Actis

Until next time Berlin, it's been a pleasure.   The Actis team has enjoyed meeting investors and speaking at the Infrastructure Investor Global Summit 2025 this week - discussing how we aim to generate compelling returns by providing critical, sustainable infrastructure.   We noted particular interest in energy infrastructure in growth markets – according to the IEA's latest forecasts, 85% of the additional demand for electricity through 2027 will come from these markets.   Actis invests in institutionally mature markets with strong demand for critical infrastructure across Latin America, Asia, Central & Eastern Europe, the Middle East, and Africa; markets with a growing demand for energy thanks to key structural themes - industrialisation, urbanisation, and the need for energy security and access - on top of which growth from rising digital infrastructure demand can be added.   We are seeing investors increasingly interested in the opportunities presented by these markets - economies that are vast and diverse, and each with their own merits. These markets continue to be underserved by the world's capital, despite being the drivers of demand and growth in today's global economy. It is thanks to such growth markets and the risk mitigation strategies Actis deploys, combined with our industrialist mindset, longevity and expertise in the markets and sectors we invest in, and sustainability, that we seek to generate alpha returns from core infrastructure investments.   For more on our energy investment approach, watch here: https://lnkd.in/gaXgnbUU    #IIGS #InfrastructureInvesting #SustainableInvesting --- Actis sponsored this Global Summit, which took place 17-20 March 2025, and compensated the Infrastructure Investor Network through this sponsorship. General discussions regarding the market, market conditions or "demand for electricity" represent the view of either the source cited or Actis. Such information is not research and should not be treated as research. Moreover, there is no assurance historical trends will continue. The value of any investment could decline and/or become worthless. References to targeted 'alpha returns' are not indicative of future results. Nothing herein constitutes a guarantee, projection or prediction.

Lucy Heintz, Partner and Head of Energy Infrastructure at Actis, has been meeting with investors and other stakeholders at the Infrastructure Investor Global Summit in Berlin this week to discuss the critical need for investment into the energy supply of growth markets, with rising demand brought on by industrialisation, urbanisation and the need for energy security creating exciting investment opportunities. Watch Lucy’s interview below for more. --- Actis sponsored this interview by Infrastructure Investor, which was posted on 18 March 2025, and compensated Infrastructure Investor through this sponsorship. References to energy demand growth and general discussions regarding the market or market conditions represent the views of Actis. Such information is not research and should not be treated as research. Moreover, there is no assurance historical trends will continue.

🌞 | Powering a sustainable future in Southeast Asia   Actis is proud to announce the completion of a major investment in MTerra Solar, one of the world’s largest integrated solar and battery energy storage projects when fully commissioned as measured by battery energy storage capacity, located in the Philippines.   Through a US$600 million investment for a stake in MTerra Solar, Actis joins forces with MGEN Renewable Energy Inc. (MGreen) and SP New Energy Corporation (SPNEC) to accelerate the development of this landmark renewable energy project.   MTerra Solar by the numbers: - 3,500MWp of installed solar PV capacity - 4,500MWh of battery energy storage - Seeking to supply power to approximately 2.4 million households - Contracted capacity of 850MW over 20 years - The largest foreign direct investment in a single greenfield infrastructure project in the Philippines   Manny Rubio, President and CEO of Meralco PowerGen (MGEN) and SPNEC, said: “We are tapping Actis’ expertise in project execution and operations – identifying, managing, and mitigating risks. Their experience delivering 36GW of projects globally, and more specifically in emerging markets such as the Philippines, was highly attractive. In addition, we found Actis shares the common vision with MGEN of being able to optimise the project commercially. Actis is a strong complement to MGEN’s role and network in the Philippines. MTerra Solar will be the catalyst not only to decarbonise, but also to encourage large gigawatt-scale projects and renewable energy investments in the region. With the right policies, grid modernisation, and private sector participation, the Philippines can become a leader in clean energy.”   This partnership supports the Philippines' ambitions to achieve 35% renewable energy by 2030, while enhancing energy security and delivering long-term, sustainable growth. Read the announcement here: https://lnkd.in/eMWTFcEp   #SustainableInfrastructure #CleanEnergy #InfrastructureInvesting

The Infrastructure Investor Global Summit is now live and our team in Berlin is out in force to discuss the future of infrastructure investing.   The rapidly rising need for electricity across growth markets and the global need to decarbonise are driving enormous investment opportunities in the energy infrastructure space. Actis is on the ground in Berlin with a strong team to discuss with investors how we can work together to develop the critical, sustainable infrastructure the world needs and help create value for investors.   If you're at the summit, do make sure you attend the sessions with our speakers: - Neda Vakilian at the Growth & Emerging Markets Forum on Monday 17th March at 09:30 about the state of play: macroeconomic trends shaping investment opportunities in the growth markets. - Shami Nissan at the Sustainable Infrastructure Forum on Monday 17th March at 10:15 about how to sustainably power AI. - James Mittell on Monday 17th March at 14:25 on how sustainable investments have played a part in a value creation plan. - Lucy Heintz at the Global Investor Forum on Tuesday 18th March at 10:05 about sustaining momentum in infrastructure’s energy transition push.   To connect with Actis in Berlin, click here: https://lnkd.in/emWCbFnm   Watch the video to discover Actis' 2024 highlights.   #InfrastructureInvesting #IIGS #Energy

Brian Chinappi, Partner and Head of Real Estate at Actis, has written a sponsored opinion piece in Institutional Real Estate, Inc. focused on the opportunity in Asia’s new economy real estate. The piece explores the strong demand trends and global economic themes supporting new economy real estate investments in Asia, the diversification offered by Asian growth markets, the rise of new economy real estate, and how risks can be mitigated when investing in this space.   Read the full piece here: https://lnkd.in/e9tPsqPi   #CommercialRealEstate #InfrastructureInvesting #SustainableInvesting Actis sponsored this article in Institutional Real Estate Inc., which was published on 3 March 2025, and compensated Institutional Real Estate Inc. through this sponsorship, which creates an incentive on behalf of Institutional Real Estate Inc. to publish such article.

💡| Learn all about our energy investments from Lucy Heintz, Partner and Head of Energy Infrastructure at Actis. In this video, Lucy explores how Actis invests in energy across growth markets, in projects with long-term contracted cashflows, structured project agreements, non-recourse project finance and a focus on capital preservation.   This is how Actis offers a core infrastructure proposition but with a growth strategy targeted to drive value creation while helping to meet the rapidly rising demand for electricity across a diverse number of markets globally. Learn more about how we achieve success in our growth market energy investments by watching the video.   #SustainableInfrastructure #InfrastructureInvesting #EnergyTransition

Southeast Asia’s Infrastructure Boom: Unpacking where we see the most interesting investment themes We believe the future of infrastructure in Southeast Asia has never been more promising. With rapid urbanisation, rising energy demand and a strategic shift in global supply chains, including China Plus One, the region presents unique investment opportunities. In our latest podcast, hosted by ex-Bloomberg presenter John Dawson and featuring EWEN CAMERON WATT, Rahul Agrawal, Brian Chinappi and Sumit Sen from Actis, we bring together the leading voices from our Real Estate, Infrastructure, and Energy teams to discuss: • SE Asia energy demand as an investment opportunity • Why Vietnam and Malaysia are leading the China Plus One strategy • The digital revolution and demand for data centres across the region • How governments are adapting to attract foreign investment Join us as we explore why we think Southeast Asia is one of the most exciting growth markets in the world. Listen to the podcast here: https://lnkd.in/e5ApnikF #SouthEastAsia #InfrastructureInvesting #SustainableInfrastructure

We're delighted to announce that Rahul Agrawal has been promoted to Partner at Actis. Rahul has been driving growth and innovation across the energy sector in Southeast Asia for the past five years, playing an instrumental role in three major energy investments for Actis: Levanta Renewables, Bridgin Power, and MTerra Solar. In 2024, Actis experienced significant deal activity in Southeast Asia, investing in new markets and sectors in the Philippines, Vietnam, Thailand, and Malaysia. Following a successful year, Rahul will be responsible for Actis' continued strategic expansion and commitment to renewable energy across various Asian markets. Rahul Agrawal, Energy Partner for Southeast Asia at Actis, said: “Southeast Asia represents some of the most dynamic economies globally and the region’s energy transition is picking up speed. I am delighted to lead the team and using our firm’s deep experience in energy transition investing across the Global South to further develop our investment footprint across Asia thereby helping the region make the transition to a Net Zero future.” Read more: https://lnkd.in/efDVxB7p #InfrastructureInvesting #SustainableInfrastructure #EnergyTransition

🇩🇪 | See you in Berlin   The Infrastructure Investor Global Summit is approaching, and Actis will be in Berlin from 17-20 March to discuss investment opportunities in sustainable infrastructure, notably driven by rising energy demand across the Global South.   The role of private capital in scaling critical, sustainable infrastructure is crucial to meet the demand for power in growth markets. At Actis, we are taking action to meet this supply challenge through robust investment strategies. Guided by our proven 20+ year framework and through our deployment of capital we seek to create lasting value, drive sustainability and ensure infrastructure resilience in the markets that need it most.   🔹 Meet the Actis team in Berlin: 📍 Torbjorn Caesar - Senior Partner and Chairman 📍 Lucy Heintz - Partner, Head of Energy Infrastructure 📍 Neda Vakilian - Partner, Investor Solutions Group 📍 Nicolas Escallon - Partner, Energy Infrastructure, Latin America 📍 Korpanec, Jaroslava - Partner, Head of Central and Eastern Europe, Energy Infrastructure 📍 Barry Lynch - Partner, Head of Operations, Energy Infrastructure 📍 Shami Nissan - Partner, Head of Sustainability 📍 James Mittell - Director, Energy Infrastructure 📍 Liam Smith - Director, Energy Infrastructure 📍 Scott Meller, CFA - Director, North America, Investor Solutions Group 📍 Dukyoung Moon - Director, Asia, Investor Solutions Group 📍 Mattheus Waldthaler, CFA, CAIA - Director, Europe, Investor Solutions Group 📍 Mohammed Kensara - Director, Middle East & Africa, Investor Solutions Group   Join us in Berlin to explore opportunities—connect with the team here: https://lnkd.in/emWCbFnm   #InfrastructureInvesting #SustainableInfrastructure #CleanEnergy

ACTIS WINS THREE AWARDS AT INFRASTRUCTURE INVESTOR AND NEW PRIVATE MARKETS AWARDS 2024 Actis has won three awards at the Infrastructure Investor and New Private Markets Awards 2024, winning: • Sustainable Investor of the Year: Global at the Infrastructure Investor 2024 Awards • Energy Transition Investor of the Year: Latin America at the Infrastructure Investor 2024 Awards • Infrastructure Firm of the Year (ESG) at the New Private Markets 2024 Awards The award wins recognise Actis as a leading global investor across global growth markets. These achievements are only made possible thanks to the dedication of our teams and support of our investors. Click here to read more: https://lnkd.in/eSDZ-Pg2 #SustainableInfrastructure #SustainableInvesting #InfrastructureInvesting --- Actis did not provide any compensation to take part in such awards. Past performance is not indicative of future results and nothing herein constitutes a guarantee, projection or prediction of future results.