London · Delayed Price · Currency is GBP · Price in GBX Foresight Environmental Infrastructure Earnings Call Transcripts
Fiscal Year 2026
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Resilient performance delivered a 6.2% NAV total return, supported by a diversified portfolio and a progressive dividend policy. Dividend cover remains strong at 1.25x, with prudent gearing and selective reinvestment driving organic growth.
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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
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Strategic focus remains on disciplined portfolio management, strong income generation, and selective asset disposals, with record cash generation supporting a 1.32x dividend cover and a 2.1% dividend increase. Conservative gearing, robust capital recycling, and a diversified portfolio position the fund well for future growth.
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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.