DigiCo Infrastructure (DGT) AGM 2026 presentation summary

Strategic priorities

• Prioritise Australian growth, redeploying US asset-sale proceeds into a supply-constrained domestic market aligned with proven delivery capability.

• Growth plan centres on brownfield expansion, while evaluating greenfield sites with access to low-cost renewable power.

• SYD1’s 88MW development is funded by existing balance-sheet capacity and committed facilities, with no new equity required.

FY26 performance and funding

• FY26 underlying EBITDA was $127m, above $125m guidance; distributions declared were 12.0 cents per security, in line with guidance.

• Pro forma US asset sales were expected to reduce net debt from $1.6bn to ~$0.5bn and gearing from 39% to 18%; pro forma liquidity was ~$1.2bn.

• US asset-sale net equity proceeds were expected to be ~$470m; SYD1 is fully funded, and the first debt maturity is in FY29.

• Australian and US portfolios were independently valued at $4.1bn at 30 June 2026, including an Australian portfolio valuation of $2.5bn; adjusted NAV was $4.47 per unit.

SYD1 demand and delivery

• A 15-year contract with a global technology firm, backed by investment-grade credit support, brought SYD1 to 100% contracted across 88MW.

• The first 20MW was completed on time and on budget; the remaining 52MW expansion is targeted for delivery across FY27–FY28.

• Planning approval for the full 88MW project is secured, with power and water secured; Shape Australia holds a fixed-price lump-sum design-and-construction contract.

• The first 10MW of the 52MW expansion is targeted to be operational in late Q4 FY27; the full project is targeted for completion by end-FY28, aligned with customer requirements.