Infratil (IFT) Investor presentation summary

Track record and global presence

• Over 37 years of infrastructure investment experience with an 18%+ annualized return over 31 years and NZD 48+ billion in AUM as of June 2025.

• Operates 7 offices globally with 215+ professionals, managing 38 companies and 13 portfolio companies.

• Largest client alignment with NZD 430m+ direct shareholding and significant board and executive holdings.

Organisational structure and value creation

• Governance provided by an independent board, with dedicated resources for portfolio-specific expertise.

• Global investment team and investment committee oversee all investment activity and value creation.

• Flexible resource deployment and co-investment structures enable scale and partnership.

Investment strategy and thematic focus

• Focuses on energy transition, digitisation, global mobility, ageing population, and circular economy.

• Prioritizes investments providing essential services, resilient to macroeconomic cycles, and with long-term defensible profitability.

• Research-driven approach with 61 research papers completed in 18 months, balanced across key themes and geographies.