Infratil Limited.

IFT.ASX

Financials

Owner and operator of businesses in the energy (mainly renewable), transport, data infrastructure and social infrastructure sectors.

Market Data

Price

$13.140

+0.0%
Market Cap

$13.0B

P/E Ratio

56.8x

EPS

$0.278

Div. Yield

1.18%

52-Week Change

+0.2%

Latest Earnings

Infratil Full Year Results for the year ended 31 March 2026

26 May 2026

Dividend
$0.21

Infratil delivered an 11% uplift in proportionate operational EBITDAF to NZ$989 million in FY26, driven by strong growth from data centre business CDC (EBITDAF up 19% to A$393m) and renewable energy platform Longroad Energy (EBITDAF up 170% to US$121m). The company maintains a strong growth outlook with FY27 guidance of NZ$1,300–$1,400 million EBITDAF (up ~21% on a like-for-like basis), supported by CDC's record 1GW+ contracted capacity and Longroad's acceleration to US$1 billion run-rate EBITDAF by CY29/30. Key points: CDC is now a global-scale data centre operator with over 1GW of contracted capacity, with EBITDAF expected to exceed A$1 billion in FY28 and contracted earnings providing strong visibility; Longroad Energy EBITDAF surged 170% to US$121 million with 3.5GW operational; targeting US$1 billion run-rate EBITDAF by CY29/30 backed by new 2.8GW large-scale project and 2GW annual development cadence; Infratil secured inaugural S&P BBB+ (stable) credit rating in December 2025, unlocking access to new debt markets, improved borrowing terms, and estimated ~$7 million annual savings in FY27, increasing to ~$10 million over time

Recent Announcements

26 May 2026 Actual Results Positive

Infratil Full Year Results for the year ended 31 March 2026

Infratil delivered an 11% uplift in proportionate operational EBITDAF to NZ$989 million in FY26, driven by strong growth from data centre business CDC (EBITDAF up 19% to A$393m) and renewable energy platform Longroad Energy (EBITDAF up 170% to US$121m). The company maintains a strong growth outlook with FY27 guidance of NZ$1,300–$1,400 million EBITDAF (up ~21% on a like-for-like basis), supported by CDC's record 1GW+ contracted capacity and Longroad's acceleration to US$1 billion run-rate EBITDAF by CY29/30. Key points: CDC is now a global-scale data centre operator with over 1GW of contracted capacity, with EBITDAF expected to exceed A$1 billion in FY28 and contracted earnings providing strong visibility; Longroad Energy EBITDAF surged 170% to US$121 million with 3.5GW operational; targeting US$1 billion run-rate EBITDAF by CY29/30 backed by new 2.8GW large-scale project and 2GW annual development cadence; Infratil secured inaugural S&P BBB+ (stable) credit rating in December 2025, unlocking access to new debt markets, improved borrowing terms, and estimated ~$7 million annual savings in FY27, increasing to ~$10 million over time

5 Apr 2026 Date Announcement Neutral

Earnings Release - 26 May 2026

Upcoming earnings release expected 26 May 2026 (from Yahoo Finance (confirmed))

26 Mar 2026 Supplementary Neutral

CDC investor presentation and guidance update

Infratil held an investor briefing for CDC (Australasian data centre operator), updating guidance with FY27 EBITDAF now expected at A$680-720 million (higher than previous A$660 million forecast), supported by A$500 million in recent equity funding from major shareholders to accelerate construction and meet strong AI-driven data centre demand across the region.

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