positioning and expertise
Operates as a global asset manager and operator with a strong presence in infrastructure, real estate, and connectivity sectors, supported by long-term secular trends.
Manages $95 billion in funds across 20+ countries, leveraging over 50 years of operational expertise and 20+ years in asset management.
Focuses on sectors driven by megatrends such as energy transition, urbanisation, and digitalisation, mobilising capital for sustainable solutions.
Growth, performance, and capital management
Achieved a 21% average IRR and 1.9x equity multiple across deals since 2002, with $28.2 billion capital raised and $47.3 billion deployed from 2020-2025.
Targets $200 billion in funds under management by 2030, with a projected $1 billion in annual asset management fees and a 16% five-year CAGR from organic growth.
Announced $14.5 billion in asset monetisation since 2020, aiming to monetise an additional $13.5 billion in non-core assets by 2030.
Operational capabilities and sector focus
Deep expertise in developing and operating infrastructure, real estate, and digital assets, including 30+ years in infrastructure, 40+ years in real estate, and 20+ years in data centres.
Provides integrated solutions for decarbonisation, sustainable urban renewal, and digital infrastructure, including power generation, waste-to-energy, and data centre platforms.
End-to-end value chain in digital infrastructure, spanning data centres, subsea cables, renewables, and water solutions, supported by multiple capital pools and extensive partnerships.
Latest events from Keppel
- Slightly lower 1Q26 net profit, but asset management fees, cash inflow, and monetisation improved.BN4
Q1 202623 Apr 2026 - Net profit excluding non-core and discontinued ops surged 39% to SGD 1.1b, with record FUM.BN4
Q4 202520 Apr 2026 - Profit, dividends, and digital infrastructure soared in 2025, driving strong shareholder value.BN4
Investor presentation26 Mar 2026 - Net profit up 5% to $1.06B, FUM up 60% to $88B, dividend steady at 34.0 cents/share.BN4
Q4 20243 Feb 2026 - Net profit up 7% to SGD 513m, FUM up 55% to SGD 85b, strong recurring income growth.BN4
Q2 20242 Feb 2026 - Net profit up 25% year-on-year to $431 million, FUM at $91B, and $500M share buyback launched.BN4
Q2 20256 Nov 2025 - Net profit up over 25% in 9M25, driven by growth across all segments and $2.4b asset monetisation.BN4
Q3 202530 Oct 2025 - Transformation to a global asset manager drives recurring income and sustainable growth.BN4
Investor Presentation19 Jun 2025 - Recurring income and asset management fees surged, supporting rapid digital and infrastructure growth.BN4
Q3 202413 Jun 2025