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: 12.52
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$9.54

14 Apr
2025

0.530

OPEN

$9.10

5.88%

HIGH

$9.59

1,092,038

LOW

$9.09

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FNARENA'S MARKET CONSENSUS FORECASTS
IFT: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 97.9 15.8 xxx
DPS (cps) xxx 19.8 18.6 xxx
EPS Growth xxx N/A - 83.8% xxx
DPS Growth xxx N/A - 5.8% xxx
PE Ratio xxx N/A 59.3 xxx
Dividend Yield xxx N/A 2.0% xxx
Div Pay Ratio(%) xxx 20.2% 117.4% 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 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx97.9
DPS All xxxxxxxxxxxxxxx19.8
Sales/Revenue xxxxxxxxxxxxxxx2,705.8 M
Book Value Per Share xxxxxxxxxxxxxxx651.8
Net Operating Cash Flow xxxxxxxxxxxxxxx424.4 M
Net Profit Margin xxxxxxxxxxxxxxx29.27 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx16.93 %
Return on Invested Capital xxxxxxxxxxxxxxx8.98 %
Return on Assets xxxxxxxxxxxxxxx6.43 %
Return on Equity xxxxxxxxxxxxxxx16.93 %
Return on Total Capital xxxxxxxxxxxxxxx-0.14 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-118.8 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx520 M
Long Term Debt xxxxxxxxxxxxxxx5,768 M
Total Debt xxxxxxxxxxxxxxx6,288 M
Goodwill - Gross xxxxxxxxxxxxxxx4,288 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx217 M
Price To Book Value xxxxxxxxxxxxxxx1.53

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx478.9 M
Capex % of Sales xxxxxxxxxxxxxxx17.70 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,071 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx650 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx469 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

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Morgan Stanley

19/02/2025

1

Overweight

-

-

Infratil has indicated 12% of Canberra Data Centres has changed hands at an implied equity value for 100% of the business of $13.7bn, which compares with the last independent valuation of $10.2bn.

On completion the company will own 49.75% of CDC while the Future Fund will own 34.5% and CSC 12.04%.

Morgan Stanley, having initiated coverage in late 2024, had a more bullish earnings outlook and valuation for the centre compared with consensus and believes the outcome of this transaction is supportive of its positive thesis.

Overweight maintained. Target is NZ$15. Industry view is Attractive.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 17.75 cents and EPS of 11.84 cents.
Morgan Stanley forecasts a full year FY26 dividend of 17.75 cents and EPS of 22.95 cents.

UBS

xx/xx/xxxx

1

xxx

-

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

-

xx.xx%

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Goldman Sachs

13/04/2025

3

Neutral

-

-

Following discussions with data centre companies and industry feedback to understand demand/supply dynamics, Goldman Sachs analysts lowered revenue estimates slightly, resulting in up to -2% fall in FY25-27 earnings (EBITDA) forecasts.

Valuations have, however, been cut more significantly due to a 15% discounted cashflow multiple de-rating.

EBITDA forecast for Infratil lowered by -12% for FY25 and by -18% for FY26 to align with company disclosure.

Neutral. Target price NZ$11.
Access Extra Coverage Research History >

IFT STOCK CHART

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