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Dalrymple Bay Infrastructure (ASX:DBI), owner of the world's largest metallurgical coal export terminal, is valued by fund managers as a defensive income asset. In June 2026, Investors Mutual named DBI a buy, describing a unique critical infrastructure asset under a long-term lease over the Dalrymple Bay coal terminal. Market Partners and Ten Cap also rated it a buy, highlighting take-or-pay contracts and a growing yield, and DS Capital noted strong distribution growth and a resilient underlying business. Prime Value reported a near 30% share price gain over a year. Dalrymple Bay Infrastructure operates in the Industrials sector within the Transportation Infrastructure industry, and Thesis Tracker has captured 28 comments from 16 fund managers, including Investors Mutual, Market Partners, Ten Cap, DS Capital and Prime Value. Headquartered in Brisbane, DBI operates the Dalrymple Bay Terminal in Queensland, exporting Bowen Basin metallurgical coal under regulated take-or-pay contracts.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Forager Funds, Contract Asset Management, LHC Capital, Atlas Funds Management, Plato Investment Management, BKI Investment Company, DS Capital, Blackwattle Investment Partners, Contact Asset Management, Investors Mutual Limited, Prime Value Asset Management, Oracle Advisory Group, Infinity Asset Management, Milford Asset Management, Market Partners, Ten Cap and Ralton Asset Management have invested in Dalrymple Bay Infrastructure Ltd (ASX:DBI).
Managers highlight a critical, regulated infrastructure asset with take-or-pay contracts, resilient revenue, consistent distribution growth and an attractive yield, according to Investors Mutual, Market Partners, Ten Cap and DS Capital.
The available commentary is positive, though DBI's long-term value depends on continued global demand for metallurgical coal and regulatory outcomes on terminal pricing.
Dalrymple Bay Infrastructure Ltd. is a metallurgical coal export company headquartered in Brisbane, Australia. Founded on August 7, 2020, the firm operates as a global gateway for coal exports from the Bowen Basin. The company focuses on critical infrastructure services, facilitating the transport of metallurgical coal to international markets.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.