Digico Infrastructure Reit · ASX:DGT
Digico Infrastructure Reit — FY2026 Earnings Presentation
29 slides from Digico Infrastructure Reit's earnings presentation, Aug 21, 2026
Slide 1: FY26 Results Presentation
FY26 RESULTS PRESENTATION 21 August 2026
Slide 2: Agenda
Agenda David Di Pilla Non-Executive Director 01 INTRODUCTION & RESULT OVERVIEW 04 OUTLOOK & GUIDANCE Simon Mitchell Co-Head and Chief 02 PLATFORM GROWTH 05 SUPPLEMENTARY INFORMATION Financial Officer 03 FINANCIAL RESULTS Ralph Goninan Co-Head and Chief Development Officer 1
Slide 3: Acknowledgement of Country
Acknowledgement of Country DigiCo Infrastructure REIT acknowledges the Traditional Custodians of Country throughout Australia and celebrates their diverse culture and connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal
Slide 4: Introduction & Result Overview
Introduction & Result Overview 3
Slide 5: Executing with momentum
Executing with momentum Delivering and funded to growth, with the leadership to execute ▪ Simon Mitchell and Ralph Goninan appointed ▪ Reflects the significant leadership both Co-Heads of DGT, effective 21 August 2026 executives have already provided in shaping LEADERSHIP TRANSITION strategy and del
Slide 6: FY26 highlights and key achievements
FY26 highlights and key achievements Achieved or exceeded FY26 guidance with strong operational wins and liquidity underpinning growth in FY27+ FY26 UNDERLYING EBITDA S Y D 1 S I G NE D L O I s 1 P R O F O R M A L I Q U I D IT Y 2 A U S P L A T F OR M S T A B I L I S ED E B I T DA 5 $127m 52MW $1.2b
Slide 7: Platform Growth
Platform Growth 6
Slide 8: DGT strategic priorities
DGT strategic priorities DGT is positioned for sustainable and funded Australian growth Australian market prioritised – capital redeployed post US Asset Sales into the supply-constrained domestic Geographic focus market, aligned with DigiCo's proven delivery track record Project delivery SYD1 88MW P
Slide 9: Executing the fully funded SYD1 88MW Project
Executing the fully funded SYD1 88MW Project Next 52MW expansion stage of the SYD1 Project has been optimised to deliver 10MW deployments to meet customer requirements KEY DEVELOPMENT MILESTONES & EXPANSION PROGRAM FY26 FY27 FY28 1H 2H ✓ SSDA approval for ✓ 20MW Project ▪ 10MW tranche targeted to be
Slide 10: SYD1 delivering on the ground
SYD1 delivering on the ground Turning capacity into contracted billings ✓✓ 20MW delivered on schedule and within budget ✓✓ Proven execution capability ✓ Supply chain and contractors ✓ established Converting capacity into ✓✓ contracted billings 9
Slide 11: Australian growth projects
Australian growth projects ADL1 15MW expansion underpinned by advanced customer demand discussions, complemented by a growing greenfield development pipeline ADL1 Project Other Greenfield Opportunities ▪ Brownfield expansion project to deliver additional 15MW of IT Capacity ▪ Evaluation and planning
Slide 12: Pathway to stabilised EBITDA
Pathway to stabilised EBITDA Identified capacity underpins a pathway to ~$250m of Australian Platform Stabilised EBITDA3 Australian Billing Capacity (MW)1 ~$250m Australian Platform Stabilised EBITDA3 Estimated ~$1.2bn of capex over FY27 – FY28 15 108 52 Targeted to be online and billing by the end
Slide 13: Financial Results
Financial Results 12
Slide 14: Earnings summary
Earnings summary FY26 Underlying EBITDA of $127m, above $125m guidance $m, unless otherwise stated8 FY267 FY255,6 Commentary Colocation & rental revenue1 175.9 73.3 ▪ Underlying Revenue of $239m with strong growth in the 2H from Interconnection revenue 29.3 18.8 Australian assets Power and other rev
Slide 15: Balance sheet
Balance sheet Resilient portfolio valuation provides platform for growth $m, unless otherwise stated Jun-26 Jun-25 Commentary Cash and cash equivalents 206 425 Trade and other receivables 17 19 ▪ Cash balance of $206m and net debt of $1.6bn Other current assets 76 178 Assets classified as held for s
Slide 16: Capital management and funding
Capital management and funding Pro forma liquidity of ~$1.2bn Jun-26 Commentary $m, unless otherwise stated Jun-26 Jun-25 Pro Forma8 ▪ Upsized capex facility from $300m to $500m Debt Summary Facility limit (bank debt) 1,631 2,144 2,193 ▪ Total liquidity (cash and undrawn debt) $706m Drawn debt1 1,12
Slide 17: US portfolio update
US portfolio update US sales processes are on-track and focused on re-deploying capital to accretive Australian developments 1 CHI1 ▪ Sale expected to complete by the end of Q1 FY27 ▪ All 3 phases now occupied by the tenant Agreed asset sales expected to deliver ~$470m1 of net proceeds 2 LAX1/2 ▪ Co
Slide 18: Outlook and Guidance
Outlook and Guidance 17
Slide 19: Outlook and guidance
Outlook and guidance FY27 Underlying EBITDA guidance of $120 – 125m $120 – 125m $300 – 500m 15.0c FY27 Underlying EBITDA Growth capex FY27 DPS ▪ FY27 Underlying EBITDA is expected to be $120 – 125m, inclusive of 2 months of CHI1 EBITDA − Excluding CHI1, FY27 Underlying EBITDA is expected to be betwe
Slide 20: Supplementary Information – Portfolio Update
Supplementary Information – Portfolio Update 19
Slide 21: Portfolio
Portfolio Focusing on higher growth Australian data centre platform via capital recycling and scale back of US operations Australia North America Townsville 1 (TSV1) Brisbane (BNE)1 Chicago 1 (CHI1) Brisbane 1 (BNE1) Adelaide 1 (ADL1) Kansas City 1 (KCM1) Brisbane 2 (BNE2) Los Angeles (LAX1 and LAX2
Slide 22: Portfolio update
Portfolio update High-quality customer base with long-term relationships that support stable and growing cashflows Portfolio summary statistics Sector mix3 Service fee escalations3 7% 8% 1% Metric North America Australia Total Portfolio 15% 3% 52% 11% Number of Properties 5 7 12 12% 91% Hyperscaler
Slide 23: Sustainability
Sustainability Supporting long-term value creation through resilient infrastructure, community engagement and responsible growth Strategy & Reporting Update FY26 Activities Sustainability Focus Areas Strategy Environment As part of DigiCo’s sustainability strategy update, the following areas are bei
Slide 24: Supplementary Information – Other
Supplementary Information – Other 23
Slide 25: Underlying EBITDA and FFO reconciliation
Underlying EBITDA and FFO reconciliation $m, unless otherwise stated FY26 Dec-24 to Jun-25 Underlying EBITDA1 126.6 52.9 Depreciation and amortisation (105.4) (59.0) Derecognition of property, plant and equipment (31.2) – Net finance costs (83.9) (41.0) Pre-completion rent received (37.3) – Fair val
Slide 26: Glossary
Glossary Term Meaning Term Meaning ADL Adelaide (used in site names like ADL1, ADL2) IRR Internal Rate of Return AI Artificial Intelligence IT Information Technology AASB Australian Accounting Standards Board KCM Kansas City (used in site name KCM1) AUD Australian Dollar LAX Los Angeles (used in sit
Slide 27: Contacts
Contacts Investors and Analysts Media Renee Jacob Jim Kelly Head of Investor Relations Corporate Communications +61 407 328 092 +61 412 549 083 renee.jacob@hmccapital.com.au jim.kelly@sodali.com Authorised for release by the Board of HMC Digital Infrastructure Ltd Level 31, 1 Macquarie Place, Sydney
Slide 28: Important notices & disclaimer
Important notices & disclaimer This presentation (Presentation) is dated 21 August 2026 and has been prepared by HMC Digital Infrastructure Ltd (ACN 682 024 924) (DigiCo StapleCo) in respect of DigiCo Infrastructure REIT (ASX: DGT), a stapled entity comprising DigiCo StapleCo and Equity Trustees Lim
Slide 29: Important notices & disclaimer (cont’d)
Important notices & disclaimer (cont’d) Past performance Past performance and any pro forma financial information given in this Presentation, is given for illustrative purposes only and should not be relied upon as (and is not) an indication of DigiCo REIT’s views on its future financial performance
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