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Australian (ASX) Infrastructure Industry Analysis
UpdatedAug 20, 2025
DataAggregated Company Financials
Companies6
- 7D1.3%
- 3M0.006%
- 1Y6.8%
- YTD6.6%
In the last week, the Infrastructure industry is up 1.1%, with Transurban Group up 1.4%. This takes the industry's 12 month performance to a gain of 6.7%. Looking forward, earnings are forecast to grow by 27% annually.
Industry Valuation and Performance
Has the Australian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 Aug 2025 | AU$61.6b | AU$8.8b | AU$723.7m | 29.2x | 85.1x | 7x |
| Fri, 18 Jul 2025 | AU$59.6b | AU$8.8b | AU$723.7m | 26.8x | 82.4x | 6.8x |
| Sun, 15 Jun 2025 | AU$62.3b | AU$8.8b | AU$723.7m | 23.1x | 86.2x | 7.1x |
| Tue, 13 May 2025 | AU$61.7b | AU$8.8b | AU$723.7m | 25.4x | 85.2x | 7x |
| Thu, 10 Apr 2025 | AU$57.2b | AU$8.8b | AU$723.7m | 22.2x | 79.1x | 6.5x |
| Sat, 08 Mar 2025 | AU$56.2b | AU$8.8b | AU$723.7m | 21.9x | 77.7x | 6.4x |
| Mon, 03 Feb 2025 | AU$58.2b | AU$8.6b | AU$931.7m | 29.8x | 62.5x | 6.8x |
| Wed, 01 Jan 2025 | AU$57.4b | AU$8.6b | AU$931.7m | 30.9x | 61.6x | 6.7x |
| Fri, 29 Nov 2024 | AU$56.2b | AU$8.6b | AU$931.7m | 27.5x | 60.4x | 6.5x |
| Sun, 27 Oct 2024 | AU$55.8b | AU$8.6b | AU$931.7m | 29x | 59.9x | 6.5x |
| Tue, 24 Sep 2024 | AU$57.6b | AU$8.6b | AU$931.7m | 30.5x | 61.8x | 6.7x |
| Thu, 22 Aug 2024 | AU$57.8b | AU$8.1b | AU$911.0m | 22.7x | 63.4x | 7.1x |
| Sat, 20 Jul 2024 | AU$55.3b | AU$8.1b | AU$794.9m | 29.6x | 69.5x | 6.8x |
| Mon, 17 Jun 2024 | AU$53.5b | AU$8.1b | AU$794.9m | 28.2x | 67.3x | 6.6x |
| Wed, 15 May 2024 | AU$54.4b | AU$8.1b | AU$794.9m | 29.3x | 68.4x | 6.7x |
| Fri, 12 Apr 2024 | AU$56.4b | AU$8.1b | AU$794.9m | 28x | 70.9x | 7x |
| Sun, 10 Mar 2024 | AU$57.1b | AU$8.1b | AU$794.9m | 28.1x | 71.8x | 7.1x |
| Tue, 06 Feb 2024 | AU$56.7b | AU$7.9b | AU$635.2m | 29.5x | 89.3x | 7.2x |
| Thu, 04 Jan 2024 | AU$57.6b | AU$7.9b | AU$635.2m | 29.7x | 90.7x | 7.3x |
| Sat, 02 Dec 2023 | AU$54.7b | AU$7.9b | AU$635.2m | 28.1x | 86.1x | 6.9x |
| Mon, 30 Oct 2023 | AU$50.6b | AU$7.9b | AU$635.2m | 26.1x | 79.6x | 6.4x |
| Wed, 27 Sep 2023 | AU$54.3b | AU$7.9b | AU$635.5m | 28.6x | 85.5x | 6.9x |
| Fri, 25 Aug 2023 | AU$56.3b | AU$7.7b | AU$567.7m | 31x | 99.2x | 7.3x |
| Sun, 23 Jul 2023 | AU$58.3b | AU$7.7b | AU$666.7m | 30.1x | 87.5x | 7.6x |
| Tue, 20 Jun 2023 | AU$60.8b | AU$7.7b | AU$666.7m | 30.4x | 91.3x | 7.9x |
| Thu, 18 May 2023 | AU$61.9b | AU$7.7b | AU$666.7m | 32.9x | 92.8x | 8x |
| Sat, 15 Apr 2023 | AU$61.2b | AU$7.7b | AU$666.7m | 31.7x | 91.8x | 7.9x |
| Mon, 13 Mar 2023 | AU$60.3b | AU$7.7b | AU$666.7m | 32.4x | 90.5x | 7.8x |
| Wed, 08 Feb 2023 | AU$59.5b | AU$7.3b | AU$580.5m | 55.5x | 102.5x | 8.1x |
| Fri, 06 Jan 2023 | AU$56.1b | AU$6.6b | AU$436.5m | 53.9x | 128.5x | 8.5x |
| Sun, 04 Dec 2022 | AU$59.8b | AU$6.6b | AU$436.5m | 55x | 137x | 9.1x |
| Tue, 01 Nov 2022 | AU$56.3b | AU$6.6b | AU$436.5m | 52.6x | 129.1x | 8.6x |
| Thu, 29 Sep 2022 | AU$51.3b | AU$6.6b | AU$436.5m | 44.9x | 117.5x | 7.8x |
| Sat, 27 Aug 2022 | AU$56.5b | AU$6.6b | AU$462.6m | 40x | 122.2x | 8.6x |
Price to Earnings Ratio
122.2x
Current Industry PE
- Investors are relatively neutral on the Australian Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 86.7x.
- The industry is trading close to its 3-year average PS ratio of 7.3x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 33% 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 Market | 0.32% | |
| Industrials | 0.34% | |
| Infrastructure | 1.35% | |
| Marine Ports and Services | 2.07% | |
| Highways and Railtracks | 1.20% | |
| Airport Services | 0% | 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 122x.
- Analysts are expecting annual earnings growth of 30.6%, which is higher than its past year's earnings decline of 31.6% 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 30.0x.
Forecasted Growth
- Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 31% over the next 5 years.
- This is better than its past earnings decline of 32% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TCL Transurban Group | AU$14.30 | 2.3% +AU$994.7m | 6.0% | PE592.7x | |
| QUB Qube Holdings | AU$4.50 | 2.5% +AU$194.6m | 17.2% | PE35.7x | |
| ALX Atlas Arteria | AU$5.38 | 1.9% +AU$145.1m | 6.1% | PE23.2x | |
| SRH Saferoads Holdings | AU$0.099 | 12.5% +AU$480.8k | 141.5% | PS0.4x |
