Key points
- Infratil increased FY27 EBITDAF guidance due to global data centre demand
- CDC Data Centres increased FY27 EBITDAF guidance from A$680M-$720M to A$710M-$750M
- Longroad Energy acquired a 2.8GW project in the US to meet AI demand
- Infratil's portfolio companies continue to focus on infrastructure optimization and growth
- Infratil's balance sheet supports further growth with a BBB+ credit rating
Full summary
Infratil has increased its FY27 EBITDAF guidance and released presentations ahead of its Investor Day. CEO Jason Boyes highlighted that global data centre demand has driven portfolio growth, with data centre investments comprising over half of Infratil's NZ$22 billion total asset value. CDC Data Centres increased its FY27 EBITDAF guidance to a new range of A$710 million to $750 million, reflecting strong demand and cost savings. Longroad Energy is accelerating growth with a 2.8GW acquisition in the US, aiming to lift its development cadence to about 2.5GW a year during 2027-2029. Infratil's focus on infrastructure optimization and growth is supported by its BBB+ credit rating and ongoing portfolio refinement.
Guidance
Infratil increased FY27 EBITDAF guidance to a new range of NZ$1,320 million to 1,420 million
Outlook
Infratil expects continued growth driven by global data centre demand and AI infrastructure opportunities, with a focus on infrastructure optimization and portfolio refinement.