Brookfield Infrastructure is well positioned to continue its
impressive growth rate for years, and even decades to come, thanks to a
globe spanning growth runway.
Brookfield Infrastructure Partners owns a large collection of 33 wide moat utilities around the world including:
11,200 km of electrical transmission lines in North and South America
2.8 million electrical and gas connections around the world
600,000 smart electric meters in the UK
2,000 km of natural gas pipelines in Brazil
10,300 km of railroads in Australia, and South America
3,600 km of toll roads in South America and India
36 global ports
15,000 km of natural gas pipelines and 600 billion cubic feet of natural gas storage capacity in North America
7,000 wireless towers, and 5,000 km of fiber optic lines in France
This creates a highly diversified stream of recurring cash flow with which to fund the fast growing payout. In fact, 93% of its cash flow is underpinned by long-term contracts and or is in regulated industries, ensuring highly consistent revenue and minimal volume risk.
And as you can see, the pace of Brookfield Infrastructure’s growth is not just blisteringly fast, but is actually accelerating.
Brookfield Infrastructure Partners owns a large collection of 33 wide moat utilities around the world including:
11,200 km of electrical transmission lines in North and South America
2.8 million electrical and gas connections around the world
600,000 smart electric meters in the UK
2,000 km of natural gas pipelines in Brazil
10,300 km of railroads in Australia, and South America
3,600 km of toll roads in South America and India
36 global ports
15,000 km of natural gas pipelines and 600 billion cubic feet of natural gas storage capacity in North America
7,000 wireless towers, and 5,000 km of fiber optic lines in France
This creates a highly diversified stream of recurring cash flow with which to fund the fast growing payout. In fact, 93% of its cash flow is underpinned by long-term contracts and or is in regulated industries, ensuring highly consistent revenue and minimal volume risk.
| Metric | Q2 2016 | Q2 2017 | YoY Change |
| Revenue | $462 million | $934 million | 102.2% |
| Funds From Operations | $230 million | $295 million | 28.3% |
| Adjusted Funds From Operations | $189 million | $240 million | 27.0% |
| Units Outstanding | 345.1 million | 369.6 million | 7.1% |
| AFFO/Unit | $.55 | $0.65 | 18.6% |
| Distribution | $0.38 | $0.435 | 14.5% |
| AFFO Payout Ratio | 69.4% | 67.0% | -3.5% |
And as you can see, the pace of Brookfield Infrastructure’s growth is not just blisteringly fast, but is actually accelerating.
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