Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Australian (ASX) Infrastructure Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies6
  • 7D0.5%
  • 3M3.0%
  • 1Y7.2%
  • YTD9.0%

Over the last 7 days, the Infrastructure industry has dropped 1.1%. This takes the industry's 12 month performance to a gain of 9.4%. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

Has the Australian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025AU$63.0bAU$9.2bAU$644.7m27.9x97.8x6.9x
Thu, 20 Nov 2025AU$63.8bAU$9.2bAU$644.7m24.3x99x7x
Sat, 18 Oct 2025AU$62.8bAU$9.2bAU$644.7m23.9x97.5x6.8x
Mon, 15 Sep 2025AU$62.3bAU$9.2bAU$644.7m25.6x96.7x6.8x
Wed, 13 Aug 2025AU$60.7bAU$8.8bAU$723.7m29x83.9x6.9x
Fri, 11 Jul 2025AU$59.5bAU$8.8bAU$723.7m27.3x82.2x6.8x
Sun, 08 Jun 2025AU$62.2bAU$8.8bAU$723.7m24.7x86x7.1x
Tue, 06 May 2025AU$62.0bAU$8.8bAU$723.7m25x85.6x7x
Thu, 03 Apr 2025AU$58.4bAU$8.8bAU$723.7m22.9x80.7x6.6x
Sat, 01 Mar 2025AU$57.2bAU$8.8bAU$717.3m30.3x79.8x6.5x
Mon, 27 Jan 2025AU$58.6bAU$8.6bAU$931.7m30.8x62.9x6.8x
Wed, 25 Dec 2024AU$58.3bAU$8.6bAU$931.7m30.9x62.6x6.8x
Fri, 22 Nov 2024AU$54.5bAU$8.6bAU$931.7m28.8x58.5x6.4x
Sun, 20 Oct 2024AU$57.5bAU$8.6bAU$931.7m29.7x61.8x6.7x
Tue, 17 Sep 2024AU$59.0bAU$8.6bAU$931.7m29.8x63.3x6.9x
Thu, 15 Aug 2024AU$56.8bAU$8.1bAU$911.0m23x62.3x7x
Sat, 13 Jul 2024AU$55.4bAU$8.1bAU$794.9m29.7x69.6x6.8x
Mon, 10 Jun 2024AU$55.4bAU$8.1bAU$794.9m29.8x69.7x6.8x
Wed, 08 May 2024AU$55.0bAU$8.1bAU$794.9m29.3x69.2x6.8x
Fri, 05 Apr 2024AU$56.1bAU$8.1bAU$794.9m28x70.6x6.9x
Sun, 03 Mar 2024AU$56.7bAU$8.1bAU$794.9m27.7x71.3x7x
Tue, 30 Jan 2024AU$55.9bAU$7.9bAU$635.2m29.1x88.1x7.1x
Thu, 28 Dec 2023AU$58.6bAU$7.9bAU$635.2m29.8x92.3x7.4x
Sat, 25 Nov 2023AU$54.3bAU$7.9bAU$635.2m28.2x85.5x6.9x
Mon, 23 Oct 2023AU$50.9bAU$7.9bAU$635.2m26.1x80.1x6.4x
Wed, 20 Sep 2023AU$55.7bAU$7.9bAU$635.5m29x87.7x7x
Fri, 18 Aug 2023AU$55.5bAU$7.7bAU$567.7m28.4x97.8x7.2x
Sun, 16 Jul 2023AU$58.7bAU$7.7bAU$666.7m29.9x88.1x7.6x
Tue, 13 Jun 2023AU$59.4bAU$7.7bAU$666.7m29.9x89.1x7.7x
Thu, 11 May 2023AU$61.9bAU$7.7bAU$666.7m33.1x92.9x8x
Sat, 08 Apr 2023AU$60.9bAU$7.7bAU$666.7m31.1x91.3x7.9x
Mon, 06 Mar 2023AU$59.5bAU$7.7bAU$666.7m33.7x89.2x7.7x
Wed, 01 Feb 2023AU$59.1bAU$6.6bAU$436.5m54.6x135.3x9x
Fri, 30 Dec 2022AU$55.8bAU$6.6bAU$436.5m53.5x127.8x8.5x
Price to Earnings Ratio

127.8x


Total Market Cap: AU$55.8bTotal Earnings: AU$436.5mTotal Revenue: AU$6.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Infrastructure Industry Price to Earnings3Y Average 82.7x202320242025
Current Industry PE
  • Investors are optimistic on the Australian Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 97.4x which is higher than its 3-year average PE of 82.7x.
  • The industry is trading close to its 3-year average PS ratio of 7.1x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Industrials industry?

AU Market0.95%
Industrials2.20%
Infrastructure0.55%
Marine Ports and Services1.10%
Highways and Railtracks0.43%
Airport Services0%0
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry, which is trading close to its 3-year average PE ratio of 114x.
    • Analysts are expecting annual earnings growth of 28.0%, which is higher than its past year's earnings decline of 29.8% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 30.9x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 30% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ALX Atlas ArteriaAU$4.881.9%
+AU$130.6m		3.6%PE23.7x
TCL Transurban GroupAU$14.450.2%
+AU$93.4m		4.6%PE338.4x
DBI Dalrymple Bay InfrastructureAU$4.963.3%
+AU$79.3m		39.3%PE27.9x
QUB Qube HoldingsAU$4.710.4%
+AU$35.4m		18.9%PE73.6x
BWN Bhagwan MarineAU$0.493.1%
+AU$4.1m		-22.7%PE10.9x

Latest News

DBI
AU$4.96
Dalrymple Bay Infrastructure
7D
3.3%
1Y
39.3%
TCL
AU$14.45
Transurban Group
7D
0.2%
1Y
4.6%
QUB
AU$4.71
Qube Holdings
7D
0.4%
1Y
18.9%

QUB: Takeover Proposal Will Likely Shape A Steady, Balanced Forward Outlook

Narrative Update The analyst price target for Qube Holdings has inched higher from A$4.97 to A$4.99, as analysts marginally lift fair value estimates on slightly higher long term growth assumptions and a modestly richer future earnings multiple. What's in the News Macquarie Asset Management has entered into a process deed to acquire Qube Holdings for approximately AUD 9.2 billion, offering AUD 5.20 per share in cash.
BWN
AU$0.49
Bhagwan Marine
7D
3.1%
1Y
-22.7%

Is Bhagwan Marine Limited (ASX:BWN) Trading At A 34% Discount?

Nov 27
Is Bhagwan Marine Limited (ASX:BWN) Trading At A 34% Discount?
ALX
AU$4.88
Atlas Arteria
7D
1.9%
1Y
3.6%
SRH
AU$0.10
Saferoads Holdings
7D
-4.8%
1Y
143.9%