Antin Infrastructure Partners Actions Nom. EO 1,00 Aktie

Antin Infrastructure Partners' share dropped about 5.4% after current and former partners sold 5 million shares in an accelerated bookbuilding at €7.18 (a 10.03% discount); this represented 2.8% of the capital and raised the free float from 15.8% to 17.5%. At the same time, H1 figures missed estimates: adjusted EBITDA fell 12.3% to €69.9m, and adjusted revenue declined 4.5% to €138.5m. Management cut the full-year guidance (adjusted EBITDA now expected slightly below 2025) and pushed the activation of the Mid Cap II fund to Q4 2026, leaving few near-term catalysts for recovery. » Mere på de.investing.com

Antin Infrastructure reported an adjusted H1 2026 revenue decline of 4.5% to €138.5m and an adjusted EBITDA that fell 12.3% to €69.9m, with the EBITDA margin remaining stable at 50%. The decline resulted from the scheduled transition of Mid Cap I into the post-investment phase, lower catch-up fees and weaker capital gains; fee-paying AUM fell 2.9% to €21.2bn. Management confirmed the dividend of €0.71 per share but warned that adjusted EBITDA in 2026 is likely to be slightly below last year’s level, as the activation of Mid Cap II was postponed to Q4. Medium-term upside drivers cited include an accelerated exit pipeline for Flagship IV and V and the ramp-up of Flagship VI, which are expected to have more impact in 2027. The stock came under pressure and hit a 52-week low of €8.02. » Mere på de.investing.com

Antin Infrastructure Partners has taken a strategic stake in Sapphire Gas Solutions; Apollo is exiting the investment. Antin, listed on Euronext Paris (ticker ANTIN), manages more than €33 billion and is described as financially strong with low leverage. Sapphire provides decentralized natural gas infrastructure across 30 US states; financial terms of the transaction were not disclosed. » Mere på de.investing.com