Primer: Infratil (IFT AU) - Mar 2026
Infratil is strategically positioned to capitalize on major global trends, with a significant portion of its portfolio invested in high-growth...
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Infratil 1H26 Result—Reaching The Turn On Longroad
Infratil (IFT) delivered a solid 1H26 result, with Longroad the key positive.Longroad increased FY26 guidance by +9% at the midpoint, implying...
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Infratil 1H26 Preview—Signals In The Detail
Infratil (IFT) is set to report its 1H26 result on Thursday, 13 November. Following its comprehensive investor day in September and a flurry of...
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Infratil Dialing Up Growth—Up To OUTPERFORM
We upgrade Infratil (IFT) to OUTPERFORM from NEUTRAL, with an increased target price driven by a higher One NZ valuation (~+NZ$1 per share).
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Infratil - Contacting OpenAI
We expect this deal to contribute positively to parent-level free cashflow over the medium term (~+NZ$5m by FY30) as CEN's dividend grows.
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