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In this episode of From the helm, Grady Wulff sits down with Infratil (ASX:IFT) CEO Jason Boyes to discuss the company’s global infrastructure portfolio, spanning renewables, data centres, healthcare and more. Jason shares insights on Infratil’s long-term returns, key growth thematics, and what investors can expect in the year ahead.

In this interview, Grady covers:
• (0:37) an overview of Infratil and its history
• (3:08) Infratil’s long-term performance and returns
• (5:47) why investors should consider infrastructure
• (8:55) Infratil’s data centre exposure through CDC
• (10:41) renewable energy opportunities and returns
• (13:57) what’s ahead for Infratil in the next 12 months.

Note: This interview was filmed on Friday 8 August 2025.