---
title: "Infratil releases transcript of 2026 annual shareholder meeting speeches"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296167416.md"
description: "Infratil reported FY26 earnings up 11% to nearly $1 billion and portfolio value growth of 13% to over $20 billion, with a 2% dividend increase. The board reaffirmed a 10-year shareholder return target of 11%-15%, noting a historical 17% annualized return. Management addressed concentration risks from CDC's growth, highlighting stress tests and Moody’s investment-grade rating. S&P assigned Infratil a BBB+ rating, improving funding flexibility and narrowing the NAV discount to approximately 15%."
datetime: "2026-08-18T02:28:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296167416.md)
  - [en](https://longbridge.com/en/news/296167416.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296167416.md)
generator: "portal-rs"
---

# Infratil releases transcript of 2026 annual shareholder meeting speeches

-   Infratil’s chair addressed the Aug. 18, 2026 annual shareholder meeting, attended in Wellington and online by directors, executives, auditors, legal advisers. \* FY26 earnings rose 11% to nearly $1 billion; portfolio value climbed 13% to more than $20 billion; dividend lifted 2% to 20.9 cents. \* Board reiterated a 10-year shareholder return target of 11%-15% after fees and taxes; reported 17% annualized over 10 years. \* Management flagged concentration risk from CDC’s rapid growth; said it stress-tested CDC’s valuation; noted Moody’s investment-grade rating for CDC in April. \* S&P assigned Infratil a BBB+ rating in December; chair said it improved funding flexibility and reduced borrowing costs; NAV discount narrowed to about 15%. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Infratil Limited published the original content used to generate this news brief on August 18, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**