Resilient Infrastructure for Energy Transition

Channel Infrastructure (NZX: CHI) supports New Zealand's energy transition with robust infrastructure. The company’s strategy includes converting 400ML tank capacity and repurposing 120 hectares of land at Marsden Point. With a 67% EBITDA margin and $92-$96 million FY24 EBITDA guidance, the firm ensures strong financial health. Revenue is primarily contracted, indexed to the Producer's Price Index (PPI), protecting against inflation.

Key metrics include a 71% EBITDA to Free Cash Flow conversion and an 11.3% Free Cash Flow yield. Long-term contracts, stable dividends, and cost management drive predictable earnings. Strategic priorities focus on supporting aviation’s shift to lower-carbon fuels and optimizing the supply chain, underscoring Channel Infrastructure's role in New Zealand's sustainable energy future.

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Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.

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