Advancing CDC Projects And Manawa-Contact Merger Will Strengthen Future Infrastructure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Nov 24

Updated

15 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-11.7%

7D

-1.0%

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1Y

-11.7%

7D

-1.0%

You can edit this narrative until Nov 16 5:10 AM. Then, changes will post as Updates.

Author's Valuation

NZ$13.7216.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Nov 25

Fair value Increased 31%

IFT: Lower Discount Rate And Data Centre Expansion Will Drive Future Upside

Analysts have raised Infratil's fair value estimate significantly, increasing it from $10.48 to $13.72. This change reflects updated assumptions about its discount rate, revenue growth, and profit margins.

Shared on 01 May 25

Fair value Decreased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 22%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on 17 Apr 25

Fair value Decreased 2.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.03%

AnalystConsensusTarget has increased revenue growth from 0.5% to 4.1%, decreased profit margin from 22.6% to 7.0%, increased future PE multiple from 22.8x to 68.2x and increased discount rate from 7.7% to 8.5%.

Shared on 02 Apr 25

Fair value Increased 4.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.34%

AnalystConsensusTarget has increased revenue growth from 0.0% to 0.5%, increased profit margin from 4.9% to 22.6% and decreased future PE multiple from 103.9x to 22.8x.

AnalystConsensusTarget Fair Value

NZ$13.72

16.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-4.94%

Diversified Financial revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.62%

Calculation

NZ$152.17m

Earnings '28

x

114.46x

PE Ratio '28

=

NZ$17.42b

Market Cap '28

NZ$17.42b

Market Cap '28

/

1.02b

No. shares '28

=

NZ$17.08

Share Price '28

NZ$17.08 Share Price '28

Discounted to 2025 @ 7.61% p.a.

=

NZ$13.71

Fair Value '25