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Infratil Workshop Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Workshop Presentation summary17 Sep, 2025
Business segments and valuation approaches
Two main segments: Opco (operating assets) and Devco (development pipeline).
Opco generates recurring cash flows from existing and under-construction projects.
Devco drives growth by creating new operating projects.
Valuation methods include project-by-project DCF, sum-of-the-parts, and consolidated EV/EBITDA.
Tax credits, tax equity, run-rate EBITDA, and net debt are key considerations.
Financial performance and projections
Opco capacity projected to grow from 5.5 GW in 2025 to 10 GW by 2028.
Opco run-rate EBITDA expected to rise from $380 million in 2025 to $700 million in 2028.
Run-rate EBITDA is based on a 5-year average once projects are operational.
Capital expenditure and funding
Annual capex program of $2 billion, funded through tax credits, debt, and equity.
Capex per kW decreases over time, reflecting scale and efficiency gains.
Devco valuation: What are the key drivers?
What is the annual equity need for capex?
Clarify Opco Run-Rate EBITDA calculation.
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H1 202612 Nov, 2025
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Frequently asked questions
Infratil Limited is a New Zealand-based infrastructure investment company with a strong focus on renewable energy, digital infrastructure, healthcare, and airports. The company invests in critical infrastructure that societies need now and will continue to need in the future, including renewable electricity sources such as hydro, wind, and solar power, as well as in the development and operation of data centres and telecommunications networks. In healthcare, Infratil has investments in diagnostic technology and retirement living facilities, reflecting the growing demand for healthcare services as populations age. The company also owns and operates airport and transport infrastructure, emphasizing its comprehensive approach to investing in infrastructure that underpins societal functioning and growth. The company is headquartered in Wellington, New Zealand, and its shares are listed on the New Zealand Stock Exchange.
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