Full Year 2026 3I Infrastructure PLC Earnings Call Transcript

May 20, 2026 / 12:30 PM GMT

Release Date Price: £3.7 (+1.93%)

Transcript

Key Points

Positve

3i Infrastructure PLC (LSE:3IN) has consistently met or exceeded its return target of 8% to 10% per annum for over a decade.
The company successfully sold its largest business, TCR, achieving a 50% higher price than its valuation at the start of the year, resulting in a 20% IRR over the investment's life.
3i Infrastructure PLC (LSE:3IN) has a diversified portfolio with exposure to mega trends such as energy transition and digitalization, which are expected to drive long-term growth.
The company has strong liquidity, with a pro forma net cash position of 200 million pounds after recent transactions.
A new investment in the Leftal Mine data center campus in Norway is expected to provide significant upside due to its unique characteristics and efficient operations.

Negative

The DNSNet investment, a German fiber to the home business, was written down to zero due to changes in the debt market and operational challenges.
The SRL business in the UK faced difficulties due to market headwinds and cost challenges, leading to a reduction in its valuation.
The company is exposed to changes in the credit cycle, which can impact investments that require raising additional debt.
There is a 10% discount to net asset value in the current trading of 3i Infrastructure PLC (LSE:3IN) shares.
The company acknowledges the need for higher hurdles for new investments that are largely debt-funded rollouts, indicating past challenges in this area.

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

3IN.L - 3I Infrastructure PLC
Full Year 2026 3I Infrastructure PLC Earnings Call
May 20, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the 3i Infrastructure PLC investor presentation. Throughout this recorded presentation, investors will be in listen-only mode. Questions are encouraged and can be submitted at any time via the Q&A tab situated on the right-hand corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can review all questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to submit the following poll.

Good afternoon, sir.

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