Channel Infrastructure NZ Limited Ordinary Shares

CHI.NZX

Energy

Channel Infrastructure is New Zealand’s leading independent fuel infrastructure company, based at Marsden Point, in Northland. Channel Infrastructure primarily acts as an import terminal for the fuel needed to power New Zealand’s economy. On behalf of its customers, the company receives, stores, tests and distributes transport fuels safely, reliably, and efficiently to the Northland and Auckland markets.

Market Data

Price

$3.160

-0.0%
Market Cap

$1.3B

P/E Ratio

110.1x

EPS

$0.029

Div. Yield

4.00%

52-Week Change

+0.5%

Latest Earnings

2026 ASM Voting Results

6 May 2026

Channel Infrastructure NZ Limited held its 2026 Annual Shareholders Meeting on 6 May 2026, with a single resolution voted on. Shareholders overwhelmingly approved (99.84%) the authorisation for Directors to fix the fees and expenses of Ernst & Young as auditors for the financial year ending 31 December 2026. This is a routine governance announcement with no financial results or earnings data disclosed. Key points: Single resolution passed with 99.84% approval — strong shareholder support for auditor fee authorisation; Ernst & Young reappointed as auditors for FY2026 with minimal opposition (0.16% against); 414,389,163 shares on issue as at meeting commencement

Recent Announcements

15 May 2026 Neutral

ASX Appendix 3G (2026 Share Rights)

Channel Infrastructure NZ Limited issued 613,993 unquoted share rights (CHIAA) on 15 May 2026 under an employee incentive scheme, with key management personnel including Alexa Preston (440,616 rights), Rob Buchanan (116,523 rights), and others receiving allocations subject to transfer restrictions.

15 May 2026 Neutral

CCN - CFO Share Rights

Channel Infrastructure NZ Limited (CHI) issued 390,900 unquoted share rights (14.182% of the class) to Chief Financial Officer Alexa Preston on 15 May 2026 as a one-off Competitive Advantage Award with nil cash consideration, vesting by 31 December 2029 subject to achievement of designated Marsden Point and strategic acquisition/development projects, continued employment, and safety/environmental conditions.

15 May 2026 Neutral

CCN - Management share rights

Channel Infrastructure NZ Limited issued 223,093 unquoted share rights to eligible employees on 15 May 2026, representing 8.807% of the total class. The share rights convert 1:1 into fully paid ordinary shares subject to workplace safety conditions, employment continuation, and performance metrics based on total shareholder return relative to the NZX50, with vesting scheduled for 21 trading days after the 2028 financial results.

6 May 2026 Actual Results Neutral

2026 ASM Voting Results

Channel Infrastructure NZ Limited held its 2026 Annual Shareholders Meeting on 6 May 2026, with a single resolution voted on. Shareholders overwhelmingly approved (99.84%) the authorisation for Directors to fix the fees and expenses of Ernst & Young as auditors for the financial year ending 31 December 2026. This is a routine governance announcement with no financial results or earnings data disclosed. Key points: Single resolution passed with 99.84% approval — strong shareholder support for auditor fee authorisation; Ernst & Young reappointed as auditors for FY2026 with minimal opposition (0.16% against); 414,389,163 shares on issue as at meeting commencement

6 May 2026 Supplementary Positive

2026 ASM Presentation Materials

Channel Infrastructure NZ Limited held its 2026 Annual Shareholders' Meeting on 6 May 2026, announcing increased EBITDA guidance of $97-105 million (up from $95-100 million) driven by early commissioning of Z Energy's jet fuel tank (July 2026, six months ahead of schedule), completion of 93 million litre Government diesel storage project, and expanded Higgins bitumen terminal revenue of $57 million over 15 years (up from $45 million), along with an 18% increase in total dividends to 13.0 cents per share for FY2025.

28 Apr 2026 Insider Neutral

Ongoing Disclosure Notice

Felicity Jane Curran Underhill, a Director of Channel Infrastructure NZ Limited, acquired 5,000 ordinary shares on 24 April 2026 at $2.99 per share for $14,949.77, increasing her holding from 5,000 to 10,000 shares (registered to BNP Paribas SA as custodian).

20 Apr 2026 Neutral

Government diesel storage at Marsden Point

Channel Infrastructure NZ Limited (NZX:CHI, ASX:CHI) has contracted with the New Zealand Government to provide 93 million litres of diesel storage capacity at Marsden Point until December 31, 2027, expected to generate $1.2 million in monthly revenue starting May 31, 2026, with the company maintaining FY26 EBITDA guidance of $95-100 million.

16 Apr 2026 Insider Neutral

Ongoing Disclosure Notices (various)

Channel Infrastructure NZ Limited directors and senior managers Robert Christian Buchanan (CEO), Alexandrea Daniele Preston (CFO), and Jack Watson Stewart (General Manager Operations) each acquired additional ordinary shares through dividend reinvestment plans, employee share scheme allocations, and vesting between March-April 2026, with holdings increasing across unrestricted, restricted, and beneficially-owned share categories.

15 Apr 2026 Neutral

Q1 2026 Operational Update

Channel Infrastructure NZ Limited reported Q1 2026 operational results with total fuel throughput of 931 million litres (up 2% year-on-year), driven by record jet fuel volumes up 6% despite petrol/diesel volumes remaining flat. The company is progressing growth projects including a Z Energy jet storage contract expected in Q3 2026 (generating $5.5m annual revenue), a bitumen import terminal in Q4 2026, and 93 million litres of diesel storage negotiations with the NZ Government, with conversion spend at $192 million remaining within budget.

10 Apr 2026 Actual Results Neutral

Notice of Financial Assistance - Employee Share Scheme 2026

Channel Infrastructure NZ Limited has disclosed the allocation of 29,448 ordinary shares to employees under its Employee Share Purchase Scheme (ESPS), as required by section 80 of the Companies Act 1993. The financial assistance totalled approximately NZ$158,068, comprising NZ$87,068 in unallocated shares held by the scheme trustee (at $2.9567 per share) plus ~NZ$71,000 in scheme operating costs for FY25. This is a routine corporate governance disclosure and not an earnings announcement. Key points: Employee Share Purchase Scheme aligns employee interests with shareholders, supporting retention and motivation; 29,448 ordinary shares allocated at $2.9567 per share, using existing unallocated shares held by the trustee — no new cash outlay required from the Company for the share component; Each participating employee contributes only $1 toward a $1,211 share allocation, with the Company subsidising the remainder

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