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New Zealand (NZX) Infrastructure Industry Analysis

UpdatedAug 30, 2025
DataAggregated Company Financials
Companies4
  • 7D0.03%
  • 3M2.1%
  • 1Y6.9%
  • YTD-5.3%

Over the last 7 days, the Infrastructure industry has dropped 1.7%, driven by a pullback from Auckland International Airport of 0.7%. Over the past 12 months, the industry was up 8.0%. Earnings are forecast to grow by 4.3% annually.

Industry Valuation and Performance

Has the New Zealand Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 Aug 2025NZ$18.3bNZ$1.6bNZ$572.2m23.9x32.1x11.4x
Mon, 28 Jul 2025NZ$18.5bNZ$1.6bNZ$218.7m33.4x84.8x11.9x
Wed, 25 Jun 2025NZ$18.6bNZ$1.6bNZ$222.6m44.4x83.5x11.8x
Fri, 23 May 2025NZ$18.7bNZ$1.6bNZ$222.6m43.9x84.2x11.9x
Sun, 20 Apr 2025NZ$18.5bNZ$1.6bNZ$216.7m40x85.2x11.8x
Tue, 18 Mar 2025NZ$18.6bNZ$1.6bNZ$216.7m42.5x86x11.9x
Thu, 13 Feb 2025NZ$20.0bNZ$1.5bNZ$133.0m30.8x150x13.5x
Sat, 11 Jan 2025NZ$19.3bNZ$1.5bNZ$133.0m30x145x13x
Mon, 09 Dec 2024NZ$18.7bNZ$1.5bNZ$133.0m31.4x140.6x12.6x
Wed, 06 Nov 2024NZ$17.1bNZ$1.5bNZ$131.0m32.1x130.4x11.6x
Fri, 04 Oct 2024NZ$17.2bNZ$1.5bNZ$131.0m32.8x131.3x11.7x
Sun, 01 Sep 2024NZ$15.7bNZ$1.5bNZ$131.0m31.4x120x10.7x
Tue, 30 Jul 2024NZ$15.7bNZ$1.3bNZ$298.3m22.2x52.6x11.7x
Thu, 27 Jun 2024NZ$15.7bNZ$1.3bNZ$298.3m21.9x52.6x11.7x
Sat, 25 May 2024NZ$15.6bNZ$1.3bNZ$292.7m30.3x53.3x11.7x
Mon, 22 Apr 2024NZ$15.8bNZ$1.3bNZ$292.7m28.3x53.8x11.8x
Wed, 20 Mar 2024NZ$16.5bNZ$1.3bNZ$292.7m28.2x56.2x12.3x
Fri, 16 Feb 2024NZ$16.5bNZ$1.2bNZ$196.6m29.2x84.1x13.7x
Sun, 14 Jan 2024NZ$17.6bNZ$1.2bNZ$196.6m30.6x89.3x14.5x
Tue, 12 Dec 2023NZ$16.7bNZ$1.2bNZ$196.6m29.5x85.1x13.8x
Thu, 09 Nov 2023NZ$15.8bNZ$1.2bNZ$197.3m25.9x80.1x13.1x
Sat, 07 Oct 2023NZ$16.4bNZ$1.2bNZ$197.3m26.1x83.1x13.5x
Mon, 04 Sep 2023NZ$16.7bNZ$1.2bNZ$197.3m25.9x84.7x13.8x
Wed, 02 Aug 2023NZ$17.4bNZ$1.0bNZ$250.6m23.8x69.3x16.7x
Fri, 30 Jun 2023NZ$17.6bNZ$1.0bNZ$250.6m24.7x70.2x17x
Sun, 28 May 2023NZ$18.1bNZ$1.0bNZ$250.6m25x72.2x17.4x
Tue, 25 Apr 2023NZ$18.2bNZ$1.0bNZ$250.9m25.3x72.7x17.8x
Thu, 23 Mar 2023NZ$18.2bNZ$1.0bNZ$250.9m24.9x72.4x17.7x
Sat, 18 Feb 2023NZ$18.1bNZ$839.9mNZ$348.6m26.3x51.8x21.5x
Mon, 16 Jan 2023NZ$17.4bNZ$838.3mNZ$349.3m27.9x49.8x20.7x
Wed, 14 Dec 2022NZ$17.1bNZ$838.3mNZ$349.3m27.3x48.9x20.4x
Fri, 11 Nov 2022NZ$16.3bNZ$835.3mNZ$349.6m26.5x46.5x19.5x
Sun, 09 Oct 2022NZ$16.1bNZ$835.3mNZ$349.6m27.5x46x19.3x
Tue, 06 Sep 2022NZ$16.8bNZ$835.3mNZ$349.6m29x48.1x20.1x
Price to Earnings Ratio

48.1x


Total Market Cap: NZ$16.8bTotal Earnings: NZ$349.6mTotal Revenue: NZ$835.3mTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Infrastructure Industry Price to Earnings3Y Average 79.6x202320242025
Current Industry PE
  • Investors are pessimistic on the New Zealander 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 32.0x which is lower than its 3-year average PE of 79.6x.
  • The 3-year average PS ratio of 14.5x is higher than the industry's current PS ratio of 11.4x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 25% 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 New Zealand Industrials industry?

NZ Market-0.78%
Industrials0.51%
Infrastructure0.033%
Marine Ports and Services1.64%
Airport Services-0.66%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry, which is trading close to its 3-year average PE ratio of 33.9x.
    • Analysts are expecting annual earnings growth of 10.0%, which is lower than the prior year's growth of 50.8% per year.
  • Investors are most pessimistic about the Airport Services industry, which is trading below its 3-year average of 516x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 10.0% over the next 5 years.
  • However this is lower than its past earnings growth rate of 51% per year.
  • In contrast, the Airport Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
POT Port of TaurangaNZ$7.062.2%
+NZ$102.0m		28.4%PE46.3x

Latest News

SPN
NZ$7.57
South Port New Zealand
7D
-0.8%
1Y
33.5%
NPH
NZ$3.00
Napier Port Holdings
7D
-1.6%
1Y
30.4%
AIA
NZ$7.55
Auckland International Airport
7D
-0.7%
1Y
-0.5%
POT
NZ$7.06
Port of Tauranga
7D
2.2%
1Y
28.4%

There Are Reasons To Feel Uneasy About Port of Tauranga's (NZSE:POT) Returns On Capital

Aug 14
There Are Reasons To Feel Uneasy About Port of Tauranga's (NZSE:POT) Returns On Capital