Singapore's Keppel 9-month profit jumps on infra boost新加坡吉宝集团前9个月利润因基础设施建设利好而大幅增长
Singapore's Keppel reported more than 20 per cent growth in its nine-month net profit on Thursday (Oct 29), excluding the non-core portfolio for divestment and discontinued operations, helped by strong performance in its infrastructure and connectivity units.The asset manager's infrastructure segment delivered strong earnings, with its integrated power business recording seven per cent growth in earnings before interest, taxes, depreciation...
Singapore's Keppel reported more than 20 per cent growth in its nine-month net profit on Thursday (Oct 29), excluding the non-core portfolio for divestment and discontinued operations, helped by strong performance in its infrastructure and connectivity units.
The asset manager's infrastructure segment delivered strong earnings, with its integrated power business recording seven per cent growth in earnings before interest, taxes, depreciation and amortisation, supported by the commercial start-up of the Keppel Sakra Cogen plant.
The connectivity segment, which houses Keppel's data centre business, also contributed to earnings growth, benefiting from its focus on power-constrained markets and disciplined underwriting.
However, including its non-core portfolio for divestment and discontinued operations, Keppel's overall nine-month net profit fell 40 per cent, mainly due to a four per cent reduction in the gross asset value of those non-core assets.
Keppel added $19.5 billion of new funds under management (FUM) year to date, having already surpassed its end-2026 target of $100 billion in FUM in July.
Asset monetisation stood at $3.7 billion year to date, also exceeding its 2026 target range.
"Despite the volatile environment, we have exceeded our target of $2-3 billion in non-core asset monetisation announced for the year. This would unlock capital to fund growth, reduce debt and reward shareholders," said Keppel Chief Executive Loh Chin Hua.
Shares of the company rose as much as 2.4 per cent, marking their best session in a month, while the broader benchmark was up 0.5 per cent.
新加坡吉宝集团周四（10月29日）公布，截至目前前九个月的净利润增长超过20%，该数据不包括因剥离非核心资产组合和终止经营而产生的利润，这主要得益于其基础设施和互联互通部门的强劲表现。
该资产管理公司的基础设施部门盈利强劲，其综合电力业务在息税折旧摊销前利润增长了 7%，这得益于吉宝沙克拉热电联产厂的商业启动。
连接业务板块（包含吉宝的数据中心业务）也为盈利增长做出了贡献，这得益于其专注于电力受限市场和严格的承保策略。
然而，若将非核心资产组合剥离和终止经营计入在内，吉宝集团前九个月的净利润整体下降了 40%，主要原因是这些非核心资产的总资产价值下降了 4%。
吉宝集团今年迄今为止新增管理资产规模（FUM）195亿美元，并在7月份就已超过了其2026年底1000亿美元的管理资产规模目标。
今年迄今为止，资产变现规模已达 37 亿美元，也超过了其 2026 年的目标范围。
吉宝首席执行官罗振华表示：“尽管市场环境动荡，但我们已超额完成了此前宣布的20亿至30亿美元的非核心资产变现目标。这将释放资金用于增长、减少债务并回报股东。”
该公司股价一度上涨 2.4%，创下一个月来最佳单日表现，而大盘基准指数上涨 0.5%。