Keppel DC REIT (OTCPK:KPDCF)

Half Year 2025 Keppel DC REIT Earnings Call Transcript

Jul 24, 2025 / 02:00 AM GMT

Release Date Price: $1.7

Transcript

Key Points

Positve

Keppel DC REIT (KPDCF) reported a strong financial performance for the first half of 2025, with distributable income increasing by 57.2% year-on-year to 127.1 million.
The distribution per unit rose by 12.8%, even after accounting for an enlarged unit base following an equity fundraise in 4Q 2024.
The REIT achieved a portfolio reversion of approximately 51%, driven by major contract renewals.
The portfolio is currently about 96% occupied with a weighted average lease expiry of 6.9 years, indicating strong tenant retention.
Keppel DC REIT (KPDCF) has a low aggregate leverage of 30%, positioning it favorably for future growth opportunities.

Negative

The financial performance was partially offset by the divestments of Kelster Park data center and the absence of a one-off dispute settlement received in 2024.
There is a vacancy at the Cardiff data center, with a client set to vacate in June 2026, requiring re-leasing efforts.
The REIT faces intense market competition, particularly in the leasing of certain assets, which has impacted competitiveness in some bids.
The macroeconomic conditions remain uncertain amid shifting trade policies and geopolitical tensions, which could impact future performance.
Some assets, such as those in the Chinese market, face challenges due to geopolitical issues affecting the availability of necessary technology for AI applications.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KEPE.SI - Keppel DC REIT
Half Year 2025 Keppel DC REIT Earnings Call
Jul 25, 2025 / 02:00AM GMT

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Presentation
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Unidentified_1 [1]
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Morning everyone.

Thank you for darling.

That's 5 results I'm Renee from the investor relations team. Let me introduce the management call on the management team on the call. We have CEO Mr. Lo Hui Lo, CFO Mr. Adam Lee, and we will start with an overview of Capital GCB's financial and operational performance, followed by the question and answer session.

For analysts who are joining us on the team's platform, please be reminded to mute your mind throughout the presentation. I will now hand the time to freedom.

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Unidentified_2 [2]
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