<p>Infratil Limited ((IFUUF)) 举行了第二季度财报电话会议。以下是会议的主要亮点。</p>
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<p>Infratil Limited 最近的财报电话会议描绘了强劲的增长和战略进展，特别是在数据中心和可再生能源领域。公司庆祝在可持续发展和资产销售方面取得了显著成就，尽管承认在诊断影像领域面临持续挑战，以及 One NZ 的企业和固定业务部门的竞争压力。</p>
<h2>数据中心的强劲增长</h2>
<p>CDC 宣布了 140 兆瓦的新合同，预计到 2027 年 EBITDAF 将翻倍。这个雄心勃勃的增长计划得到了增加的资本支出指导的支持，反映了公司加速投资以满足数据中心行业日益增长的需求的承诺。</p>
<h2>Longroad 的显著进展</h2>
<p>Longroad 报告称 EBITDAF 比去年同期增长超过一倍，设定了到财年末运营和在建项目达到 5.5 吉瓦的目标。这标志着在可再生能源领域的重要进展，展示了 Infratil 对可持续增长的战略关注。</p>
<h2>战略资产销售</h2>
<p>Infratil 正在朝着剥离 10 亿美元非核心资产的目标迈进。公司已经宣布了包括 FortySouth 和 RetireAustralia 在内的销售，标志着这一战略目标的进展已超过一半。</p>
<h2>资产估值增加</h2>
<p>公司的资产估值已飙升至 190 亿美元，主要得益于 CDC 估值的显著交易性提升。这一增长突显了通过战略投资和资产管理所创造的价值。</p>
<h2>强劲的可持续性表现</h2>
<p>Infratil 在 GRESB 评估中取得了高分，One NZ 被评选为全球可持续发展奖的中型年度公司。这些荣誉突显了公司对可持续发展的承诺及其在行业中的领导地位。</p>
<h2>诊断影像领域的挑战</h2>
<p>RHCNZ 在新西兰市场面临挑战，导致其指导方针下调，因为扫描的利润组合低于预期。这反映了诊断影像领域的持续困难。</p>
<h2>One NZ 的企业和固定业务挑战</h2>
<p>One NZ 继续面临激烈的竞争对手折扣，影响其企业和固定业务部门。这些竞争压力导致了公司正在积极应对的业绩挑战。</p>
<h2>惠灵顿机场的经济逆风</h2>
<p>惠灵顿机场正面临经济和国内运力的逆风，尽管国际需求依然强劲。这些因素影响了机场的表现，迫使其进行战略调整。</p>
<h2>前瞻性指导</h2>
<p>Infratil 2026 财年上半年业绩报告强调，比例运营 EBITDAF 增长了 7%，主要得益于 CDC 和 Longroad 的强劲表现。比例资本支出超过 10 亿美元，突显了在增长引擎上的重大投资。公司在战略资产剥离目标上已超过一半，并宣布了部分免税的中期股息为 0.725 新西兰元。展望未来，Infratil 计划利用数字和可再生能源领域的强劲需求，设定了 CDC 和 Longroad 的雄心勃勃目标。</p>
<p>总之，Infratil Limited 的财报电话会议反映出积极的情绪，关键领域的强劲增长和战略资产管理。尽管某些领域仍面临挑战，但公司的前瞻性战略和投资使其在持续成功的道路上处于良好位置。</p>

<p>Infratil Limited 第二季度的财报电话会议强调了强劲的增长和战略进展，特别是在数据中心和可再生能源方面。尽管在诊断影像和 One NZ 的某些领域面临竞争压力，该公司仍宣布在可持续发展和资产销售方面取得了显著成就。主要进展包括 CDC 的新合同和 Longroad 的 EBITDAF 翻倍。Infratil 正在推进其资产剥离目标，并报告了资产估值的激增。该公司计划利用数字和可再生能源的需求，并为 CDC 和 Longroad 制定了雄心勃勃的目标</p>

<p>Infratil Limited ((IFUUF)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Infratil Limited ((IFUUF)) 举行了第二季度财报电话会议。以下是会议的主要亮点。</p>
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</div><p>Infratil Limited’s recent earnings call painted a picture of robust growth and strategic progress, particularly in the data centers and renewable energy sectors. The company celebrated significant achievements in sustainability and asset sales, although it acknowledged ongoing challenges in the diagnostic imaging sector and competitive pressures in One NZ’s enterprise and fixed segments.</p>
<div class="lb-trans"><p>Infratil Limited 最近的财报电话会议描绘了强劲的增长和战略进展，特别是在数据中心和可再生能源领域。公司庆祝在可持续发展和资产销售方面取得了显著成就，尽管承认在诊断影像领域面临持续挑战，以及 One NZ 的企业和固定业务部门的竞争压力。</p>
</div><h2>Strong Growth in Data Centers</h2>
<div class="lb-trans"><h2>数据中心的强劲增长</h2>
</div><p>CDC announced 140 megawatts of new contracts, with expectations to double EBITDAF by 2027. This ambitious growth plan is supported by increased CapEx guidance, reflecting the company’s commitment to accelerating investments to meet the burgeoning demand in the data center sector.</p>
<div class="lb-trans"><p>CDC 宣布了 140 兆瓦的新合同，预计到 2027 年 EBITDAF 将翻倍。这个雄心勃勃的增长计划得到了增加的资本支出指导的支持，反映了公司加速投资以满足数据中心行业日益增长的需求的承诺。</p>
</div><h2>Longroad’s Significant Progress</h2>
<div class="lb-trans"><h2>Longroad 的显著进展</h2>
</div><p>Longroad reported more than double the EBITDAF compared to the same period last year, setting a target of 5.5 gigawatts of operating and under-construction projects by the end of the financial year. This marks a significant stride in the renewable energy landscape, showcasing Infratil’s strategic focus on sustainable growth.</p>
<div class="lb-trans"><p>Longroad 报告称 EBITDAF 比去年同期增长超过一倍，设定了到财年末运营和在建项目达到 5.5 吉瓦的目标。这标志着在可再生能源领域的重要进展，展示了 Infratil 对可持续增长的战略关注。</p>
</div><h2>Strategic Asset Sales</h2>
<div class="lb-trans"><h2>战略资产销售</h2>
</div><p>Infratil is making headway towards its goal of divesting a billion dollars in non-core assets. The company has already announced sales, including FortySouth and RetireAustralia, marking over halfway progress towards this strategic objective.</p>
<div class="lb-trans"><p>Infratil 正在朝着剥离 10 亿美元非核心资产的目标迈进。公司已经宣布了包括 FortySouth 和 RetireAustralia 在内的销售，标志着这一战略目标的进展已超过一半。</p>
</div><h2>Increased Asset Valuation</h2>
<div class="lb-trans"><h2>资产估值增加</h2>
</div><p>The company’s asset valuation has surged to $19 billion, driven by a significant transaction-based uplift in CDC’s valuation. This increase underscores the value being generated from strategic investments and asset management.</p>
<div class="lb-trans"><p>公司的资产估值已飙升至 190 亿美元，主要得益于 CDC 估值的显著交易性提升。这一增长突显了通过战略投资和资产管理所创造的价值。</p>
</div><h2>Strong Sustainability Performance</h2>
<div class="lb-trans"><h2>强劲的可持续性表现</h2>
</div><p>Infratil achieved high GRESB outcomes, with One NZ being recognized as the medium-sized Company of the Year at the Global Sustainability Awards. These accolades highlight the company’s commitment to sustainability and its leadership in the sector.</p>
<div class="lb-trans"><p>Infratil 在 GRESB 评估中取得了高分，One NZ 被评选为全球可持续发展奖的中型年度公司。这些荣誉突显了公司对可持续发展的承诺及其在行业中的领导地位。</p>
</div><h2>Challenges in Diagnostic Imaging</h2>
<div class="lb-trans"><h2>诊断影像领域的挑战</h2>
</div><p>RHCNZ faced challenges in the New Zealand market, leading to a downward revision of its guidance due to a lower-than-expected margin mix of scans. This reflects ongoing difficulties in the diagnostic imaging sector.</p>
<div class="lb-trans"><p>RHCNZ 在新西兰市场面临挑战，导致其指导方针下调，因为扫描的利润组合低于预期。这反映了诊断影像领域的持续困难。</p>
</div><h2>Enterprise and Fixed Challenges for One NZ</h2>
<div class="lb-trans"><h2>One NZ 的企业和固定业务挑战</h2>
</div><p>One NZ continues to face aggressive competitor discounting, impacting its enterprise and fixed segments. These competitive pressures are leading to performance challenges that the company is actively addressing.</p>
<div class="lb-trans"><p>One NZ 继续面临激烈的竞争对手折扣，影响其企业和固定业务部门。这些竞争压力导致了公司正在积极应对的业绩挑战。</p>
</div><h2>Wellington Airport Economic Headwinds</h2>
<div class="lb-trans"><h2>惠灵顿机场的经济逆风</h2>
</div><p>Wellington Airport is experiencing economic and domestic capacity headwinds, although international demand remains strong. These factors are impacting the airport’s performance, necessitating strategic adjustments.</p>
<div class="lb-trans"><p>惠灵顿机场正面临经济和国内运力的逆风，尽管国际需求依然强劲。这些因素影响了机场的表现，迫使其进行战略调整。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Infratil’s Half Year Results Presentation for Fiscal Year 2026 highlighted a 7% increase in proportionate operational EBITDAF, driven by strong performances from CDC and Longroad. Proportionate CapEx exceeded $1 billion, underscoring significant investments in growth engines. The company is over halfway towards its strategic asset divestment goal, and it announced a partially imputed interim dividend of NZD 0.725. Looking ahead, Infratil plans to capitalize on strong demand in digital and renewable energy sectors, with ambitious targets for CDC and Longroad.</p>
<div class="lb-trans"><p>Infratil 2026 财年上半年业绩报告强调，比例运营 EBITDAF 增长了 7%，主要得益于 CDC 和 Longroad 的强劲表现。比例资本支出超过 10 亿美元，突显了在增长引擎上的重大投资。公司在战略资产剥离目标上已超过一半，并宣布了部分免税的中期股息为 0.725 新西兰元。展望未来，Infratil 计划利用数字和可再生能源领域的强劲需求，设定了 CDC 和 Longroad 的雄心勃勃目标。</p>
</div><p>In summary, Infratil Limited’s earnings call reflects a positive sentiment with strong growth in key sectors and strategic asset management. While challenges persist in certain areas, the company’s forward-looking strategies and investments position it well for continued success.</p>
<div class="lb-trans"><p>总之，Infratil Limited 的财报电话会议反映出积极的情绪，关键领域的强劲增长和战略资产管理。尽管某些领域仍面临挑战，但公司的前瞻性战略和投资使其在持续成功的道路上处于良好位置。</p>
</div>

Infratil Limited 的收益电话会议：增长与战略进展