Foresight Environmental Infrastructure Earnings Call Transcripts
Fiscal Year 2026
-
NAV reached £652 million with a 2% total return and strong dividend cover. Portfolio diversification and operational ramp-up of growth assets underpin robust performance, while regulatory risks are mitigated by revenue diversity and hedging.
Fiscal Year 2025
-
Strategic focus remains on income, disciplined capital allocation, and selective asset disposals, with record cash generation and a 1.32x dividend cover. Portfolio diversification and operational improvements support a 2.1% dividend increase for the coming year.
-
Record cash flows and strong operational performance were offset by a full write-down of the HH2E hydrogen investment. Dividend cover remains robust, gearing is reduced, and the portfolio is well-diversified, with a focus on value enhancement and prudent capital allocation.