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Infratil’s AI infrastructure bet gains momentum with higher FY27 guidance

7:42am on Wednesday 16th of September, 2026 AEST Renewable Energy
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Infratil’s AI infrastructure bet gains momentum with higher FY27 guidance

7:42am on Wednesday 16th of September, 2026 AEST
Key Points
  • FY27 proportionate operational EBITDAF guidance lifted to NZ$1.32 billion-NZ$1.42 billion
  • CDC raises FY27 EBITDAF guidance to A$710 million-A$750 million
  • CDC contracted capacity reaches 1.1GW, with A$2.2 billion annualised EBITDAF at full deployment
  • Longroad raises its 2029 target to 14.3GW and US$1.2 billion run-rate EBITDA
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