INFRATIL LIMITED (IFT)
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IFT

IFT - INFRATIL LIMITED

FNArena Sector : Wealth Management & Investments
Year End: March
GICS Industry Group : Capital Goods
Debt/EBITDA: 20.91
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$9.78

05 Jun
2025

-0.020

OPEN

$9.85

-0.20%

HIGH

$9.85

340,155

LOW

$9.69

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FNARENA'S MARKET CONSENSUS FORECASTS
IFT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 27.9 21.7 xxx
DPS (cps) xxx 18.7 18.4 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 5.6% - 1.3% xxx
PE Ratio xxx N/A 44.3 xxx
Dividend Yield xxx N/A 1.9% xxx
Div Pay Ratio(%) xxx N/A 84.9% xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 20/11 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-27.9
DPS All xxxxxxxxxxxxxxx18.7
Sales/Revenue xxxxxxxxxxxxxxx2,945.6 M
Book Value Per Share xxxxxxxxxxxxxxx625.4
Net Operating Cash Flow xxxxxxxxxxxxxxx351.7 M
Net Profit Margin xxxxxxxxxxxxxxx-8.85 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-4.54 %
Return on Invested Capital xxxxxxxxxxxxxxx-2.24 %
Return on Assets xxxxxxxxxxxxxxx-1.68 %
Return on Equity xxxxxxxxxxxxxxx-4.54 %
Return on Total Capital xxxxxxxxxxxxxxx-1.94 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-176.9 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx381 M
Long Term Debt xxxxxxxxxxxxxxx6,025 M
Total Debt xxxxxxxxxxxxxxx6,407 M
Goodwill - Gross xxxxxxxxxxxxxxx4,255 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx267 M
Price To Book Value xxxxxxxxxxxxxxx1.51

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx544.6 M
Capex % of Sales xxxxxxxxxxxxxxx18.49 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,470 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx738 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx432 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Morgan Stanley

19/02/2025

1

Overweight

-

-

Infratil has indicated 12% of Canberra Data Centres has changed hands at an implied equity value for 100% of the business of $13.7bn, which compares with the last independent valuation of $10.2bn.

On completion the company will own 49.75% of CDC while the Future Fund will own 34.5% and CSC 12.04%.

Morgan Stanley, having initiated coverage in late 2024, had a more bullish earnings outlook and valuation for the centre compared with consensus and believes the outcome of this transaction is supportive of its positive thesis.

Overweight maintained. Target is NZ$15. Industry view is Attractive.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 17.78 cents and EPS of 22.98 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

02/06/2025

1

Buy

-

-

Infratil reported FY25 earnings (EBITDA) up 6.2% on a year earlier, which was slightly above Jarden's estimate and included a robust contribution from CDC, One NZ and Wellington Airport, Jarden highlights.

The broker points to the FY26 outlook as expected. CDC is flagged for doubling earnings (EBITDA) by FY27 from FY25, with some slower-than-anticipated contracting of capacity in the short term.

A final dividend per share of NZD13.25c amounts to FY25 dividends of NZD20.5c per share, a rise of 2.5% on FY24.

Buy retained. Target price set at NZ$14.31 from NZ$14.57.

FORECAST
Jarden forecasts a full year FY26 EPS of minus -12.22 cents.
Jarden forecasts a full year FY27 EPS of 4.65 cents.
Access Extra Coverage Research History >

IFT STOCK CHART

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