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NEXTDC (NXT) investor relations material
NEXTDC H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Net revenue rose 14% year-over-year to A$350.2m, with total revenue up 6% to A$427.2m.
Underlying EBITDA increased 6% to A$216.7m, while contracted utilisation surged 42% to 244.8MW.
Record forward order book of 134MW, with 85% expected to convert to billings and EBITDA by FY27.
Major expansion in data centre capacity and accelerated AI deployments driving future growth.
Financial highlights
Net revenue: A$350.2m (+14% YoY); total revenue: A$427.2m (+6% YoY).
Underlying EBITDA: A$216.7m (+6% YoY); EBITDA margin maintained.
Net loss after tax widened to A$60.5m (from A$44.1m), reflecting higher operating and facility costs.
Direct costs fell 20% due to lower energy prices; facility and corporate costs rose with expansion.
Interconnection revenue grew 7% to A$30.2m, now 8.6% of net revenue.
Outlook and guidance
FY26 net revenue guidance: A$390–400m; underlying EBITDA: A$230–240m.
Capital expenditure guidance: A$1.8–2.0bn, supporting 121MW in development and 100MW+ in planning.
Forward order book of 134MW to accelerate billing ramp-up, with 57MW due to go live in FY26.
Operating leverage expected to accelerate as forward order book converts.
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