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GCP Infrastructure Investments Limited (GCP) investor relations material
GCP Infrastructure Investments Limited H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary11 Dec, 2025
Executive summary
Mature, diversified UK infrastructure debt portfolio with 47 investments valued at £859m as of 30 September 2025, focused on public-sector backed cash flows and capital preservation.
15 consecutive years of dividends, with a 7.0 pence per share dividend for the year and a total NAV return of 185.2% since IPO.
Ongoing capital recycling strategy, with significant disposals and a focus on reducing leverage and rebalancing the portfolio.
Financial highlights
Net assets of £848.7m and NAV per share of 101.40p at 30 September 2025, down from 105.22p the previous year.
Total income for the year was £33.7m, with operating profit before finance costs of £22.6m and profit for the period of £18.4m.
Dividend coverage was 0.96x on accruals and 1.04x on adjusted cash basis.
Downward valuation movements of £66.0m, mainly due to discount rate increases, lower electricity price forecasts, and asset-specific revaluations.
Outlook and guidance
Near-term focus on capital reallocation, reducing leverage, and share buybacks.
Pipeline of c.£250m in potential disposals, targeting exits from supported living and merchant electricity price exposure.
Dividend yield at current trading levels is approximately 9.9%.
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Next GCP Infrastructure Investments Limited earnings date
H1 202611 Jun, 2026
Next GCP Infrastructure Investments Limited earnings date
H1 202611 Jun, 2026
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Frequently asked questions
GCP Infrastructure Investments Limited is an investment company primarily focused on opportunities within the UK's infrastructure sector. Its investment strategy centers on assets that deliver essential services to the public and private sectors, including but not limited to, projects in education, healthcare, housing, and renewable energy. The company aims to provide investors with regular, sustainable dividends while preserving capital. Its portfolio may comprise investments in projects with long-term, public sector-backed revenues, including Private Finance Initiative (PFI), Public-Private Partnership (PPP) projects, and other infrastructure projects in the UK. The company is headquartered in St. Peter Port, Guernsey, and its shares are listed on the London Stock Exchange.
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