HASI HA Sustainable Infrastructure Capital (HASI) Q1 FY26 earnings call
HASI delivered a strong Q1 FY26, marked by record adjusted ROE and significant growth in adjusted EPS and recurring net investment income, driven by robust investment activity and improved capital efficiency. The company reaffirmed its 2028 adjusted EPS and ROE targets, demonstrating confidence in its business model despite ongoing geopolitical and macroeconomic volatility. Strategic debt refinancing and zero ATM share issuance underscore a commitment to optimizing its capital structure and moving towards a self-funding model.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
HASI operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Assets under management (AUM) | $16.4BAdjusted recurring net investment income was up 29% year-over-year to $101 million, and our managed assets were up 13% year-over-year to $16.4 billion.Source: earnings call transcript | $17.6BAs of quarter-end, our managed assets were $17.6 billion, up 20% year-over-year.Source: earnings call transcript | +7.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.