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An update from Infratil Limited ( (IFUUF) ) is now available.
Infratil has released its February 2026 investor newsletter, highlighting portfolio developments and the completion of two previously announced asset divestments. The company notes that its share price is trading about 6% below the NZ$11.86 level at its early December newsletter and at a wider discount to its 30 September 2025 net asset value of NZ$15.55 per share.
Despite recent market volatility driven by concerns over AI-related demand, Infratil reports a 2.5% uplift in the independent valuation of its CDC data centre business, reflecting increased operating capacity and the benefits of higher density deployments. Management points to strong global and Australian demand for data centre capacity, underpinned by major hyperscalers’ 2026 capex plans of roughly US$650 billion for AI infrastructure, and says it is focused on accelerating CDC’s build-out while exploring how its international renewable energy assets can help meet data centre power needs.
More about Infratil Limited
Infratil Limited is a New Zealand-based infrastructure investment company listed on the NZ market, with a portfolio spanning data centres, renewable energy, and other long-term infrastructure assets. The company invests in and manages businesses such as CDC, an Australia-focused data centre operator, positioning itself to benefit from rising global demand for digital and clean energy infrastructure.
For a thorough assessment of IFUUF stock, go to TipRanks’ Stock Analysis page.