INFRATIL LIMITED (IFT)
Share Price Analysis and Chart

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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

$10.02

21 Nov
2025

-0.250

OPEN

$10.15

-2.43%

HIGH

$10.15

438,034

LOW

$9.85

TARGET
$12.34 23.2% 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 24.7 xxx
DPS (cps) xxx 18.7 18.5 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 5.6% - 0.6% xxx
PE Ratio xxx N/A 40.5 xxx
Dividend Yield xxx N/A 1.9% xxx
Div Pay Ratio(%) xxx N/A 75.1% 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

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

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UBS

14/11/2025

1

Buy

-

-

The -5% fall in the Infratil share price post 1H26 result is viewed as an overreaction by UBS as earnings (EBITDAF) broadly met expectations. Outlook over the medium term for CDC and Long Road also remains positive.

Serrano came online sooner than anticipated, which assisted Long Road as well as the timing of renewable costs.

FY26 proportional earnings (EBITDA) guidance was lowered to NZ$960m-1000m from NZ$1,000-1015m to adjust for asset sales, while FY26 guidance from Long Road was raised 9%.

CDC is expected to double earnings (EBITDAF) to $660m in FY27 from $330m in FY25 due to 140MW of contract wins, the analyst highlights.

Target price lifts to NZ$14 from NZ$13.75 with a roll-forward of the CDC valuation, up 5% to NZ$7.7bn from NZ$7.35bn with an unchanged Buy rating.

FORECAST
UBS forecasts a full year FY26 dividend of 19.02 cents.
UBS forecasts a full year FY27 dividend of 19.02 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

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Login above or Get a Free Trial
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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

19/11/2025

1

Buy

-

-

Infratil has posted a 9% increase in first half proportionate operating EBITDAF, guiding to FY26 range of NZ$960-1000m. Jarden calculates this implies second half growth of around 8% to reach the mid point.

Key growth platforms have strengthened the medium-term outlook while ongoing asset sales support the balance sheet. The broker notes CDC is tracking well and could be the next catalyst.

Buy rating. Target NZ$14.97.

FORECAST
Jarden forecasts a full year FY26 EPS of minus -18.21 cents.
Jarden forecasts a full year FY27 EPS of 6.25 cents.
Access Extra Coverage Research History >

IFT STOCK CHART

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