Keppel Infrastructure Trust · SGX:A7RU
Keppel Infrastructure Trust — Shareholder Meeting (April 2023)
11 slides from Keppel Infrastructure Trust's shareholder meeting presentation, Apr 17, 2023
Slide 1: Extraordinary General Meeting 17 April 2023
Extraordinary General Meeting 17 April 2023
Slide 2: Largest SGX-listed Diversified Infrastructure Business Trust
Largest SGX-listed Diversified Infrastructure Business Trust Providing exposure to the resilient and growing global infrastructure sector S$7.3b AUM 12 evergreen businesses >10 mature economies Portfolio of scale providing global and concession assets Focused on investment grade jurisdictions access
Slide 3: Growing the Energy Transition and Environmental Service sectors
Growing the Energy Transition and Environmental Service sectors Completed three transformative acquisitions in 2H 2022 that support long-term DIPU growth European Onshore Wind Platform1 BKR2 – German Offshore Wind Farm1 EMKH – Integrated Waste Platform1 ▪ 3 operating wind farms in Norway and ▪ 465MW
Slide 4: Rationale for the Acquisitions
Rationale for the Acquisitions ▪ Strong sectoral megatrends underpin portfolio Account for 16% of KIT’s 1 Transformative acquisitions that align with KIT’s growth strategy ▪ Well-balanced mix of infrastructure businesses and assets in developed markets with best-in-class partners FY2022 AUM of S$7.3
Slide 5: Financial Impact
Financial Impact Acquisitions deliver new long-term income streams, supporting sustainable DIPU growth Pro-forma FFO1 Pro-forma DIPU1 Pro-forma net gearing1 (S$m) (S$ cents per unit) (%) 314.5 4.60 39.8 4.46 4.45 0.15 35.2 82.6 (0.01) (9.3) 232.3 231.9 30.5 4.7 (0.4) FY2022 Adjustment Adjusted Acqui
Slide 6: Reinforces KIT’s commitment to ESG targets
Reinforces KIT’s commitment to ESG targets Driving long-term value creation through sustainable investments; supporting global climate agenda Increase exposure of renewable Contribute to the circular Reduce emissions intensity2 energy to 10% of KIT’s FY2022 AUM1 economy Increase exposure of renewabl
Slide 7: Growth Strategy
Growth Strategy European Onshore Wind Platform
Slide 8: Maintain Focus on Growth and Strengthen Execution
Maintain Focus on Growth and Strengthen Execution Pathway underpinned by both organic and inorganic growth Pursue Scale Up through Leverage the Organic Growth Inorganic Growth OneKeppel Network Strengthen and grow cashflow profile of Focus on evergreen, yield accretive assets and existing portfolio
Slide 9: Maintain Focus on Growth and Strengthen Execution
Maintain Focus on Growth and Strengthen Execution Track record of transformative acquisitions paving the way for further near-term initiatives Driving Organic Growth Pursuing Inorganic Growth ✓ Continue to expand Electric Vehicle (EV) ▪ Actively pursue third party evergreen businesses and Energy yie
Slide 10: Leveraging OneKeppel Ecosystem for Sustainable Growth
Leveraging OneKeppel Ecosystem for Sustainable Growth Drawing on Keppel’s strong development capabilities and operational track record Key Milestones for FY2022 Looking Ahead Beneficiary from OneKeppel Ecosystem Increased Collaboration Tap Keppel’s network to drive origination, 1 3 execution and por
Slide 11: Thank You
Thank You www.kepinfratrust.com Connect with us on:
Keppel Infrastructure Trust — Shareholder Meeting (April 2023) on 6ix