Infratil Limited · NZX:IFT
Infratil — Investor Day (September 2025)
23 slides from Infratil's investor day presentation, Sep 18, 2025
Slide 1: Investor Day 2025 – Thursday 18 September 2025
THURSDAY 18 SEPTEMBER 2025 C2 General
Slide 2: Market Context
From our CEO, JASON PARIS Market Context INFRATIL | Investor Day 2025 C2 General
Slide 3: C2 General
INFRATIL | Investor Day 2025 C2 General
Slide 4: Winning by being the best at what customers value the most
Winning by being the best at what customers value the most Great connectivity Great Service • Best in Test mobile network for 4 years • First stage of technology modernisation successfully running (Umlaut). completed. All ~1.2 million Prepay customers on new IT stack with simplified products and pl
Slide 5: Winning by being the best at what customers value the most
Winning by being the best at what customers value the most Great value Great trust Network leadership A trusted brand • Unmatched coverage and capacity with 5G and satellite offering additional resilience. • One NZ brand is tracking to top global benchmarks in non-customer consideration, a • Bundle
Slide 6: Medium-sized company of the year in the 2025 Global Sustainability Awards
Medium-sized company of the year in the 2025 Global Sustainability Awards Environment • Greenhouse gas (GHG) emissions reduction targets officially verified by the Science Based Targets initiative in August 2025. • Achieved 64% reduction in scope 1, 2 & limited scope 3 GHG emissions (FY25 vs FY24)
Slide 7: One NZ is competing well in a challenging market
One NZ is competing well in a challenging market Resilient performance amid macroeconomic headwinds. Despite a challenging economic environment, we continue to attract and retain high-value customers. We remain on track to meet FY26 EBITDA and cash targets, achieved by demonstrating operational dis
Slide 8: Finance and Trading Update
From our CFO, NICK JUDD Finance and Trading Update INFRATIL | Investor Day 2025 C2 General
Slide 9: On track to deliver to EBITDA guidance through strong mobile growth and disciplined execution
On track to deliver to EBITDA guidance through strong mobile growth and disciplined execution Revenue ($m) FY26 EBITDA Guidance of $595 -$625 million is maintained. Includes one-off 1,967 1,984 1,996 investments for SpaceX, head office relocation and AI programme spend, with 1,921 1900 - 1960 unde
Slide 10: Trading momentum improving through customer value propositions despite economic headwinds
Trading momentum improving through customer value propositions despite economic headwinds Consumer and SME Enterprise Wholesale • Continued trading momentum on the back • Strong pipeline opportunities from One • Strong Wholesale growth due to of the rebrand, supported by differentiation NZ Satell
Slide 11: EonFibre's goal is to be the bandwidth provider of choice for wholesale customers
EonFibre's goal is to be the bandwidth provider of choice for wholesale customers Key milestones • Separation largely complete, in process of migrating customers. • Continued growth driven by hyperscaler demand, cloud adoption and mobile backhaul. • Exploring further growth opportunities wit
Slide 12: Targeting EBITDA margin expansion to mid-30s over medium term driving increased cash flows
Targeting EBITDA margin expansion to mid-30s over medium term driving increased cash flows Clear pathway to delivering margin expansion through: EBITDA Margin (%) EBITDA Margin % Growth1 Consumer, Business and Enterprise Trading 35% • Continuing growth in mobile services that is underpinned by in
Slide 13: Technology Update
From our CTO, KIERAN BYRNE Technology Update INFRATIL | Investor Day 2025 C2 General
Slide 14: Monetising our network beyond the traditional lines of coverage and capacity
Monetising our network beyond the traditional lines of coverage and capacity Today… The future… Monetising a new Efficiency through era of differentiated autonomous network connectivity operations • 99.5% 4G, 64% 5G population coverage Tailored connectivity Intent-based intelligent • NZ's best
Slide 15: IT modernisation (T-One) achieving a world class outcome in world class time
IT modernisation (T-One) achieving a world class outcome in world class time Product simplification New platforms Prepay base cutover Next priority Pay Monthly, progressing ahead of plan deployed using AI to new platforms followed by Enterprise Hundreds of legacy New CRM and SOM 1.2
Slide 16: Driving growth through wholesale and reseller channels
Driving growth through wholesale and reseller channels Strong growth in our MVNO business • NZ Mobile Virtual Network Operator (MVNO) market remains in early growth stage, comprising ~2.5% of the consumer market 125-145 versus 15-20% in more mature international markets. • One NZ has built a market
Slide 17: Artificial Intelligence
From our Chief AI and Data Director SUMMER COLLINS Artificial Intelligence INFRATIL | Investor Day 2025 C2 General
Slide 18: New Zealand's AI-first telco
New Zealand’s AI-first telco We have been scaling AI for years and have global partnerships Infrastructure Responsible AI AI Activators Global Partnerships AI for all We are using AI systems Cross functional teams We will continue to scale in a safe, trustworthy, working across the AI use across th
Slide 19: Strong AI momentum continues to grow
Strong AI momentum continues to grow INFRATIL | Investor Day 2025 C2 General
Slide 20: Significant benefits will be realised
Significant benefits will be realised Marketing Service Network & IT Enterprise Workforce • Campaign automation • AI Powered call • Gen AI for Software • 10 AI Agents in beta • AI Elevate: Trained Progress using Machine routing. development. with Enterprise 1000+ employees on AI. in FY25 Learning. c
Slide 21: Future Outlook
From our CEO, JASON PARIS Future Outlook INFRATIL | Investor Day 2025 C2 General
Slide 22: Looking ahead with confidence
Looking ahead with confidence Strong ongoing demand for our technology, products and services in a stable yet highly competitive market. As coverage and capacity become ubiquitous across mobile operators, we will move from mobile network leadership to parity in 5G and Satellite, and prioritise
Slide 23: T AN S
T AN S jason.paris@one.nz C2 General