Infratil acknowledges market uncertainty, reaffirms confidence

Infratil (NZX:IFT) has addressed investor concerns regarding recent market uncertainty in its March 2025 newsletter, acknowledging the impact on its share price while reaffirming confidence in its long-term strategy. The company emphasizes its focus on quality assets and structural tailwinds driving sustainable growth. Infratil highlighted its holdings, including One NZ which is performing as expected, and CDC, where it increased its stake to 49.75%, implying a valuation of A$6.6 billion. Longroad Energy's strategy focuses on U.S. renewable energy tax credits. The company noted its 10-year shareholder return remains strong at 17.4%. In addition, Gurīn Energy has achieved a milestone with the Philippines 75MW Palauig Solar Power Plant. Infratil has also greenlit Wellington Airport's $20 million retail and hospitality upgrade. The company anticipates continued progress across its portfolio in 2025.