Dalrymple Bay Infrastructure, AU0000120628

Dalrymple Bay Infrastructure presents first-half growth for Dalrymple Bay Infrastructure stock

Published on 10/25/2026 at 02:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

H1 revenue reached AUD 430.61 million, up from AUD 395.43 million. RBC kept a Hold rating on Dalrymple Bay Infrastructure stock on September 30.

Growth and capital plan

The October 19, 2026 presentation showed 84.20 million tonnes of contracted annual capacity.
Quarterly revenue reached AUD 430.61 million for the period ended June 30, 2026.
Market capitalization stood at AUD 2.8 billion as of October 23, 2026.

Dalrymple Bay Infrastructure, AU0000120628, Illustration mit AI erstellt.

Dalrymple Bay Infrastructure (ISIN AU0000120628) reported quarterly revenue of AUD 430.61 million for the period ended June 30, 2026, up from AUD 395.43 million a year earlier, according to Markets Insider. The October 19, 2026 investor presentation added detail on capacity, contracted revenue and capital investment, according to Quartr.

Three dated milestones

On July 13, 2026, customers approved a AUD 38.50 million regular NECAP program known as Series Z. The same presentation said the terminal had 84.20 million tonnes of annual capacity fully contracted on 100 percent take-or-pay terms through June 2028, according to Quartr.

On September 30, 2026, RBC Capital analyst Owen Birrell maintained a Hold rating and set an AUD 5.40 price target, as reported by Markets Insider. The October 19 presentation then put revenue growth and the NECAP investment program at the center of the company update.

What does the 8.89 percent increase mean?

The revenue comparison points to higher terminal charges and ongoing capital recovery rather than exposure to volatile coal prices. The presentation said the Terminal Infrastructure Charge rose to AUD 4.02 per tonne on July 1, 2026, from AUD 3.72 per tonne a year earlier, while operating and maintenance costs are passed through to customers, according to Quartr. That structure helps explain why the quarterly net profit comparison also improved to AUD 49.21 million from AUD 43.12 million.

ASX valuation stays measurable

Dalrymple Bay Infrastructure last stood at AUD 5.74 on the ASX on October 23, 2026 at 4:10 p.m. AEDT. Its market capitalization was AUD 2.8 billion, while the 52-week range was AUD 4.26 to AUD 6.01 on the same market-data snapshot. The figures leave the investor presentation's central question unchanged: how quickly can NECAP investment translate into additional regulated revenue?