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USF

1.75%
NEUTRAL

US Solar Fund Completes Portfolio Debt Refinancing, Increases Dividend

Why we think this is neutral

This RNS announcement does not fall into any of the mandatory news categories, so a neutral sentiment score is appropriate. The company has completed a portfolio-level debt refinancing and is increasing its target dividend, which are generally positive developments, but the announcement does not contain any specific financial figures or trading updates.

Key Points

  • Completed a non-recourse portfolio-level debt financing totaling approximately USD$166 million
  • New facilities include a USD$127 million mini-perm term loan, a USD$10.5 million revolving loan, and a USD$28 million letter of credit facility
  • Refinancing expected to improve near-term operational cash dividend coverage and enhance balance sheet robustness
  • Target dividend increased from $0.0225/share to $0.035/share, effective in Q3 2025

Summary

The renewable energy company has refinanced its portfolio debt and increased its target dividend, providing more financial flexibility and higher returns for shareholders.

US Solar Fund PLC has completed a non-recourse portfolio-level debt financing totaling approximately USD$166 million. The new facilities include a USD$127 million mini-perm term loan, a USD$10.5 million revolving loan, and a USD$28 million letter of credit facility. The refinancing is expected to improve near-term operational cash dividend coverage, enhance the robustness of the Company's balance sheet, and retain flexibility for potential portfolio sales. As a result, the Board has determined to increase the target dividend from $0.0225/share to $0.035/share, effective in Q3 2025.

Key Dates

Mid Q3 2025
Increased dividend target takes effect
GENERAL UPDATE