News and announcements
Find out the important news about us, meetings, and the companies we invest in.
CDC investor presentation and guidance update
Infratil is holding a briefing for analysts and institutional investors in Sydney from 9am AEST today, featuring the attached presentation from Australasian data centre operator CDC. Infratil CEO Jason Boyes
Infratil Independent Valuation Update - 31 December 2025
Infratil Independent Valuation Update – 31 December 2025 Attached is an update on the independent valuations completed for three of Infratil’s portfolio companies as at 31 December 2025. Using the
Infratil Newsletter - February 2026
Attached is a copy of the latest Infratil Newsletter for investors. It includes commentary on progress at various portfolio companies and confirms completion of the sale process for two previously
CDC Independent Valuation - 31 December 2025
CDC Independent Valuation – 31 December 2025 CDC’s valuation increased in the quarter, supported by an additional 40MW of previously announced contracted capacity, the addition of 196MW of built operating
Infratil Newsletter-November 2025
Attached is a copy of the latest Infratil Newsletter for investors. It includes commentary on the recent HY26 financial results and the common topics discussed with investors since the results.
Infratil Independent Valuation Update - 30 September 2025
Independent valuations were completed for five of Infratil’s portfolio companies as at 30 September. The CDC valuation was previously released on 7 October 2025. The table below show four company
CDC confirms new AI data centre contract
CDC is set to announce a new strategic partnership with Firmus Technologies and NVIDIA today at the NVIDIA AI Day in Sydney. The first stage of the new partnership is
Infratil Newsletter - September 2025
Infratil Newsletter – September 2025 Infratil Investor Day We had a fantastic turnout from institutional investors and analysts at Infratil’s Investor Day in Sydney on 18 September. As Chair Alison
CDC Independent Valuation – 30 September 2025
CDC Independent Valuation – 30 September 2025 CDC’s valuation increased in the quarter as it continues to establish itself as a global leader in data centre development and operations, with
CDC confirms new contracted capacity
CDC has today confirmed it has secured approximately 100MW of new contracted capacity. Infratil CEO Jason Boyes said the announcement underscores strong ongoing demand in the Australasian data centre market.
Infratil Investor Day 2025
Infratil portfolio set for growth Confidence in future growth is the feature of Infratil’s Investor Day in Sydney today, as global data centre demand continues to drive the infrastructure investment
- Infratil Investor Day 2025 - CDC Update (PDF, 5.19MB)
- Infratil Investor Day 2025 - One NZ Update (PDF, 3.24MB)
- Infratil Investor Day 2025 - Gurin Energy Update (PDF, 2.51MB)
- Infratil Investor Day 2025 - Morrison Update (PDF, 2.17MB)
- Infratil Investor Day 2025 - Longroad Energy Update (PDF, 4.20MB)
- Infratil Investor Day 2025 - Portfolio Update (PDF, 998.63KB)
- Infratil Investor Day 2025 (PDF, 174.05KB)
Infratil Renewable Energy Valuation Workshop Materials
Please find attached a copy of presentation materials being used for a North American renewables valuation workshop with analysts this afternoon. An illustrative renewables valuation model to accompany the materials
Infratil Independent Valuation Update - 30 June 2025
Infratil Independent Valuation Update - 30 June 2025 A number of Infratil's investments have independent valuations completed as at 30 June, with those results summarised below. The valuations for Longroad Energy, Galileo, Mint Renewables and Qscan below reflect
Infratil Newsletter - Impacts of the One Big Beautiful Bill
The One Big Beautiful Bill Act was passed by the United States Congress and signed into law by President Donald Trump on 4 July 2025. The legislation outlines key elements
CDC Independent Valuation – 30 June 2025
The 30 June 2025 independent valuation of Infratil’s investment in CDC shows an increase of A$148 million over the three months since the 31 March 2025 valuation. The increase reflects
Infratil Newsletter - May 2025
In this month’s update, we share key takeaways from the Macquarie Australia Conference, assess the implications of the Liberation Day tariffs for our portfolio, update on the Commerce Commission clearance
Infratil Newsletter – April 2025 (CDC site visit)
CDC Well Positioned for Growth, Driven by AI and Hyperscale Demand Last Wednesday (9 April 2025), CDC CEO Greg Boorer and members of his senior management team hosted an investor
CDC hosts Melbourne data centre site visit
CDC management hosted a briefing today as part of a site visit to its new Brooklyn campus in Melbourne, which became operational in 2024. A copy of the presentation from
CDC Independent Valuation – 31 March 2025
As a result of the transaction announcement in February, the primary valuation methodology applied by the independent valuer at 31 March 2025 was adjusted from a Discounted Cash Flow (‘DCF’)
Infratil Independent Valuation Update - 31 December 2024
Infratil Limited's 31 December 2024 independent valuation update is attached. As noted in the attached, a number of Infratil's investments have independent valuations completed as at 31 December, with those