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Australian (ASX) Infrastructure Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies6
  • 7D0.009%
  • 3M6.4%
  • 1Y8.3%
  • YTD3.9%

In the last week, Infrastructure has been flat. As for the the longer term, the industry is up 8.8% over the past 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Jul 2026AU$65.0bAU$9.6bAU$991.5m41.7x65.5x6.8x
Fri, 19 Jun 2026AU$66.0bAU$9.6bAU$991.5m41.5x66.6x6.9x
Sun, 17 May 2026AU$64.2bAU$9.6bAU$991.5m40.7x64.7x6.7x
Tue, 14 Apr 2026AU$60.4bAU$9.6bAU$991.5m40.4x60.9x6.3x
Thu, 12 Mar 2026AU$62.6bAU$9.6bAU$991.5m40.2x63.1x6.6x
Sat, 07 Feb 2026AU$60.1bAU$9.2bAU$644.7m27.9x93.2x6.6x
Mon, 05 Jan 2026AU$62.3bAU$9.2bAU$644.7m27.7x96.7x6.8x
Wed, 03 Dec 2025AU$64.4bAU$9.2bAU$644.7m25.5x99.9x7x
Fri, 31 Oct 2025AU$62.0bAU$9.2bAU$644.7m24.7x96.1x6.8x
Sun, 28 Sep 2025AU$59.3bAU$9.2bAU$644.7m24.7x92x6.5x
Tue, 26 Aug 2025AU$64.1bAU$9.2bAU$678.3m26.4x94.6x7x
Thu, 24 Jul 2025AU$60.0bAU$8.8bAU$723.7m27.3x82.9x6.8x
Sat, 21 Jun 2025AU$62.7bAU$8.8bAU$723.7m23.6x86.6x7.1x
Mon, 19 May 2025AU$61.1bAU$8.8bAU$723.7m24.4x84.5x6.9x
Wed, 16 Apr 2025AU$58.7bAU$8.8bAU$723.7m23.5x81.1x6.7x
Fri, 14 Mar 2025AU$54.9bAU$8.8bAU$723.7m21.6x75.9x6.2x
Sun, 09 Feb 2025AU$57.3bAU$8.6bAU$931.7m28.3x61.5x6.7x
Tue, 07 Jan 2025AU$58.8bAU$8.6bAU$931.7m31.4x63.1x6.8x
Thu, 05 Dec 2024AU$55.6bAU$8.6bAU$931.7m28.3x59.7x6.5x
Sat, 02 Nov 2024AU$54.6bAU$8.6bAU$931.7m28.8x58.6x6.4x
Mon, 30 Sep 2024AU$56.6bAU$8.6bAU$931.7m30.3x60.7x6.6x
Wed, 28 Aug 2024AU$57.6bAU$8.6bAU$956.9m22.7x60.1x6.7x
Fri, 26 Jul 2024AU$54.6bAU$8.1bAU$794.9m29.3x68.7x6.8x
Sun, 23 Jun 2024AU$53.9bAU$8.1bAU$794.9m28.3x67.8x6.7x
Tue, 21 May 2024AU$53.7bAU$8.1bAU$794.9m29.1x67.6x6.6x
Thu, 18 Apr 2024AU$55.0bAU$8.1bAU$794.9m27.6x69.2x6.8x
Sat, 16 Mar 2024AU$54.8bAU$8.1bAU$794.9m27.3x69x6.8x
Mon, 12 Feb 2024AU$55.0bAU$8.0bAU$798.2m29.4x68.9x6.9x
Wed, 10 Jan 2024AU$58.3bAU$7.9bAU$635.2m30.4x91.8x7.4x
Fri, 08 Dec 2023AU$55.6bAU$7.9bAU$635.2m28.9x87.6x7x
Sun, 05 Nov 2023AU$52.8bAU$7.9bAU$635.2m27.9x83.2x6.7x
Tue, 03 Oct 2023AU$53.6bAU$7.9bAU$635.5m28.5x84.3x6.8x
Thu, 31 Aug 2023AU$57.5bAU$7.9bAU$595.6m31x96.6x7.3x
Sat, 29 Jul 2023AU$59.8bAU$7.7bAU$666.7m31x89.6x7.7x
Price to Earnings Ratio

89.6x


Total Market Cap: AU$59.8bTotal Earnings: AU$666.7mTotal Revenue: AU$7.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Infrastructure Industry Price to Earnings3Y Average 77.3x202420252026
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 66.2x which is lower than its 3-year average PE of 77.3x.
  • The industry is trading close to its 3-year average PS ratio of 6.8x.
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-0.20%
Industrials0.56%
Infrastructure0.0094%
Highways and Railtracks0.10%
Airport Services0%0
Marine Ports and Services-0.40%
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 103x.
    • Analysts are expecting annual earnings growth of 13.6%, 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 33.9x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 14% 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 14% 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
TCL Transurban GroupAU$14.600.8%
+AU$343.2m		7.0%PE95.3x
ALX Atlas ArteriaAU$5.090.4%
+AU$29.0m		-1.4%PE28.5x

Latest News

SRH
AU$0.096
Saferoads Holdings
7D
-1.0%
1Y
10.3%
ALX
AU$5.09
Atlas Arteria
7D
0.4%
1Y
-1.4%
BWN
AU$0.27
Bhagwan Marine
7D
-14.5%
1Y
-50.9%
New Narrative • Jul 11

Has BWN Found Its Sea Legs?

At A$0.477 per share, Bhagwan Marine (ASX: BWN) appears reasonably valued based on its existing operations and the expected contribution from the recently acquired Riverside Marine business. With approximately 397 million shares on issue, this price values the company at around A$189 million.
TCL
AU$14.60
Transurban Group
7D
0.8%
1Y
7.0%
DBI
AU$5.68
Dalrymple Bay Infrastructure
7D
-1.6%
1Y
25.9%
Narrative Update • Jun 22

DBI: Steady Assumptions Will Support Stable Outlook And Fair Pricing

Analysts have kept their price target for Dalrymple Bay Infrastructure broadly steady at A$5.55, with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions underpinning this updated view. What's in the News No recent news items for Dalrymple Bay Infrastructure were identified from the provided sources.