Infratil Limited (IFUUF)
OTHER OTC:IFUUF
Earnings Data
Report Date
Nov 18, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.02Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents strong growth momentum driven by CDC and Longroad, with near‑term operational EBITDAF approaching $1 billion, major pipeline and contracted capacity gains (CDC >1 GW contracted), accelerated Longroad development cadence, improved funding access (S&P BBB+) and enhanced liquidity. These positives are partially offset by localized weaknesses (NZ diagnostic imaging), write‑downs in Europe (Galileo), regulatory delays (Gurin/Project Vanda and Longroad’s large U.S. project), higher near‑term CapEx and development spend, and valuation headwinds from higher discount rates. On balance, the scale and trajectory of growth opportunities and improved financing position materially outweigh the challenges and timing risks.Company Guidance
Near‑billion Proportionate Operational EBITDAF and Asset Growth
Proportionate operational EBITDAF of $989 million (top half of guidance) and total asset value up 13%, driven by portfolio investment and strong contributions from growth businesses.
CDC: Rapid Scale‑Up and Contracted Capacity Exceeding 1 GW
CDC delivered a nearly 20% uplift in EBITDAF, completed 350 of 450 MW that were under construction at the start of the year, has 572 MW under construction at year‑end, announced a 555 MW customer contract after 31 March (lifting contracted capacity to >1 GW), raised CapEx to $2.1 billion (up $400 million), secured a Moody's Baa2 public credit rating and launched a hybrid AMTN bond program. FY27 EBITDAF guidance is $680–720 million with FY28 guidance of ~$1 billion and a FY30 target of ~$2 billion.
Longroad: Strong Earnings Growth and Accelerated Development Cadence
Longroad delivered a 170% increase in EBITDA to $121 million for the year, reported OpCo run‑rate EBITDAF of USD 367 million, increased its target development cadence from 1.5 GW to 2.0 GW per annum (a 33% rise), qualified over 6 GW of projects for U.S. tax credits, acquired a 2.8 GW solar+storage project with a PPA, and is targeting $1 billion of OpCo run‑rate EBITDAF by the end of the decade. Infratil has committed up to $300 million of additional equity funding to support the acceleration.
Material Investment Driving Future Growth
Proportionate capital expenditure of $2.7 billion for the year (investment to underpin future earnings) and CDC/Longroad CapEx programs driving sizable near‑term and medium‑term growth.
Improved Funding Profile, Liquidity and Cost Savings
Infratil obtained an inaugural S&P BBB+ rating (improving access to debt markets), reported $1.1 billion of available liquidity at 31 March, launched a capital bonds PDS to diversify funding, and expects medium‑term interest cost savings of roughly $10 million per annum from improved funding terms.
Resilience and Operational Wins in Key Portfolio Companies
One NZ and Wellington Airport delivered guidance and positive EBITDAF growth despite challenging domestic conditions; Qscan (Australia) delivered double‑digit growth and is in a sale process; EonFiber recorded first full year EBITDAF of $65 million and secured a material undersea contract; free cash flow and dividends doubled year‑on‑year.
Progress on Strategic Recycling of Capital and ESG Momentum
On track toward the medium‑term $1 billion divestment target with $600 million completed and Qscan sale process underway; partial sale of Contact stake (~$495 million realized in recent period) enhanced liquidity; portfolio ESG performance improved and SBTi target work progressing (CDC scoping).
IFUUF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IFUUF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 12, 2025 | $7.06 | $7.09 | +0.42% |
May 27, 2025 | $5.28 | $5.28 | 0.00% |
Nov 13, 2024 | $7.29 | $7.29 | 0.00% |
May 21, 2024 | $7.29 | $7.29 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Infratil Limited (IFUUF) report earnings?
Infratil Limited (IFUUF) is schdueled to report earning on Nov 18, 2026, TBA (Confirmed).
What is Infratil Limited (IFUUF) earnings time?
Infratil Limited (IFUUF) earnings time is at Nov 18, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IFUUF EPS forecast?
IFUUF EPS forecast for the fiscal quarter 2027 (Q2) is 0.06.