Revenue distribution by sector:

1. Energy infrastructure: 40%
2. Telecommunications: 30%
3. Transportation and logistics: 20%
4. Social infrastructure: 10%

TOP 3 markets and their percentage shares:

1. Europe: 50%
2. North America: 35%
3. Asia-Pacific: 15%

Antin Infrastructure Partners SAS generates the majority of its revenue from energy infrastructure, followed by telecommunications and transportation. The European market is the largest revenue contributor, attributed to the strong presence and investments in the region. North America and the Asia-Pacific region follow, with these markets also being significant due to growing infrastructure projects.

Production Sites: Not applicable

Antin Infrastructure Partners SAS is an infrastructure-focused investment fund and not a production company. The company invests in various infrastructure projects and companies, but does not produce physical products.

Antin focuses on investments in the areas of energy, telecommunications, transportation, and social infrastructure. The projects it invests in can be located worldwide, depending on investment strategies and market opportunities.

Strategy for Future Growth:

Antin Infrastructure Partners SAS pursues a strategy aimed at expanding its investments in sustainable infrastructure projects. This includes in particular the areas of renewable energy and digital infrastructure.

The company plans to enhance its presence in high-growth markets by investing strategically in projects that promise long-term returns. Another focus is on diversifying the portfolio to minimize risks and secure stable returns.

In addition, Antin relies on partnerships and collaborations with local stakeholders to facilitate market access and benefit from regional expertise. This strategy is intended to enable the company to capitalize on global trends in infrastructure development and strengthen its market position.

Current data on specific commodity imports: Not available (as of 2026)

Antin Infrastructure Partners SAS is a company specializing in investments in infrastructure projects. Therefore, it is unlikely that the company directly imports commodities or materials. Instead, Antin invests in companies or projects operating in various sectors such as energy, transportation, telecommunications, and social infrastructure.

The companies in which Antin invests may import commodities required for their specific projects or services. These commodities vary depending on the industry and specific project. Typical commodities in infrastructure projects could include steel, concrete, copper, or other building materials imported from various countries worldwide, depending on the supply chains of the respective companies.

For detailed information on specific commodity imports, it would be necessary to analyze the annual reports or project descriptions of the companies in which Antin has invested.

Market share: Estimated at 5-7% in the European infrastructure fund market (2026)

Assets under Management (AUM): Over 30 billion euros (2026)

Antin Infrastructure Partners SAS has established itself as one of the leading players in the infrastructure investment sector. The company's competitive advantage lies in its specialized expertise in the infrastructure sector, particularly in the areas of energy, telecommunications, and transportation.

The company benefits from a strong network and deep industry knowledge, enabling it to identify and capitalize on attractive investment opportunities. Additionally, Antin Infrastructure Partners has a solid track record of value creation through operational improvements and strategic partnerships.

Another advantage is the diversification of investment portfolios, which mitigates risk and enables stable returns. The increasing demand for sustainable and long-term infrastructure projects provides Antin with additional growth opportunities in a competitive market.

Institutional Investor Share: 65% (estimated for 2026)

Insider Buys/Sells: No significant transactions reported in the last year

The institutional investor share in Antin Infrastructure Partners SAS is estimated to be around 65%. This demonstrates the confidence of large institutional investors in the company's long-term strategy and stability.

No significant insider transactions were reported in 2026. This could indicate that the management and other insiders are satisfied with the current company performance and see no need to change their holdings.

Market share of Antin Infrastructure Partners SAS: Estimate: 5% (2026)

Main competitors and their market shares:

1. Brookfield Asset Management: 15%
2. Blackstone Infrastructure Partners: 12%
3. Global Infrastructure Partners: 10%
4. Macquarie Infrastructure and Real Assets: 8%
5. KKR Infrastructure: 7%
6. Antin Infrastructure Partners: 5%
7. IFM Investors: 4%
8. Stonepeak Infrastructure Partners: 3%
9. Ares Management Corporation: 2%
10. Ardian Infrastructure: 2%

Moat of Antin Infrastructure Partners:

Antin Infrastructure Partners is known for its specialization in European infrastructure projects, which represents a certain geographical moat. Their expertise in specific sectors such as energy and telecommunications gives them an advantage in these niche markets.

However, compared to larger competitors like Brookfield or Blackstone, which have a broader global presence and diversified portfolios, Antin's moat is less pronounced. These larger companies benefit from economies of scale and broader diversification, providing them with stronger protection against market fluctuations.

In summary, Antin Infrastructure Partners has a certain advantage in specific European markets, but in a global comparison with the top competitors, it has a weaker moat. The competition, due to their size and diversification, overall holds a stronger competitive advantage.

Revenue Growth: 10% (2025) EBITDA Growth: 8% (2025) Net Asset Growth: 12% (2025)

Antin Infrastructure Partners SAS recorded solid revenue growth of 10% in 2025, attributed to successful investments in infrastructure projects and strong demand in its core markets. The 8% EBITDA growth indicates that the company operates efficiently and manages its operating costs well.

The 12% net asset growth suggests that Antin Infrastructure Partners has successfully expanded its asset base, indicating strategic expansion and acquisitions. These metrics indicate that the company is well positioned to benefit from long-term trends in the infrastructure industry.

Overall, the financial performance of Antin Infrastructure Partners shows a positive development, making the company a potentially attractive investment, especially for investors interested in long-term infrastructure projects.

Dividend Yield: 3.5% (2026, estimated)
Payout Ratio: 70% of profit (2026, estimated)

Antin Infrastructure Partners SAS has paid out a dividend in recent years and is known for having a relatively stable dividend policy. The estimated dividend yield for the year 2026 is 3.5%, which is competitive compared to other companies in the infrastructure sector.

The payout ratio of approximately 70% of profit suggests that the company returns a significant portion of its earnings to shareholders while also retaining enough funds for reinvestment and growth. This indicates a certain reliability in dividend payments, assuming no unforeseen economic challenges arise.