Infratil stock trades at NZD 13.81 as guidance supports growth

Published on 10/07/2026 at 00:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Infratil raised FY27 EBITDAF guidance to NZD 1.32 billion-1.42 billion on September 16, 2026. The NZX stock traded at NZD 13.81 on October 7.

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Infratil Limited (NZIFTE0003S3) traded at NZD 13.81 on the NZX at 11:25 a.m. NZDT on October 7, 2026, down 0.07 percent from the prior close. The infrastructure investor is carrying a higher FY27 earnings range after stronger data center demand lifted its largest growth platform.

Guidance points to higher earnings

According to Infratil on September 16, 2026, proportionate FY27 EBITDAF guidance rose to NZD 1.32 billion-1.42 billion from NZD 1.30 billion-1.40 billion. The company said the change followed an upgrade at CDC Data Centres, where FY27 EBITDAF guidance increased to A$710 million-A$750 million from A$680 million-A$720 million.

The comparison matters because the lower and upper ends of Infratil's range each increased by NZD 20 million. CDC also reported 1.1GW of contracted capacity, while 350MW was already deployed, giving the guidance revision an operating base beyond a single forecast change.

Data centers carry the growth case

Infratil said on September 16, 2026, that data center investments represented more than half of its NZD 22 billion total asset value. CDC's contracted capacity is expected to deliver A$2.2 billion of EBITDAF when fully deployed, connecting near-term guidance with a longer asset-development pipeline.

The portfolio is not limited to data centers. Infratil also said Longroad Energy acquired a 2.8GW project and is targeting a development cadence of 2.5GW a year during 2027-2029, while One New Zealand remains a cash flow contributor. For investors, the key distinction is between contracted capacity that supports visibility and development projects that still require execution.

Analyst target remains above price

MarketScreener lists a Buy consensus for Infratil from 10 analysts and an average target of NZD 17.81. Against the NZD 13.81 price on October 7, 2026, that average target lies 29.0 percent above the stock price, although the consensus figure is a forward assessment rather than a reported company result.

Infratil's NZD 13.81 price was also below its NZD 16.14 52-week high and above its NZD 10.43 52-week low on October 7, 2026. That range places the share closer to the middle of its annual trading band than to either extreme.

Infratil stock trades below yearly high

Infratil stock traded at NZD 13.81 on the NZX on October 7, 2026, with market capitalization of NZD 13.8 billion and volume of 20,224 shares. The current price and the raised FY27 range leave execution at CDC and Longroad as the central measures for the next phase.