Infratil
Renewable energy companyWikipedia
26
MENTIONS
12
EPISODES
12
PODCASTS
Search complete. 26 mentions across 12 episodes found for "Infratil".
Sep 23, 2026
Emma WebbGUEST
Yeah, it is a ridiculous situation where you have the Commonwealth Superannuation Corporation, which is the super fund for defence personnel investing in a project that threatens the future of a veterans charity.
Emma WebbGUEST
And then we also have Infratil, which is the other major investor, who are managed by Morrison & Co., which is a huge multinational investment company, who claim to uphold the highest standards of responsible investment and stakeholder engagement.
Emma WebbGUEST
And yet our community has written over 400 letters to Infratil with absolutely no response.
Emma WebbGUEST
Nothing back.
Emma WebbGUEST
Nothing.
Andrew KelleherGUEST
Good result from Briscoes on the market reacted positively to that.
Andrew KelleherGUEST
Also, Infratil lifting the market higher.
Andrew KelleherGUEST
The NZX fifty, thirteen thousand six hundred and twenty-two, up over one percent.
Andrew KelleherGUEST
Kiwi dollar, point five seven five seven against the US, point eight oh seven four Aussie, point four nine nine one Euro, point four two eight two pence, eighty-nine point three one Japanese yen.
Laura BesaratiHOST
But today, Reliance Worldwide shares hitting their highest level in over a year, up 3.5%.
Steve DaghlianHOST
We've got Infratil today lifting by around 3.5%.
Steve DaghlianHOST
It held an invest today.
Steve DaghlianHOST
Basically, it's raised its earnings projections or guidance for the year, uh, on the back of a high demand for computing capacity by CDC Data Centers, which it partly owns.
Ingrid WillingeCORRESPONDENT
There is, though, of course, some tepid caution ahead of the Fed meeting overnight, where markets are pricing in a pretty likely chance of a hike, though not enough to stop the benchmark banking some green today.
Ingrid WillingeCORRESPONDENT
Now, as for some of the best performers on the market, Infratil was up about 3.6% at the end of the session, upping its full-year earnings guidance significantly.
Ingrid WillingeCORRESPONDENT
coming off the back of high demand in its CDC data centres related, of course, the AI thematic, which it part owns.
Ingrid WillingeCORRESPONDENT
Pangana equities also higher, that's the international equities, up about 7.3% at the end of the session.
Geoffrey HalleyCORRESPONDENT
Yes, and this company has certainly been flying with long-term investors for, well, since its inception maybe nearly about 30 years ago.
Geoffrey HalleyCORRESPONDENT
So the New Zealand share market actually rose today after infrastructure investor Infratil upgraded its earnings outlook.
Geoffrey HalleyCORRESPONDENT
It was only a small earnings upgrade.
Geoffrey HalleyCORRESPONDENT
It was $20 million.
Geoffrey HalleyCORRESPONDENT
And it's increasingly seen by investors as one of the NZX's only or perhaps clearest way to gain exposure to this global AI boom in the local market.
Geoffrey HalleyCORRESPONDENT
So the company has been saying that demand for data centers continues to surge as artificial intelligence, of course, drives the need for more computing power.
Geoffrey HalleyCORRESPONDENT
Now, the data center investments now make up more than half of Infratil's $22 billion asset portfolio, with CDC data centre's business signing more contracts with customers, and it's actually lifted its own earnings forecast.
Geoffrey HalleyCORRESPONDENT
Infratil doesn't own all of it.
GeoffreyCORRESPONDENT
Yes, and this company has certainly been flying with long-term investors for, well, since its inception maybe nearly about 30 years ago.
GeoffreyCORRESPONDENT
So the New Zealand share market actually rose today after infrastructure investor Infratil upgraded its earnings outlook.
GeoffreyCORRESPONDENT
It was only a small earnings upgrade.
GeoffreyCORRESPONDENT
It was $20 million.
GeoffreyCORRESPONDENT
And it's increasingly seen by investors as one of the NZX's only or perhaps clearest way to gain exposure to this global AI boom in the local market.
GeoffreyCORRESPONDENT
So the company has been saying that demand for data centers continues to surge as artificial intelligence, of course, drives the need for more computing power.
GeoffreyCORRESPONDENT
Now, the data center investments now make up more than half of Infratil's $22 billion asset portfolio, with CDC data centre's business signing more contracts with customers, and it's actually lifted its own earnings forecast.
GeoffreyCORRESPONDENT
Infratil doesn't own all of it.
Matt SnodgrassHOST
The Reliance Board has recommended shareholders back the proposal.
Matt SnodgrassHOST
Moving across to Infratil IFT, up 3.9%.
Matt SnodgrassHOST
We saw the infrastructure investment company upgrading its FY27 earnings guidance to New Zealand 1.32 to 1.42 billion.
Matt SnodgrassHOST
That's been driven by stronger than expected performance at its CDC data centre business.
Emanuel DattGUEST
Yeah.
Emanuel DattGUEST
I think that, uh, IFT is another, uh, Infratil is another company-
James KirbyHOST
Infratil, of course, yes, the big, uh, New Zealand-owned infrastructure player.
Emanuel DattGUEST
Yes, that's right.
Emanuel DattGUEST
They're sort of a little bit more diversified, and they have exposure across, you know, a number of segments, upstream energy, for instance.
Garth BrayHOST
Infratil's next big investor test is fast approaching with its annual Investor Day set to put the spotlight on where it sees its strongest growth opportunities, data centres, digital infrastructure and the billions of dollars needed to fund expansion likely to be high on the agenda.
Garth BrayHOST
JB Ware's Ricky Ward joins us now.
Garth BrayHOST
Ricky, what's the big opportunity for them and what are people going to be asking the hard questions about? Probably more important, morning.
LukeHOST
... and it's, you know, some people are thinking about Bitcoin or something like that, and everyone's got their own idea of what a store of wealth is.
LukeHOST
But if you Google Infratil in New Zealand, and just go Infratil share price, Google should pull up for you their chart of what their share prices look like.
Mikey SmithGUEST
It's a wild looking chart.
LukeHOST
Yeah.
LukeHOST
And if you, if you just go to the max to take it back to, okay, what would your shares be worth, so I think there's 26 years of data here.
LukeHOST
Now, if you just decided that instead of using a savings account, all of my excess cash that I have, I'm just gonna put that into Infratil-
Mikey SmithGUEST
Yeah
LukeHOST
... and that's gonna be my store of, of worth.
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