Added to YB: 2026-09-10
Pitch date: 2026-09-08
IFT.NZ [neutral]
Infratil Limited
+0.68%
current return
Author Info
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Company Info
Infratil Limited is an infrastructure investment firm specializing in digital Infrastructure, renewables, and social infrastructure.
Market Cap
NZD 14.8B
Pitch Price
NZD 14.60
Price Target
N/A
Dividend
1.42%
EV/EBITDA
19.49
P/E
53.92
EV/Sales
6.66
Sector
Financial Services
Category
growth
Infratil Stock Analysis: The Portfolio Is Becoming a Data Centre Bet
IFT.NZ (monitor): Infratil’s capital-allocation model has generated roughly 18% annual after-tax returns over three decades, but CDC Data Centres now represents an enormous share of underlying equity value as contracted capacity exceeds 1GW and its valuation reaches A$18.5B. The key question is whether billions of planned investment in CDC’s next gigawatt will earn high returns and produce cash flows, given construction, leverage, financing and customer-concentration risks.
Read full article (4 min)