CHANNEL INFRASTRUCTURE NZ LIMITED (CHI)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

CHI

CHI - CHANNEL INFRASTRUCTURE NZ LIMITED

FNArena Sector : NONE
Year End: December
GICS Industry Group : NONE
Debt/EBITDA: 3.44
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.50

11 Mar
2026

0.000

OPEN

$2.50

0.000

HIGH

$2.50

0

LOW

$2.50

FNARENA'S MARKET CONSENSUS FORECASTS
CHI: 1
Title FY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps) xxx 2.6 5.9 xxx
DPS (cps) xxx 11.7 12.5 xxx
EPS Growth xxx - 22.7% 100.0% xxx
DPS Growth xxx 16.6% 6.6% xxx
PE Ratio xxx N/A 42.4 xxx
Dividend Yield xxx N/A 5.0% xxx
Div Pay Ratio(%) xxx 452.9% 212.1% 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
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx2.6
DPS All xxxxxxxxxxxxxxx11.7
Sales/Revenue xxxxxxxxxxxxxxx126.5 M
Book Value Per Share xxxxxxxxxxxxxxx163.2
Net Operating Cash Flow xxxxxxxxxxxxxxx67.1 M
Net Profit Margin xxxxxxxxxxxxxxx14.94 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx2.67 %
Return on Invested Capital xxxxxxxxxxxxxxx1.91 %
Return on Assets xxxxxxxxxxxxxxx1.58 %
Return on Equity xxxxxxxxxxxxxxx2.67 %
Return on Total Capital xxxxxxxxxxxxxxx4.46 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-21.1 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 xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx289 M
Total Debt xxxxxxxxxxxxxxx289 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx3 M
Price To Book Value xxxxxxxxxxxxxxx1.54

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx45.2 M
Capex % of Sales xxxxxxxxxxxxxxx35.75 %
Cost of Goods Sold xxxxxxxxxxxxxxx70 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx13 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx7 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

0.0

No. Of Recommendations

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

Macquarie

02/03/2026

3

Neutral

-

-

Channel Infrastructure NZ has pivoted into its new role as an import terminal, Macquarie notes, and has redefined its new core competencies and enhanced its licence to operate.

The company's FY25 result was at the top of earnings guidance and saw a meaningful step-change in dividend, also above guidance. 

Channel Infrastructure offers an attractive investment case based on its ownership and operation of critical, irreplaceable fuel import infrastructure in New Zealand, delivering stable, inflation-linked cash flows, and offering high dividend yields. Macquarie notes.

The broker continues to see strong potential upside from growth options and possible M&A transactions, however,the recent strong share price re-rating is now factoring in meaningful "blue sky" optionality. Neutral retained.

Target rises to NZ$2.77 from NZ$2.62.

FORECAST
Macquarie forecasts a full year FY26 dividend of 12.51 cents and EPS of 5.89 cents.
Macquarie forecasts a full year FY27 dividend of 15.00 cents and EPS of 8.10 cents.

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

09/03/2026

4

Underweight

-

-

Channel Infrastructure NZ reported 2025 earnings in line with consensus, albeit a better quality result below the headline, with a 3.7% uplift year on year after excluding final legacy Wiri lease contributions, Jarden notes.

The upper end of guidance would have been beaten but for -$1m of one-off ASX-listing expenses. Good cashflow conversion saw a 6.75cps final dividend declared.

Operating costs appear well-managed, despite one-off pressures, Jarden suggests, and maiden 2026 guidance appears slightly conservative. Underweight retained, reflecting an assessment of the negatively skewed risk/reward ratio at current trading levels.

Target rises to NZ$2.50 from NZ$2.49.

FORECAST
Jarden forecasts a full year FY26 dividend of 13.40 cents and EPS of 5.50 cents.
Jarden forecasts a full year FY27 dividend of 16.70 cents and EPS of 8.00 cents.

CHI STOCK CHART