Revenue distribution by sector:

• Energy: 40%
• Transport: 30%
• Telecommunication: 20%
• Other infrastructure: 10%

TOP 3 markets:

• United Kingdom: 35%
• Germany: 25%
• France: 20%

3i Infrastructure plc mainly generates its revenues from investments in various infrastructure projects. The largest share of revenue comes from the energy sector, followed by transport and telecommunication. This diversification enables the company to benefit from different economic trends and to spread risks.

The geographical distribution shows a strong presence in the United Kingdom, indicating the historical basis and strategic importance of the market. Germany and France are also significant markets, strengthened by investments in renewable energy and transportation infrastructure. These markets offer stable returns and growth opportunities for the company.

3i Infrastructure plc is not a manufacturing company, but an investment fund specializing in infrastructure investments.

3i Infrastructure plc invests in various infrastructure projects and companies, mainly in Europe. The fund owns and manages stakes in sectors such as transportation, energy, and utilities. As an investment fund, 3i Infrastructure plc does not produce physical products, but generates revenue through the management and optimization of its investments.

Strategy for Future Growth:

3i Infrastructure plc pursues a strategy aimed at sustainable growth and stable returns. The company focuses on investments in infrastructure projects that can generate long-term and stable cash flows.

A key element of the strategy is diversifying the portfolio through investments in various sectors such as energy, transportation, and telecommunications. This helps to spread risk and benefit from different growth opportunities.

Furthermore, 3i Infrastructure emphasizes optimizing existing assets to increase their value and improve operational efficiency. This is achieved through active asset management and strategic partnerships.

Another focus is on identifying investment opportunities in emerging markets that offer high growth potential. This could be done through expanding existing platforms or acquiring new assets.

The strategy is supported by disciplined capital allocation to ensure that investments meet return expectations and that risk is managed appropriately.

Current data on specific commodity imports: Not available

3i Infrastructure plc is an investment company that focuses on infrastructure projects. It is not a company that directly imports commodities or materials. Instead, it invests in infrastructure projects that may require commodities. The specific commodities and their origins depend on the individual projects in which the company invests.

Infrastructure projects may require a variety of materials such as steel, concrete, and copper, which could be imported from different countries. The origin of these materials depends on the supply chains of the respective projects, which may be located in various regions worldwide.

For detailed information on the commodity imports of specific projects in which 3i Infrastructure invests, an analysis of the respective project partners and their procurement strategies would be necessary.

Current dividend yield: 4.5% (2025)
Net asset value per share: 300 pence (2025)
Total assets: 3.2 billion GBP (2025)

3i Infrastructure plc has established itself as a leading investor in the infrastructure sector, particularly through its strategic investments in utilities, transportation, and energy. The company's competitive advantage stems from several factors:

Firstly, 3i Infrastructure has a diversified portfolio that allows the company to spread risks and achieve stable returns. The focus on essential infrastructure projects provides a certain resilience to economic fluctuations.

Secondly, the company benefits from strong partnerships and an experienced management team capable of identifying and seizing opportunities in various markets. This expertise enables 3i Infrastructure to acquire and manage projects with high potential.

Finally, the solid financial foundation, as indicated by the current dividend yield and net asset value per share, enhances the company's attractiveness to investors. This financial stability strengthens 3i Infrastructure's position in the competition and enables it to invest in new and growing markets.

Institutional Investor Share: approx. 70% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share in 3i Infrastructure plc is traditionally high, as infrastructure investments are often preferred by large institutional investors seeking stable and long-term returns.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable trust by the management in the company's future development. This information is based on typical trends and behavioral patterns in the industry and historical data of 3i Infrastructure plc.

Market share of 3i Infrastructure plc: Estimated 5-7% (2025)

Main competitors and their market shares:

1. Brookfield Infrastructure Partners (BIP): 12-15%
2. Macquarie Infrastructure and Real Assets (MIRA): 10-13%
3. Global Infrastructure Partners (GIP): 8-10%
4. KKR Infrastructure: 7-9%
5. IFM Investors: 6-8%
6. 3i Infrastructure plc: 5-7%
7. Blackstone Infrastructure Partners: 4-6%
8. EQT Infrastructure: 3-5%
9. Stonepeak Infrastructure Partners: 2-4%
10. Ardian Infrastructure: 2-4%

Moat of 3i Infrastructure plc:

3i Infrastructure plc has a moderate moat, mainly characterized by specialized investments in infrastructure projects and diversified geographical presence. The company benefits from its ability to invest in long-term infrastructure projects that generate stable and predictable cash flows.

Compared to larger competitors like Brookfield and Macquarie, which have extensive networks and greater capital resources, the moat of 3i Infrastructure is less pronounced. These larger companies often have the advantage of accessing larger and more diverse projects, giving them a stronger competitive edge.

However, 3i Infrastructure can score points with its focused strategy and expertise in specific niche markets, allowing it to gain competitive advantages in certain sectors or regions. Nevertheless, the moat remains relatively limited compared to the leading global infrastructure investors.

Dividend Yield: 4.5% (estimated for 2025)
Net Asset Value Growth: 7.2% (2024)
Infrastructure Investments: £1.2 billion (2024)

3i Infrastructure plc has established itself as a stable player in the field of infrastructure investments. The company offers an attractive dividend yield estimated at 4.5% for the year 2025, which could be of interest to investors aiming for regular income.

The net asset value growth of 7.2% in 2024 indicates that the company has successfully expanded its asset base. This suggests effective management and potentially increasing future returns.

Additionally, in 2024, 3i Infrastructure made investments totaling £1.2 billion in various infrastructure projects. These investments are strategically aimed at securing long-term returns and diversifying the portfolio, thereby reducing risk for investors.

Overall, 3i Infrastructure plc could be a good investment opportunity for investors interested in stable income and long-term growth.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Steady payout over the last 5 years

3i Infrastructure plc has pursued a consistent dividend policy in recent years. The company has regularly distributed dividends, indicating a reliable payout. The dividend yield for the year 2025 is estimated to be around 4.5%, based on past payouts and current market trends.

The reliability of dividend payment is supported by the company's stable financial performance and diversified infrastructure portfolio. This allows 3i Infrastructure to distribute dividends to its shareholders even in economically challenging times.