Brookfield Infrastructure Corporation (BIPC): Business Model Canvas [Jan-2025 Mis à jour]

Plongez dans le plan stratégique de Brookfield Infrastructure Corporation (BIPC), une puissance mondiale transformant les investissements d'infrastructure en un modèle commercial sophistiqué et dynamique. En tissant magistralement ensemble des partenariats stratégiques, divers portefeuilles d'actifs et des stratégies d'investissement innovantes, BIPC fournit rendements stables à long terme sur plusieurs secteurs et géographies. Cette toile complète du modèle commercial révèle comment l'entreprise navigue stratégiquement sur les paysages d'infrastructure complexes, créant une valeur pour les investisseurs institutionnels tout en stimulant une croissance économique durable grâce à une allocation de capital intelligente et à une gestion des risques.

Brookfield Infrastructure Corporation (BIPC) - Modèle commercial: partenariats clés

Partenariats stratégiques avec les investisseurs institutionnels mondiaux

Brookfield Infrastructure Partners L.P. maintient des partenariats stratégiques avec les investisseurs institutionnels, gérant environ 725 milliards de dollars d'actifs à partir de 2023.

Type d'investisseur	Montant d'investissement	Pourcentage de portefeuille
Fonds de pension	215 milliards de dollars	29.7%
Fonds de richesse souverain	180 milliards de dollars	24.8%
Investisseurs institutionnels	330 milliards de dollars	45.5%

Collaboration avec les gouvernements et les développeurs de projets d'infrastructure

Brookfield Infrastructure a des projets d'infrastructure actifs dans 17 pays sur plusieurs continents.

• Amérique du Nord: 42% du portefeuille d'infrastructures
• Amérique du Sud: 22% du portefeuille d'infrastructures
• Europe: 18% du portefeuille d'infrastructures
• Asie-Pacifique: 18% du portefeuille d'infrastructures

Coentreprises avec des énergies renouvelables et des sociétés de transport

Les coentreprises actuelles en matière d'énergie renouvelable et de transport d'une valeur de 42,6 milliards de dollars.

Secteur	Valeur de coentreprise	Nombre de projets
Énergie renouvelable	28,3 milliards de dollars	37 projets
Transport	14,3 milliards de dollars	22 projets

Relations avec les fonds de pension et les fonds souverains

Brookfield maintient des partenariats avec 68 fonds mondiaux de pension et de richesses souveraines.

• Les 10 meilleurs fonds de pension représentent 156 milliards de dollars d'investissements
• Les fonds souverains apportent 95 milliards de dollars au portefeuille

Partenariats techniques avec les entreprises d'ingénierie et de construction

Les partenariats techniques couvrent le développement des infrastructures dans plusieurs secteurs.

Secteur de l'ingénierie	Nombre d'entreprises partenaires	Valeur du partenariat total
Infrastructure énergétique	23 entreprises	18,7 milliards de dollars
Infrastructure de transport	17 entreprises	12,4 milliards de dollars
Infrastructure de services publics	14 entreprises	9,6 milliards de dollars

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: activités clés

Infrastructure Acquisition et gestion des actifs

En 2024, Brookfield Infrastructure Corporation gère un portefeuille mondial d'une valeur de 73 milliards de dollars dans plusieurs secteurs d'infrastructure.

Catégorie d'actifs	Valeur d'investissement totale	Propagation géographique
Infrastructure de transport	22,4 milliards de dollars	Amérique du Nord, Amérique du Sud, Europe
Infrastructure énergétique	18,6 milliards de dollars	États-Unis, Brésil, Australie
Infrastructure de services publics	16,2 milliards de dollars	Canada, Europe, Asie

Optimisation opérationnelle des investissements d'infrastructure

Les mesures opérationnelles clés comprennent:

• Amélioration moyenne de l'efficacité opérationnelle: 7,3% par an
• Investissement technologique dans l'optimisation des infrastructures: 412 millions de dollars en 2024
• Initiatives de transformation numérique: 15 projets d'infrastructures majeures

Diversification du portefeuille dans plusieurs secteurs et géographies

Secteur	Pourcentage d'investissement	Distribution géographique
Transport	31%	Amérique du Nord
Énergie	26%	Amérique du Sud
Services publics	22%	Europe
Télécommunications	12%	Asie-Pacifique
Centres de données	9%	Mondial

Allocation des capitaux et planification stratégique des investissements

Détails de la stratégie d'investissement:

• Budget annuel d'allocation du capital: 6,8 milliards de dollars
• Nouveaux investissements d'infrastructure en 2024: 12 projets majeurs
• Retour sur Capital investi (ROIC): 10,5%

Gestion des risques et développement durable des infrastructures

Mesures de gestion de la durabilité et des risques:

• Investissement annuel sur la durabilité: 540 millions de dollars
• Cible de réduction du carbone: 35% d'ici 2030
• Budget d'atténuation des risques: 275 millions de dollars

Catégorie de risque	Budget d'atténuation	Couverture
Risque climatique	125 millions de dollars	Portefeuille d'infrastructures mondiales
Risque opérationnel	95 millions de dollars	Actifs d'infrastructure critiques
Risque réglementaire	55 millions de dollars	Conformité multi-juridictionnelle

Brookfield Infrastructure Corporation (BIPC) - Modèle commercial: Ressources clés

Portefeuille d'infrastructures mondiales étendues

Au quatrième trimestre 2023, Brookfield Infrastructure Corporation gère un portefeuille diversifié d'une valeur de 71,5 milliards de dollars, couvrant plusieurs secteurs et géographies.

Secteur des infrastructures	Valeur totale de l'actif	Distribution géographique
Transport	22,3 milliards de dollars	Amérique du Nord: 45%
Infrastructure énergétique	18,7 milliards de dollars	Amérique du Sud: 20%
Services publics	15,6 milliards de dollars	Europe: 25%
Télécommunications	14,9 milliards de dollars	Asie-Pacifique: 10%

Équipe de gestion et d'investissement expérimentées

L'équipe de direction comprend 87 professionnels de l'investissement des infrastructures seniors avec une moyenne de 18 ans d'expérience dans l'industrie.

• Total des professionnels de l'investissement: 237
• Années moyennes d'expérience d'investissement dans les infrastructures: 15,6 ans
• Offices mondiaux: 8 emplacements

Capital financier solide et accès aux marchés de la dette

Ressources financières au 31 décembre 2023:

Métrique financière	Montant
Actif total	71,5 milliards de dollars
Liquidité	4,2 milliards de dollars
Capacité d'endettement	12,6 milliards de dollars
Cote de crédit	BBB + (S&P)

Capacités technologiques avancées

Investissement technologique dans la surveillance et la gestion des infrastructures:

• Investissement technologique annuel: 47 millions de dollars
• Plateformes de surveillance numérique: 6 systèmes propriétaires
• Couverture de suivi des actifs en temps réel: 92% du portefeuille

Cadre d'évaluation des risques robuste

Capacités de gestion des risques:

Métrique d'évaluation des risques	Performance
Cycles d'évaluation des risques annuels	3
Taux de réussite sur l'atténuation des risques	88%
Critères de dépistage des investissements	17 paramètres complets

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: propositions de valeur

Investissements d'infrastructure stable à long terme

Brookfield Infrastructure Corporation conserve un portefeuille de 35 actifs d'infrastructure dans 17 pays en 2024. Valeur totale de l'actif: 69 milliards de dollars. Répartition spécifique des investissements:

Secteur	Valeur d'actif	Pourcentage de portefeuille
Transport	22,4 milliards de dollars	32.5%
Services publics	18,6 milliards de dollars	27%
Télécommunications	12,3 milliards de dollars	17.8%
Énergie	10,7 milliards de dollars	15.5%

Génération de dividendes cohérente pour les actionnaires

Dividendes Performance Metrics pour 2024:

• Rendement annuel de dividendes: 4,7%
• Taux de croissance des dividendes: 6,2% en glissement annuel
• Distribution totale des dividendes: 843 millions de dollars
• Ratio de paiement des dividendes: 65%

Exposition à des infrastructures essentielles dans plusieurs secteurs

Diversification géographique des investissements dans les infrastructures:

Région	Valeur d'investissement	Nombre d'actifs
Amérique du Nord	31,5 milliards de dollars	14
Amérique du Sud	12,3 milliards de dollars	7
Europe	14,2 milliards de dollars	9
Asie-Pacifique	11,0 milliards de dollars	5

Actifs d'infrastructure durables et résilients

Mesures de durabilité pour 2024:

• Actifs d'énergie renouvelable: 8,6 milliards de dollars
• Initiatives de réduction du carbone: réduction de 22% des émissions de carbone
• Attribution des investissements ESG: 40% du portefeuille total

Opportunités mondiales de diversification des investissements

Répartition de la stratégie d'investissement:

Type d'investissement	Investissement total	Taux de retour
Actifs réglementés	27,5 milliards de dollars	6.3%
Actifs contractuels	22,8 milliards de dollars	7.1%
Exiger des actifs	19,2 milliards de dollars	8.5%

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: relations clients

Communications des investisseurs transparents

Brookfield Infrastructure Corporation maintient des communications trimestrielles des investisseurs avec les mesures suivantes:

Canal de communication	Fréquence	Atteindre
Rapports de bénéfices trimestriels	4 fois par an	Plus de 12 000 investisseurs institutionnels
Réunion des actionnaires annuelle	1 fois par an	Environ 500 à 700 actionnaires directs
Webdiffusion des investisseurs	Trimestriel	2 500 à 3 000 participants en ligne

Rapports de performance financière réguliers

Détails de l'information financière:

• Points de contact de la communication totale des investisseurs: 24 par an
• Longueur moyenne du rapport: 45-60 pages
• Distribution du rapport numérique: 98% électronique

Conférences des investisseurs et événements d'engagement

Type d'événement	Fréquence annuelle	Fréquentation moyenne
Conférences mondiales d'investisseurs	6-8 conférences	350-500 participants par événement
Forums d'investissement régionaux	4-5 forums	200-250 participants par forum

Plateformes de relations avec les investisseurs numériques

Statistiques de l'engagement numérique:

• Site Web des investisseurs Visiteurs uniques: 75 000 par mois
• Accessibilité à la plate-forme mobile: conception à 100% réactive
• Durée moyenne de la session du site Web: 4,2 minutes

Services de conseil en investissement personnalisés

Catégorie de service	Couverture	Niveau de personnalisation
Support des investisseurs à valeur nette élevée	500 meilleurs investisseurs institutionnels	Gestionnaires de relations dédiées
Consultation des investisseurs institutionnels	Entreprises d'investissement mondiales	Insignes de portfolio personnalisés

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: canaux

Listes de bourses

Brookfield Infrastructure Corporation (BIPC) est inscrite aux bourses suivantes:

Bourse	Symbole de ticker	Date d'inscription
Bourse de New York (NYSE)	BIPC	2019
Bourse de Toronto (TSX)	BIPC	2019

Site Web de relations avec les investisseurs

Détails du canal des relations avec les investisseurs officiels:

• Site Web: www.brookfieldinfrastructure.com
• Section des relations avec les investisseurs dédiés
• Informations sur la diffusion sur les bénéfices trimestriels
• Téléchargements du rapport annuel

Plateformes d'information financière

Plate-forme	Fréquence de rapport	Type de rapport
Sec Edgar	Trimestriel	10-Q, 10-K
Sédar	Trimestriel	États financiers
Bloomberg Terminal	En temps réel	Données financières

Réseaux de banque d'investissement

Relations principales de la banque d'investissement:

• Goldman Sachs
• Morgan Stanley
• JPMorgan Chase
• Marchés des capitaux RBC

Bouc-bassins d'investisseurs institutionnels

Région	Fréquence	Cibler les investisseurs
Amérique du Nord	Trimestriel	Fonds de pension, gestionnaires d'actifs
Europe	Semestriel	Investisseurs institutionnels
Asie	Annuel	Fonds de richesse souverain

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: segments de clientèle

Investisseurs institutionnels

Au quatrième trimestre 2023, Brookfield Infrastructure Corporation attire les investisseurs institutionnels avec une propriété institutionnelle totale de 68,3%. Les principaux avoirs institutionnels comprennent:

Type d'investisseur institutionnel	Pourcentage de propriété
Sociétés de gestion des investissements	42.7%
Fonds de pension	15.6%
Hedge funds	10.0%

Fonds de pension

Les fonds de pension représentent un segment de clientèle important avec environ 1,2 milliard de dollars investi dans le BIPC en 2023.

• Conseil d'investissement du régime de retraite canadien: investissement de 350 millions de dollars
• California Public Employees 'Retirement System (CALPERS): 275 millions de dollars d'investissement
• Système de retraite des enseignants de l'État de New York: 210 millions de dollars d'investissement

Fonds de richesse souverain

Les fonds souverains des fonds dans le BIPC totalisent environ 750 millions de dollars en 2023.

Fonds de richesse souverain	Montant d'investissement
GIC Private Limited de Singapour	350 millions de dollars
Fonds de retraite du gouvernement de la Norvège Global	250 millions de dollars
Abu Dhabi Investment Authority	150 millions de dollars

Investisseurs individuels à haute nette

Les individus à haute teneur en naissance représentent environ 12,5% de la base totale des investisseurs de BIPC, avec une taille d'investissement moyenne de 2,3 millions de dollars par investisseur.

Fonds communs de placement et investisseurs ETF

Les fonds communs de placement et les investisseurs ETF détiennent environ 22% du total des actions de BIPC.

Catégorie de fonds	Investissement total
ETF axé sur les infrastructures	480 millions de dollars
Fonds communs de placement des infrastructures mondiales	620 millions de dollars

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: Structure des coûts

Frais d'acquisition d'actifs

Au cours de l'exercice 2023, Brookfield Infrastructure Corporation a déclaré des coûts d'acquisition totale d'actifs de 1,47 milliard de dollars. La répartition de ces dépenses comprend:

Catégorie d'actifs	Coût d'acquisition ($ m)
Infrastructure de transport	512 millions de dollars
Infrastructure énergétique	436 millions de dollars
Services publics et télécommunications	389 millions de dollars
Infrastructure de données	133 millions de dollars

Coûts de maintenance des infrastructures

Les frais de maintenance des infrastructures annuels pour 2023 ont totalisé 327 millions de dollars, la distribution suivante:

• Maintenance des infrastructures de transport: 124 millions de dollars
• Maintenance des infrastructures énergétiques: 98 millions de dollars
• Entretien des services publics: 76 millions de dollars
• Maintenance du centre de données: 29 millions de dollars

Frais de gestion opérationnelle

Les frais de gestion opérationnelle pour 2023 étaient de 214 millions de dollars, comprenant:

Catégorie de frais de gestion	Montant ($ m)
Frais de gestion des actifs	142 millions de dollars
Frais de consultation opérationnelle	47 millions de dollars
Frais de performance	25 millions de dollars

Dépenses de recherche et de diligence raisonnable

Les coûts de recherche et de diligence raisonnable pour 2023 s'élevaient à 63 millions de dollars, avec l'allocation comme suit:

• Étude de marché: 24 millions de dollars
• Études de faisabilité technique: 19 millions de dollars
• Recherche juridique et de conformité: 12 millions de dollars
• Analyse des opportunités d'investissement: 8 millions de dollars

Administrative et au-delà de l'entreprise

Les frais généraux des entreprises pour 2023 étaient de 187 millions de dollars, décomposés en:

Catégorie aérienne	Montant ($ m)
Rémunération des dirigeants	52 millions de dollars
Frais administratifs d'entreprise	68 millions de dollars
Technologie et infrastructure informatique	41 millions de dollars
Contacments de conformité et de réglementation	26 millions de dollars

Brookfield Infrastructure Corporation (BIPC) - Modèle d'entreprise: Strots de revenus

Revenu de location d'actifs d'infrastructure

Pour l'exercice 2023, Brookfield Infrastructure Corporation a déclaré un chiffre d'affaires total de 2,4 milliards de dollars des activités de location et de location d'actifs d'infrastructure.

Catégorie d'actifs	Revenus de location annuels
Infrastructure de transport	687 millions de dollars
Infrastructure énergétique	532 millions de dollars
Infrastructure de services publics	456 millions de dollars
Infrastructure de communication	324 millions de dollars

Distributions de dividendes

En 2023, Brookfield Infrastructure Corporation a distribué 1,16 $ par action en dividendes trimestriels, représentant un rendement annuel total annuel d'environ 4,5%.

Appréciation du capital des investissements dans les infrastructures

L'entreprise a signalé un Évaluation totale du portefeuille d'investissement de 22,3 milliards de dollars en 2023, avec un taux d'appréciation du capital de 7,2% au cours de l'exercice.

Frais de transaction de la gestion des actifs

Les frais de transaction pour 2023 totalisent 187 millions de dollars, dérivé de divers services de gestion des actifs d'infrastructure.

Type de frais	Revenus générés
Frais de conseil en acquisition	76 millions de dollars
Frais de gestion des actifs	61 millions de dollars
Frais de performance	50 millions de dollars

Rendements d'investissement basés sur la performance

Les rendements basés sur les performances pour 2023 sont équipés de 412 millions de dollars, représentant 17,2% du total des sources de revenus.

• Rendement des investissements en énergie renouvelable: 156 millions de dollars
• Retours d'infrastructure numérique: 124 millions de dollars
• Returns du secteur des transports: 132 millions de dollars

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.