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NEXTDC (NXT) investor relations material
NEXTDC AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary13 Nov, 2025
Opening remarks and agenda
Chairman welcomed attendees, outlined hybrid meeting procedures, and confirmed quorum was present.
Meeting commenced on 13 November 2025 at 11:00 am AEDT, with a welcome, introductions, and addresses from the Chairman and CEO.
Directors, new board members, CEO, and leadership team were introduced, highlighting stability and diverse experience.
Meeting agenda included financial performance, governance, strategy, and formal resolutions.
Financial performance review
FY 2025 net revenue rose 14% to AUD 350.2 million; underlying EBITDA grew 6% to AUD 216.7 million.
Total revenue increased 6% to AUD 427.2 million; interconnection revenue up 7% to AUD 30.2 million.
Contracted utilisation increased 42% to 244.8 MW; billing utilisation up 29% to 110.9 MW.
Record forward order book of 133.9 MW, with 85% expected to convert to billings by FY27.
CapEx reached AUD 1.7 billion, above guidance, driven by record sales and customer orders.
Board and executive committee updates
Board renewal included retirement of two directors and appointment of Deborah Page and Jamaludin Ibrahim as new non-executive directors.
Board composition reviewed for skills and independence; seven of eight directors are independent.
Remuneration structures updated with a one-off growth incentive plan for key executives.
The board and executive team were introduced, highlighting stability and diverse experience.
Future CapEx implications from accelerated FY25 spend?
Is GIP effective against global talent competition?
Next international markets beyond KL and Tokyo?
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Frequently asked questions
NEXTDC Limited operates data centers offering colocation, connectivity, and cloud-enabling services to enterprises, telecommunications providers, and IT service companies. The company designs and manages facilities that provide secure and scalable infrastructure for critical IT systems. NEXTDC serves customers across Australia, supporting digital transformation and cloud adoption initiatives. The company is headquartered in Brisbane, Australia, and its shares are listed on the ASX.
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