Infratil Limited · NZX:IFT
Infratil — Investor Day (March 2023)
16 slides from Infratil's investor day presentation, Mar 24, 2023
Slide 1: Infratil Investor Day Presentation
Infratil Investor Day Presentation 24 March 2023 Greg Boorer Chief Executive Officer
Slide 2: Important notice and disclaimer
COMMERCIAL-IN-CONFIDENCE Important notice and disclaimer Material contained herein is intended to be general background information on CDC, its related bodies corporate (as defined in the Corporations Act 2001) and its activities as at the date of this document. Material has been provided in summary
Slide 3: Agenda
Agenda Performance 4 Outlook 11 Questions 16
Slide 4: Performance
COMMERCIAL-IN-CONFIDENCE Performance
Slide 5: Overview
COMMERCIAL-IN-CONFIDENCE Overview CDC is Australia and New Zealand’s leading provider of critical digital infrastructure for safeguarding the critical data and systems that drive national progress, innovation and prosperity Security Sustainability • HCF Certified Strategic Provider1 • Leading water
Slide 6: FY2023 achievements to date
COMMERCIAL-IN-CONFIDENCE FY2023 achievements to date CDC continues to deliver on its commitments to customers, people, new developments and financial targets Onboard new contracted customers in Auckland, Canberra and Sydney Continue to grow and diversify National Critical Infrastructure and Commerci
Slide 7: Two significant CDC data centre openings
COMMERCIAL-IN-CONFIDENCE Two significant CDC data centre openings CY2022 culminated in two milestone events: the official openings of the Tāmaki Makaurau Silverdale and Hobsonville hyperscale data centres in Aotearoa New Zealand, and the flagship Eastern Creek Campus in Sydney, Australia Aotearoa N
Slide 8: CDC locations: current and under development
COMMERCIAL-IN-CONFIDENCE CDC locations: current and under development Eastern Creek CDC’s unique, highly Eastern Creek interconnected and shareable EC1 EC2 EC3 EC4 EC5 EC6 ecosystem offers government, hyperscale and commercial clients opportunities to connect and collaborate securely, Fyshwick accor
Slide 9: World-class data centre portfolio
COMMERCIAL-IN-CONFIDENCE World-class data centre portfolio CDC is sought out and relied upon for its world-class, future-proof, highly secure and interconnected data centre solutions Build Capacity MW Campus / Facility Status (MW) 800 Hume Campus 1 Operating 21 Hume Campus 2 Operating 51 700 Hume 1
Slide 10: ESG Leadership
COMMERCIAL-IN-CONFIDENCE ESG Leadership CDC’s world-class team works every day to keep CDC the most resilient, sustainable and trusted data services provider, and secure a stable and thriving future for all Industry-leading ambition 2022-23 achievements Stable planet Carbon and energy Toitū enviroma
Slide 11: Outlook
COMMERCIAL-IN-CONFIDENCE Outlook
Slide 12: Strategic customer trends continue to underpin growth plans
COMMERCIAL-IN-CONFIDENCE Strategic customer trends continue to underpin growth plans CDC’s track record of project delivery puts it in the right place at the right time to satisfy accelerating market demand Increased focus on resilience and security CDC is uniquely positioned to Driven by increased
Slide 13: Looking ahead
COMMERCIAL-IN-CONFIDENCE Looking ahead The focus for FY2024 is across the 4 key dimensions of Customers, Development, People and Finance • Address existing customer demand and continue to grow and diversify customer • Foster high performance culture base • Build the best team to exceed corporate • O
Slide 14: 42MW of capacity under construction across two geographies
COMMERCIAL-IN-CONFIDENCE 42MW of capacity under construction across two geographies CDC continues to bring forward additional capacity in response to strong customer demand and growth opportunities across Australia and New Zealand. CDC remains strongly focused on addressing the needs of government a
Slide 15: Financial performance and outlook
COMMERCIAL-IN-CONFIDENCE Financial performance and outlook CDC’s business model has very solid foundations, with four key strengths underpinning its strong financial performance. Profitable growth to continue as customers are onboarded into our newly commissioned facilities in New Zealand and Austra
Slide 16: Questions
COMMERCIAL-IN-CONFIDENCE Questions