Aerial view of a financial district skyline representing institutional infrastructure investment

Investor relations

Infrastructure capital, deployed with discipline.

Its Electric Ai is building a global platform for generation, transmission, and corridor infrastructure. We are structured for institutional partnership — with governance, reporting, and diligence frameworks designed for long-term infrastructure investment.

Investment thesis

Why infrastructure. Why now.

Global power demand is accelerating. Grid infrastructure is ageing. New generation capacity requires new transmission. Highway corridors create once-in-a-generation opportunities to deploy coordinated power, fiber, and cellular networks. Its Electric Ai is positioned at the intersection of all three.

01

Structural demand growth

Electrification, data centre expansion, and industrial decarbonisation are driving sustained, multi-decade growth in power demand across every major market.

02

Grid infrastructure deficit

Transmission and distribution infrastructure globally is underinvested and ageing. New generation capacity cannot reach load centres without new grid infrastructure.

03

Corridor value creation

Highway and road development programmes create coordinated infrastructure corridors — delivering power, fiber, and cellular networks in a single programme at significantly lower cost.

04

Platform scalability

Its Electric Ai is structured as a platform — capable of deploying across multiple geographies, asset classes, and infrastructure types under a consistent governance and delivery model.

Aerial view of electrical transmission towers in a desert landscape at sunset

"The infrastructure gap is not a risk — it is the opportunity. Every megawatt undelivered, every corridor unbuilt, is capital waiting to be deployed."

Its Electric Ai — Investment thesis

Investment structure

Built for institutional partnership.

We are developing our investment structure to support institutional co-investment, project-level participation, and platform-level partnership. Detailed terms, vehicle structures, and participation frameworks will be published once finalised.

Investment structure details, fund terms, and participation frameworks are pending finalisation. Contact us to register interest and receive materials when available.

01

Co-investment

Project-level co-investment alongside Its Electric Ai in generation, transmission, and corridor infrastructure assets.

02

Platform partnership

Strategic platform-level partnership for institutional investors seeking exposure across the full infrastructure portfolio.

03

Development capital

Early-stage development capital to advance projects from origination through permitting, design, and financial close.

Governance framework

Transparency by design.

Our governance framework is designed to meet the expectations of institutional investors — with clear reporting structures, independent oversight, and diligence-ready documentation across all projects and programmes.

Executive meeting representing institutional governance and oversight

Institutional standard

Governance frameworks designed for the expectations of long-term infrastructure investors.

Framework in development

Investor reporting

Structured periodic reporting covering project milestones, capital deployment, operational performance, and portfolio-level metrics.

Framework in development

Independent oversight

Independent board representation, audit, and risk oversight structures aligned with institutional governance expectations.

In preparation

Diligence documentation

Comprehensive project-level and platform-level diligence materials — technical, legal, financial, and environmental — prepared to institutional standard.

In preparation

ESG & sustainability

Environmental, social, and governance reporting aligned with leading infrastructure investment frameworks and sustainability disclosure standards.

Governance documents, reporting templates, and diligence materials are in preparation. Verified materials will be published and made available to registered investors once complete.

Financial performance & KPIs

Metrics that matter to infrastructure investors.

The following key performance indicators define how Its Electric Ai measures and reports financial and operational performance across its platform. Figures shown represent target ranges and framework benchmarks established during the development phase. Verified actuals will be published to registered investors as programmes reach operational milestones.

ReturnsTarget range

12–18%

Target equity IRR

Unlevered equity internal rate of return target across generation and transmission assets, consistent with institutional infrastructure benchmarks.

IncomeTarget range

6–9%

Target cash yield

Stabilised annual cash yield on invested equity, based on contracted revenue structures and long-term offtake agreements.

ReturnsTarget range

8–14 yrs

Capital payback period

Expected capital payback period from project commissioning, consistent with long-duration infrastructure asset classes.

DebtFramework minimum

1.35×

Minimum DSCR

Minimum debt service coverage ratio maintained across project-level financing structures, aligned with investment-grade infrastructure lending standards.

StructureTarget range

60–70%

Target gearing

Target project-level debt-to-total-capital ratio, consistent with long-duration infrastructure financing structures.

RevenueFramework target

≥ 85%

Contracted revenue target

Minimum proportion of portfolio revenue to be secured under long-term contracts or regulated tariff structures at the point of financial close.

OperationsOperational target

≥ 97%

Asset availability target

Target operational availability across transmission and generation assets, measured against contracted availability obligations.

EfficiencyFramework target

< 22%

Opex-to-revenue ratio

Target operating expenditure as a proportion of gross revenue across stabilised portfolio assets.

All figures are development-phase targets and framework benchmarks. Verified financial performance data will be published once programmes reach operational milestones. Past performance of comparable infrastructure assets is not a guarantee of future results.

Reports & documents

Investor materials library.

The following documents are being prepared for registered investors. Status badges reflect current availability. Contact us to register interest and receive materials as they are released.

PlatformAvailable on request

Platform overview deck

A high-level introduction to Its Electric Ai — asset classes, geographic scope, delivery model, and investment rationale.

InvestmentAvailable on request

Investment thesis paper

Detailed analysis of the structural demand drivers, grid infrastructure deficit, and corridor value creation opportunity underpinning the Its Electric Ai platform.

GovernanceIn preparation

Governance framework document

Full governance framework covering board structure, independent oversight, reporting obligations, and investor rights.

DiligenceIn preparation

Technical diligence pack

Project-level and platform-level technical diligence materials — engineering specifications, site assessments, and delivery model documentation.

ESGIn preparation

ESG & sustainability report

Environmental, social, and governance reporting aligned with leading infrastructure investment frameworks and sustainability disclosure standards.

FinancialPending verified data

Financial performance summary

Portfolio-level financial performance metrics, capital deployment data, and project-level returns summary for registered investors.

Investor enquiries

Register your interest.

We are building our investor relations programme and welcome early conversations with institutional investors, infrastructure funds, and family offices aligned with long-term infrastructure development.

Submit an investor enquiry

All investor enquiries are handled confidentially. We respond to all enquiries within five business days.