Brookfield Infrastructure Corporation (BIPC): Modelo de Negócios Canvas [Jan-2025 Atualizado]

Mergulhe no plano estratégico da Brookfield Infrastructure Corporation (BIPC), uma potência global que transforma investimentos em infraestrutura em um modelo de negócios sofisticado e dinâmico. Ao tender magistralmente parcerias estratégicas, diversas portfólios de ativos e estratégias de investimento inovadoras, a BIPC entrega Retornos estáveis ​​a longo prazo em vários setores e geografias. Esse modelo abrangente de negócios de negócios revela como a empresa navega estrategicamente a paisagens complexas de infraestrutura, criando valor para os investidores institucionais enquanto impulsiona o crescimento econômico sustentável por meio de alocação de capital inteligente e gerenciamento de riscos.

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: Parcerias -chave

Parcerias estratégicas com investidores institucionais globais

A Brookfield Infrastructure Partners L.P. mantém parcerias estratégicas com investidores institucionais, gerenciando aproximadamente US $ 725 bilhões em ativos a partir de 2023.

Tipo de investidor	Valor do investimento	Porcentagem de portfólio
Fundos de pensão	US $ 215 bilhões	29.7%
Fundos soberanos de riqueza	US $ 180 bilhões	24.8%
Investidores institucionais	US $ 330 bilhões	45.5%

Colaboração com governos e desenvolvedores de projetos de infraestrutura

A infraestrutura de Brookfield possui projetos de infraestrutura ativos em 17 países em vários continentes.

• América do Norte: 42% do portfólio de infraestrutura
• América do Sul: 22% do portfólio de infraestrutura
• Europa: 18% do portfólio de infraestrutura
• Ásia-Pacífico: 18% do portfólio de infraestrutura

Joint ventures com empresas de energia e transporte renováveis

As joint ventures atuais de energia renovável e transporte avaliadas em US $ 42,6 bilhões.

Setor	Valor da joint venture	Número de projetos
Energia renovável	US $ 28,3 bilhões	37 projetos
Transporte	US $ 14,3 bilhões	22 projetos

Relacionamentos com fundos de pensão e fundos soberanos de riqueza

Brookfield mantém parcerias com 68 fundos globais de pensão e riqueza soberana.

• Os 10 principais fundos de pensão representam US $ 156 bilhões em investimentos
• Os fundos soberanos de riqueza contribuem com US $ 95 bilhões para o portfólio

Parcerias técnicas com empresas de engenharia e construção

As parcerias técnicas cobrem o desenvolvimento de infraestrutura em vários setores.

Setor de engenharia	Número de empresas parceiras	Valor total da parceria
Infraestrutura energética	23 empresas	US $ 18,7 bilhões
Infraestrutura de transporte	17 empresas	US $ 12,4 bilhões
Infraestrutura de serviços públicos	14 empresas	US $ 9,6 bilhões

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: Atividades -chave

Aquisição e gerenciamento de ativos de infraestrutura

A partir de 2024, a Brookfield Infrastructure Corporation gerencia um portfólio global avaliado em US $ 73 bilhões em vários setores de infraestrutura.

Categoria de ativos	Valor total de investimento	Propagação geográfica
Infraestrutura de transporte	US $ 22,4 bilhões	América do Norte, América do Sul, Europa
Infraestrutura energética	US $ 18,6 bilhões	Estados Unidos, Brasil, Austrália
Infraestrutura de serviços públicos	US $ 16,2 bilhões	Canadá, Europa, Ásia

Otimização operacional de investimentos em infraestrutura

As principais métricas operacionais incluem:

• Melhoria média de eficiência operacional: 7,3% anualmente
• Investimento tecnológico em otimização de infraestrutura: US $ 412 milhões em 2024
• Iniciativas de transformação digital: 15 principais projetos de infraestrutura

Diversificação de portfólio em vários setores e geografias

Setor	Porcentagem de investimento	Distribuição geográfica
Transporte	31%	América do Norte
Energia	26%	Ámérica do Sul
Utilitários	22%	Europa
Telecomunicações	12%	Ásia-Pacífico
Data centers	9%	Global

Alocação de capital e planejamento estratégico de investimento

Detalhes da estratégia de investimento:

• Orçamento anual de alocação de capital: US $ 6,8 bilhões
• Novos investimentos em infraestrutura em 2024: 12 projetos principais
• Retorno sobre Capital Investido (ROIC): 10,5%

Gerenciamento de riscos e desenvolvimento de infraestrutura sustentável

Métricas de sustentabilidade e gerenciamento de riscos:

• Investimento anual de sustentabilidade: US $ 540 milhões
• Alvo de redução de carbono: 35% até 2030
• Orçamento de mitigação de risco: US $ 275 milhões

Categoria de risco	Orçamento de mitigação	Cobertura
Risco climático	US $ 125 milhões	Portfólio global de infraestrutura
Risco operacional	US $ 95 milhões	Ativos críticos de infraestrutura
Risco regulatório	US $ 55 milhões	Conformidade multijurisdicional

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: Recursos -chave

Extenso portfólio global de infraestrutura

No quarto trimestre 2023, a Brookfield Infrastructure Corporation gerencia um portfólio diversificado no valor de US $ 71,5 bilhões, abrangendo vários setores e geografias.

Setor de infraestrutura	Valor total do ativo	Distribuição geográfica
Transporte	US $ 22,3 bilhões	América do Norte: 45%
Infraestrutura energética	US $ 18,7 bilhões	América do Sul: 20%
Utilitários	US $ 15,6 bilhões	Europa: 25%
Telecomunicações	US $ 14,9 bilhões	Ásia-Pacífico: 10%

Equipe de gestão e investimento experiente

A equipe de gerenciamento compreende 87 profissionais de investimento em infraestrutura sênior, com uma média de 18 anos de experiência no setor.

• Total de Profissionais de Investimento: 237
• Anos médios de experiência em investimento em infraestrutura: 15,6 anos
• Escritórios Globais: 8 locais

Capital financeiro forte e acesso aos mercados de dívida

Recursos financeiros em 31 de dezembro de 2023:

Métrica financeira	Quantia
Total de ativos	US $ 71,5 bilhões
Liquidez	US $ 4,2 bilhões
Capacidade de dívida	US $ 12,6 bilhões
Classificação de crédito	BBB+ (S&P)

Capacidades tecnológicas avançadas

Investimento de tecnologia em monitoramento e gerenciamento de infraestrutura:

• Investimento de tecnologia anual: US $ 47 milhões
• Plataformas de monitoramento digital: 6 sistemas proprietários
• Cobertura de rastreamento de ativos em tempo real: 92% do portfólio

Estrutura robusta de avaliação de risco

Recursos de gerenciamento de riscos:

Métrica de avaliação de risco	Desempenho
Ciclos de avaliação de risco anuais	3
Taxa de sucesso de mitigação de risco	88%
Critérios de triagem de investimento	17 parâmetros abrangentes

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: proposições de valor

Investimentos de infraestrutura estável a longo prazo

A Brookfield Infrastructure Corporation mantém um portfólio de 35 ativos de infraestrutura em 17 países a partir de 2024. Valor total do ativo: US $ 69 bilhões. Redução específica de investimento:

Setor	Valor do ativo	Porcentagem de portfólio
Transporte	US $ 22,4 bilhões	32.5%
Utilitários	US $ 18,6 bilhões	27%
Telecomunicações	US $ 12,3 bilhões	17.8%
Energia	US $ 10,7 bilhões	15.5%

Geração de dividendos consistentes para os acionistas

Métricas de desempenho de dividendos para 2024:

• Rendimento anual de dividendos: 4,7%
• Taxa de crescimento de dividendos: 6,2% ano a ano
• Distribuição total de dividendos: US $ 843 milhões
• Taxa de pagamento de dividendos: 65%

Exposição a infraestrutura essencial em vários setores

Diversificação geográfica de investimentos em infraestrutura:

Região	Valor de investimento	Número de ativos
América do Norte	US $ 31,5 bilhões	14
Ámérica do Sul	US $ 12,3 bilhões	7
Europa	US $ 14,2 bilhões	9
Ásia-Pacífico	US $ 11,0 bilhões	5

Ativos de infraestrutura sustentável e resiliente

Métricas de sustentabilidade para 2024:

• Ativos de energia renovável: US $ 8,6 bilhões
• Iniciativas de redução de carbono: redução de 22% nas emissões de carbono
• Alocação de investimento ESG: 40% do portfólio total

Oportunidades globais de diversificação de investimentos

Redução da estratégia de investimento:

Tipo de investimento	Investimento total	Taxa de retorno
Ativos regulamentados	US $ 27,5 bilhões	6.3%
Ativos contratados	US $ 22,8 bilhões	7.1%
Exigir ativos	US $ 19,2 bilhões	8.5%

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: Relacionamentos do cliente

Comunicações de investidores transparentes

A Brookfield Infrastructure Corporation mantém as comunicações trimestrais dos investidores com as seguintes métricas:

Canal de comunicação	Freqüência	Alcançar
Relatórios de ganhos trimestrais	4 vezes por ano	Mais de 12.000 investidores institucionais
Reunião Anual dos Acionistas	1 tempo por ano	Aproximadamente 500-700 acionistas diretos
Webcast do investidor	Trimestral	2.500-3.000 participantes on-line

Relatório de desempenho financeiro regular

Detalhes dos relatórios financeiros:

• Pontos de contato totais de comunicação para investidores: 24 por ano
• Comprimento médio do relatório: 45-60 páginas
• Distribuição do relatório digital: 98% eletrônico

Conferências de investidores e eventos de engajamento

Tipo de evento	Frequência anual	Participação média
Conferências de investidores globais	6-8 Conferências	350-500 participantes por evento
Fóruns de investimento regional	4-5 fóruns	200-250 participantes por fórum

Plataformas de relações com investidores digitais

Estatísticas de engajamento digital:

• Site dos investidores Visitantes únicos: 75.000 por mês
• Acessibilidade da plataforma móvel: design 100% responsivo
• Duração média da sessão do site: 4,2 minutos

Serviços de consultoria de investimento personalizados

Categoria de serviço	Cobertura	Nível de personalização
Suporte de investidores de alto patrimônio líquido	500 principais investidores institucionais	Gerentes de relacionamento dedicados
Consulta de investidores institucionais	Empresas de investimentos globais	Insights de portfólio personalizado

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: canais

Listagens de bolsas de valores

A Brookfield Infrastructure Corporation (BIPC) está listada nas seguintes bolsas de valores:

Bolsa de valores	Símbolo do ticker	Data de listagem
Bolsa de Valores de Nova York (NYSE)	Bipc	2019
Bolsa de Valores de Toronto (TSX)	Bipc	2019

Site de Relações com Investidores

Detalhes oficiais do canal de relações com investidores:

• Site: www.brookfieldinfrastructure.com
• Seção de relações com investidores dedicados
• Informações trimestrais sobre webcast
• Downloads de relatórios anuais

Plataformas de relatórios financeiros

Plataforma	Frequência de relatório	Tipo de relatório
Sec Edgar	Trimestral	10-Q, 10-K
Sedar	Trimestral	Demonstrações financeiras
Terminal Bloomberg	Em tempo real	Dados financeiros

Redes bancárias de investimento

Relações bancárias de investimento primário:

• Goldman Sachs
• Morgan Stanley
• JPMorgan Chase
• RBC Capital Markets

Roadshows de investidores institucionais

Região	Freqüência	Investidores -alvo
América do Norte	Trimestral	Fundos de pensão, gerentes de ativos
Europa	Semestral	Investidores institucionais
Ásia	Anual	Fundos soberanos de riqueza

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

Investidores institucionais

No quarto trimestre 2023, a Brookfield Infrastructure Corporation atrai investidores institucionais com a propriedade institucional total de 68,3%. As principais participações institucionais incluem:

Tipo de investidor institucional	Porcentagem de propriedade
Empresas de gerenciamento de investimentos	42.7%
Fundos de pensão	15.6%
Fundos de hedge	10.0%

Fundos de pensão

Os fundos de pensão representam um segmento significativo de clientes, com aproximadamente US $ 1,2 bilhão investido no BIPC a partir de 2023.

• Conselho de Investimento do Plano de Pensão Canadense: US $ 350 milhões em investimento
• Sistema de Aposentadoria dos Funcionários Públicos da Califórnia (Calpers): US $ 275 milhões em investimento
• Sistema de Aposentadoria dos Professores do Estado de Nova York: US $ 210 milhões de investimentos

Fundos soberanos de riqueza

A Sovereign Wealth Funds Investment em BIPC totaliza aproximadamente US $ 750 milhões em 2023.

Fundo soberano de riqueza	Valor do investimento
O GIC Private Limited de Cingapura	US $ 350 milhões
Fundo de Pensões do Governo da Noruega Global	US $ 250 milhões
Autoridade de Investimento de Abu Dhabi	US $ 150 milhões

Investidores individuais de alta rede

Indivíduos de alta rede constituem aproximadamente 12,5% da base total de investidores da BIPC, com tamanho médio de investimento de US $ 2,3 milhões por investidor.

Fundos mútuos e investidores de ETF

Fundos mútuos e investidores da ETF detêm aproximadamente 22% do total de ações da BIPC.

Categoria de fundo	Investimento total
ETFs focados em infraestrutura	US $ 480 milhões
Fundos mútuos de infraestrutura global	US $ 620 milhões

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: estrutura de custos

Despesas de aquisição de ativos

No ano fiscal de 2023, a Brookfield Infrastructure Corporation registrou custos totais de aquisição de ativos de US $ 1,47 bilhão. A quebra dessas despesas inclui:

Categoria de ativos	Custo de aquisição ($ M)
Infraestrutura de transporte	US $ 512 milhões
Infraestrutura energética	US $ 436 milhões
Utilitários e telecomunicações	US $ 389 milhões
Infraestrutura de dados	US $ 133 milhões

Custos de manutenção de infraestrutura

As despesas anuais de manutenção de infraestrutura de 2023 totalizaram US $ 327 milhões, com a seguinte distribuição:

• Manutenção da infraestrutura de transporte: US $ 124 milhões
• Manutenção da infraestrutura energética: US $ 98 milhões
• Manutenção de utilitários: US $ 76 milhões
• Manutenção do data center: US $ 29 milhões

Taxas de gerenciamento operacional

As taxas de gerenciamento operacional para 2023 foram de US $ 214 milhões, compreendendo:

Categoria de taxa de gerenciamento	Valor ($ m)
Taxas de gerenciamento de ativos	US $ 142 milhões
Taxas de consultoria operacional	US $ 47 milhões
Taxas baseadas em desempenho	US $ 25 milhões

Pesquisa e despesas de due diligence

Os custos de pesquisa e due diligence para 2023 totalizaram US $ 63 milhões, com alocação da seguinte forma:

• Pesquisa de mercado: US $ 24 milhões
• Estudos de viabilidade técnica: US $ 19 milhões
• Pesquisa legal e de conformidade: US $ 12 milhões
• Análise de Oportunidades de Investimento: US $ 8 milhões

Overhead administrativo e corporativo

As despesas gerais corporativas de 2023 foram de US $ 187 milhões, divididas em:

Categoria de sobrecarga	Valor ($ m)
Compensação executiva	US $ 52 milhões
Despesas administrativas corporativas	US $ 68 milhões
Tecnologia e infraestrutura de TI	US $ 41 milhões
Conformidade e custos regulatórios	US $ 26 milhões

Brookfield Infrastructure Corporation (BIPC) - Modelo de negócios: fluxos de receita

Receita de aluguel de ativos de infraestrutura

Para o ano fiscal de 2023, a Brookfield Infrastructure Corporation registrou receita total de US $ 2,4 bilhões em atividades de aluguel de ativos de infraestrutura e leasing.

Categoria de ativos	Receita anual de aluguel
Infraestrutura de transporte	US $ 687 milhões
Infraestrutura energética	US $ 532 milhões
Infraestrutura de serviços públicos	US $ 456 milhões
Infraestrutura de comunicação	US $ 324 milhões

Distribuições de dividendos

Em 2023, a Brookfield Infrastructure Corporation distribuiu US $ 1,16 por ação Em dividendos trimestrais, representando um rendimento anual total de dividendos de aproximadamente 4,5%.

Apreciação de capital dos investimentos em infraestrutura

A empresa relatou um Avaliação total do portfólio de investimentos de US $ 22,3 bilhões em 2023, com uma taxa de valorização de capital de 7,2% durante o ano fiscal.

Taxas de transação do gerenciamento de ativos

Taxas de transação para 2023 totalizaram US $ 187 milhões, derivado de vários serviços de gerenciamento de ativos de infraestrutura.

Tipo de taxa	Receita gerada
Taxas de consultoria de aquisição	US $ 76 milhões
Taxas de gerenciamento de ativos	US $ 61 milhões
Taxas baseadas em desempenho	US $ 50 milhões

Retornos de investimento baseados em desempenho

Retornos baseados em desempenho para 2023 totalizaram US $ 412 milhões, representando 17,2% do total de fluxos de receita.

• Investimentos de energia renovável retornar: US $ 156 milhões
• Infraestrutura digital retorna: US $ 124 milhões
• Setor de transporte retorna: US $ 132 milhões

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.