Antin Infrastructure Partners (CHIX:ANTINp)

Full Year 2025 Antin Infrastructure Partners SAS Earnings Call Transcript

Mar 12, 2026 / 10:00AM GMT

Release Date Price: €9.79

Transcript

Key Points

Positve

Antin Infrastructure Partners (FRA:8ZU) delivered a strong performance in 2025, with significant acceleration in investment activity, deploying about EUR2.5 billion across strategies.
The company maintained a solid value creation across its portfolio, supported by operational improvements and strategic initiatives.
Antin Infrastructure Partners (FRA:8ZU) is entering a new growth phase with the launch of a new fundraising cycle, starting with mid-cap II in 2026 and Flagship VI in 2027.
The company maintained its distribution policy with a dividend of $0.71 per share, representing a yield of approximately 8% of the current share price.
Antin Infrastructure Partners (FRA:8ZU) has a strong platform with deep sector expertise and strong sourcing capabilities, allowing it to adapt to a rapidly evolving environment.

Negative

Underlying EBITDA increased by only 1% on a like-for-like basis, indicating limited growth in profitability.
The company faces high volatility in the geopolitical and macroeconomic environment, which may impact deal flow and fundraising.
There is uncertainty regarding the timing and outcome of exits, which could affect carried interest recognition and financial performance.
The market conditions remain challenging, with traditional sources of capital constrained and public finances under pressure.
Antin Infrastructure Partners (FRA:8ZU) anticipates high single-digit cost growth in 2026, driven by continued investment in the platform and selective new hires.

Operator

Good morning. This is the conference operator. Welcome and thank you for joining the Antin full year 2025 results conference call. (Operator Instructions)

At this time, I would like to turn the conference over to Ludmilla Binet, Head of Shareholder Relations. Please go ahead, madam.

Ludmilla Binet

Antin Infrastructure Partners SAS - Head of Shareholder Relations

Thank you. Good morning, everyone and thank you for joining the call today. Earlier this morning, we issued a press release announcing our full year results for 2025. A copy of this release and the presentation are available on the shareholders section of our website.

For today's presentation, I am joined by Alain Rauscher, Chairman and cEO; Melanie Biessy, Managing Partner and COO; and Walid Damou, Partner and CFO. The presentation will be followed by a Q&A session. Let me now hand over to Alan.

Alain Rauscher

Antin Infrastructure Partners SAS - Chairman of the Board, Chief Executive Officer, Founder, Managing Partner

Thank you,

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