Infratil Limited · NZX:IFT
Infratil — Investor Day (February 2022)
16 slides from Infratil's investor day presentation, February 2022
Slide 1: Infratil Investor Day Presentation
Infratil Investor Day Presentation FEBRUARY 2022
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation contains confidential, non-public information and has been prepared by Canberra Data Centres Proprietary Limited (ABN 59 125 710 394) (“CDC”). Distribution of this presentation, or of any information contained in this presentation, to any person othe
Slide 3: Agenda
Agenda CDC Overview & Performance 1 Outlook 2 Questions 3
Slide 4: CDC Overview & Performance
CDC Overview & Performance
Slide 5: CDC Data Centres overview
CDC Data Centres overview Established in 2007, CDC Data Centres (CDC) has grown to become a leading owner, developer and operator of large-scale, secure and sovereign data centres across Australia and New Zealand. CDC builds, owns and operates data centres across a growing footprint of campuses in A
Slide 6: CDC growth history and campus expansion
New Hume Campus Fyshwick Campus Hume 4 construction capacity expansion begins, 66% committed Fyshwick 2 data centre capacity prior to goes live construction start Acquisition Infratil acquires a stake in CDC; construction of Hume 3 completed Campus Growth 2021 EC4 and Hume 5 in construction phase; S
Slide 7: Our FY2022 Achievements
Our FY2022 Achievements We have delivered on all our FY2022 commitments and have laid the foundation for future growth: Customers Expanded National Critical Infrastructure and Grow National Critical Infrastructure and Commercial client base Commercial client base, including new customer types Increa
Slide 8: Our FY2022 Achievements (cont'd)
Our FY2022 Achievements (cont’d) We have delivered on all our FY 2022 commitments and have laid the foundation for future growth: Financial FY22 will be one of investment and delivery in preparation for the Development in four geographies during FY 2022 with next stage of revenue growth further expa
Slide 9: Development Performance
Development Performance CDC’s data centre developments across four geographies are all progressing well, on-track and within budget: Auckland New Zealand Sydney Australia 01 • CDC’s two 14 MW data centres in New Zealand are nearing completion • On track to generate revenue in CY 2022 02 • Eastern Cr
Slide 10: Financial Performance
Financial Performance Profitable growth to continue as new investments in NZ and AU are commissioned and customers onboarded CDC delivered on FY2021 earnings expectations and is on track to achieve FY2022 EBITDA guidance, CDC has built a loyal customer base comprising despite COVID related disrupt
Slide 11: CDC Outlook
CDC Outlook
Slide 12: Growing customer demand for future projects
Growing customer demand for future projects CDC’s track record of project delivery puts CDC in the right place at the right time to satisfy accelerating market demand Customer digitalisation and data growth Driven by cloud adoption and digitalisation, remote working, online service delivery across p
Slide 13: Portfolio overview and growth outlook
Portfolio overview and growth outlook CDC has a clear runway for growth across Australia and New Zealand CDC operates 164MW of capacity across nine facilities in three campus locations; rack Build Capacity Commission Facility Status utilisation continues to increase – up to 75% (MW) Date An addi
Slide 14: Expanding into Melbourne
Expanding into Melbourne CDC is well-positioned to capitalise on Australia’s second largest data centre market by providing world-class quality, secure and resilient critical infrastructure solutions CDC has secured suitable land to accommodate a development pipeline of 150MW of potential capacity
Slide 15: Looking ahead
Looking ahead The key focus for FY2023 will be to deliver on contracted capacities in Auckland, Canberra and Sydney, and begin CDC’s next growth chapter in Melbourne Customers People Continue to grow and diversify National Critical Build the team further to meet organisational goals, broaden Infrast
Slide 16: Questions
Questions