Channel Infrastructure NZ Future Growth

Future criteria checks 2/6

Channel Infrastructure NZ is forecast to grow earnings and revenue by 16.7% and 6.7% per annum respectively. EPS is expected to grow by 16.4% per annum. Return on equity is forecast to be 4.4% in 3 years.

Key information

16.7%

Earnings growth rate

16.40%

EPS growth rate

Oil and Gas earnings growth	11.6%
Revenue growth rate	6.7%
Future return on equity	4.36%
Analyst coverage	Low
Last updated	12 Jun 2026

Recent future growth updates

Recent updates

New Narrative • Jun 04

Future Storage Contracts And Jet Fuel Exposure Will Limit Earnings Upside

Catalysts About Channel Infrastructure NZ Channel Infrastructure NZ operates fuel import, storage and pipeline infrastructure centered on the Marsden Point site and related assets. What are the underlying business or industry changes driving this perspective?

New Narrative • May 20

Long Term Jet Fuel Infrastructure Expansion Will Support Future Earnings Stability

Catalysts About Channel Infrastructure NZ Channel Infrastructure NZ operates fuel import, storage and pipeline infrastructure, anchored by the Marsden Point site in New Zealand and a stake in the Somerton jet fuel pipeline to Melbourne Airport. What are the underlying business or industry changes driving this perspective?

Analysis Article • Aug 30

Channel Infrastructure NZ (NZSE:CHI) Is Due To Pay A Dividend Of NZ$0.0625

The board of Channel Infrastructure NZ Limited ( NZSE:CHI ) has announced that it will pay a dividend of NZ$0.0625 per...

Analysis Article • Mar 05

Earnings Troubles May Signal Larger Issues for Channel Infrastructure NZ (NZSE:CHI) Shareholders

Channel Infrastructure NZ Limited's ( NZSE:CHI ) recent weak earnings report didn't cause a big stock movement. Our...

Analysis Article • Mar 30

Is New Zealand Refining (NZSE:NZR) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Analysis Article • Feb 19

NZ$1.09: That's What Analysts Think The New Zealand Refining Company Limited (NZSE:NZR) Is Worth After Its Latest Results

The New Zealand Refining Company Limited ( NZSE:NZR ) just released its latest annual results and things are looking...

Analysis Article • Feb 03

What Type Of Shareholders Make Up The New Zealand Refining Company Limited's (NZSE:NZR) Share Registry?

The big shareholder groups in The New Zealand Refining Company Limited ( NZSE:NZR ) have power over the company. Large...

Analysis Article • Dec 10

How Much Did New Zealand Refining's(NZSE:NZR) Shareholders Earn From Share Price Movements Over The Last Five Years?

We're definitely into long term investing, but some companies are simply bad investments over any time frame. It hits...

Earnings and Revenue Growth Forecasts

NZSE:CHI - Analysts future estimates and past financials data (NZD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2028	163	33	85	95	5
12/31/2027	171	40	64	106	5
12/31/2026	150	28	21	85	5
12/31/2025	140	21	24	74	N/A
9/30/2025	140	24	21	71	N/A
6/30/2025	140	26	18	68	N/A
3/31/2025	140	26	15	66	N/A
12/31/2024	140	26	12	65	N/A
9/30/2024	138	26	8	59	N/A
6/30/2024	136	26	4	52	N/A
3/31/2024	133	27	-9	44	N/A
12/31/2023	131	28	-21	37	N/A
9/30/2023	127	27	-36	29	N/A
6/30/2023	123	25	-51	22	N/A
3/31/2023	106	21	-61	4	N/A
12/31/2022	88	17	-71	-14	N/A
9/30/2022	60	10	N/A	N/A	N/A
6/30/2022	31	4	-30	-3	N/A
3/31/2022	17	1	-13	16	N/A
12/31/2021	3	-3	3	35	N/A
9/30/2021	60	-8	N/A	N/A	N/A
6/30/2021	117	-13	21	40	N/A
3/31/2021	176	-106	16	36	N/A
12/31/2020	235	-198	11	32	N/A
9/30/2020	265	-188	12	57	N/A
6/30/2020	295	-179	13	83	N/A
3/31/2020	320	-87	26	100	N/A
12/31/2019	345	4	39	117	N/A
9/30/2019	363	17	N/A	117	N/A
6/30/2019	382	29	N/A	118	N/A
3/31/2019	371	29	N/A	111	N/A
12/31/2018	359	30	N/A	105	N/A
9/30/2018	364	35	N/A	129	N/A
6/30/2018	368	41	N/A	154	N/A
3/31/2018	390	60	N/A	176	N/A
12/31/2017	412	79	N/A	198	N/A
9/30/2017	400	75	N/A	190	N/A
6/30/2017	389	71	N/A	183	N/A
3/31/2017	372	59	N/A	155	N/A
12/31/2016	354	47	N/A	128	N/A
9/30/2016	376	72	N/A	150	N/A
6/30/2016	399	97	N/A	172	N/A
3/31/2016	423	124	N/A	218	N/A
12/31/2015	447	151	N/A	265	N/A
9/30/2015	395	116	N/A	214	N/A
6/30/2015	343	82	N/A	164	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CHI's forecast earnings growth (16.7% per year) is above the savings rate (4%).

Earnings vs Market: CHI's earnings (16.7% per year) are forecast to grow slower than the NZ market (19.2% per year).

High Growth Earnings: CHI's earnings are forecast to grow, but not significantly.

Revenue vs Market: CHI's revenue (6.7% per year) is forecast to grow faster than the NZ market (4.4% per year).

High Growth Revenue: CHI's revenue (6.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CHI's Return on Equity is forecast to be low in 3 years time (4.4%).

Discover growth companies

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/19 12:24
End of Day Share Price	2026/06/19 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Channel Infrastructure NZ Limited is covered by 6 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Grant Swanepoel	Deutsche Bank
Andrew Harvey-Green	Forsyth Barr Group Ltd.
Matthew Henry	Goldman Sachs

Channel Infrastructure NZ Future Growth

Future criteria checks 2/6

Key information

Recent future growth updates

Price target increased by 7.6% to NZ$3.12

Price target increased by 9.0% to NZ$2.59

Price target increased by 9.7% to NZ$2.26

Consensus EPS estimates fall by 24%

Price target increased by 7.2% to NZ$1.89

Consensus EPS estimates fall by 13%

Recent updates

Future Storage Contracts And Jet Fuel Exposure Will Limit Earnings Upside

Long Term Jet Fuel Infrastructure Expansion Will Support Future Earnings Stability

Price target increased by 7.6% to NZ$3.12

Channel Reportedly Tipped to Purchase NZ Terminals

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Final dividend increased to NZ$0.068

Channel Infrastructure NZ Limited, Annual General Meeting, May 06, 2026

Channel Infrastructure NZ Limited to Report Fiscal Year 2025 Results on Feb 27, 2026

Price target increased by 9.0% to NZ$2.59

Channel Infrastructure NZ (NZSE:CHI) Is Due To Pay A Dividend Of NZ$0.0625

First half dividend of NZ$0.063 announced

First half 2025 earnings released: EPS: NZ$0.032 (vs NZ$0.034 in 1H 2024)

Price target increased by 9.7% to NZ$2.26

Channel Infrastructure NZ Limited to Report First Half, 2025 Results on Aug 26, 2025

Channel Infrastructure NZ Limited, Annual General Meeting, May 23, 2025

New major risk - Financial position

Earnings Troubles May Signal Larger Issues for Channel Infrastructure NZ (NZSE:CHI) Shareholders

Final dividend of NZ$0.066 announced

Full year 2024 earnings released: EPS: NZ$0.069 (vs NZ$0.074 in FY 2023)

Channel Infrastructure NZ Limited to Report Fiscal Year 2024 Results on Feb 27, 2025

New minor risk - Shareholder dilution

Channel Infrastructure NZ Limited has filed a Follow-on Equity Offering in the amount of NZD 5 million.

Consensus EPS estimates fall by 24%

Price target increased by 7.2% to NZ$1.89

First half dividend of NZ$0.044 announced

First half 2024 earnings released: EPS: NZ$0.034 (vs NZ$0.038 in 1H 2023)

Channel Infrastructure NZ Limited to Report First Half, 2024 Results on Aug 23, 2024

Consensus EPS estimates fall by 13%

High number of new directors

New major risk - Revenue and earnings growth

Upcoming dividend of NZ$0.078 per share

Full year 2023 earnings: EPS and revenues exceed analyst expectations

Final dividend of NZ$0.078 announced

Consensus EPS estimates fall by 39%

Channel Infrastructure NZ Limited, Annual General Meeting, Apr 30, 2024

Channel Infrastructure NZ Limited to Report Fiscal Year 2023 Results on Feb 29, 2024

Price target increased by 9.4% to NZ$1.72

Independent Chair recently bought NZ$130k worth of stock

Consensus EPS estimates fall by 13%

Upcoming dividend of NZ$0.049 per share at 5.3% yield

First half 2023 earnings released: EPS: NZ$0.038 (vs NZ$0.015 in 1H 2022)

Channel Infrastructure NZ Limited Announces Distribution for the Six Months Ended June 30, 2023, Payable on September 20, 2023

Channel Infrastructure NZ Limited to Report First Half, 2023 Results on Aug 23, 2023

Executive Officer exercised options and sold NZ$1.6m worth of stock

Chief Executive Officer recently bought NZ$100k worth of stock

Upcoming dividend of NZ$0.082 per share at 3.4% yield

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Channel Infrastructure NZ Limited to Report Fiscal Year 2022 Results on Feb 24, 2023

Less than half of directors are independent

Channel Infrastructure Provides FFI Green Hydrogen Scoping Study Update

First half 2022 earnings released: EPS: NZ$0.015 (vs NZ$0.004 loss in 1H 2021)

Price target increased to NZ$1.31

Price target increased to NZ$1.20

Channel Infrastructure NZ American Depositary Receipts to Be Deleted from Other OTC

Less than half of directors are independent

Full year 2021 earnings: EPS and revenues exceed analyst expectations

The New Zealand Refining Company Limited, Annual General Meeting, May 10, 2022

The New Zealand Refining Company Limited to Report Fiscal Year 2021 Results on Feb 23, 2022

Refining NZ Announces CFO Changes to Channel Infrastructure

Consensus forecasts updated

Consensus forecasts updated

Less than half of directors are independent

First half 2021 earnings released: NZ$0.016 loss per share (vs NZ$0.60 loss in 1H 2020)

Consensus forecasts updated

Price target increased to NZ$1.08

Consensus forecasts updated

Is New Zealand Refining (NZSE:NZR) Using Too Much Debt?

The New Zealand Refining Company Limited, Annual General Meeting, Jun 29, 2021

New 90-day low: NZ$0.45