Latest Infrastructure Sector News

Qube Holdings has inked a scheme implementation deed with a Macquarie Asset Management-led consortium, valuing the company at approximately $11.7 billion and offering shareholders a 27.8% premium. The deal, subject to regulatory and shareholder approvals, sets the stage for a significant shift in the Australian logistics landscape.

Arena REIT reported a robust half-year performance for HY2026, with net profit rising to $110 million and earnings per security up 5.4%. The company reaffirmed its FY2026 distribution guidance, underpinned by strong rental growth and disciplined capital management.

HomeCo Daily Needs REIT delivered consistent earnings growth in 1H FY26, underpinned by strong operational execution and disciplined capital management. The REIT reaffirmed its FY26 guidance while progressing a substantial development pipeline valued at over $650 million.

Maas Group Holdings has agreed to sell its Construction Materials division for up to $1.703 billion, marking a strategic pivot towards digital infrastructure and electrification sectors. The deal, expected to close in late 2026, includes a significant minority investment in AI infrastructure developer Firmus Grid.

Worley Limited has been awarded a reimbursable EPC contract for Phase 2 of the CP2 Project, reinforcing its role in a strategically vital global energy infrastructure initiative.

Charter Hall Social Infrastructure REIT (CQE) reported a robust half-year performance with a 51.6% jump in statutory profit and upgraded its FY26 distribution guidance, underpinned by strategic acquisitions and refinancing.

GreenHy2 Limited has reported its first revenue from sodium-ion battery sales alongside a robust $2 million residential sales pipeline, while advancing strategic partnerships and certification efforts to accelerate market adoption.

RBR Group Limited reports a significant uptick in tender opportunities exceeding US$80 million following the restart of major LNG projects in Mozambique, alongside steady contract revenues and ongoing infrastructure investments.

BKI Investment Company Limited reported a 10% rise in net profit after tax for the half year ended December 2025, alongside a modest dividend increase and a strategic portfolio rotation favouring resources and energy transition themes.

Mayfield Group Holdings has forecast a significant jump in net profit after tax for the half year ending December 2025, signalling strong momentum in Australia's critical electrical infrastructure sector.

Mayfield Group Holdings has acquired a strategic industrial property adjacent to its BE Switchcraft operations, enabling operational synergies and capacity expansion to support a $30 million contract pipeline.

DXN Limited has signed a strategic MOU with Super Sistem Indonesia to form a joint venture targeting Indonesia’s rapidly expanding digital infrastructure market, aiming for US$7 million in revenue over three years.