Nextdc Limited · ASX:NXT

Nextdc — Shareholder Meeting (November 2024)

42 slides from Nextdc's shareholder meeting presentation, Nov 22, 2024

Slide 2: Board of Directors
BOARD OF DIRECTORS DOUGLAS FLYNN STUART DAVIS DR GREGORY CLARK AC JENNIFER LAMBERT NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHAIRMAN DIRECTOR DIRECTOR DIRECTOR DR EILEEN DOYLE STEVE SMITH MARIA LEFTAKIS CRAIG SCROGGIE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHIEF EXECUTIVE OFFICER D
Slide 3: Meet Our Leaders
MEET OUR LEADERS CRAIG SCROGGIE DAVID DZIENCIOL SIMON COOPER OSKAR TOMASZEWSKI MICHAEL HELMER CHIEF EXECUTIVE OFFICER CHIEF CUSTOMER AND CHIEF OPERATING CHIEF FINANCIAL COMPANY SECRETARY AND AND MANAGING DIRECTOR COMMERCIAL OFFICER OFFICER OFFICER CHIEF RISK OFFICER OLIVIA MORIARTY ELLIE WHITTON JEF
Slide 7: Vision
7 VISION NEXTDC’s vision is to help enterprises harness the digital age, improving our society through the advancement of technology NEXTDC © Copyright 2022 2024 | Annual 2022 Annual General General Meeting Meeting 2024 ‹#› 7
Slide 8: Purpose
8 PURPOSE NEXTDC’s purpose is to be the leading customer-centric data centre services company, delivering solutions that power, secure and connect enterprise and Government customers. NEXTDC © Copyright 2022 2024 | Annual 2022 Annual General General Meeting Meeting 2024 ‹#› 8
Slide 9: FY24 Highlights
FY24 HIGHLIGHTS NET UNDERLYING CONTRACTED INTERCONNECTION REVENUE1 EBITDA2 UTILISATION3 REVENUE A$307.9m A$204.3m 172.6MW A$28.3m 10% 5% 41% 12% Note: All percentage increases are expressed relative to FY23 results 1. Comprises total revenue less direct costs 2. Refer page 29 of the NEXTDC FY24 Resu
Slide 10: FY24 Highlights
FY24 HIGHLIGHTS ▪ Total revenue increased A$42.0m (12%) to A$404.3m (FY24 Guidance: A$400m – A$415m1) ▪ Net revenue2 grew A$28.5m (10%) to A$307.9m (FY24 Guidance: A$296m – A$304m1) ▪ Record annual sales of 50.5MW in FY24, with contracted utilisation increasing 41% to 172.6MW3 SOLID REVENUE GROWTH ▪
Slide 11: Data centre footprint: operational, in development, in planning
TK1 Tokyo TK2 Bangkok BK1 Kuala Lumpur KL1 JB1 SG1 Singapore Guam San Jose D1 SC1 SC2 Fully Operational PH1 B1 NE1 B2 In Development GC1 In Planning S1 S2 S3 C1 P1 A1 S8 S7 S4 Under Evaluation P2 S6 S5 GE1 M1 M2 Auckland M5 M3 AK1 M4 NEXTDC © Copyright 2024 | Annual General Meeting 2024 11
Slide 12: Enabling the digital economy in critical new markets
Enabling the digital economy in critical new markets A1 ADELAIDE D1 DARWIN TECHNICAL SPECIFICATIONS TECHNICAL SPECIFICATIONS Technical space ~3,000sqm Technical space ~3,000sqm Total power planned ~5MW Total power planned ~8MW Location 125 Frome St, Adelaide Location 8 Ryko Court, Darwin City, NT St
Slide 13: Sydney data centres S1, S2, S7
S7 SYDNEY S1 S2 4 Eden Park Drive 6-8 Giffnock Avenue EXPANSION Macquarie Park Macquarie Park NSW 2113 NSW 2113 NEXTDC’s metropolitan data centres offer superior network connectivity when it comes to 9.3km 750m bridging the distance and latency between your primary location and DR site, enabling you
Slide 14: KL1 Kuala Lumpur
KL1 KUALA LUMPUR TECHNICAL SPECIFICATIONS Land area ~42,000sqm Total target IT capacity ~18,250sqm Total Power Planned 65MW 1 Target PUE 1.35 Design & construction UI Tier IV Design and Construct standard UI Tier IV Constructed Facility UI Tier IV Gold for Operational Sustainability Initial capital
Slide 15: Hyperscale colocation is key to energy efficiency
Hyperscale Data centres currently using ~1% of nation’s power colocation is key to energy efficiency Centralising power usage to colocation data centres results in 2 TWh of New report busts electricity saved myths about data centre energy Hyperscale data centres up to consumption 27% more efficient
Slide 16: A New Benchmark for Sustainability
A NEW BENCHMARK FOR SUSTAINABILITY We are dedicated to driving continuous improvements and global leadership in energy efficiency and sustainability. NEXTDC © Copyright 2024 | Annual General Meeting 2024 16
Slide 17: ESG Highlights
ESG HIGHLIGHTS ▪ Head of Sustainability and Head of Energy leadership positions recruited to drive sustainability objectives including NEXTDC’s Net Zero pathway ▪ ESG Council launched to provide strategic oversight of sustainability initiatives ▪ Commitment to Diversity, Equity and Inclusion, 31% fe
Slide 18: Investor Confidence, Good Governance
Investor Confidence, Good Governance Completed an Entitlement Offer of A$1.3 billion to support customer growth requirements with accelerated development and expansions NEXTDC © Copyright 2022 2024 | Annual 2022 Annual General General Meeting Meeting 2024 ‹#› 18
Slide 20: Mega Trends
MEGA TRENDS Elastic Networks Blockchain and Crypto Sustainability Remote Operations Renewable Energy Digital HQ Sovereign Secured Gaming Internet of Things Digital Health Artificial Intelligence Cloud Computing Decentralised Finance Satellite Edge Computing Virtual and Augmented 5G Automation Realit
Slide 21: The future will be driven by Artificial Intelligence
The future will be driven by Artificial Intelligence (AI)? Generative artificial intelligence Autonomous systems Cognitive Cyber Security Machine learning Robotic personal assistants Deep learning Autonomous surgical robotics Neural networks Nextgen cloud robotics Pattern recognition Thought control
Slide 22: The impact of cloud and AI cannot be overstated
THE IMPACT OF US$19 trillion AI’s contribution to global CLOUD AND AI economy by 2030 CANNOT BE AI will drive 3.5% of OVERSTATED By 2030 global GDP US$1 trillion Spend in next four years on building and upgrading data centres – Jensen Huang NEXTDC © Copyright 2024 | Annual General Meeting 2024 22
Slide 23: Data centres are the foundation of digital acceleration strategy
DATA CENTRES ARE THE FOUNDATION OF DIGITAL ACCELERATION STRATEGY How we deliver customer value and support transformation Tier IV, fault tolerant Gold operational best Near and native Geo-diverse cloud Tailored, flexible, infrastructure practices access to cloud interconnections scalable solutions N
Slide 24: AXON for Cloud and AI Connectivity
AXON FOR CLOUD AND AI Customer Rack (Bris) CONNECTIVITY DC Cross Connect Ports A X O N Elastic Cross Connects Cloud AXON Intercap Direct interconnections for clouds, data, people, locations and ecosystems with: DC Cross Connect Elastic Cross Connects Port A X O N - Agile and flexible - Performance a
Slide 25: AI set to boom in Australia
AI set to boom in Australia AI market in Australia projected to hit AU$4.8 billion in 2024 – Statista 29% CAGR through to 2030 In 2027 Australian IaaS market is predicted to reach $8 billion – Telsyte NEXTDC © Copyright 2024 | Annual General Meeting 2024 25
Slide 31: The Next 10
THE NEXT 10 Gates’ Law: How Progress Compounds and Why It Matters Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years. NEXTDC © Copyright 2023 2024 | Annual General Meeting 2024 2023 31
Slide 34: Resolution 1: Remuneration Report
RESOLUTION 1 Remuneration Report “To adopt the Remuneration Report of the Company (as set out in the Directors’ Report) for the financial year ended 30 June 2024” FOR AGAINST OPEN 423,660,131 24,101,255 2,667,302 NEXTDC © Copyright 2024 2023 | Annual General Meeting 2024 2023 34
Slide 35: Resolution 2: Re-election of Mr Douglas Flynn
RESOLUTION 2 Re-election of Mr Douglas Flynn, as a Director “That Mr Douglas Flynn, who retires in accordance with the ASX Listing Rules and Article 58 of the Company’s Constitution and, being eligible, offers himself for re-election, and is re-elected as a Director of the Company.” FOR AGAINST OPEN
Slide 36: Resolution 3: Increase in Non-Executive Directors' Remuneration
RESOLUTION 3 Increase in the maximum aggregate annual Remuneration of Non-Executive Directors “That, for the purposes of ASX Listing Rule10.17, Article 61 of the Company's Constitution and for all other purposes, the maximum aggregate annual remuneration that may be paid by the Company as remunerati
Slide 37: Resolution 4: Ratification of share issue under institutional placement
RESOLUTION 4 Ratification of issue of shares under institutional placement “That, for the purposes of ASX Listing Rule 7.4 and for all other purposes, the issue of 32,069,971 ordinary shares at $17.15 per share, under an institutional placement on 16 September 2024, is approved.” FOR AGAINST OPEN 34
Slide 38: Resolution 5: Grant of Rights to Mr Craig Scroggie
RESOLUTION 5 Approval of grant of Rights to Mr Craig Scroggie under the FY25 Long Term Incentive Plan. “That, for the purposes of ASX Listing Rule 10.14 and for all other purposes, approval is given for the grant of 97,206 Performance Rights and 97,206 Restricted Rights to the Managing Director and
Slide 40: Investor Relations
investorrelations@nextdc.com linkedin.com/company/nextdc facebook.com/datacentres 13 63 98 twitter.com/nextdc youtube.com/user/nextdatacentre NEXTDC © Copyright 2024 2023 | Annual General Meeting 2024 2023 40
Slide 41: Important Disclaimer
IMPORTANT DISCLAIMER DISCLAIMER This presentation has been prepared by NEXTDC Limited (ACN 143 582 521) (‘NEXTDC’) and makes statements about it as well as its subsidiaries (together the ‘NEXTDC Group’). To the maximum extent permitted by law, no member of NEXTDC Group, or any of its officers, emplo

NEXTDC — Shareholder Meeting (November 2024) on 6ix

Nextdc — Shareholder Meeting (November 2024)

Slide 1: 14th Annual General Meeting 2024

Slide 2: Board of Directors

Slide 3: Meet Our Leaders

Slide 4: 2024 AGM Agenda

Slide 5: 14th Annual General Meeting

Slide 6: Chairman's Address

Slide 7: Vision

Slide 8: Purpose

Slide 9: FY24 Highlights

Slide 10: FY24 Highlights

Slide 11: Data centre footprint: operational, in development, in planning

Slide 12: Enabling the digital economy in critical new markets

Slide 13: Sydney data centres S1, S2, S7

Slide 14: KL1 Kuala Lumpur

Slide 15: Hyperscale colocation is key to energy efficiency

Slide 16: A New Benchmark for Sustainability

Slide 17: ESG Highlights

Slide 18: Investor Confidence, Good Governance

Slide 19: CEO's Address

Slide 20: Mega Trends

Slide 21: The future will be driven by Artificial Intelligence

Slide 22: The impact of cloud and AI cannot be overstated

Slide 23: Data centres are the foundation of digital acceleration strategy

Slide 24: AXON for Cloud and AI Connectivity

Slide 25: AI set to boom in Australia

Slide 26: Where AI Thrives

Slide 27: AI Factories

Slide 28: Liquid Cooling

Slide 29: The AI opportunity

Slide 30: Fuelling the Digital Economy

Slide 31: The Next 10

Slide 32: General Business of the Meeting

Slide 33: First Item of Business: Financial Statements & Reports

Slide 34: Resolution 1: Remuneration Report

Slide 35: Resolution 2: Re-election of Mr Douglas Flynn

Slide 36: Resolution 3: Increase in Non-Executive Directors' Remuneration

Slide 37: Resolution 4: Ratification of share issue under institutional placement

Slide 38: Resolution 5: Grant of Rights to Mr Craig Scroggie

Slide 39: Q&A

Slide 40: Investor Relations

Slide 41: Important Disclaimer

Slide 42: NEXTDC © Copyright 2023 | Annual General Meeting 2023