Digital 9 Infrastructure (LSE:DGI9) has confirmed that funds managed by IFM Investors are divesting their 14.84% minority holding in UK broadcast and telecommunications operator Arqiva Group to Polus Capital Management for £8.9 million. The price reflects the same valuation applied in the recent transaction in which Polus acquired a 26.54% stake previously managed by Macquarie. Following these deals, Polus becomes a notable minority shareholder alongside Digital 9, which continues to hold a 51.8% economic interest. Both investors have indicated they will work with Arqiva’s management team to strengthen the company’s value ahead of Digital 9’s audited annual results scheduled for release on 15 April 2026.
Polus, an infrastructure-focused investment manager overseeing roughly $14 billion in assets, brings sector expertise spanning utilities, telecommunications, power and energy. Its involvement may help support Arqiva’s operational performance and strategic development. For Digital 9, retaining its majority economic interest while gaining a partner with aligned objectives helps reinforce the stability of one of its core assets during the trust’s Managed Wind-Down process, offering clearer visibility on Arqiva’s ownership structure as the company continues to execute its asset realisation strategy.
Despite this development, the company’s outlook remains pressured by weak financial fundamentals, including significant recent losses, negative revenue figures, declining equity and volatile cash flow. Technical indicators also suggest a bearish trend, with the share price trading below key moving averages and a negative MACD reading. Valuation metrics remain broadly neutral due to the absence of reliable P/E and dividend yield data.
More about Digital 9 Infrastructure Plc
Digital 9 Infrastructure plc is a London-listed investment trust and constituent of the FTSE All-Share index, specialising in investments in digital infrastructure assets. The company is currently undertaking a Managed Wind-Down, seeking to realise the value of its remaining portfolio in an orderly manner. InfraRed Capital Partners has been appointed as adviser and alternative investment fund manager (AIFM) to oversee the execution of this run-off strategy.
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