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Infragreen Group (IFN) Fair Value & Analysis

Industrials · AU · Market cap A$85.8M

IG Infragreen Group IFN · AU
PriceA$0.4150
Fair ValueA$0.5609
Upside+35.2%
Quality51/100
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Weak Growth
Thin margins · 0.0% net margin
Low debt · negative free cash flow
1.22% dividend yield
Mixed vs. peers (5/9)
Narrow moat 15/100
Evidence: Low Range A$0.4225 – A$0.6975 Share as image

Fair value as of: Jul 16, 2026

From 5 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from A$0.5704 to A$0.5609 (−1.7%) since Jun 25, 2026. Share price +1.2% over the past month.

A solid business, screening 35% undervalued on our models.

What matters now

  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid quality (51/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (14 months)

A$1.23 A$0.3250 Fair Value A$0.5609 Jun 2025 Aug 2026

White line = price, green steps = our fair value per fiscal year. As of Jul 16, 2026.

How to read this chart

14‑month range A$0.3250 – A$1.23 · fair‑value band A$0.4225 – A$0.6975 · the A$0.4150 price screens below the A$0.5609 fair value. As of Jul 16, 2026.

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Analysis

Infragreen Group (IFN) currently trades at A$0.4150, while our model-based Fair Value estimate is A$0.5609, implying the stock looks roughly 35.2% undervalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Trailing-twelve-month revenue stands at A$250K. Revenue grew 38.9% year over year. It earns a return on equity of -16.3%. Net debt stands at A$477M. Fundamentals as of Jul 16, 2026

Our scenario range runs from A$0.4225 (bear case) to A$0.6975 (bull case); at A$0.4150, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 68% below its 52-week high and 34% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -40% fair-value upside, at 35%, IFN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM A$0.3700 A$0.6200 A$0.8100 70
DDM Multi-Stage A$0.3700 A$0.5900 A$0.6700 61
EV/EBITDA A$2.32 A$3.08 A$3.83 54
All 5 models by family
DCF Models
Owner Earnings A$2.54 A$4.93 A$9.10 31
Dividend Discount
Gordon GGM A$0.3700 A$0.6200 A$0.8100 70
DDM Multi-Stage A$0.3700 A$0.5900 A$0.6700 61
Multiples
EV/EBITDA A$2.32 A$3.08 A$3.83 54
Asset-Based
NCAV (Graham) A$0.3300 A$0.4400 A$0.6500 50

Widest divergence: DCF Models (A$4.93) versus Asset-Based (A$0.4400). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) A$250K
Revenue growth (YoY) +38.9%
Return on equity -16.3%
Free cash flow −A$23.4M FY2020
Operating margin -609%
EPS (TTM) A$-0.3100
More key figures
Dividend yield 1.1%
EPS growth (YoY) +22.7%
Net debt A$477M FY2020

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 50 · Market factors (momentum, volatility) 20

Profitability 20
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 93
Disciplined investing over empire-building
Low Volatility 31
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 5
Distance to the 52-week high (market factor)
Net Issuance 90
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Infragreen Group Limited engages in the recycling and waste recovery, and clean energy and transition businesses in Australia and New Zealand. It is involved in regulated waste recycling; ferrous and non-ferrous metals collection, processing, export, and recycling; solar energy generation; and gas- and diesel-powered peaking power activities.

Full company description

Infragreen Group Limited engages in the recycling and waste recovery, and clean energy and transition businesses in Australia and New Zealand. It is involved in regulated waste recycling; ferrous and non-ferrous metals collection, processing, export, and recycling; solar energy generation; and gas- and diesel-powered peaking power activities. Infragreen Group Limited was incorporated in 2023 and is based in Fortitude Valley, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2018 – FY2025 · reported fiscal years

Infragreen Group reported revenue of A$4.4M in FY2025 versus A$193M in FY2018, a compound −41.8%/yr. Reported net income was −A$18.0M in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$4.4M
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−56.9%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.7%
Revenue −41.8%/yr
FY18 A$193M
FY19 A$247M
FY20 A$293M
FY24 A$0
FY25 A$4.4M
Net income
FY18 A$45.7M
FY19 A$40.8M
FY20 A$4.2M
FY24 −A$10.1M
FY25 −A$18.0M

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Cite: Fair Value Calculator (2026). "Infragreen Group Fair Value". https://www.fairvalue-calculator.com/stock/IFN

Peer Group

Waste Management · 166 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 51 · Above median
Fair Value upside +35% · Top 25%
Return on assets -2% · Bottom 25%
Net margin (TTM) 0% · Below median
Revenue growth 39% · Top 25%
Dividend yield (TTM) 1.2% · Below median

Valuation Multiples vs Waste Management median · lower = cheaper

P/B 0.42× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 80 · sector 8
FUTURE 100 · sector 22
PAST 0 · sector 25
HEALTH 100 · sector 81
DIVIDEND 24 · sector 30

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Waste Management stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Waste Management, Inc WM $233.33 $128.02 -45%
Republic Services, Inc RSG $219.20 $122.01 -44%
Waste Connections, Inc WCN C$242.43 C$78.67 -68%
Veolia Environnement SA VIE €37.51 €24.50 -35%
Clean Harbors, Inc CLH $303.64 $155.37 -49%
GFL Environmental Inc GFL C$55.40 C$94.12 +70%
Fomento de Construcciones y Contratas, S.A FCC €12.20 €7.30 -40%
GEM Co 002340 ¥6.32 ¥5.27 -17%
Zhejiang Weiming Environment Protection Co 603568 ¥16.18 ¥20.91 +29%
Cleanaway Waste Management Limited CWY A$2.34 A$1.18 -50%

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Frequently asked questions

Is Infragreen Group (IFN) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of A$0.5609 versus a price of A$0.4150, about +35% (undervalued).
What is the fair value of IFN?
Our model-based fair value for Infragreen Group is A$0.5609 (as of Jul 16, 2026), built from audited fundamentals. The current price is A$0.4150.
What is the quality score of IFN?
Infragreen Group has a Quality Score of 51/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Infragreen Group (IFN)?
Infragreen Group reported trailing-twelve-month revenue of about A$250K (latest available figure, as of Jul 16, 2026).
What is the net profit margin of IFN?
The net profit margin of Infragreen Group is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.
Does Infragreen Group pay a dividend?
Infragreen Group currently shows a dividend yield of about 1.10% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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