Brookfield Infrastructure Corporation (BIPC): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el modelo estratégico de Brookfield Infrastructure Corporation (BIPC), una potencia global que transforma las inversiones de infraestructura en un modelo de negocio sofisticado y dinámico. Al tejer magistralmente asociaciones estratégicas, diversas carteras de activos y estrategias de inversión innovadores, BIPC ofrece devoluciones estables a largo plazo en múltiples sectores y geografías. Este lienzo de modelo de negocio integral revela cómo la compañía navega estratégicamente por los paisajes de infraestructura complejos, creando valor para los inversores institucionales al tiempo que impulsa el crecimiento económico sostenible a través de la asignación inteligente de capital y la gestión de riesgos.

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocios: asociaciones clave

Asociaciones estratégicas con inversores institucionales globales

Brookfield Infrastructure Partners L.P. mantiene asociaciones estratégicas con inversores institucionales, administrando aproximadamente $ 725 mil millones en activos a partir de 2023.

Tipo de inversor	Monto de la inversión	Porcentaje de cartera
Fondos de pensiones	$ 215 mil millones	29.7%
Fondos de riqueza soberana	$ 180 mil millones	24.8%
Inversores institucionales	$ 330 mil millones	45.5%

Colaboración con gobiernos y desarrolladores de proyectos de infraestructura

La infraestructura de Brookfield tiene proyectos de infraestructura activa en 17 países en múltiples continentes.

• América del Norte: 42% de la cartera de infraestructura
• América del Sur: 22% de la cartera de infraestructura
• Europa: 18% de la cartera de infraestructura
• Asia-Pacífico: 18% de la cartera de infraestructura

Empresas conjuntas con empresas de energía renovable y transporte

Las empresas conjuntas actuales de energía renovable y transporte valoradas en $ 42.6 mil millones.

Sector	Valor de la empresa conjunta	Número de proyectos
Energía renovable	$ 28.3 mil millones	37 proyectos
Transporte	$ 14.3 mil millones	22 proyectos

Relaciones con fondos de pensiones y fondos de riqueza soberana

Brookfield mantiene asociaciones con 68 fondos de riqueza soberana y pensiones globales.

• Los 10 principales fondos de pensiones representan $ 156 mil millones en inversiones
• Los fondos de riqueza soberana contribuyen con $ 95 mil millones a la cartera

Asociaciones técnicas con empresas de ingeniería y construcción

Las asociaciones técnicas cubren el desarrollo de la infraestructura en múltiples sectores.

Sector de ingeniería	Número de empresas asociadas	Valor de asociación total
Infraestructura energética	23 empresas	$ 18.7 mil millones
Infraestructura de transporte	17 empresas	$ 12.4 mil millones
Infraestructura de servicios públicos	14 empresas	$ 9.6 mil millones

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocio: actividades clave

Adquisición y gestión de activos de infraestructura

A partir de 2024, Brookfield Infrastructure Corporation administra una cartera global valorada en $ 73 mil millones en múltiples sectores de infraestructura.

Categoría de activos	Valor de inversión total	Extensión geográfica
Infraestructura de transporte	$ 22.4 mil millones	América del Norte, América del Sur, Europa
Infraestructura energética	$ 18.6 mil millones	Estados Unidos, Brasil, Australia
Infraestructura de servicios públicos	$ 16.2 mil millones	Canadá, Europa, Asia

Optimización operativa de inversiones de infraestructura

Las métricas operativas clave incluyen:

• Mejora promedio de la eficiencia operativa: 7.3% anual
• Inversión tecnológica en optimización de infraestructura: $ 412 millones en 2024
• Iniciativas de transformación digital: 15 proyectos principales de infraestructura

Diversificación de cartera en múltiples sectores y geografías

Sector	Porcentaje de inversión	Distribución geográfica
Transporte	31%	América del norte
Energía	26%	Sudamerica
Utilidades	22%	Europa
Telecomunicaciones	12%	Asia-Pacífico
Centros de datos	9%	Global

Asignación de capital y planificación estratégica de inversiones

Detalles de la estrategia de inversión:

• Presupuesto anual de asignación de capital: $ 6.8 mil millones
• Nuevas inversiones en infraestructura en 2024: 12 proyectos importantes
• Retorno de capital invertido (ROIC): 10.5%

Gestión de riesgos y desarrollo de infraestructura sostenible

Métricas de sostenibilidad y gestión de riesgos:

• Inversión anual de sostenibilidad: $ 540 millones
• Objetivo de reducción de carbono: 35% para 2030
• Presupuesto de mitigación de riesgos: $ 275 millones

Categoría de riesgo	Presupuesto de mitigación	Cobertura
Riesgo climático	$ 125 millones	Cartera de infraestructura global
Riesgo operativo	$ 95 millones	Activos de infraestructura crítica
Riesgo regulatorio	$ 55 millones	Cumplimiento de la jurisdicción

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocio: recursos clave

Extensa cartera de infraestructura global

A partir del cuarto trimestre de 2023, Brookfield Infrastructure Corporation administra una cartera diversificada valorada en $ 71.5 mil millones, que abarca múltiples sectores y geografías.

Sector de infraestructura	Valor total del activo	Distribución geográfica
Transporte	$ 22.3 mil millones	América del Norte: 45%
Infraestructura energética	$ 18.7 mil millones	Sudamérica: 20%
Utilidades	$ 15.6 mil millones	Europa: 25%
Telecomunicaciones	$ 14.9 mil millones	Asia-Pacífico: 10%

Equipo de gestión e inversión experimentado

El equipo de gestión comprende 87 profesionales de inversión de infraestructura senior con un promedio de 18 años de experiencia en la industria.

• Profesionales de inversión totales: 237
• Años promedio de la experiencia de inversión de infraestructura: 15.6 años
• Oficinas globales: 8 ubicaciones

Fuerte capital financiero y acceso a los mercados de deuda

Recursos financieros al 31 de diciembre de 2023:

Métrica financiera	Cantidad
Activos totales	$ 71.5 mil millones
Liquidez	$ 4.2 mil millones
Capacidad de deuda	$ 12.6 mil millones
Calificación crediticia	BBB+ (S&P)

Capacidades tecnológicas avanzadas

Inversión tecnológica en monitoreo y gestión de infraestructura:

• Inversión tecnológica anual: $ 47 millones
• Plataformas de monitoreo digital: 6 sistemas patentados
• Cobertura de seguimiento de activos en tiempo real: 92% de cartera

Marco de evaluación de riesgos robusto

Capacidades de gestión de riesgos:

Métrica de evaluación de riesgos	Actuación
Ciclos de evaluación de riesgos anuales	3
Tasa de éxito de la mitigación de riesgos	88%
Criterios de detección de inversiones	17 parámetros integrales

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocio: propuestas de valor

Inversiones de infraestructura estable a largo plazo

Brookfield Infrastructure Corporation mantiene una cartera de 35 activos de infraestructura en 17 países a partir de 2024. Valor total de activos: $ 69 mil millones. Desglose de inversión específico:

Sector	Valor de activo	Porcentaje de cartera
Transporte	$ 22.4 mil millones	32.5%
Utilidades	$ 18.6 mil millones	27%
Telecomunicaciones	$ 12.3 mil millones	17.8%
Energía	$ 10.7 mil millones	15.5%

Generación de dividendos consistente para los accionistas

Métricas de rendimiento de dividendos para 2024:

• Rendimiento de dividendos anuales: 4.7%
• Tasa de crecimiento de dividendos: 6.2% año tras año
• Distribución total de dividendos: $ 843 millones
• Ratio de pago de dividendos: 65%

Exposición a infraestructura esencial en múltiples sectores

Diversificación geográfica de inversiones de infraestructura:

Región	Valor de inversión	Número de activos
América del norte	$ 31.5 mil millones	14
Sudamerica	$ 12.3 mil millones	7
Europa	$ 14.2 mil millones	9
Asia-Pacífico	$ 11.0 mil millones	5

Activos de infraestructura sostenible y resistente

Métricas de sostenibilidad para 2024:

• Activos de energía renovable: $ 8.6 mil millones
• Iniciativas de reducción de carbono: reducción del 22% en las emisiones de carbono
• Asignación de inversión de ESG: 40% de la cartera total

Oportunidades de diversificación de inversión global

Desglose de la estrategia de inversión:

Tipo de inversión	Inversión total	Tasa de devolución
Activos regulados	$ 27.5 mil millones	6.3%
Activos contratados	$ 22.8 mil millones	7.1%
Activos de demanda	$ 19.2 mil millones	8.5%

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocios: relaciones con los clientes

Comunicaciones de inversores transparentes

Brookfield Infrastructure Corporation mantiene las comunicaciones trimestrales de los inversores con las siguientes métricas:

Canal de comunicación	Frecuencia	Alcanzar
Informes de ganancias trimestrales	4 veces al año	Más de 12,000 inversores institucionales
Reunión anual de accionistas	1 vez por año	Aproximadamente 500-700 accionistas directos
Transmisión web de inversores	Trimestral	2,500-3,000 participantes en línea

Informes regulares de desempeño financiero

Detalles de informes financieros:

• Puntos de contacto de comunicación total de los inversores: 24 por año
• Longitud promedio del informe: 45-60 páginas
• Distribución de informes digitales: 98% electrónico

Conferencias de inversores y eventos de compromiso

Tipo de evento	Frecuencia anual	Asistencia promedio
Conferencias de inversores globales	6-8 conferencias	350-500 participantes por evento
Foros de inversión regionales	4-5 foros	200-250 participantes por foro

Plataformas de relaciones con inversores digitales

Estadísticas de compromiso digital:

• Sitio web de los inversores Visitantes únicos: 75,000 por mes
• Accesibilidad a la plataforma móvil: diseño 100% receptivo
• Duración promedio de la sesión del sitio web: 4.2 minutos

Servicios de asesoramiento de inversiones personalizados

Categoría de servicio	Cobertura	Nivel de personalización
Soporte de inversores de alto patrimonio neto	Top 500 inversores institucionales	Gerentes de relaciones dedicadas
Consulta de inversores institucionales	Empresas de inversión globales	Insights de cartera personalizadas

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocios: canales

Listados de bolsa de valores

Brookfield Infrastructure Corporation (BIPC) aparece en las siguientes bolsas de valores:

Bolsa	Símbolo de ticker	Fecha de listado
Bolsa de Nueva York (NYSE)	Bipc	2019
Bolsa de Valores de Toronto (TSX)	Bipc	2019

Sitio web de relaciones con los inversores

Relaciones oficiales de inversores Detalles del canal:

• Sitio web: www.brookfieldinfastructure.com
• Sección dedicada de relaciones con los inversores
• Información de transmisión web de ganancias trimestrales
• Descargas de informes anuales

Plataformas de informes financieros

Plataforma	Frecuencia de informes	Tipo de informes
Sec Edgar	Trimestral	10-Q, 10-K
Sedar	Trimestral	Estados financieros
Terminal de Bloomberg	En tiempo real	Datos financieros

Redes de banca de inversión

Relaciones bancarias de inversión primaria:

• Goldman Sachs
• Morgan Stanley
• JPMorgan Chase
• Mercados de capitales de RBC

Roadswows de inversores institucionales

Región	Frecuencia	Inversores objetivo
América del norte	Trimestral	Fondos de pensiones, gerentes de activos
Europa	Semestral	Inversores institucionales
Asia	Anual	Fondos de riqueza soberana

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocios: segmentos de clientes

Inversores institucionales

A partir del cuarto trimestre de 2023, Brookfield Infrastructure Corporation atrae a inversores institucionales con una propiedad institucional total del 68.3%. Las propiedades institucionales clave incluyen:

Tipo de inversor institucional	Porcentaje de propiedad
Empresas de gestión de inversiones	42.7%
Fondos de pensiones	15.6%
Fondos de cobertura	10.0%

Fondos de pensiones

Los fondos de pensiones representan un segmento de clientes significativo con aproximadamente $ 1.2 mil millones invertidos en BIPC a partir de 2023.

• Junta de Inversión del Plan de Pensiones Canadienses: inversión de $ 350 millones
• Sistema de jubilación de empleados públicos de California (Calpers): inversión de $ 275 millones
• Sistema de jubilación de maestros del estado de Nueva York: inversión de $ 210 millones

Fondos de riqueza soberana

La riqueza soberana financia la inversión en BIPC totaliza aproximadamente $ 750 millones en 2023.

Fondo de riqueza soberana	Monto de la inversión
Singapur's GIC Private Limited	$ 350 millones
Fondo de Pensiones del Gobierno de Noruega Global	$ 250 millones
Autoridad de inversión de Abu Dhabi	$ 150 millones

Inversores individuales de alto nivel de red

Los individuos de alto nivel de red constituyen aproximadamente el 12.5% ​​de la base total de inversores de BIPC, con un tamaño de inversión promedio de $ 2.3 millones por inversor.

Fondos mutuos e inversores de ETF

Los inversores de fondos mutuos e ETF poseen aproximadamente el 22% de las acciones totales de BIPC.

Categoría de fondos	Inversión total
ETF centrados en la infraestructura	$ 480 millones
Fondos mutuos de infraestructura global	$ 620 millones

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocio: Estructura de costos

Gastos de adquisición de activos

En el año fiscal 2023, Brookfield Infrastructure Corporation reportó costos totales de adquisición de activos de $ 1.47 mil millones. El desglose de estos gastos incluye:

Categoría de activos	Costo de adquisición ($ M)
Infraestructura de transporte	$ 512 millones
Infraestructura energética	$ 436 millones
Servicios públicos y telecomunicaciones	$ 389 millones
Infraestructura de datos	$ 133 millones

Costos de mantenimiento de infraestructura

Los gastos anuales de mantenimiento de la infraestructura para 2023 totalizaron $ 327 millones, con la siguiente distribución:

• Mantenimiento de la infraestructura de transporte: $ 124 millones
• Mantenimiento de la infraestructura energética: $ 98 millones
• Mantenimiento de servicios públicos: $ 76 millones
• Mantenimiento del centro de datos: $ 29 millones

Tarifas de gestión operativa

Las tarifas de gestión operativa para 2023 fueron de $ 214 millones, que comprendieron:

Categoría de tarifas de gestión	Cantidad ($ m)
Tarifas de gestión de activos	$ 142 millones
Tarifas de consultoría operativa	$ 47 millones
Tarifas basadas en el desempeño	$ 25 millones

Gastos de investigación y debida diligencia

La investigación y los costos de diligencia debida para 2023 ascendieron a $ 63 millones, con asignación de la siguiente manera:

• Investigación de mercado: $ 24 millones
• Estudios de viabilidad técnica: $ 19 millones
• Investigación legal y de cumplimiento: $ 12 millones
• Análisis de oportunidades de inversión: $ 8 millones

Sobrecarga administrativa y corporativa

Los gastos generales corporativos para 2023 fueron de $ 187 millones, desglosados ​​en:

Categoría de gastos generales	Cantidad ($ m)
Compensación ejecutiva	$ 52 millones
Gastos administrativos corporativos	$ 68 millones
Tecnología e infraestructura de TI	$ 41 millones
Cumplimiento y costos regulatorios	$ 26 millones

Brookfield Infrastructure Corporation (BIPC) - Modelo de negocios: flujos de ingresos

Ingresos de alquiler de activos de infraestructura

Para el año fiscal 2023, Brookfield Infrastructure Corporation reportó ingresos totales de $ 2.4 mil millones de actividades de alquiler y arrendamiento de activos de infraestructura.

Categoría de activos	Ingresos anuales de alquiler
Infraestructura de transporte	$ 687 millones
Infraestructura energética	$ 532 millones
Infraestructura de servicios públicos	$ 456 millones
Infraestructura de comunicación	$ 324 millones

Distribuciones de dividendos

En 2023, Brookfield Infrastructure Corporation distribuyó $ 1.16 por acción en dividendos trimestrales, que representa un rendimiento total de dividendos anuales de aproximadamente 4.5%.

Apreciación de capital de las inversiones de infraestructura

La compañía informó un Valoración de la cartera de inversión total de $ 22.3 mil millones en 2023, con una tasa de apreciación de capital del 7,2% durante el año fiscal.

Tarifas de transacción de la gestión de activos

Las tarifas de transacción para 2023 totalizaron $ 187 millones, derivado de varios servicios de gestión de activos de infraestructura.

Tipo de tarifa	Ingresos generados
Tarifas de asesoramiento de adquisición	$ 76 millones
Tarifas de gestión de activos	$ 61 millones
Tarifas basadas en el desempeño	$ 50 millones

Rendimientos de inversión basados ​​en el rendimiento

Las devoluciones basadas en el rendimiento para 2023 ascendieron a $ 412 millones, que representa el 17.2% de las fuentes de ingresos totales.

• Retorno de inversiones de energía renovable: $ 156 millones
• Devoluciones de infraestructura digital: $ 124 millones
• Devoluciones del sector de transporte: $ 132 millones

Brookfield Infrastructure Corporation (BIPC) - Canvas Business Model: Value Propositions

You're looking at the core reasons why Brookfield Infrastructure Corporation (BIPC) is structured the way it is-the promises it makes to you, the investor, about the cash flows and growth you can expect.

Stable, defensive cash flows from long-term contracts.

Brookfield Infrastructure Corporation's value starts with the nature of its assets. Around 85% of its Funds From Operations (FFO) comes from assets that are either regulated or secured by long-term contracts. This means volume risk is largely removed from the equation. For instance, in Q3 2025, the company reported FFO of $654 million, a 9% increase year-over-year, demonstrating this stability even amid capital recycling activities. The quarterly distribution declared for December 31, 2025, was $0.43 per unit.

Inflation-linked revenue protection for investors.

A key feature protecting those stable cash flows is the inflation linkage embedded in many contracts. Specifically, about 50% of the FFO derived from those contracted/regulated assets is directly linked to the Consumer Price Index (CPI). This mechanism helps ensure that your returns keep pace with rising costs. This structural feature supports the company's ability to target consistent growth.

Exposure to high-growth Data and Midstream sectors.

Brookfield Infrastructure Corporation is actively positioned in sectors benefiting from global megatrends like digitalization and energy transition. As of March 31, 2025, the portfolio breakdown shows significant allocation to these areas, alongside its core transport and utility holdings. This diversification across essential infrastructure types is a major part of the value proposition.

Here is the asset class breakdown as of the first quarter of 2025:

Asset Class	Percentage of Portfolio
Transport	41%
Utilities	25%
Midstream	21%
Data	13%

Geographically, the portfolio is spread across the globe, with 67% in the Americas, 18% in Europe, and 15% in Asia Pacific as of the same date.

Target annual distribution growth of 5% to 9%.

The explicit promise to investors is a target annual distribution growth rate in the 5% to 9% range. This is underpinned by an internal expectation to grow FFO per share at rates exceeding 10% annually. This target is supported by a strong track record; FFO per unit has grown at a 14% CAGR since inception, and the distribution per unit has a 9% CAGR over the 2009 to 2024 period (split-adjusted).

Access to large, complex global infrastructure deals.

The scale of Brookfield Infrastructure Corporation allows it to execute on very large transactions. Total assets grew to $124.3 billion as of September 30, 2025, up from $104.6 billion at the end of 2024. This scale is maintained and enhanced through active capital recycling. For example, year-to-date through Q3 2025, the company generated over $3 billion in proceeds from 12 asset sales, realizing an IRR of over 20% and a 4x multiple on capital. This recycling funds new growth, evidenced by a total liquidity position of $5.5 billion at the end of Q3 2025, giving it ample dry powder to pursue complex, large-scale opportunities.

Brookfield Infrastructure Corporation (BIPC) - Canvas Business Model: Customer Relationships

Long-term, contractual relationships with high switching costs define much of Brookfield Infrastructure Corporation's customer base.

• The company maintains a 100% contract renewal track record for certain services.
• One segment reports an Average Term of 16 Years for its contracts.
• The Data segment reports 95% of its Funds From Operations (FFO) is contracted/regulated.

Regulated utility service agreements with governments provide a stable revenue foundation.

The Utilities Operations segment's Rate base stood at $7,097 million for the three months ended September 30, 2025. Virtually all Adjusted EBITDA within this segment is supported by regulated or contractual revenues.

Segment	Rate Base (US$ Millions, Q3 2025)	Contracted/Regulated FFO Percentage
Utilities	$7,097	90%
Transport	$1,160	80%
Midstream	$460	75%
Data	$245	95%

Institutional investor relations are critical, given the ownership structure.

• Institutions held a 71% stake in Brookfield Infrastructure Corporation as of April 16, 2025.
• The company reached a market capitalization of $4.2b following a gain in April 2025.
• Norges Bank owned 1.30% of Brookfield Infrastructure as of its most recent SEC filing in December 2025.

Direct engagement with large corporate customers is evident in major project wins.

Brookfield Infrastructure secured a $5 billion framework agreement with Bloom Energy Corporation. The first project under this agreement involves providing a hyperscale customer with 55 MW of power for an AI data center, with an investment of approximately $140 million by BIP, expected to complete in Q4 2025.

Proactive management of regulatory frameworks is reflected in financial discipline.

• The Board declared a quarterly dividend of $0.43 per class A exchangeable subordinate voting share, payable on December 31, 2025.
• This marks the 16th year of consecutive dividend increases.
• The Funds From Operations (FFO) payout ratio for the third quarter ended September 30, 2025, was 67%.
• This 67% payout ratio falls within the long-term target range of 60-70%.

Finance: review the Q4 2025 liquidity report against the $5.5 billion total liquidity reported at the end of Q3 2025.

Brookfield Infrastructure Corporation (BIPC) - Canvas Business Model: Channels

The channels through which Brookfield Infrastructure Corporation delivers its value proposition are multifaceted, spanning direct operational control, global deal sourcing, and public market access for its equity.

Direct ownership and operation of infrastructure assets.

Brookfield Infrastructure Corporation channels its services directly through its owned and operated assets across four primary sectors globally. The company focuses on assets that generate predictable and stable cash flows, often through contracted or regulated revenues.

The scale of operations as of late 2025 includes:

• Regulated gas transmission operation in Brazil.
• Regulated distribution operation in the U.K. with approximately 4.7 million gas and electricity connections.
• Global intermodal logistics operation with a fleet of approximately 7 million twenty-foot equivalent units (TEUs) under long-term contracts.

Segment performance highlights the direct channel's contribution, such as the Data segment generating FFO that represented a step change increase of 62% compared to the prior year in the third quarter of 2025.

Here's a look at the asset base by segment FFO contribution (figures in millions, based on available segment data):

Segment	Segment FFO (US$ millions)	Contracted/Regulated FFO Percentage
Utilities	$1,075	90%
Transport	$650	80%
Midstream	$370	75%
Data	$5,850	95%

The company also secured an annual inflationary tariff escalator of 7% for one of its utility operations.

Brookfield's global network for deal origination.

The global network facilitates both acquisition and capital recycling, which are key to funding growth and delivering returns. Brookfield Infrastructure generated over $3 billion in sale proceeds across 12 transactions year-to-date as of the third quarter of 2025. Approximately $1 billion of these proceeds were recycled into new acquisitions that closed during the quarter.

New deployment activity in Q3 2025 included:

• Deploying over $500 million in new investments across four transactions.
• Securing the first project under a newly established $5 billion framework agreement with Bloom Energy Corporation, which includes a 55 MW power solution for an AI data center.

The platform's ability to recycle capital, such as agreeing to sell a 33% minority interest in a container portfolio for an expected $115 million at Brookfield Infrastructure's share in Q3 2025, is a critical channel for funding future growth.

Public equity markets (NYSE/TSX) for BIPC shares.

Brookfield Infrastructure Corporation shares trade on the New York Stock Exchange (NYSE) and the Toronto Stock Exchange (TSX) under the symbol BIPC. As of a recent Friday, the NYSE BIPC opened at $46.89, with a market capitalization of $5.58 billion. The company had 119,038,848 Class A exchangeable subordinate voting shares outstanding as of April 25, 2025.

The market provides a channel for capital raising and investor liquidity, evidenced by the announcement of an At-the-Money Equity Issuance Program on November 19, 2025.

Key market metrics as of late 2025:

Metric	Value	Exchange/Date Reference
Last Closing Price	$46.89	NYSE (Friday)
Market Capitalization	$5.58 billion	NYSE Data
50 Day Moving Average Price	$44.91	NYSE Data
12 Month High Price	$47.71	NYSE Data
Quarterly Dividend Declared	$0.43 USD	Payable Dec 31, 2025

Direct sales teams for commercial contracts (e.g., data centers).

While much of the revenue is regulated, direct sales efforts secure new commercial contracts, particularly in the data sector. The commissioning of over $1.5 billion in new capital projects from the backlog over the past 12 months, particularly within the data center platform, demonstrates this channel's activity. The company also secured a framework agreement with Bloom Energy Corporation for up to 1 GW of behind the meter power solutions for data centers and AI factories.

Investor relations team for unitholder communication.

The Investor Relations function channels information and manages the relationship with equity holders. The Board of Directors of Brookfield Infrastructure Corporation declared a quarterly dividend of $0.43 per share, payable on December 31, 2025, to shareholders of record as at the close of business on November 28, 2025. The current dividend yield on the TSX is reported at 3.7%.

The investor relations team communicates key financial milestones, such as the release of Third Quarter 2025 Results on November 7, 2025, and manages access to conference calls and supplemental information via the company website.

Brookfield Infrastructure Corporation (BIPC) - Canvas Business Model: Customer Segments

You're looking at the core of Brookfield Infrastructure Corporation's (BIPC) business-who actually pays for the essential services they provide. Honestly, it's a very diverse group, which is key to their stable cash flow. They aren't reliant on one type of customer, which is smart when you own assets that last for decades.

The customer base is segmented across their four core operating areas: Utilities, Transport, Midstream, and Data. We can map the financial contribution from these segments based on the latest figures we have from their Q3 2025 reporting.

Segment	Approximate FFO Contribution (as of Sept 30, 2025)	Latest Reported Quarterly FFO (Q3 2025)
Transport	37%	Not explicitly broken out for Q3, but Q2 2025 FFO was $304 million
Midstream	23%	$156 million
Data	15%	$138 million
Utilities	25%	Q2 2025 FFO was $187 million

The total Funds From Operations (FFO) for the third quarter of 2025 was $654 million, with FFO per unit coming in at $0.83.

Global institutional and retail income investors

These are the people who own BIPC and its partner, Brookfield Infrastructure Partners L.P. (BIP). They are looking for stable, growing distributions. For BIPC specifically, institutional investors are a huge part of the shareholder base. Institutional investors and hedge funds own 70.38% of the company's stock. For example, Norges Bank acquired a new position in Q2 2025 valued at approximately $64,433,000. Brookfield Infrastructure has a target distribution growth of 5-9% annually.

Large utility and energy companies (Midstream, Transport)

These customers are the large shippers and energy players who use BIPC's pipelines and transport networks. The Midstream segment, which services these companies, generated $156 million in FFO in Q3 2025. Their assets include approximately 15,000 km of natural gas transmission pipelines and 570 billion cubic feet of natural gas storage. The Transport segment, which deals with commodities and goods, has a network of approximately 21,000 km of track.

Governments and municipalities (Regulated Utilities)

This group forms the backbone of the regulated Utilities segment, which accounted for 25% of segment FFO as of September 30, 2025. These customers rely on BIPC to provide essential services under regulated frameworks. The utility operations serve over 10 million electricity and natural gas connections globally.

Global technology and AI companies (Data segment)

This is a rapidly growing customer base, driven by digitalization and AI infrastructure needs. The Data segment's FFO jumped by 62% in Q3 2025 to $138 million. This segment supports over 1.6 GW of contracted capacity, with development potential up to 3.5 GW. They are actively building out capacity for hyperscale customers; for instance, a project to provide a hyperscale customer with 55 MW of power for an AI data center in the U.S. was expected to complete in Q4 2025.

Shipping, logistics, and commodity producers (Transport)

These customers utilize BIPC's ports, rail, and logistics assets to move goods worldwide. The Transport segment's customer base is highly diversified. For example, one of their key assets, a U.S. refined products pipeline system, has a diversified customer base across 200 well-capitalized shippers.

• Transport assets include approximately 21,000 km of track.
• The segment's toll roads feature inflation-indexed tolls that have grown at or above inflation.
• One logistics divestiture involved a portfolio of fully contracted containers, replicating a prior sale under an established framework.

If you're modeling out the stability of their cash flows, look at the high contracted/regulated nature across the board:

• Utilities: 90% Contracted FFO
• Transport: 80% Contracted FFO
• Midstream: 75% Contracted FFO
• Data: 95% Contracted FFO

Finance: draft the Q4 2025 FFO forecast by the end of next week, focusing on the realized IRR from the recent asset sales.

Brookfield Infrastructure Corporation (BIPC) - Canvas Business Model: Cost Structure

You're looking at the expenses that keep Brookfield Infrastructure Corporation's global network running and growing. These costs are substantial, reflecting the capital-intensive nature of owning and operating essential infrastructure assets worldwide.

Significant interest expense from high borrowing costs.

Brookfield Infrastructure Corporation consistently carries significant debt to fund its large-scale acquisitions and development pipeline. The financial statements for the six months ended June 30, 2025, show the line item for Interest expense, which was noted as partially offsetting strong operational performance due to higher borrowing costs incurred to fund recent growth initiatives. For the nine months ended September 30, 2025, interest expense remains a material component of the operating results, though the specific dollar amount is not fully detailed in the available summaries.

Capital expenditure for asset maintenance and expansion.

Keeping assets like ports, pipelines, and data networks operational and modern requires massive, ongoing investment. In 2024, Brookfield Infrastructure deployed over $1.1 billion of equity into growth across its backlog of organic growth projects. Furthermore, the commissioning of new capital projects from the backlog contributed to growth, with over $1 billion commissioned in 2024. As of the nine months ended September 30, 2025, the company noted the commissioning of over $1 billion in new capital projects from its backlog over the preceding twelve months. A specific example of near-term deployment includes an investment of approximately $140 million in a new power solutions project expected to complete in the fourth quarter of 2025.

Management fees and Incentive Distribution Rights (IDR) to BAM.

Brookfield Infrastructure Corporation pays fees to Brookfield Asset Management (BAM) for management services. This cost is tied to the capital base managed. As of March 31, 2025, the total capitalization for the perpetual affiliate group including Brookfield Infrastructure Partners L.P. (BIP) and Brookfield Infrastructure Corporation (BIPC) stood at $29 billion. The base fee structure for BIP and BIPC is set at 1.25% of total capitalization. This structure means the management fee component is directly linked to the size of the capital base under management.

Operating costs for utilities, transport, and data networks.

The day-to-day running of the assets generates substantial direct operating costs. These costs cover everything from utility maintenance to the power required for data centers. For the nine months ended September 30, 2025, Brookfield Infrastructure Corporation reported Direct operating costs of $994 million. For the three months ended September 30, 2025, these direct operating costs were $336 million.

Here's a quick look at the scale of some of these recurring costs based on the latest available period data:

Cost Component (BIPC)	Period	Amount (US$ millions)
Direct Operating Costs	Nine Months Ended Sept 30, 2025	994
Direct Operating Costs	Three Months Ended Sept 30, 2025	336
General and Administrative Expenses	Nine Months Ended Sept 30, 2025	59
Perpetual Affiliate Capitalization (for fee base)	As of March 31, 2025	29,000

Acquisition and transaction costs for capital recycling defintely.

While capital recycling is often a source of proceeds, the process itself incurs costs. For the year ended December 31, 2024, results were partially offset by one-time transaction fees associated with growth initiatives. Looking back, acquisition costs recorded for the year ended December 31, 2023, were approximately $49 million. The company's strategy involves constantly selling derisked, mature businesses to fund higher-growth opportunities, meaning transaction costs are a recurring feature of their capital management cycle.

Brookfield Infrastructure Corporation (BIPC) - Canvas Business Model: Revenue Streams

Brookfield Infrastructure Corporation (BIPC) revenue streams are fundamentally anchored in the stable, long-term cash flows generated by its diversified portfolio of essential assets, supplemented by strategic capital recycling.

The overall financial performance reflects this stability, with Funds From Operations (FFO) reported at $1,938 million Year-to-Date through the third quarter of 2025. For the third quarter alone, total FFO was $654 million, marking a 9% increase compared to the same period last year. FFO per unit for Q3 2025 reached $0.83, also up 9% year-over-year.

Key revenue contributions by segment for Q3 2025 illustrate the sources of this cash flow:

Segment	FFO (Q3 2025)	Year-over-Year Change
Utilities	$190 million	Slightly ahead of prior year
Transport	$286 million	Decrease from $308 million
Midstream	$156 million	6% Increase
Data	$138 million	62% Increase

Contracted revenue from regulated utility and transport assets provides a core, inflation-protected base. The Utilities segment FFO of $190 million benefited from inflation indexation and contributions from over $450 million of capital added to the rate base during the year. For the Transport segment, which generated $286 million in FFO, the underlying performance, when adjusted for asset sales, showed rate increases of 1% across rail networks and 5% across the toll road portfolio, which helped offset lower volumes in certain areas.

Volume-based fees from midstream and transport operations are a significant component. The Midstream segment FFO rose to $156 million, up 6%, driven by strong customer activity levels and asset utilization, particularly at Canadian diversified midstream operations, and the contribution from the acquisition of Colonial Enterprises.

A crucial, non-recurring revenue stream comes from capital recycling. Brookfield Infrastructure Corporation (BIPC) realized gains from asset sales, generating over $3 billion in sale proceeds across 12 transactions year-to-date in 2025, with the majority already closed. These transactions collectively crystallized a realized Internal Rate of Return (IRR) of over 20% and a 4x multiple of capital invested.

The Data segment shows explosive growth, with FFO surging by 62% year-over-year in Q3 2025, reaching $138 million. This step change was driven by a full quarter contribution from a tower portfolio acquisition in India and strong organic growth across data storage businesses, including the commissioning of 80 MW of capacity at hyperscale data centers.

The revenue mix is further supported by:

• Strong organic growth capturing inflationary benefits across the portfolio.
• Contributions from over $1 billion in new capital projects commissioned over the last 12 months.
• Partial contribution from new acquisitions closed during the quarter, approximately $1 billion of asset sale proceeds were recycled into these new investments.