Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note)

Dalrymple Bay Infrastructure reported H1 2026 EBITDA of AUD 150.5m (+4.7%) and FFO of AUD 92.7m (+10.2%). The distribution for the first half rises 14.9% to AUD 0.135 per unit; guidance for the TIC fiscal year 2026/2027 is AUD 28.62 cents per unit. Revenue growth is supported by inflation-linked tariffs, take-or-pay contracts and NECAP investments, while higher interest costs and substantial capital expenditure are cited as risks. Management expects further NECAP-driven growth but plans to reassess the distribution profile over the next 6–18 months. » More on de.investing.com

Dalrymple Bay announced an FY25 distribution of 24.625 cents per security (+11.9%) and forecasts 26.375 cents per security for the TIC year 2025–26 (+7.7% vs prior guidance). The company completed a $1.07bn refinancing, which is expected to deliver $75m of net interest savings through to 2030; 100% of foreign‑currency debt was swapped into AUD. DBI reported EBITDA of $294.3m and FFO of $173.3m, and highlighted strong liquidity, an investment‑grade buffer and an NECAP pipeline to support future distribution growth. » More on de.investing.com