INFRATIL LIMITED (IFT)
Share Price Analysis and Chart

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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

$11.30

17 Dec
2024

0.320

OPEN

$11.21

2.91%

HIGH

$11.35

376,102

LOW

$11.07

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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 15.4 xxx
DPS (cps) xxx 19.8 18.7 xxx
EPS Growth xxx N/A - 84.3% xxx
DPS Growth xxx N/A - 5.1% xxx
PE Ratio xxx N/A 73.3 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx 20.2% 122.0% 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 © 2024 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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxxxxx

-

xx.xx%

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UBS

08/10/2024

1

Buy

-

-

UBS highlights an increase of 6% in the valuation of Canberra Data Centres to NZ$5.3bn which results in a rise in the value of Infratil's stake in the company to NZ$5.3bn from around NZ$5bn.

The broker notes this is below the estimated value at NZ$5.5bn and an equivalent implied value of over NZ$6bn for the recent Airtrunk sale.

Canberra data centres has reported a rise of 22% in its total pipeline of work to 2.3GW by FY24 from 1.9GW, which represents an increase in demand from Melbourne and Auckland, the analyst observes.

Target price of NZ$12.40 unchanged, with a Buy rating.

FORECAST
UBS forecasts a full year FY25 dividend of 19.27 cents.
UBS forecasts a full year FY26 dividend of 19.27 cents.

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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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

19/11/2024

2

Overweight

-

-

Infratil’s 1H25 results exceeded expectations with EBITDA at NZ$478.8m, above consensus estimates, Jarden notes.

FY25 EBITDA guidance was revised to NZ$960m–NZ$1,000m, reflecting stable performance across key assets. An interim dividend of NZ7.25¢ per share was announced.

CDC Data Centres which is 48.2% owned maintained FY25 EBITDA guidance of $320m–$330m but shifted towards the lower end due to delayed contracts, while management anticipates FY26 EBITDA growth of around 40%.

One NZ is benefiting from stabilising sector headwinds, and retained FY25 guidance at NZ$580m–NZ$620m, supported by improved margins and reduced costs.

Jarden retained its target price of NZ$12.70 and Overweight rating, citing valuation potential for CDC amidst ongoing corporate activity. 

FORECAST
Jarden forecasts a full year FY25 dividend of 19.27 cents and EPS of minus -0.09 cents.
Jarden forecasts a full year FY26 dividend of 20.28 cents and EPS of 4.22 cents.
Access Extra Coverage Research History >

IFT STOCK CHART

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