Is Infratil (ASX:IFT) profitable now after its recent FY26 results?

Yes, Infratil has returned to profitability, posting a net parent surplus of NZ$550 million for FY26. This represents a significant financial turnaround from the NZ$295 million net loss reported in the previous financial year.

What is the current operational capacity of Infratil’s key assets, CDC and Longroad Energy?

CDC’s data centre capacity has officially surpassed one gigawatt following the signing of a massive regional contract. Meanwhile, Longroad Energy hit a record 2 gigawatts of solar and battery projects currently under construction, positioning both businesses as large-scale operators in their respective markets.

Why is Infratil (ASX:IFT) divesting hundreds of millions of dollars in assets?

Infratil divested more than NZ$600 million in smaller assets, including a major stake in Contact Energy, to free up capital for larger-scale, higher-growth opportunities. Management has indicated that further asset sales are under review, with the potential for another NZ$1 billion or more in divestments over the medium term.

What is Infratil’s (ASX:IFT) earnings guidance for the 2027 financial year?

Infratil has flagged a confident growth outlook, forecasting a 21 per cent jump in proportionate operational earnings for FY27. This targets a guidance range of NZ$1,300 million to NZ$1,400 million (excluding corporate costs), representing a strong forward trajectory.

Infrastructure

Image for illustrative purposes only. Not a real photo.

Infratil FY26 earnings surge on AI energy demand

Written by Mahathir BayenaPublished May 25, 2026, 11:00 PMLast Updated Jul 3, 2026, 10:25 AM

Infrastructure investor Infratil (ASX:IFT) delivered its financial performance for the 2026 financial year, posting an 11% growth in proportionate operational earnings to NZ$989 million.

The infrastructure giant capitalised on an unprecedented surge in artificial intelligence and green energy demand, swinging from a NZ$295 million loss last year to a net parent surplus of NZ$550 million.

The result was heavily propelled by its Australasian data centre business, CDC, and US-based renewable energy developer, Longroad Energy.

CDC's capacity has surpassed one gigawatt following a massive regional contract, while Longroad's solar and battery projects under construction hit a record 2 gigawatts.

To seize these high-growth opportunities, Infratil divested more than NZ$600 million in smaller assets, including a major stake in Contact Energy, with further sales under review.

CEO Jason Boyes described the AI infrastructure boom as a potential "investment opportunity of a lifetime", noting that integrated data and energy strategies will drive their next chapter.

Total asset value climbed 13% to NZ$20.6 billion, backed by an inaugural BBB+ credit rating from S&P Global Ratings.

While its telecommunications arm, One NZ, and Wellington Airport proved highly resilient amidst tight macroeconomic conditions, the company is looking firmly ahead.

Infratil has flagged a confident growth outlook, forecasting a 21% jump in proportionate operational earnings for the 2027 financial year.

Shareholders will receive an unimputed final dividend of 13.65 cents per share.