Infratil Ltd (OTCPK:IFUUF)

$ 6.03 0 (0%) Market Cap: 6.72 Bil Enterprise Value: 8.58 Bil PE Ratio: 0 PB Ratio: 1.74 GF Score: 84/100

Half Year 2025 Infratil Ltd Earnings Call Transcript

Nov 13, 2024 / 09:00PM GMT

Release Date Price: $6.03

Transcript

Jason Boyes

Infratil Ltd - Chief Executive Officer, Executive Director, CDC Data Centres, Chair of Longroad Energy, Morrison & Co Partner

I'm Jason Boyes, the Chief Executive of Infratil. Welcome to our presentation of our half year results this year. I'm here with Andy Carroll, our CFO; and Matt Ross, our deputy CFO. There's a presentation that's been uploaded to the NZX and ASX, as usual, that we'll run through now. And as usual, there will be time for questions. So let's kick into it.

First of all, key developments in the half. Seven points here, looking back at the half. So first of all, pretty good operating performance across the portfolio that we're pleased with, despite a testing environment. Andy will talk about that a bit more in a minute.

Next, CDC, our biggest investment, saw and continues to see significant demand growth, advancing customer negotiations and driving continued investment into construction and securing power and new land for future projects. The AirTrunk transaction, much reported on, underscored why the sector is so attractive as an investment.

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