3I INFRASTRUCTURE PLC - Investor Presentation

3i Infrastructure PLC’s latest investor update highlights a transformational period marked by strong portfolio management, disciplined capital allocation and resilient company performance ahead of full-year financial results on 12 May. The group announced the €1.1 billion exit of TCR, delivering a 50% uplift to its prior valuation, a 3.5x money multiple and a 19% IRR over 10 years, reinforcing its value-creation strategy and track record of profitable exits. Proceeds are being recycled into growth opportunities, including a €300 million majority investment in the Lefdal Mine Data Center in Norway, a highly efficient, renewable-powered data centre campus with long-term contracted capacity and significant expansion potential. Across the portfolio, bolt-on acquisitions at Joulz, Sval and Future Biogas are expected to enhance EBITDA, broaden geographic reach and support the energy transition. Management said the diversified infrastructure portfolio remains resilient despite macroeconomic volatility, with inflation-linked revenues, largely fixed or hedged debt and limited refinancing risk. For the year ended 31 March, 3i Infrastructure expects to deliver returns toward the lower end of its 8% to 10% target range and remains on track to pay its full-year dividend target of 13.45p per share, up 6.3% year on year and fully covered by net income. While DNS:NET remains a financing-related challenge, the company believes its strengthened balance sheet, net cash position and active growth strategy leave it well placed to drive future revenue, margins and shareholder returns.