Highlights

• Infratil shares have climbed more than 30% in a month as investors respond to its AI-linked data centre and renewable energy exposure.
• The company reported FY26 proportionate operational EBITDAF growth of 11% and guided for another major increase in FY27.
• CDC and Longroad Energy are emerging as the primary growth drivers as Demand for AI infrastructure and electricity capacity accelerates globally.

Infratil Limited (ASX:IFT) has become one of the closely watched infrastructure stocks across the ASX and NZX after its share price surged more than 30% within a month. The rally accelerated following the company’s FY26 Earnings update released on May 26, where management…