Should Keppel’s 1.0 GW Data Centre Power Push in Australia Require Action From Keppel (SGX:BN4) Investors?

Simply Wall St.01-16

In mid-January 2026, Keppel Ltd expanded its Asia-Pacific data centre powerbank pipeline to over 1.0 GW, securing phased access to a 123-hectare, up-to-720 MW site near Morwell in Victoria, Australia,...

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securing phased access to a 123-hectare, up-to-720 MW site near Morwell in Victoria, Australia, for capital-efficient pre-development under an Agreement for Lease with Lightwood Group.\nThis large, power-rich site within the proposed Gippsland Renewable Energy Zone could support significant growth in Keppel’s data centre funds under management and reinforce its role as an operator of AI-...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6111":"工业集团企业","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","PW":"Power REIT","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK4211":"区域性银行","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) 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This large, power-rich site within the proposed Gippsland Renewable Energy Zone could support significant growth in Keppel’s data centre funds under management and reinforce its role as an operator of AI- and cloud-ready infrastructure in a tight Australian colocation market. We’ll now examine how this enlarged 1.0 GW-plus data centre pipeline shapes Keppel’s investment narrative around asset-light growth and recurring income. Find companies with promising cash flow potential yet trading below their fair value.AdvertisementKeppel Investment Narrative RecapTo own Keppel, you really need to believe in its shift toward asset-light, fee-based cash flows from infrastructure, particularly data centres, while it recycles capital from non-core assets. The expanded 1.0 GW-plus powerbank pipeline looks incrementally positive for recurring income, but it does not change the near term importance of executing timely divestments from the S$14.4 billion non-core portfolio, which still feels like the key catalyst and the biggest execution risk. Among recent developments, the upcoming H2 2025 results on 5 February 2026 matter most beside this powerbank news, because they should clarify how fast Keppel is growing funds under management and recycling capital into data centre and infrastructure platforms. That disclosure could either reinforce the asset-light story that this Australian data centre site feeds into, or highlight that free cash flow and leverage remain a constraint if monetisation of legacy assets is slower than hoped. Yet behind the growth story, investors should be aware of how dependent Keppel still is on successfully monetising its large non-core asset base... Read the full narrative on Keppel (it's free!)Keppel's narrative projects SGD 6.4 billion revenue and SGD 1.1 billion earnings by 2028. This implies a 0.2% yearly revenue decline and an earnings increase of about SGD 0.2 billion from SGD 905.6 million today.Uncover how Keppel's forecasts yield a SGD10.99 fair value, in line with its current price.Exploring Other PerspectivesSGX:BN4 1-Year Stock Price Chart Four members of the Simply Wall St Community value Keppel between S$8.06 and S$10.99, underscoring how far opinions can differ. Against that spread, the enlarged data centre powerbank heightens the focus on execution risk in overseas expansion and new projects, inviting you to weigh several contrasting views on how this will influence future cash flows and returns.Explore 4 other fair value estimates on Keppel - why the stock might be worth 25% less than the current price!Build Your Own Keppel NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Keppel research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.Our free Keppel research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Keppel's overall financial health at a glance.Curious About Other Options?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Outshine the giants: these 24 early-stage AI stocks could fund your retirement.Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Keppel might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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