Digico Infrastructure Reit · ASX:DGT

Digico Infrastructure Reit — Investor Presentation (May 2025)

10 slides from Digico Infrastructure Reit's investor presentation, May 5, 2025

  1. Slide 1: ASX Release: Investor Presentation

    HMC Digital Infrastructure Ltd (ACN 682 024 924) and Equity Trustees Limited (ACN 004 031 298; AFSL 240975) as responsible entity for the HMC Digital Infrastructure Trust (ARSN 682 160 578) ASX RELEASE 5 May 2025 INVESTOR PRESENTATION DigiCo Infrastructure REIT (ASX: DGT) provides the attached prese

  2. Slide 2: DigiCo Investor Presentation

    For personal use only DigiCo Investor Presentation 5 May 2025 0

  3. Slide 3: DigiCo Infrastructure REIT Portfolio Highlights

    DigiCo Infrastructure REIT Portfolio Highlights DigiCo’s portfolio has strong fundamentals and is constructed to capitalise on structural tailwinds U.S. OPERATING ASSETS AUSTRALIA CO-LOCATION ASSETS U.S. DEVELOPMENT ASSETS (Target weighting ~40-50%) (Target weighting ~40-50%) (Target weighting ~10-2

  4. Slide 4: Data Centre Market Conditions

    Data Centre Market Conditions Global hyperscalers have not retreated from growth ambitions Microsoft 3Q25 For personal use only – “We continue to expand our data center capacity. This quarter alone, we opened DCs in 10 countries across four continents” – “And in our AI services, while we continue to

  5. Slide 5: Growth pipeline embedded in the portfolio

    Growth pipeline embedded in the portfolio Material value embedded, to be realised through lease-up, densification and optimisation initiatives across Value-Add assets and attractive brownfield and greenfield development opportunities IT Capacity (MW) A Value-Add and Development legend Contracted and

  6. Slide 6: Capital Partnering Strategy

    Capital Partnering Strategy Opportunity to accelerate growth across the DigiCo platform through the introduction of capital partners For personal use only Target levered project IRR1 8 – 12% 12 – 15% 15 – 30%+ DigiCo ownership 50 – 75% 50 – 75% ~50% US Operating Assets Australian Colocation assets U

  7. Slide 7: SYD1 expansion underway in response to leasing momentum

    SYD1 expansion underway in response to leasing momentum SYD1 has been revitalised as Sydney metro’s premier site and cornerstone of our national co- location platform Sydney metro market exhibiting favourable supply-demand drivers For personal use only  Limited available capacity across the low lat

  8. Slide 8: SYD1 Densification and Optimisation project

    SYD1 Densification and Optimisation project Transformational upgrade with minimal disruption Project overview  Planned Densification and Optimisation Project (D&O) provides a significant expansion opportunity for SYD1 For personal use only  Expected to deliver an additional 62 MW of IT power, incr

  9. Slide 9: SYD1 D&O Project Key Features

    SYD1 D&O Project Key Features All key project requirements in place; modular design provides flexibility to stage in line with demand Attractive investment  Projecting 12% yield on average investment of $15mil/MW For personal use only returns  Initial $30m project to add 9MW expected to generate h

  10. Slide 10: Important notices and disclaimer

    Important notices and disclaimer Important notices and disclaimer This presentation (Presentation) is dated 5 May 2025 and has been prepared by HMC Digital Infrastructure Limited (ACN 682 024 924) (DigiCo StapleCo) in respect of DigiCo Infrastructure REIT, a stapled entity comprising DigiCo StapleCo

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