Cordiant Digital Infrastructure Limited · LSE:CORD
Cordiant Digital Infrastructure — Merger or Acquisition (January 2024)
9 slides from Cordiant Digital Infrastructure's merger presentation, January 2024
Slide 1: Cloud4Com & DC Lužice Acquisition
Cordiant Digital Infrastructure Limited Cloud4Com & DC Lužice Acquisition January 2024
Slide 2: Disclaimer
Disclaimer By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations. This document has been issued by and is the sole responsibility of Cordiant Digital Infrastructure Limited (CORD). This document contains in
Slide 3: Agenda – Contents and speakers
Agenda – Contents Agenda – speakers Steven Marshall Chairman of Cordiant Digital EXECUTIVE SUMMARY – page 4 Infrastructure Management MARKET CONTEXT – page 5 Benn Mikula OVERVIEW & DEAL RATIONALE – page 6 CEO, Cordiant Capital CONCLUSION – page 8 Miloš Mastník CEO, České Radiokomunikace (CRA) Cordia
Slide 4: Executive Summary
Executive Summary • CRA is significantly strengthening its data centre and cloud businesses with the paired acquisition of the private cloud company Cloud4com (“C4C”) and a Brno based data centre DC Lužice (“DCL”) • CRA is now the largest private cloud provider in the Czech Republic, and has increas
Slide 5: Market Context – Robust demand for private cloud services
Market Context – Robust demand for private cloud services Data Centre Market Czech Private Cloud Market Comments Data in CZKbn • Prague is an emerging data centre Stockholm CAGR ‘18-’22 and ‘22-’27 in % hotspot Forecast Oslo • Hybrid cloud is a fast growing Madrid 13.9 segment – We are positioned to
Slide 6: Business Overview – Largest independent pure-play cloud provider
Business Overview – Largest independent pure-play cloud provider C4C DC Lužice • C4C is a leading cloud computing company • DCL is 100% owned site, tier III design with total current rack capacity of 85 and up to 1,125kW of IT capacity • Services based on VMWare + an in-house service platform • A st
Slide 7: Deal Rationale – Strong strategic fit and synergetic value
Deal Rationale – Strong strategic fit and synergetic value Deal Rationale CRA Cloud Revenue Performance • Common service platform at C4C and CRA Data Centre, Cloud and OTT Revenue in CZKm and % of company total revenue CAGR ’21-’24E in % • Significant upselling potential – c.300 new customers • Oper
Slide 8: Conclusion – CRA is better positioned to capture growth in the Czech Market
Conclusion – CRA is better positioned to capture growth in the Czech Market GDP per Capita Cloud Adoption Comments USD as of 2021 • 44% of Czech Republic enterprises utilised cloud services in 40,042 2021 (versus 41% in 36,530 38,297 European Union), 34,467 32,391 demonstrating both 30,475 high prop
Slide 9: www.cordiantdigitaltrust.com
www.cordiantdigitaltrust.com 9
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