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

$10.86

22 Sep
2025

-0.210

OPEN

$11.00

-1.90%

HIGH

$11.00

334,148

LOW

$10.68

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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% 2.7% xxx
PE Ratio xxx N/A 137.7 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx N/A 240.6% 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: 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%

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UBS

xx/xx/xxxx

1

xxx

-

xx.xx%

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Macquarie

15/09/2025

1

Outperform

-

-

Ahead of Infratil's upcoming investor day on Thursday, Macquarie views the non-core asset sale strategy as positive and sensible, but circa -NZ$1.5bn may need to be divested to lower the number of investments to seven from 14, which is viewed as a more rational outcome.

The sales would also allow for a shrinking of the valuation gap of some -19% against the company's NAV.

An update on CDC, Canberra Data Centres, will also be a focus for investors, including an update on earnings (EBITDA) guidance for FY26 at $400m at the midpoint, provided last May, up 21% on the prior year, and a doubling of earnings (EBITDA) by FY27 with 80% contracted.

No change in Outperform rating with a NZ$12.47 target price, up from NZ$12.32.

FORECAST
Macquarie forecasts a full year FY26 dividend of 19.05 cents and EPS of 20.42 cents.
Macquarie forecasts a full year FY27 dividend of 21.30 cents and EPS of 26.20 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

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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

23/09/2025

1

Buy

-

-

At the Investor Day on September 18, Infratil announced a refinement of its portfolio into two distinct arms with around 3-4 scaled assets or 40% of the portfolio targeting 5% yield and 7-10 higher-growth assets targeting 15-20%.

Jarden highlights the framework is in line with previous updates, and near-term capital needs will be met from asset recycling. The company notes CDC data centres remains on track to double FY25 earnings by FY27 despite near-term delays.

Longroad will benefit from extended US tax credits through 2037, underpinning over 12 years of build economics with upside optionality.

One NZ guidance was for NZ$595-625m FY26 EBITDA, with margins expanding to 35% from 31% via data growth, pricing, and efficiency.

Gurin’s large Vanda project shows promise, Jarden notes, but limited detail and pending approvals dampen near-term investor confidence.

Buy. Target unchanged at NZ$14.79.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -16.86 cents.
Jarden forecasts a full year FY27 EPS of 15.77 cents.
Access Extra Coverage Research History >

IFT STOCK CHART

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