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Infratil (IFT) investor relations material
Infratil Workshop Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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.
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