3i Infrastructure PLC · LSE:3IN
3i Infrastructure — Overview
23 slides from 3i Infrastructure's investor presentation, 2026
Slide 1: An eye for growth
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 1 We invest in resilient businesses that combine strong downside protection with exciting growth prospects. Our controlling stakes allow us
Slide 2: Performance highlights
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 2 Performance highlights We continue to deliver our target NAV return of 8% to 10%. We have extended our excellent dividend growth track rec
Slide 3: An excellent track record
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 3 An excellent track record Consistently achieving a premium at exit Total realised assets (since inception)1 £1.9bn £5.3bn 2.8x 21% Acquisi
Slide 4: Chair's statement
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 4 Chair’s statement 3i Infrastructure delivered a solid performance in a year marked by geopolitical and macroeconomic uncertainty. I am ple
Slide 5: Chair's statement continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 5 Chair’s statement continued Performance Outlook Our purpose The Company generated a total return Following the sale of TCR, the Company’s
Slide 6: At a glance
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 6 At a glance High-quality, diverse and differentiated portfolio. Portfolio value Portfolio value Position at the balance sheet date Proform
Slide 7: Review from the Managing Partner
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 7 Review from the Managing Partner We successfully We continue to deliver The sale of TCR, agreed in March 2026, is expected to deliver a gr
Slide 8: Review from the Managing Partner continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 8 Review from the Managing Partner continued This accelerates Joulz’s strategy to This depth of private capital provides a Sustainability Al
Slide 9: Realisation: TCR
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 9 Realisation TCR On 5 March 2026, we announced the agreed sale of our 71% stake in TCR, the largest independent lessor of airport ground su
Slide 10: New investment: Lefdal Mine Datacenter
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 10 IN FOCUS: LMD New The digitalisation megatrend is driving demand for data storage and processing, fuelled by cloud adoption, artificial i
Slide 11: Lefdal Mine Datacenter platform
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 11 LMD is a unique, scalable, The site is fully contracted at its current energy-efficient data centre capacity, with a weighted average rem
Slide 12: Add-on acquisitions: Joulz
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 12 IN FOCUS: JOULZ Add-on The energy transition is accelerating, driven by electrification, decarbonisation targets and pressure on energy i
Slide 13: Joulz is scaling to meet rising demand
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 13 In 2026, Joulz completed the bolt-on acquisitions of Centrica Business Solutions’ Italian and Dutch divisions and Engie’s Belgian Commerc
Slide 14: Our investment approach
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 14 Our investment approach What we do Characteristics commonly found in our portfolio companies Unique offering for shareholders Investment
Slide 15: Our business model
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 15 Our business model Enablers How we create value Value created Financial outcomes for shareholders Investment Manager’s team 1 8.5% Total
Slide 16: Our business model continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 16 Our business model continued What enables us to create value Investment Manager’s team Reputation and brand Robust policies and procedure
Slide 17: How we create value
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 17 Our business model continued How we create value Active asset management We maintain a significant focus Optimising strategy We typically
Slide 18: Strengthen management teams
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 18 Our business model continued How we create value continued Strengthen management teams A key element of this model is the Dedicated Susta
Slide 19: Growing our platform businesses
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 19 Our business model continued How we create value continued Growing our platform businesses The Company also pursues growth through Future
Slide 20: How we create value – TCR case study
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 20 Our business model continued How we create value – TCR case study TCR operates in a resilient, mission-critical We developed a more sophi
Slide 21: TCR case study continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 21 Our business model continued How we create value – TCR case study continued This future growth included further leasing 3 Accretive growt
Slide 22: Our strategy
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 22 Our strategy Our strategy is Strategic priorities to maintain a Maintaining a Disciplined approach Managing the balanced portfolio to new
Slide 23: Our objectives and KPIs
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 23 Our objectives and KPIs Our objectives Our KPIs Total return (% on opening NAV) Rationale and definition Performance over the year are to