Keppel Ltd (OTCPK:KPELF)

Full Year 2025 Keppel Ltd Earnings Call Transcript

Feb 4, 2026 / 02:00 AM GMT

Release Date Price: $7.63

Transcript

Key Points

Positve

Keppel Ltd (KPELF) reported a 39% increase in net profit year-on-year, reaching 1.1 billion, with improvements across all business segments.
Funds under management grew from 88 billion to 95 billion, on track to reach the target of 100 billion by the end of 2026.
The infrastructure division delivered record earnings, contributing significantly to the company's overall performance.
Keppel Ltd (KPELF) achieved a return on equity of 18.7% for the financial year 2025, up from 14.9% the previous year.
The company announced a total shareholder return of 58.5% for 2025, supported by strong performance and a re-rating of the company.

Negative

Overall net profit for financial year 2025 was 789 million, 16% lower than the previous year due to discontinued operations.
The company recorded a 222 million accounting loss from the proposed sale of M1's telco business.
Free cash inflow decreased to 611 million from 901 million in the prior year, partly due to the absence of one-off cash benefits.
Asset management net profit was lower at 46 million, mainly due to the absence of performance fees and lower acquisition fees.
The connectivity segment recorded lower net fair value gains, impacted by fair value losses on sponsor stakes in private funds.

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

KPLM.SI - Keppel Ltd
Full Year 2025 Keppel Ltd Earnings Call
Feb 05, 2026 / 02:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. Welcome to the conference for Capa Limited's second half and full year financial results for 2025.

We have on the panel this morning from your left.

Mr. Manjot Singhman, CEO Connectivity and CEO M1.

Mr. Louis Lim, CEO of Real Estate.

Ms. Christina Tan, CEO of Fund Management and Chief Investment Officer.

Mr. Low Chinhua, CEO.

Mr. Kevin Cheng, CFO.

And Miss Cindy Lim, CEO Infrastructure.

We will begin the session with presentations by CEO Mr. Low Chin Hua and CFO Mr. Kevin Cheng, followed by the question-and-answer session. Mr. Low, please.

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