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IFT: Higher Dividend And Data Centre Expansion Will Support Future Upside

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

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IFT
AnalystConsensusTarget
Not Invested
Published 29 Nov 2024

Update shared on 15 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-11.8%
7D
-4.9%

Analysts have nudged their price target for Infratil slightly higher to reflect modest improvements in discount rate assumptions and long term profitability expectations, while leaving their fair value estimate effectively unchanged at $13.72.

What's in the News

  • Infratil Limited declared a higher cash dividend of NZD 0.08044118 per ordinary share for the six months ended September 30, 2025, with a record date of November 27 and payment on December 16, 2025 (company announcement).
  • CDC, an Infratil-backed data centre operator, plans a new strategic partnership with Firmus Technologies and NVIDIA, supported by about 40MW of CDC capacity at a Melbourne site, with initial delivery expected from April 2026 (company announcement).

Valuation Changes

  • Fair Value Estimate is unchanged at NZ$13.72 per share, indicating no material shift in overall valuation despite updated assumptions.
  • The Discount Rate edged down slightly from 7.62 percent to about 7.61 percent, modestly increasing the present value of future cash flows.
  • The Revenue Growth Assumption is effectively unchanged, moving fractionally from approximately minus 8.32 percent to minus 8.32 percent.
  • The Net Profit Margin remains stable at around 5.52 percent, with only an immaterial numerical adjustment in the model.
  • The Future P/E Multiple eased marginally from about 93.33x to 93.31x, reflecting a negligible change in long term valuation expectations.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.