Infratil Limited (IFT) Share Price & Analysis
IFT Stock Chart & Stats
- Day’s Range
- AUD 9.90 - AUD 10.05
- 52-Week Range
- AUD 8.78 - AUD 13.34
- Previous Close
- AUD 10.01
- Volume
- 689.39K
- Average Volume (3M)
- 314.69K
- Market Cap
- AUD 10.02B
- Enterprise Value
- AUD 20.10B
- Total Cash (Recent Filing)
- AUD 312.60M
- Total Debt (Recent Filing)
- AUD 7.92B
- Price to Earnings (P/E)
- 22.2
- Beta
- 0.78
- Next Earnings
- Nov 18, 2026 (Est.)
- EPS Estimate
- 0.11
- Last Dividend Ex-Date
- Jun 09, 2026
- Dividend Yield
- 1.72%
Bulls Say, Bears Say
Bulls Say
CDC Growth Platform
CDC’s contracted-capacity expansion and explicit EBITDAF targets provide a visible multi-year growth platform. Completed and planned infrastructure investment should support increasing operating earnings, while contracted demand improves revenue visibility as projects move from construction into operation.
Longroad Expansion
Longroad combines strong recent earnings growth with a substantial renewable development pipeline and a faster annual build cadence. Its project scale, tax-credit qualification and contracted solar-plus-storage assets can support durable portfolio earnings growth over multiple years.
Funding And Liquidity
The improved credit profile and substantial liquidity strengthen Infratil’s ability to fund infrastructure investment and manage portfolio timing. Broader debt-market access and lower expected interest costs can preserve financial flexibility while growth projects require significant capital.
Bears Say
Persistent Negative Free Cash Flow
Persistently negative free cash flow means reported profitability is not yet translating into cash after investment needs. Continued cash consumption can reduce flexibility, increase reliance on external funding, and make it harder to support dividends or new projects internally.
Elevated Leverage
Debt roughly matching equity leaves Infratil more exposed to financing costs and execution pressure than a lightly levered owner. Rising debt can constrain capital allocation and reduce the buffer available if portfolio cash flows or asset realizations underperform.
Uneven Revenue Performance
The sharp change from revenue growth to contraction highlights uneven earnings momentum across the portfolio. Volatile operating results make future cash generation and investment capacity less predictable, weakening confidence that the latest profitability rebound will be consistently sustained.
Infratil Limited News
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Company Description
Infratil Limited
Based in Wellington, New Zealand, Infratil Limited, established in 1994, is an investment company that acquires and manages infrastructure assets across diverse geographies, including New Zealand, Australia, the United States, Asia, the United Kingdom, and Europe. The company plays a significant role in the energy sector, supplying electricity to commercial and industrial clients, and developing, owning, and generating renewable power. This includes the establishment of utility-scale wind and solar generation projects, notably across North America, alongside solar PV energy solutions and battery storage. Its operations encompass 27 hydroelectric power stations with a total installed capacity of 498 MW. In the digital realm, Infratil delivers outsourced data center services to both governmental and private enterprises, in addition to developing and operating its own data centers. It also offers telecommunications services, such as mobile subscriptions, broadband connectivity, and television access. Beyond these, its portfolio extends to the ownership and management of commercial real estate holdings, the operation of retirement living facilities, the running of an airport, and the provision of financial services. Within the healthcare sector, Infratil provides advanced diagnostic imaging services, including x-rays, ultrasound, CT scans, PET scans, and MRIs, which are crucial for the prevention, accurate diagnosis, and treatment of a broad spectrum of health conditions, encompassing cardiovascular, musculoskeletal, respiratory, neurological, kidney, gastrointestinal issues, and various forms of cancer.
- Sector
- Industrials
- Industry
- Conglomerates
- CEO
- Jason Boyes
- Employees
- 7,076
- Website
- infratil.com
- Address
- 5 Market Lane, Wellington, WG, 6140, NZ
Infratil Limited (IFT) Earnings & Revenues
IFT Earnings Call
Earnings Call SentimentPositive
The call presents strong growth momentum driven by CDC and Longroad, with near‑term operational EBITDAF approaching $1 billion, major pipeline and contracted capacity gains (CDC >1 GW contracted), accelerated Longroad development cadence, improved funding access (S&P BBB+) and enhanced liquidity. These positives are partially offset by localized weaknesses (NZ diagnostic imaging), write‑downs in Europe (Galileo), regulatory delays (Gurin/Project Vanda and Longroad’s large U.S. project), higher near‑term CapEx and development spend, and valuation headwinds from higher discount rates. On balance, the scale and trajectory of growth opportunities and improved financing position materially outweigh the challenges and timing risks.
View all AU:IFT earnings summariesIFT Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 6 | 12 |
| Technical Analysis | 1 | 6 | 3 |
| Moving Averages | 3 | 0 | 9 |
