Brookfield Infrastructure Corporation Publishes Transcript of Q4 2025 Results Conference Call

Brookfield Infrastructure Corporation has published the transcript of its Fourth Quarter 2025 Results Conference Call and Webcast. The event featured key executives including the Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, and the Head of Global Data Centers. Analysts from major financial institutions such as RBC Capital Markets, BMO Capital Markets, TD Cowen, Scotiabank, CIBC Capital Markets, and Raymond James participated in the call. During the call, management highlighted a record year of capital recycling and provided insight into the company’s ongoing investment strategy, particularly around AI infrastructure. The Chief Financial Officer stated, “I'll begin the call today by highlighting our results for 2025, followed by a recap of our record year of capital recycling.” The Head of Global Data Centers elaborated on Brookfield’s approach to AI infrastructure investing, emphasizing the company’s ability to leverage sector tailwinds to generate value for shareholders. Additionally, the Chief Executive Officer addressed the suitability of investments for Brookfield’s $10 billion AI infrastructure fund, noting, “BIP is one of the entities that will fund opportunities that come from that strategy. The way to think about it is transactions that have the profile that we have in our flagship funds; returns that are let's say 12% and higher, in sectors that are suited for BIP, things that are outside of renewable energy and investments that probably don't have a development profile.” The full transcript can be accessed through the link below.

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