CDC investor presentation and guidance update

Thursday 26th March 2026

Infratil is holding a briefing for analysts and institutional investors in Sydney from 9am AEST today, featuring the attached presentation from Australasian data centre operator CDC.

Infratil CEO Jason Boyes said data centre demand thematics remain very strong.

“Our focus is on supporting CDC to deliver more capacity to meet the growing demand for data centre space across Australasia. Infratil, along with CDC’s other major shareholders, recently provided A$500 million in equity funding to support the acceleration of CDC’s construction programme,” he said.

Today’s event includes a site tour to CDC’s Eastern Creek campus, where two additional data centres are nearing operational status and will significantly boost CDC’s operational capacity.

Infratil had previously guided that CDC’s FY25 EBITDAF would double to approximately A$660 million in FY27. Higher formal FY27 EBITDAF guidance of A$680 million to $720 million is now provided based on the updated outlook for delivery of existing contracted capacity and the expectation for continued strong demand.

FY26 EBITDAF is expected to be at the lower end of the current guidance range of A$390 million to A$400 million, reflecting the timing of existing contracted capacity that has been weighted toward the back end of FY26.

CDC CEO Greg Boorer said recent geopolitical developments have highlighted Australasia’s secure position and competitive differentiation as a strategic location for data centres.

“We attended the largest AI event in the United States last week, and one of the key takeaways is that large-scale intelligence generation will be critical to future economic prosperity. The good news is that Australasia is globally front of mind as a preferred secure option for large-scale intelligence generation.

As a result, we’re having even more conversations with our strategic customers about their increased capacity needs, and we’re continuing to build new intelligence generation capacity as fast as we can to meet that increasing demand,” he said.

CDC has the largest pipeline of capacity within Australasia with 18 operational sites and another 5 under construction. An important contributor to CDC’s ability to fast track development is the minimal water usage enabled by its closed-loop water cooling system. CDC added almost 200 megawatts of built operating capacity in the December quarter.

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