Infratil (IFT) Investor presentation summary

Achievements

• Completed expansion projects in New Zealand and began construction at Marsden Park (NSW) and Laverton (VIC) campuses.

• Successfully grew and diversified client base, contracting new capacity across all regions.

• Fostered a high-performance culture and expanded the team, investing in new capabilities.

• Accelerated construction and increased development pipeline across Australia and New Zealand.

• Maintained a strong earnings growth trajectory, raised additional debt and equity, and managed costs prudently.

Strategic growth and market position

• Operates 22 data centres across nine campuses in Canberra, Sydney, Melbourne, and Auckland.

• Total capacity of 2.45 GW, with 1.75 GW operating and 0.32 GW under construction.

• Secured a landmark shareholder deal, ensuring sovereign ownership and valuing the enterprise at $17bn.

• Recognized as a preferred partner by NVIDIA and achieved DGX-Ready Data Center certification.

• Positioned in two of only five Tier 1 AI Diffusion Nations in APAC, supporting global AI build-out.

Sustainability and innovation

• Renewed Toitū net carbonzero and enviromark diamond certifications in New Zealand.

• 100% renewable electricity by default since January 2024.

• Achieved Water Usage Effectiveness (WUE) of 0.01 and Zero Waste certification in NSW.

• Data centres designed for high power density and future-proofed for AI and liquid cooling.

• Industry-wide, data centre investment in Australia is forecast to exceed $26bn by 2030, with a focus on renewables and workforce development.