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DigiCo Infrastructure (DGT) investor relations material
DigiCo Infrastructure AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary11 Nov, 2025
Key achievements and financial performance
Exceeded FY25 EBITDA guidance with $99m annualised EBITDA and 10.9c distribution per security; run-rate annualised EBITDA of at least $180m expected by July 2026.
Australian contracted IT capacity projected to reach 41MW by June 2026, a 95% increase from June 2025.
US business to benefit from CHII rental ramp-up, delivering incremental $40m EBITDA in FY26.
Group billed IT capacity expected to reach at least 85MW by July 2026.
FY26 distributions expected to be 12 cents per security, maintaining a 90-100% payout of FFO.
Market trends and growth drivers
Global data centre demand is surging, driven by rapid AI adoption and high-performance computing.
Australia faces a projected data centre capacity shortfall of ~1.7GW by 2028.
DigiCo operates in the core infrastructure layer, supporting AI, cloud, and enterprise workloads.
Development and expansion projects
SYDI project upsized from 9MW to 20MW, with full 88MW delivery targeted within 3 years; approval expected before year end.
Los Angeles (LAXI) development approval expected Q2 FY26, with construction to start 1H FY27 and 66MW capacity planned.
Additional projects include 8MW ADLI expansion and 20MW BNE3 development, with discussions underway.
How does DigiCo address Australia's 1.7GW shortfall?
Explain the capital partnering strategy
What drives the $180m Jul-26 run-rate EBITDA?
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Next DigiCo Infrastructure earnings date
Q1 202615 Dec, 2025
Next DigiCo Infrastructure earnings date
Q1 202615 Dec, 2025
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Frequently asked questions
DigiCo Infrastructure REIT (DGT) is a real estate investment trust focused on digital infrastructure assets. The company owns, operates, and invests in facilities that support telecommunications, data transmission, and network connectivity. Its portfolio includes assets such as cell towers, fiber optic networks, and data centers, which are essential for modern communication and digital services. DigiCo Infrastructure REIT provides leasing solutions to telecommunications companies, internet service providers, and enterprises that require reliable infrastructure for data and voice transmission.
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