Header cover image

Australian (ASX) Infrastructure Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies6
  • 7D-1.1%
  • 3M-3.1%
  • 1Y9.1%
  • YTD-0.1%

Over the last 7 days, the Infrastructure industry has dropped 1.1%, driven by a pullback from Transurban Group of 1.0%. This takes the industry's 12 month performance to a gain of 9.1%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026AU$62.5bAU$9.6bAU$991.5m40.2x63x6.5x
Mon, 02 Feb 2026AU$61.6bAU$9.2bAU$644.7m27.3x95.6x6.7x
Wed, 31 Dec 2025AU$62.1bAU$9.2bAU$644.7m27.7x96.3x6.8x
Fri, 28 Nov 2025AU$65.2bAU$9.2bAU$644.7m25.3x101.1x7.1x
Sun, 26 Oct 2025AU$64.1bAU$9.2bAU$644.7m24.6x99.4x7x
Tue, 23 Sep 2025AU$60.8bAU$9.2bAU$644.7m25.3x94.4x6.6x
Thu, 21 Aug 2025AU$62.8bAU$8.8bAU$826.7m29.2x75.9x7.2x
Sat, 19 Jul 2025AU$60.1bAU$8.8bAU$723.7m27x83.1x6.8x
Mon, 16 Jun 2025AU$62.3bAU$8.8bAU$723.7m23.1x86.2x7.1x
Wed, 14 May 2025AU$60.6bAU$8.8bAU$723.7m25.3x83.7x6.9x
Fri, 11 Apr 2025AU$58.8bAU$8.8bAU$723.7m23.2x81.2x6.7x
Sun, 09 Mar 2025AU$56.2bAU$8.8bAU$723.7m21.9x77.7x6.4x
Tue, 04 Feb 2025AU$57.6bAU$8.6bAU$931.7m30.3x61.8x6.7x
Thu, 02 Jan 2025AU$57.4bAU$8.6bAU$931.7m30.9x61.6x6.7x
Sat, 30 Nov 2024AU$55.6bAU$8.6bAU$931.7m27.8x59.7x6.5x
Mon, 28 Oct 2024AU$55.8bAU$8.6bAU$931.7m29x59.9x6.5x
Wed, 25 Sep 2024AU$56.8bAU$8.6bAU$931.7m30.8x60.9x6.6x
Fri, 23 Aug 2024AU$58.0bAU$8.5bAU$954.1m23.1x60.8x6.8x
Sun, 21 Jul 2024AU$55.3bAU$8.1bAU$794.9m29.6x69.6x6.8x
Tue, 18 Jun 2024AU$52.9bAU$8.1bAU$794.9m27.7x66.5x6.5x
Thu, 16 May 2024AU$53.6bAU$8.1bAU$794.9m29.3x67.4x6.6x
Sat, 13 Apr 2024AU$56.1bAU$8.1bAU$794.9m28x70.6x6.9x
Mon, 11 Mar 2024AU$57.1bAU$8.1bAU$794.9m28.1x71.8x7.1x
Wed, 07 Feb 2024AU$56.4bAU$7.9bAU$635.2m29.3x88.7x7.1x
Fri, 05 Jan 2024AU$57.5bAU$7.9bAU$635.2m29.9x90.6x7.3x
Sun, 03 Dec 2023AU$54.7bAU$7.9bAU$635.2m28.1x86.1x6.9x
Tue, 31 Oct 2023AU$50.5bAU$7.9bAU$635.2m25.9x79.4x6.4x
Thu, 28 Sep 2023AU$54.5bAU$7.9bAU$635.5m28.7x85.7x6.9x
Sat, 26 Aug 2023AU$55.9bAU$7.9bAU$568.3m30.3x98.3x7.1x
Mon, 24 Jul 2023AU$58.3bAU$7.7bAU$666.7m30.1x87.5x7.6x
Wed, 21 Jun 2023AU$60.5bAU$7.7bAU$666.7m30.4x90.8x7.8x
Fri, 19 May 2023AU$61.7bAU$7.7bAU$666.7m32.8x92.5x8x
Sun, 16 Apr 2023AU$61.2bAU$7.7bAU$666.7m31.7x91.8x7.9x
Tue, 14 Mar 2023AU$60.3bAU$7.7bAU$666.7m32.3x90.5x7.8x
Price to Earnings Ratio

90.5x


Total Market Cap: AU$60.3bTotal Earnings: AU$666.7mTotal Revenue: AU$7.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Infrastructure Industry Price to Earnings3Y Average 80.6x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 62.9x which is lower than its 3-year average PE of 80.6x.
  • The industry is trading close to its 3-year average PS ratio of 6.9x.
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 7.3% 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 Market-2.64%
Industrials-2.19%
Infrastructure-1.13%
Airport Services0%0
Highways and Railtracks-0.93%
Marine Ports and Services-2.03%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 110x.
    • Analysts are expecting annual earnings growth of 16.4%, which is lower than the prior year's growth of 257.3% 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 31.6x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 16% 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
SRH Saferoads HoldingsAU$0.0961.1%
+AU$43.7k
n/aPS0.4x