Macquarie Technology Group Limited · ASX:MAQ
Macquarie Technology — Investor Presentation (June 2020)
10 slides from Macquarie Technology's investor presentation, Jun 17, 2020
Slide 1: Investor Briefing
For personal use only Investor Briefing. 17 June 2020
Slide 2: Business summary
Business summary. For personal use only Macquarie Telecom Group
Slide 3: Data Centre Portfolio
Data Centre Portfolio For personal use only Intellicentre 1 Intellicentre 2 Intellicentre 3 East Intellicentre 4 Bunker, Intellicentre 5 South Sydney Macquarie Park Macquarie Park Canberra Bunker, Canberra Macquarie Data Centre’s projected total load is 50MW comprising of ● Macquarie Park Data Centr
Slide 4: IC3 East Progress
IC3 East Progress. For personal use only IC3 East build is progressing well and we continue to expect completion in January 2021. To meet the needs of prospective wholesale customers we have decided to: ● Bring forward additional total load of 4MW in IC3 East to increase capacity to 6.4MW; ● Increas
Slide 5: IC5 South Bunker Canberra
IC5 South Bunker Canberra. For personal use only ● Construction due to complete by December 2020. ● Built to Federal Government security standards (SCEC Zone 5 ready) and redundancy (Tier IV). ● Stage 1 investment of $17M. ● Campus Total Load 4MW comprising: – Existing IC4 Bunker 1MW – IC5 South Bun
Slide 6: High Quality & Diverse Customer Base
High Quality & Diverse Customer Base. For personal use only ● Top 20 customers of Macquarie Telcom count for 23% of revenue. ● Top 20 customers of Hosting count for 47% of revenue. ● COVID-19 has resulted in: – Acceleration of mega trend to cloud and data centres as well as cyber-security resulting
Slide 7: Our private cloud is a key source of data centre utilisation and generates higher revenue per rack
Our private cloud is a key source of data centre utilisation and generates higher revenue per rack. For personal use only Underlying infrastructure anonymised as we sell outcome focused solutions Macquarie Telecom Group
Slide 8: Guidance & Funding
Guidance & Funding. For personal use only ● Confirming our guidance that full year FY20 EBITDA is expected to be approximately $63-$66m ($55-$58m pre AASB16). ● IC3 development expenditure expected to be in the range of $24-$26m for FY20 due to timing. ● Total CAPEX excluding IC3 expected to be in t
Slide 9: Future reporting
Future reporting. For personal use only ● To improve investor visibility of the value being created, Macquarie Data Centres will be reported as a separate segment from 1 July 2020. ● This will result in 3 segments revenue and EBITDA being reported, being: – Macquarie Telecom – Macquarie Government &
Slide 10: Disclaimer
Disclaimer For personal use only No express or implied warranty is given as to the accuracy or completeness of the information in this document or any corresponding presentation. This document may contain forward looking statements that, while used in good faith, reflect Macquarie Telecom Group Limi
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