3i Infrastructure PLC · LSE:3IN
3i Infrastructure — Our portfolio
15 slides from 3i Infrastructure's investor presentation, 2026
Slide 1: Our portfolio
3i Infrastructure plc Annual report and accounts 2026 24 Our portfolio An overview of our investments Future Biogas Page 27
Slide 2: A portfolio shaped by long-term megatrends
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 25 Megatrends A portfolio shaped by long-term megatrends Megatrends significantly influence our Megatrend Investment theme Our portfolio wor
Slide 3: Our portfolio: Energy transition
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 26 Our portfolio A high-quality, diverse Energy transition and differentiated portfolio, shaped by long-term infrastructure ESVAGT is the pi
Slide 4: Our portfolio continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 27 Our portfolio continued Energy transition Infinis is the largest generator of baseload low-carbon Joulz provides essential energy infrast
Slide 5: Our portfolio continued: Digitalisation
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 28 Our portfolio continued Digitalisation FLAG owns and operates one of the world’s most Tampnet owns and operates the world’s largest Lefda
Slide 6: Our portfolio continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 29 Our portfolio continued Demographic change Renewing essential infrastructure Other critical infrastructure Ionisos is the third-largest c
Slide 7: Portfolio review: portfolio summary
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 30 Portfolio review We have a high- Table 1: Portfolio summary (31 March 2026, £m) quality, resilient Directors’ Directors’ Allocated Underl
Slide 8: Portfolio review continued: portfolio return by asset
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 31 Portfolio review continued The total portfolio return in the year of Chart 1: Portfolio return by asset (year to 31 March 2026) £374 mill
Slide 9: Movements in portfolio value and portfolio activity
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 32 Portfolio review continued Movements in portfolio value Portfolio activity During the year, TCR secured a number of ESVAGT had an importa
Slide 10: Portfolio review continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 33 Portfolio review continued ESVAGT was also affected by continued FLAG performed strongly during the year. Tampnet delivered performance a
Slide 11: Portfolio review continued
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 34 Portfolio review continued These two acquisitions increase Joulz’s SRL performed below expectations, with Oystercatcher’s 45%-owned termi
Slide 12: Summary of portfolio valuation methodology
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 35 Portfolio review continued The acquisition further strengthens Future Summary of portfolio The valuation principles used are based DNS:NE
Slide 13: Portfolio review continued: Discount rate
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 36 Portfolio review continued Where the DCF methodology is used, Longer-term power prices affect the For ESVAGT, which operates ERRVs in the
Slide 14: Portfolio company debt and investment track record
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 37 Portfolio review continued Portfolio company debt When considering the appropriate Investment track record These returns were underpinned
Slide 15: Portfolio asset returns throughout holding period
3i Infrastructure plc Annual report and accounts 2026 Overview Our portfolio Financial review Sustainability and Risk Governance Accounts and other information 38 Portfolio review continued Chart 5: Portfolio asset returns throughout holding period Current portfolio (£m) Money multiple of current po