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Australian (ASX) Infrastructure Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies6
- 7D0.6%
- 3M1.0%
- 1Y4.2%
- YTD1.8%
Over the last 7 days, the Infrastructure industry has remained flat, although notably Dalrymple Bay Infrastructure declined by 3.7%. As for the the longer term, the industry is up 4.2% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | AU$58.8b | AU$8.8b | AU$723.7m | 22.4x | 81.3x | 6.7x |
| Wed, 12 Mar 2025 | AU$55.7b | AU$8.8b | AU$723.7m | 21.9x | 77x | 6.3x |
| Fri, 07 Feb 2025 | AU$57.8b | AU$8.6b | AU$931.7m | 28.8x | 62x | 6.7x |
| Sun, 05 Jan 2025 | AU$58.1b | AU$8.6b | AU$931.7m | 31x | 62.4x | 6.8x |
| Tue, 03 Dec 2024 | AU$55.7b | AU$8.6b | AU$931.7m | 28.3x | 59.8x | 6.5x |
| Thu, 31 Oct 2024 | AU$55.5b | AU$8.6b | AU$931.7m | 29x | 59.5x | 6.5x |
| Sat, 28 Sep 2024 | AU$56.6b | AU$8.6b | AU$931.7m | 30.3x | 60.7x | 6.6x |
| Mon, 26 Aug 2024 | AU$58.0b | AU$8.5b | AU$954.1m | 22.9x | 60.8x | 6.8x |
| Wed, 24 Jul 2024 | AU$55.6b | AU$8.1b | AU$794.9m | 29.7x | 70x | 6.9x |
| Fri, 21 Jun 2024 | AU$53.9b | AU$8.1b | AU$794.9m | 28.2x | 67.8x | 6.7x |
| Sun, 19 May 2024 | AU$53.9b | AU$8.1b | AU$794.9m | 28.9x | 67.8x | 6.7x |
| Tue, 16 Apr 2024 | AU$55.6b | AU$8.1b | AU$794.9m | 27.7x | 70x | 6.9x |
| Thu, 14 Mar 2024 | AU$55.4b | AU$8.1b | AU$794.9m | 27.6x | 69.7x | 6.8x |
| Sat, 10 Feb 2024 | AU$55.0b | AU$8.0b | AU$798.2m | 29.4x | 68.9x | 6.9x |
| Mon, 08 Jan 2024 | AU$57.9b | AU$7.9b | AU$635.2m | 30x | 91.1x | 7.3x |
| Wed, 06 Dec 2023 | AU$54.7b | AU$7.9b | AU$635.2m | 28x | 86.2x | 6.9x |
| Fri, 03 Nov 2023 | AU$51.4b | AU$7.9b | AU$635.2m | 26.7x | 80.8x | 6.5x |
| Sun, 01 Oct 2023 | AU$53.7b | AU$7.9b | AU$635.5m | 28.8x | 84.5x | 6.8x |
| Tue, 29 Aug 2023 | AU$56.4b | AU$7.9b | AU$568.3m | 30.3x | 99.2x | 7.2x |
| Thu, 27 Jul 2023 | AU$59.5b | AU$7.7b | AU$666.7m | 30.1x | 89.2x | 7.7x |
| Sat, 24 Jun 2023 | AU$58.9b | AU$7.7b | AU$666.7m | 29.5x | 88.4x | 7.6x |
| Mon, 22 May 2023 | AU$61.3b | AU$7.7b | AU$666.7m | 32.8x | 91.9x | 7.9x |
| Wed, 19 Apr 2023 | AU$61.6b | AU$7.7b | AU$666.7m | 32.1x | 92.5x | 8x |
| Fri, 17 Mar 2023 | AU$60.9b | AU$7.7b | AU$666.7m | 31.5x | 91.3x | 7.9x |
| Sun, 12 Feb 2023 | AU$59.3b | AU$7.3b | AU$580.5m | 54.4x | 102.1x | 8.1x |
| Tue, 10 Jan 2023 | AU$56.8b | AU$6.6b | AU$436.5m | 54.6x | 130.1x | 8.6x |
| Thu, 08 Dec 2022 | AU$58.5b | AU$6.6b | AU$436.5m | 53.3x | 134.1x | 8.9x |
| Sat, 05 Nov 2022 | AU$56.9b | AU$6.6b | AU$436.5m | 54.6x | 130.4x | 8.6x |
| Mon, 03 Oct 2022 | AU$51.8b | AU$6.6b | AU$436.5m | 45.3x | 118.8x | 7.9x |
| Wed, 31 Aug 2022 | AU$56.8b | AU$6.6b | AU$355.7m | 44.9x | 159.6x | 8.6x |
| Fri, 29 Jul 2022 | AU$57.8b | AU$5.6b | AU$215.7m | 25.2x | 267.9x | 10.2x |
| Sun, 26 Jun 2022 | AU$57.3b | AU$5.6b | AU$215.7m | 24.8x | 265.5x | 10.2x |
| Tue, 24 May 2022 | AU$57.4b | AU$5.6b | AU$215.7m | 22.4x | 266x | 10.2x |
| Thu, 21 Apr 2022 | AU$55.7b | AU$5.6b | AU$215.7m | 22.1x | 258x | 9.9x |
Price to Earnings Ratio
258x
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 81.3x which is lower than its 3-year average PE of 108x.
- The 3-year average PS ratio of 7.6x is higher than the industry's current PS ratio of 6.7x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 50% per year over the last three years.
- Revenues for these companies have grown 16% 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 | 0.085% | |
| Industrials | 1.09% | |
| Infrastructure | 0.63% | |
| Highways and Railtracks | 0.78% | |
| Airport Services | 0% | 0 |
| Marine Ports and Services | -0.25% | |
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 163x.
- Analysts are expecting annual earnings growth of 29.7%, 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, which is trading below its 3-year average of 32.9x.
Forecasted Growth
- Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 30% 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$13.89 | 2.0% +AU$839.3m | 5.4% | PE575.7x | |
| QUB Qube Holdings | AU$3.88 | 3.7% +AU$247.6m | 17.2% | PE30.8x | |
| DBI Dalrymple Bay Infrastructure | AU$3.79 | 1.9% +AU$34.7m | 36.3% | PE23x | |
| BWN Bhagwan Marine | AU$0.44 | 1.1% +AU$1.4m | n/a | PE12.1x |
