Keppel Infrastructure Trust · SGX:A7RU
Keppel Infrastructure Trust — Shareholder Meeting (June 2020)
11 slides from Keppel Infrastructure Trust's shareholder meeting presentation, Jun 3, 2020
Slide 1: Annual General Meeting
Annual General Meeting 3 June 2020
Slide 2: Outline
Outline 1 Financial and Business Highlights 3 2 Looking Ahead 9 The information contained in this presentation is for information purposes only and does not constitute or form part of, and should not be construed as, any offer or invitation to sell or issue or any solicitation of any offer or invita
Slide 3: Financial and Business Highlights
Financial and Business Highlights Ixom
Slide 4: Portfolio of strategic businesses and assets across a broad range of highly defensive industries
Portfolio of strategic businesses and assets across a broad range of highly defensive industries Distribution & Network Energy Waste & Water ✓ All business and assets in Singapore, Australia and New Zealand are classified as essential services ✓ No impact to operations during the COVID-19 pandemic 4
Slide 5: Key Highlights for FY 2019
Key Highlights Consistently delivered for FY 2019 stable and regular distributions Distributable Cash Flows 3.72 cents 3.72 cents 3.72 cents 3.72 cents $188.7m 0.93 0.93 0.93 0.93 33.7% YoY increase 0.93 0.93 0.93 0.93 from FY 2018 0.93 0.93 0.93 0.93 0.93 0.93 0.93 0.93 Strategic Acquisition FY 201
Slide 6: 1Q 2020 Key Results Highlights
1Q 2020 Key Results Highlights Stable DPU 0.93 cents Supported by resilient cash flows from a diversified portfolio of businesses and assets Resilient Distributable Cash Flows $51.1m 5.6% YoY increase over 1Q 2019 Annualised Yield (1) 8.8% Based on the market closing price per Unit of $0.425 as at 3
Slide 7: 1Q 2020 Business Updates
1Q 2020 Business Updates City Gas • Customer base grew 1.6% YoY to 863,000 in 1Q 2020 • Achieved 100% availability • Continue to ensure town gas supply is maintained to support essential requirements in Singapore in the current pandemic Ixom • Continued to deliver resilient performance despite the c
Slide 8: 1Q 2020 Business Updates
1Q 2020 Business Updates Energy ▪ Keppel • Achieved 100% of contracted availability Merlimau Cogen (KMC) • Advanced discussions with lenders for the refinancing of the KMC loan Waste & Water ▪ Senoko WTE Plant ▪ Tuas WTE Plant • Fulfilled all contractual obligations and operations remained stable ▪
Slide 9: Looking Ahead
Looking Ahead Senoko WTE Plant
Slide 10: Three-pronged Strategy for Long-Term Value Creation
Three-pronged Strategy for Long-Term Value Creation Value Operational Focused Creation Excellence Acquisition • Generate sustainable cash • Achieve operational excellence • Seek leading businesses and flows from the Trust’s well- and asset optimisation to extract assets with the following diversifie
Slide 11: Thank You
Thank You www.kepinfratrust.com Ulu Pandan NEWater Plant
Keppel Infrastructure Trust — Shareholder Meeting (June 2020) on 6ix