Update shared on 29 Nov 2025
Analysts have slightly adjusted Infratil’s price target, holding steady at $13.72 as improved profit margin projections offset concerns over slower revenue growth and a modestly higher discount rate.
What's in the News
- Infratil Limited declared a cash dividend of NZD 0.08044118 per share of ordinary fully paid foreign exempt NZX for the six months ended September 30, 2025. The record date is November 27, 2025, with payment on December 16, 2025. (Key Developments)
- CDC will announce a new strategic partnership with Firmus Technologies and NVIDIA at the NVIDIA AI Day in Sydney. This collaboration will leverage around 40MW of CDC data centre capacity to deliver an innovative AI Factory capability in Melbourne, set to start in April 2026. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target remained stable at NZ$13.72 per share.
- Discount Rate rose slightly from 7.61% to 7.62%.
- Revenue Growth estimate declined from -7.26% to -8.32%.
- Net Profit Margin improved from 4.37% to 5.52%.
- Future P/E ratio decreased significantly from 114.46x to 93.33x.
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