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New Zealand (NZX) Infrastructure Industry Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies4
  • 7D3.1%
  • 3M0.5%
  • 1Y9.8%
  • YTD-3.5%

All of the companies in the Infrastructure industry have been up over the last week, with the industry up 2.5%. This takes the industry's 12 month performance to a gain of 9.2%. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 04 Jul 2025NZ$18.6bNZ$1.6bNZ$218.7m33.5x85.2x11.9x
Sun, 01 Jun 2025NZ$18.2bNZ$1.6bNZ$222.6m42.9x81.7x11.6x
Tue, 29 Apr 2025NZ$18.6bNZ$1.6bNZ$216.7m40x85.7x11.9x
Thu, 27 Mar 2025NZ$18.7bNZ$1.6bNZ$216.7m43.6x86.5x12x
Sat, 22 Feb 2025NZ$19.1bNZ$1.5bNZ$204.4m30x93.4x12.4x
Mon, 20 Jan 2025NZ$19.7bNZ$1.5bNZ$133.0m30x148x13.3x
Wed, 18 Dec 2024NZ$18.7bNZ$1.5bNZ$133.0m31.4x140.9x12.6x
Fri, 15 Nov 2024NZ$17.0bNZ$1.5bNZ$131.0m32.3x129.8x11.5x
Sun, 13 Oct 2024NZ$17.2bNZ$1.5bNZ$131.0m33.3x131x11.6x
Tue, 10 Sep 2024NZ$15.7bNZ$1.5bNZ$131.0m30.8x120.1x10.7x
Thu, 08 Aug 2024NZ$15.6bNZ$1.3bNZ$298.3m20.9x52.2x11.6x
Sat, 06 Jul 2024NZ$15.7bNZ$1.3bNZ$298.3m21.5x52.5x11.6x
Mon, 03 Jun 2024NZ$15.7bNZ$1.3bNZ$292.7m30.7x53.8x11.8x
Wed, 01 May 2024NZ$15.7bNZ$1.3bNZ$292.7m27.7x53.7x11.7x
Fri, 29 Mar 2024NZ$16.8bNZ$1.3bNZ$292.7m29.5x57.4x12.6x
Sun, 25 Feb 2024NZ$16.5bNZ$1.3bNZ$292.7m29.2x56.3x12.3x
Tue, 23 Jan 2024NZ$17.1bNZ$1.2bNZ$196.6m29.7x87x14.1x
Thu, 21 Dec 2023NZ$17.0bNZ$1.2bNZ$196.6m28.9x86.4x14.1x
Sat, 18 Nov 2023NZ$16.0bNZ$1.2bNZ$196.6m27.7x81.6x13.3x
Mon, 16 Oct 2023NZ$16.3bNZ$1.2bNZ$197.3m25.8x82.6x13.5x
Wed, 13 Sep 2023NZ$16.5bNZ$1.2bNZ$197.3m26.4x83.7x13.6x
Fri, 11 Aug 2023NZ$17.2bNZ$1.0bNZ$250.6m23.3x68.8x16.6x
Sun, 09 Jul 2023NZ$17.5bNZ$1.0bNZ$250.6m23.6x69.8x16.9x
Tue, 06 Jun 2023NZ$18.1bNZ$1.0bNZ$250.6m25.3x72.2x17.4x
Thu, 04 May 2023NZ$17.9bNZ$1.0bNZ$250.9m24.2x71.5x17.5x
Sat, 01 Apr 2023NZ$18.0bNZ$1.0bNZ$250.9m25.9x71.8x17.6x
Mon, 27 Feb 2023NZ$18.1bNZ$1.0bNZ$250.9m25.4x72.3x17.7x
Wed, 25 Jan 2023NZ$17.7bNZ$838.3mNZ$349.3m28.1x50.7x21.1x
Fri, 23 Dec 2022NZ$17.3bNZ$838.3mNZ$349.3m28.3x49.6x20.7x
Sun, 20 Nov 2022NZ$16.9bNZ$835.3mNZ$349.6m26.8x48.4x20.3x
Tue, 18 Oct 2022NZ$15.9bNZ$835.3mNZ$349.6m28.2x45.5x19x
Thu, 15 Sep 2022NZ$16.8bNZ$835.3mNZ$349.6m28x48.1x20.1x
Sat, 13 Aug 2022NZ$17.2bNZ$792.7mNZ$699.6m21.9x24.5x21.6x
Mon, 11 Jul 2022NZ$16.5bNZ$792.7mNZ$699.6m19.9x23.5x20.8x
Price to Earnings Ratio

23.5x


Total Market Cap: NZ$16.5bTotal Earnings: NZ$699.6mTotal Revenue: NZ$792.7mTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Infrastructure Industry Price to Earnings3Y Average 77.1x202320242025
Current Industry PE
  • Investors are optimistic on the New Zealander Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 85.2x which is higher than its 3-year average PE of 77.0x.
  • The 3-year average PS ratio of 15.0x is higher than the industry's current PS ratio of 11.9x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 32% per year over the last three years.
  • Meanwhile revenues for these companies have grown 25% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the New Zealand Industrials industry?

NZ Market1.89%
Industrials2.34%
Infrastructure3.13%
Marine Ports and Services5.05%
Airport Services2.32%
Industry PE
  • Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 509x.
    • Analysts are expecting annual earnings growth of 17.3%, which is higher than its past year's earnings decline of 52.8% 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 33.8x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 53% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 9.2% 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
POT Port of TaurangaNZ$7.125.0%
+NZ$231.3m		35.6%PE46.7x
NPH Napier Port HoldingsNZ$3.281.9%
+NZ$12.0m		36.7%PE21.3x
SPN South Port New ZealandNZ$7.001.4%
+NZ$2.6m		21.5%PE18.2x

Latest News

AIA
NZ$7.61
Auckland International Airport
7D
-0.3%
1Y
-0.4%
SPN
NZ$7.00
South Port New Zealand
7D
1.4%
1Y
21.5%

Unpleasant Surprises Could Be In Store For South Port New Zealand Limited's (NZSE:SPN) Shares

Jun 30
Unpleasant Surprises Could Be In Store For South Port New Zealand Limited's (NZSE:SPN) Shares
POT
NZ$7.12
Port of Tauranga
7D
5.0%
1Y
35.6%
NPH
NZ$3.28
Napier Port Holdings
7D
1.9%
1Y
36.7%