Infra Pipes' Strategic Ascent: Building a Telecom Infrastructure Powerhouse

MISSISSAUGA, Ontario – April 08, 2026 – Infra Pipes has decisively strengthened its position as a critical supplier for North American infrastructure by completing the acquisition of Atkore Inc.’s High-Density Polyethylene (HDPE) business. The deal, which includes five modern manufacturing facilities across the United States, significantly expands Infra Pipes' production capacity and geographic reach, particularly within the booming telecommunications sector.

This strategic transaction underscores a period of aggressive, calculated growth for the company, which is rapidly consolidating its role as a market leader in polyethylene pipeline solutions.

A Strategic Consolidation in a Booming Market

This acquisition is the latest and most significant move in Infra Pipes' ambitious expansion strategy. It follows the May 2025 purchase and subsequent modernization of an HDPE manufacturing site in Jacksonville, Florida. By adding five more fully-equipped plants in Lovelady, TX; Woodburn, OR; Allendale, SC; Albuquerque, NM; and Springfield, MO, the company is creating a continental manufacturing network designed for unparalleled scale and efficiency.

Backed by Fortress Investment Group, which acquired the company in late 2024, Infra Pipes is executing a clear vision for market leadership. “Today’s announcement is a significant advancement of our strategy to make Infra Pipes the most modern, efficient, and scalable producer of HDPE pipeline solutions in North America,” said Jimmy Herring, CEO at Infra Pipes. “We are confident that the HDPE acquisition will strengthen our ability to serve customers and support infrastructure projects.”

The timing of this expansion is critical. The demand for HDPE conduit is surging, driven by massive public and private investment in telecommunications. As nations race to deploy 5G networks and extend broadband internet access to underserved communities, the need for durable, protective casing for delicate fiber optic cables has never been greater. Infra Pipes is positioning itself as the premier partner for these monumental projects.

Powering North America's Digital Future

The market dynamics strongly favor Infra Pipes' strategic focus. The global HDPE conduit market is on a steep growth trajectory, projected to climb from $4.48 billion in 2025 to nearly $8 billion by 2035. North America represents the largest piece of this pie, holding over 37% of the market share, fueled by extensive network modernization and digital infrastructure expansion. In 2023 alone, the U.S. broadband industry invested nearly $95 billion in its communications infrastructure.

HDPE pipe is the material of choice for this build-out, prized for its durability, flexibility, and resistance to environmental stress. The telecommunications segment already accounts for nearly a third of the U.S. HDPE conduit market and is expected to maintain its dominance. By acquiring Atkore's business, which primarily served this sector, Infra Pipes not only gains assets but also deep market expertise and established customer relationships.

The strategic placement of the five new facilities enhances this advantage. A broader geographic footprint allows the company to optimize its supply chain, reduce shipping costs and lead times for customers, and respond with greater agility to regional project demands across the continent.

A Partnership Forged from Divestment

The structure of the deal is as strategic as the acquisition itself. This was not a simple sale but the formation of a new partnership. Atkore, as part of its own strategic pivot to become a pure-play electrical infrastructure company, divested the HDPE unit to sharpen its focus on its core business. This move is expected to boost Atkore’s key financial metrics, including a potential 40-basis-point improvement in its Adjusted EBITDA margins.

Instead of a clean break, Atkore has contributed the HDPE business along with approximately $28 million in capital to the combined entity. In return, Atkore will hold a 10% equity stake in Infra Pipes. This unique arrangement aligns the interests of both companies, allowing Atkore to share in the future success of the business it helped build while providing Infra Pipes with both capital and a vote of confidence from a major industry player.

This structure suggests a long-term collaborative relationship, providing Infra Pipes with a unique competitive edge as it moves forward. Atkore CEO Bill Waltz has expressed confidence in the arrangement, noting that Infra Pipes is a market leader and a strong fit for the business.

A Proven Blueprint for Growth

For any doubts about Infra Pipes’ ability to integrate and leverage these new assets, one need only look to its recent success in Jacksonville, Florida. The company acquired the plant from Flying W Plastics in May 2025 for $15 million and immediately began a comprehensive overhaul.

Since the acquisition, Infra Pipes has invested heavily to upgrade and modernize the facility’s manufacturing capabilities, expanding its team from an initial 13 employees with plans to scale to over 50. Today, the Jacksonville site is described as the company’s “most advanced U.S. plant” and is the first facility outside of Canada to produce its proprietary Weholite® large-diameter structured wall pipe.

This successful integration serves as a powerful precedent. It demonstrates a clear and effective blueprint for taking over existing facilities, investing in technology and people, and quickly turning them into high-performing assets that expand the company’s product portfolio and regional service capabilities. The five newly acquired sites, which have also benefited from significant recent investment, are now poised for similar integration into the unified Infra Pipes brand.

With this latest acquisition, Infra Pipes is not just buying factories; it is executing a well-capitalized and proven strategy to build a manufacturing powerhouse at the heart of North America’s infrastructure renaissance. The move solidifies the company’s capacity to simplify complex projects and, as its mission states, support the essential flow of modern life.