GCP Infrastructure Investments Ltd (LSE:GCP) has published its full-year results for the period ending September 2025, reporting a portfolio valuation of £858.9 million and maintaining its dividend at 7.0 pence per share. The company delivered a 3.1% NAV total return over the year, supported by a meaningful reduction in leverage and the successful execution of its capital allocation programme, which included £80 million generated from asset sales. Looking ahead, GCP intends to consult with shareholders in early 2026 on future capital plans as it continues prioritising sustainable infrastructure projects.
The company’s outlook reflects a robust financial position characterised by strong cash generation and low gearing. However, challenges in income growth and an elevated P/E ratio temper the broader investment thesis. While technical indicators point to possible short-term softness, recent corporate actions signal management’s confidence, offering a modest uplift to sentiment.
More about GCP Infrastructure Investments Ltd
GCP Infrastructure Investments Ltd is a FTSE 250 closed-ended investment company domiciled in Jersey. Its mandate is to deliver consistent, long-term dividend income to shareholders while protecting the value of its capital base. The firm invests across a diversified set of sectors, including renewable energy, social housing, and PPP/PFI projects. As of September 2025, it held a market capitalisation of £606.8 million.
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