DigiCo Infrastructure (DGT) AGM 2025 Presentation summary

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.