Keppel Infrastructure Trust · SGX:A7RU
Keppel Infrastructure Trust — Shareholder Meeting (April 2024)
9 slides from Keppel Infrastructure Trust's shareholder meeting presentation, Apr 23, 2024
Slide 1: Annual General Meeting
Annual General Meeting 23 April 2024
Slide 2: FY 2023: Record Year
FY 2023: Record Year Driven by strong portfolio performance from growth and value creation Record EBITDA, Distributable Income and DPU Record EBITDA Record DPU (cents) $463.7m1 6.193 Record DPU 3.72 3.72 Up 15.3%y-o-y 3.78 3.82 62% y-o-y including special FY 2023 Total Returns4 distribution of 2.33
Slide 3: Value Creation a Key Differentiation for KIT
Value Creation a Key Differentiation for KIT Driving growth of businesses through focused portfolio optimisation plans
Slide 4: Voluntary Independent Portfolio Valuation
Voluntary Independent Portfolio Valuation Portfolio AUM of $8.1b with new acquisitions and value creation initiatives ▪ Improve transparency and better reflect asset values which are largely recognised at cost in statutory reports ▪ Higher valuation of existing portfolio: $7.4b vs $7.3b for FY 2022
Slide 5: 2023-2024 milestones
Driving Portfolio Growth through Acquisitions and Value Creation Well-positioned for growth Expand into transportation infrastructure 2023-2024 milestones Acquisition of Ventura Made 1st solar investment German Solar Portfolio Feb 2024 Jan 2024 Dec 2023 Concession and CTA extensions Dec 2022 Senoko
Slide 6: Commitment to Sustainability
Commitment to Sustainability German Solar Portfolio
Slide 7: Deepen Renewables Exposure with First Solar Portfolio Investment
Deepen Renewables Exposure with First Solar Portfolio Investment Attractive de-risked portfolio backed by 20-year lease contracts with German households ▪ Acquisition of a 45% stake in a German solar portfolio comprising > 60,000 bundled solar photovoltaic (PV) systems, including > 55,000 battery st
Slide 8: Sustainability at the Core
Sustainability at the Core On track to achieve ESG targets ▪ Progressing on decarbonisation roadmap with reduction in carbon emissions intensity and increased exposure to renewables; continue to promote workplace diversity and develop human capital Carbon Emissions Intensity1 Volunteering Hours3 Boa
Slide 9: Thank You
Thank You www.kepinfratrust.com Connect with us on: Borkum Riffgrund 2
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