Keppel Infrastructure Trust · SGX:A7RU
Keppel Infrastructure Trust — Shareholder Meeting (April 2022)
14 slides from Keppel Infrastructure Trust's shareholder meeting presentation, Apr 19, 2022
Slide 1: Annual General Meeting
Annual General Meeting 19 April 2022
Slide 2: FY 2021 Highlights
FY 2021 Highlights Declared first DPU growth in 6 years Robust portfolio performance Strong balance sheet supports growth ▪ Ixom: Sharpened focus with divestment of DPU (cents) Fiji business; strengthened market share Low Gearing 3.78 3.72 3.72 3.72 3.72 3.72 with three bolt on acquisitions in 2021
Slide 3: Diversified portfolio with maiden investment in the Middle East
Diversified portfolio with maiden investment in the Middle East Completed the Investment in Aramco Gas Pipelines Company ▪ Part of a global consortium to acquire a 49% stake in Aramco Gas Pipelines Company, which holds a 20-year lease-and-lease-back agreement over the usage rights of Aramco’s gas pi
Slide 4: 1Q 2022 Highlights
1Q 2022 Highlights ▪ Strong platform for continued growth: EBITDA (S$m) ̶ Strengthened cash flow resiliency: Completed investment in Aramco Gas Pipelines Company in Feb 2022 5.5% 89.61,2 ̶ Proposed amendments to fee structure to support growth and promote 84.91 alignment of interests with Unitholder
Slide 5: Capital Management
Capital Management Debt Repayment Profile Debt Breakdown by Currency ▪ Obtained S$150m equity bridge loan to fund > 5 yr < 1 yr 4.9% investment in Aramco Gas Pipelines Company 18.4% A$: 31.8% ▪ Proactively manage interest rate exposure: ~82% of loans hedged S$1.9b S$1.9b S$: 68.2% ▪ Mitigate impact
Slide 6: Looking Ahead
Looking Ahead Aramco Gas Pipelines Company
Slide 7: Platforms for Sustainable Growth
Platforms for Sustainable Growth Build a well-diversified portfolio of infrastructure businesses and assets that generate long-term growth in distributions and contribute to a sustainable future Pursue Inorganic Growth ▪ Actively pursue third party OneKeppel evergreen businesses and yield- accretive
Slide 8: Renewed Focus towards Growth
Renewed Focus towards Growth Focus on evergreen, yield accretive assets and businesses that will benefit from secular growth trends Key Asset Classes Traditional asset classes Asset classes that benefit Asset classes that Socio-economic with long-term utility-like from the low-carbon support the dig
Slide 9: Refreshed Business Segments
Refreshed Business Segments To build a well-diversified portfolio of core and core plus infrastructure businesses and assets that support the long-term growth in KIT’s distributions and contribute to a sustainable future Energy Transition Environmental Services Distribution & Storage Supports the tr
Slide 10: ESG at the Core
ESG at the Core KIT Board Sustainability management is imperative to the Board ESG Committee continued success of KIT and its ability to create value Establishment of a dedicated Board Environmental, Mr. Kunnasagaran Mr Daniel Ee, Mr Thio Shen Yi, Ms Susan Chong, Chinniah, Chairman Member Member Mem
Slide 11: ESG Targets
ESG Targets Drive ESG performance and drive long-term value creation Environmental Stewardship Responsible Business People and Community Asset Quality and Safety: Fulfil contractual obligations and Employee Health and Wellbeing: Maintain zero Climate Change Adaptation: Commit to minimise operational
Slide 12: Commitment to ESG Excellence
Commitment to ESG Excellence Environmental Stewardship Responsible Business People and Community Owns two WTE plants with a Board Gender Diversity Suppliers undergo rigorous combined capacity to treat screening criteria which include Female: approx. 40% of Singapore’s reputation, track record 33.3%
Slide 13: Thank You
Thank You www.kepinfratrust.com Connect with us on:
Slide 14: Important Notice
Important Notice 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 invitation to purchase or subscribe for any units (“U
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