Infratil Limited · NZX:IFT
Infratil — Merger or Acquisition (October 2021)
11 slides from Infratil's merger presentation, Oct 5, 2021
Slide 1: Investment in Kao Data - Infratil Investor Presentation
Investment in Infratil Investor Presentation 5 October 2021
Slide 2: Transaction Summary
Transaction Summary • Infratil has agreed to invest £120-130 million growth capital in London data centre business Kao Data alongside existing owners Legal & General Group and Goldacre, two strong UK-based investors • Kao Data develops and operates technically advanced, highly sustainable colocation
Slide 3: Investment Thesis
Investment Thesis This is an idea that matters Differentiated core offering Sizeable platform growth opportunities Rare platform investment opportunity in an attractive UK data centre market with a company that • Digital connectivity and data • Existing Harlow based campus with • One of few successf
Slide 4: Market Approach
Market Approach London: Largest data centre market in Europe / Annual uptake >80MW Kao Data has a UK market demand (MW) Compounded annual growth rate focused strategy 2,800 13% within an Hyperscale Enterprise High Performance Computing (HPC) 1,574 764 23% attractive London 851 316 1,753 10% data cen
Slide 5: Multi-site Footprint
Multi-site Footprint Harlow campus Acquisition of two Situated in high growth innovation corridor • Freehold site located in Harlow, less than 20 miles from Case study: Nvidia’s Cambridge-1 supercomputer additional data central London in “innovation corridor” between London and Cambridge • UK’s most
Slide 6: Highly Qualified Management Team
Highly Lee Myall, CEO Joined in 2020 Qualified • • Senior VP at Interoute, a leading European fibre networks and cloud services platform, for over 14 years - where he pioneered its IaaS/cloud computing business units Management • Most recently was CCO at Epsilon, a provider of cloud centric connecti
Slide 7: Investment Partners
Investment Partners Existing shareholders • Invested in Kao Data in 2019 • Noé Group, a family office investment house with 40 selected Infratil • One of the UK's leading financial services groups years of investing experience, purchased the Harlow Background and a major global investor site in 2012
Slide 8: Growth opportunity
Growth opportunity Current1 Target capacity (existing sites) Attractive risk/return 2 UK prime 4 data 12.3MW 1 data centre c. 55MW 2 UK prime location data centres on on Harlow location data envelope Installed centres Installed Harlow capacity campus (signed, subject to capacity centres completion)
Slide 9: A Global Digital Platform
A Global Digital Platform F
Slide 10: Global demand for digital infrastructure is accelerating
Global demand for digital infrastructure is accelerating Infratil has exposed shareholders early to this emerging trend • Invested in 2016 • Invested in 2021 • Largest privately owned and • Multi-site data centre operated data centre business in platform in the UK, with Australasia 12.3MW of install
Slide 11: "Ideas That Matter"
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