Keppel Infrastructure Trust - RHB Research 2026-02-04: Resilient Cashflows, Dry Powder Support DPU

• 2025 results reinforced Keppel Infrastructure Trust's s steady distribution profile, with DPU in line as resilient portfolio cashflows and recycling efforts translated into higher distributable income (DI).
• - Read this at SGinvestors.io -
• With S$180m divestment proceeds and S$239m committed debt headroom, Keppel Infrastructure Trust can undertake accretive investments.

Results takeaways.

• 2025 funds from operations (FFO) rose to S$326.1m (+17% y-o-y) and reported DI increased to S$249.5m (+23% y-o-y), driven by stronger contributions from Energy Transition and Distribution & Storage.
• - Read this at SGinvestors.io -
• Distribution & Storage benefitted from Ixom and Ventura, and Digital Infrastructure posted a one-month DI contribution from GMG.
• We omit S$48.9m divestment gain from recurring DI as it is one-off.

What will drive 2026 DI?

• Read more at SGinvestors.io.

Above is an excerpt from a report by RHB Securities Research.
Clients of RHB may be the first to access the full PDF report @ https://www.rhbtradesmart.com/.

Previous report by RHB:
2025-11-26 Keppel Infrastructure Trust - High-yield Essential Infrastructure Play; BUY.

Price targets by other brokers at Keppel Infra Trust Target Prices.

Listing of research reports at Keppel Infra Trust Analyst Reports.

Relevant links:
Keppel Infra Trust Share Price History,
Keppel Infra Trust Announcements,
Keppel Infra Trust Dividend Payout Dates & Corporate Actions,
Keppel Infra Trust News