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Infratil Limited

IFT.AXIndustrialsASX

Conglomerates

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Financials · Annual
Revenue
$3.00B
-10.4% YoY
Net Income
$549.8M
+292.0% YoY
EBITDA
$1.19B
+38.5% YoY
Free Cash Flow
$368.2M

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About Infratil Limited

Infratil Limited is an infrastructure investment firm specializing in digital Infrastructure, renewables, and social infrastructure. The $13.13B market capitalization puts IFT.AX squarely in large-cap range for its industry. They prefer to invest in renewable electricity, data centers, telecommunications networks healthcare, and airports.

Key stats
Market Cap$13.13B
P/E (TTM)57.13
Fwd P/E-355.14
EPS$0.23
Beta0.03
52W Change+36.2%
Dividend Yield1.18%
ROE3.5%
Analysis

The company holds $312.6M in cash, though total debt stands at $7.92B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. The company generates $368.2M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at 3.5%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.5% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $1.19B (2023) to $3.00B (2026), reflecting a 152% increase over the period.

With a beta below 0.7, Infratil Limited typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. The elevated P/E ratio means the stock is priced for significant future growth. If earnings disappoint, the price correction could be sharp. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Infratil Limited and its sector.

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