Aboitiz InfraCapital eyes more investments in airports, digital infrastructure

AIC's sustained focus on infrastructure is driven by a belief in ongoing opportunities, particularly in improving transport, water, and digital connectivity. The company views private sector investment as crucial for economic growth, advocating for continuous project development and procurement even amidst economic uncertainties. This perspective emphasizes the long lead times required for infrastructure planning and execution.

A key concern for AIC is the need for public-private partnership frameworks to adapt to changing conditions such as climate change, supply chain disruptions, and market shifts. Canilao highlighted that current infrastructure projects must be designed with adaptability in mind, acknowledging that market conditions will evolve significantly over the typical 10-to-20-year lifespan of these assets. This suggests a desire for contract mechanisms that allow for flexibility rather than strict rigidity.

The company's interest in digital infrastructure extends to data centers, with AIC exploring opportunities following its 2022 partnership with EdgeConneX. While the specific timing for further data center expansion is being evaluated, this indicates an intention to grow its digital footprint. Its existing portfolio includes operating three privatized airports, with plans to potentially add more.