Kkr & Co. Inc. · NYSE:KKR
Kkr & — Q2 2026 Earnings Presentation
14 slides from Kkr &'s earnings presentation, Jul 30, 2026
Slide 1: KKR & Co. Inc. Infrastructure Overview
KKR & Co. Inc. Infrastructure Overview February 7, 2023 Raj Agrawal | Partner and Global Head of Real Assets M O R G A N S TA N L E Y U S F I N A N C I A L S C O N F E R E N C E | J U N E 1 0 , 2 0 2 6
Slide 2: Legal Disclosures
Legal Disclosures This presentation has been prepared by KKR & Co. Inc. solely for informational purposes for its public stockholders in connection with evaluating the business, operations and financial results of KKR & Co. Inc. and its subsidiaries (collectively, “KKR”), which includes The Global A
Slide 3: Essential Nature Of Infrastructure
Essential Nature Of Infrastructure Illustrative Infrastructure Sectors Infrastructure Target Characteristics Transportation Utilities Essential Assets Contracted or Renewables Energy regulated revenues Established market positions Digital Industrial Social ~$100 Trillion Total Global Infrastructure
Slide 4: These Characteristics Are Driving Allocations To Infrastructure
These Characteristics Are Driving Allocations To Infrastructure Investor sentiment and demand for Infrastructure investing continues to drive long-term growth Historic Average Infrastructure Allocation as a % of Total Investment Portfolio(1) Inflation and Interest Rates 6.4% 89% 5.7% Expected to inc
Slide 5: We Have Delivered On The Risk Side Of The Equation In Global Infrastructure
We Have Delivered On The Risk Side Of The Equation In Global Infra… We believe that our responsible approach to risk management and capital preservation has resulted in strong downside protection across the portfolio in our Global Infrastructure funds ~80% 3 of 60 Investments realized below cost 45%
Slide 6: And We Have Delivered On The Return Side Of The Equation
…And We Have Delivered On The Return Side Of The Equation Fund I Gross IRR – 2011 Vintage Fund II Gross IRR – 2014 Vintage 17.6% 19.2% 18.3% 19.5% 14.3% 14.7% 15.4% 8.3% 4.2% 6.1% 1Y 3Y 5Y 7Y 1Y 3Y 5Y 7Y Fund III Gross IRR – 2018 Vintage Fund IV Gross IRR – 2021 Vintage 12.4% 13.8% 13.8% 13.6% 15.4%
Slide 7: Infrastructure Platform – Significant Growth, All Organic
Infrastructure Platform – Significant Growth, All Organic AUM ($ in billions) $107 K-Series Infrastructure Climate $100 K-Series Infrastructure SMAs & Other Core Infrastructure Climate Asia Pacific Infrastructure SMAs & Other Global Infrastructure $80 Core Infrastructure $59 Asia Pacific Infrastruct
Slide 8: Investment Theme – Digital + Power
Investment Theme – Digital + Power Total Digital Infrastructure Total Power Infrastructure $43bn 26 $33bn 36 Capital Committed(1) Total Number of Capital Committed(1) Total Number of Investments(1) Investments(1) Energy Transition Data Centers Fiber Wireless Platforms Generation Utilities Assets 18.
Slide 9: Appendix I
Appendix I
Slide 10: Strong And Consistent Performance
Strong And Consistent Performance Diversified Global Infrastructure Asia Pacific Infra Core Infra Open-Ended Fund I Fund II Fund III Fund IV Fund I Fund II Infra • $1.0 billion • $3.0 billion • $7.2 billion • $16.6 billion • $3.8 billion • $6.4 billion • $15.5 billion of AUM • 2011 Vintage • 2014 Vi
Slide 11: Appendix II
Appendix II
Slide 12: Important Information – Other Legal Disclosures
Important Information – Other Legal Disclosures Past Performance and Investment Returns verification of such information. Past performance is not a guarantee of future results. Information about any fund or strategy and Forward-Looking Statements investments made by such fund or strategy, including
Slide 13: Important Information – Other Legal Disclosures (cont’d)
Important Information – Other Legal Disclosures (cont’d) Forward-Looking Statements (cont’d) companies; changes in tax laws; impact of artificial intelligence; cybersecurity failures and data security breaches; and sustainability matters; These forward-looking statements are based on KKR’s beliefs,
Slide 14: Important Information – Other Legal Disclosures (cont’d)
Important Information – Other Legal Disclosures (cont’d) Non-GAAP and Segment Definitions Website The key non-GAAP and other operating and performance measures used in this presentation are used by From time to time, KKR may use its website as a channel of distribution of material company informatio