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: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$11.25

12 Sep
2025

-0.100

OPEN

$11.36

-0.88%

HIGH

$11.41

234,747

LOW

$11.10

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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 8.0 xxx
DPS (cps) xxx 18.7 19.2 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 5.6% 2.8% xxx
PE Ratio xxx N/A 138.5 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx N/A 240.4% 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

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

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Citi

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

-

xx.xx%

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Morgan Stanley

05/08/2025

1

Overweight

-

-

Morgan Stanley points to the current "surge" in AI capex being underpinned by the four hyperscalers, which is expected to underwrite growth in global data centre capacity by 23% on a compound average rate to 2030.

The broker is forecasting Australian capacity to grow to 3,200MW by 2030 from 1,275MW, a compound rate of 18% per annum, with energy the main obstacle to building data centres, followed by planning permission.

Infratil is viewed as a major beneficiary, with a landbank that can support over 1.5GW and is well placed with Canberra Data Centres (CDC) able to find and secure sites as well as overseeing construction and development.

Morgan Stanley estimates 40%–50% of the company's asset value sits in data centres in A&NZ, with the stake in CDC worth around $7.5bn, which is viewed as undervalued.

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 22.80 cents.
Morgan Stanley forecasts a full year FY27 dividend of 17.78 cents and EPS of 38.30 cents.

UBS

xx/xx/xxxx

1

xxx

-

xx.xx%

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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

15/09/2025

1

Buy

-

-

Infratil is holding its Investor Day in Sydney on September 18, which Jarden views as an opportunity to reaffirm investors in cash flow and highlight the growth outlook.

Canberra Data Centres (CDC) remains the main growth driver, with updates on contracting and an extension of the pipeline to Perth in focus.

Cash flow with no equity raising likely will be a major focus, according to the analyst, including plans for capital recycling post the sale of RetireAustralia for NZ$324m and the 9.5% stake in Contact Energy for NZ$684m.

Buy. Target lifts to NZ$14.79 from NZ$14.31.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -16.87 cents.
Jarden forecasts a full year FY27 EPS of 15.78 cents.
Access Extra Coverage Research History >

IFT STOCK CHART

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