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

$9.92

17 Apr
2026

-0.070

OPEN

$9.89

-0.70%

HIGH

$9.99

217,233

LOW

$9.83

TARGET
$11.82 19.2% upside
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . BVS . CGF . CVW . DJW . ENN . GDG . GQG . HMC . HUB . IFL . IRE . KAM . KSL . MAF . MFG . MQG . NGI . NWL . PAC . PNI . PPS . PPT . QAL . RPL . RZI . WHF .
FNARENA'S MARKET CONSENSUS FORECASTS
IFT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 27.9 19.7 xxx
DPS (cps) xxx 18.7 18.3 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 5.6% - 2.2% xxx
PE Ratio xxx N/A 51.1 xxx
Dividend Yield xxx N/A 1.8% xxx
Div Pay Ratio(%) xxx N/A 92.6% 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: 26/11 - (franking ex-div 8c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 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

0.9

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

30/03/2026

1

Outperform

-

-

Infratil has maintained FY26 guidance while lifting FY27 EBITDAF guidance by 6%. The latest investor briefing sets out a "credible" case, Macquarie suggests, for growth in global market share of 1-2% or 2.5-5.0GW by 2030.

FY26 capital expenditure continues to run at the lower end of the targeted -$13-16m.

Amid a predominance of positive risks, the broker maintains an Outperform rating with an unchanged target of $13.63.

FORECAST
Macquarie forecasts a full year FY26 dividend of 18.45 cents and EPS of 18.72 cents.
Macquarie forecasts a full year FY27 dividend of 18.80 cents and EPS of 21.72 cents.

Morgans

xx/xx/xxxx

2

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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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

30/03/2026

1

Buy

-

-

Jarden maintains a Buy rating on Infratil and has lowered its price target to NZ$14.56 following the company's Investor Day.

The target revision is primarily driven by currency movements and updated capital expenditure programs.

The broker highlights strong momentum at CDC Data Centres, which has upgraded its FY27 EBITDA guidance due to increased visibility on contracted capacity.

While FY26 guidance for CDC is at the lower end of the range due to contract timing, commentary suggests the long-term demand outlook remains robust, supported by global hyperscaler investment and significant capacity expansion opportunities through 2030.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -19.51 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.85 cents.
Access Extra Coverage Research History >

IFT STOCK CHART

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