Infratil Limited · NZX:IFT
Infratil — CDC Data Centres — Investor Day (March 2026)
32 slides from Infratil's investor day presentation, Mar 26, 2026
Slide 1: Investor Presentation
1 Investor Presentation 26 March 2026 Greg Boorer Founder and CEO cdc.com
Slide 2: Important notice and disclaimer
CDC Investor Day Presentation 2 Important notice and disclaimer Material contained herein is intended to be general background information on CDC, its related bodies corporate (as defined i n t he Corporations Act 2001) and its activities as at the date of this document. Material has been provided i
Slide 3: Agenda
CDC Investor Day Presentation 3 Agenda 04 Introduction 07 Growth Trajectory 20 Achievements 29 Questions CDC Progress. Secured.
Slide 4: Our ANZ Presence
CDC Investor Day Presentation 4 Our ANZ Presence Sydney Marsden Park Canberra Hume 18 Hume One: MP1 MP2 MP3 Operational HU1 HU2 HU3 data centres Hume Two: MP4 MP5 MP6 HU4 HU5 HU6 Sydney Eastern Creek 5 Canberra Canberra Fyshwick EC1 EC2 EC3 Data centres under construction EC4 EC5 EC6 FY1 FY2 Sydney
Slide 5: CDC Value Proposition
CDC Investor Day Presentation 5 1 Security 2 Availability 3 Optionality 4 Ecosystem 5 Sustainability 6 Scale CDC Value Proposition CDC continues to offer a market - leading, differentiated offering to our customers , building 7 Densification on our existing track record. CDC Progress. Secured.
Slide 6: Track record of development at scale across multiple campuses and regions
CDC Investor Day Presentation 6 Track record of development at scale across multiple campuses and regions 2008 2015 2018 2022 2022 2024 2024 2024 2025 2026 Eastern Marsden Hume Fyshwick Silverdale Hobsonville Beard Brooklyn Laverton Maddington Creek Park CDC’s first Fyshwick 1 CDC’s first Silverdale
Slide 7: Growth Trajectory
Growth Trajectory.
Slide 8: AI 5-Layer Cake
CDC Investor Day Presentation 8 AI “5 - Layer Cake” CDC plays a critical role in the intelligence generation economy: Applications Models Finance / Capital Chips Infrastructure Energy CDC Logos illustrative only. Progress. Secured.
Slide 9: AI Evolution Roadmap
CDC Investor Day Presentation 9 AI Evolution Roadmap Physical AI Agentic AI Speech recognition, computer vision, image classification etc Generative AI Perception AI CDC Logos illustrative only and do not represent CDC customers. Progress. Secured.
Slide 10: AI is already a part of our world, but we are still early stage
CDC Investor Day Presentation 10 AI is already a part of our world, but we are still early stage Enterprise accelerating AI Cost per token is decreasing, Agentic AI is here and growing adoption to avoid AI - driven improving profitability for AI rapidly in capability disruption service providers Age
Slide 11: Demand continues to grow at scale
CDC Investor Day Presentation 11 Demand continues to grow at scale Hyperscaler Capital Expenditure 2018 - 2026F Incremental global IT load demand for ($bn USD) 1 data centres (GW) 2 800 80 73 - 79 700 70 600 60 50 - 58 500 50 400 35 - 41 40 300 30 21 200 20 10 100 10 5 6 0 0 2018 2019 2020 2021 2022
Slide 12: Demand continues to outweigh supply in ANZ
CDC Investor Day Presentation 12 Demand continues to outweigh supply in ANZ Foundational Ecosystem AI Ecosystem Total ANZ Capacity Pipeline – Major Colocation Data Centre Providers (MW) 1 AI Superapps Frontier Labs 2750 Neoclouds Semiconductor Firms Hyperscale AI Hyperscale cloud NCI CDC Provider 1
Slide 13: Increasing value of DC portfolio: Densification opportunities
CDC Investor Day Presentation 13 Increasing value of DC portfolio: Densification opportunities Increases in rack densities allow data centre providers to fit more capacity in their footprints, subject to infrastructure and energy headroom Blackwell Feynman ~130 - 250kW ~580kW+ Vera Rubin ~250 - 580k
Slide 14: Increasing value of DC portfolio: Infrastructure opportunities
CDC Investor Day Presentation 14 Increasing value of DC portfolio: Infrastructure opportunities Customer willingness to operate hardware at higher temperatures due to technological and cooling system advancements could free up power for IT loads 19 MW 30 MW 20 MW 11 MW Extra IT Load 100 MW 100 MW 10
Slide 15: Leading on AI & CDC's liquid cooling advantage
CDC Investor Day Presentation 15 Leading on AI & CDC’s liquid cooling advantage NVIDIA Vera Rubin How CDC Deploys 100% Liquid Cooled CDC’s closed - loop cooling technology enables rapid deployment of 100% liquid cooled hardware across all our facilities CDC has achieved NVIDIA DGX - Ready Data Cente
Slide 16: Industry Leadership in Water Efficiency
CDC Investor Day Presentation 16 Industry Leadership in Water Efficiency Sustainability 01 Our unique cooling system results in billions of litres of water every year being available for the benefit of other sectors of the economy, as well as the communities around our campuses and regions, instead
Slide 17: CDC is actively engaging with energy stakeholders
CDC Investor Day Presentation 17 CDC is actively engaging with energy stakeholders 01 02 03 Securing power + Infrastructure Renewable supply storage timelines CDC Progress. Secured.
Slide 18: Customers continue to seek CDC's differentiated capacity
CDC Investor Day Presentation 18 Customers continue to seek CDC’s differentiated capacity ■ CDC’s ■ Customer differentiation demand Total ANZ Operating Capacity – Major Colocation Data Centre Providers (MW) 1 568 ■ Development CDC Provider 1 Provider 2 Provider 3 Provider 4 Provider 5 Provider 6 Pro
Slide 19: Established talent hubs and supply chains are our advantage
CDC Investor Day Presentation 19 Established talent hubs and supply Teams already in place enable faster expansion chains are our advantage in existing and new markets Faster time - to- market enabled by platform First campus expansion underway 2 campuses maturity and standardisation Trusted supplie
Slide 20: Expectations of Data Centres and AI Infrastructure Developers
CDC Investor Day Presentation 20 Expectations of Data Centres and AI Infrastructure Developers CDC is already leading on Australian Government’s new data centre rules: Business and ownership alignment 1. Prioritising Australia's national interest. with national interest. Already achieved 95% of Net
Slide 21: Achievements
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Slide 22: CDC Growth
CDC Investor Day Presentation 22 CDC Growth • Completed work at BK2, BE1 and HV2 • First of 6 buildings complete at Marsden Park • New Perth region - construction underway at Maddington campus CDC Progress. Secured.
Slide 23: Customers
CDC Investor Day Presentation 23 Customers • Strengthened and diversified our customer base across priority markets • Contracted new capacity across all regions • Ongoing focus on customer satisfaction and long - term relationships CDC Progress. Secured.
Slide 24: People
CDC Investor Day Presentation 24 People • A deeply embedded high - performance culture across our regional platform • Scaled organisational capability to support sustained growth • Continued investment in new functions and capabilities to underpin expansion • CDC Academy continues to grow and evolve
Slide 25: Development
CDC Investor Day Presentation 25 Development • Accelerated construction across our regions • Expanded the development pipeline across our platform • Strengthened our track - record and reputation of delivering large - scale projects across multiple regions CDC Progress. Secured.
Slide 26: Sustainability
CDC Investor Day Presentation 26 Sustainability • Water Usage Effectiveness (WUE) of 0.01 • Toitū net carbonzero and Toitū enviromark diamond certifications renewed in NZ – targeting Net Zero Carbon across platform by 2030 • 100% renewable electricity offered to customers by default since 1 January
Slide 27: Data Centres as Enabling Infrastructure
CDC Investor Day Presentation 27 Data Centres as Enabling Infrastructure • $12.6bn gross value added per TWh of energy consumed • Only 2% of Australia’s annual energy consumption is data centre usage • $7.2bn invested in grid infrastructure by 2030 CDC Figures sourced per ‘’Data Centres as Enabling
Slide 28: Financial Performance
CDC Investor Day Presentation 28 Financial Performance • FY2 7 EBITDAF guidance set at A$ 680 - 720m • FY26 EBITDAF expected at lower end of guidance, driven by timing of contracts • Strong earnings trajectory into FY28 & beyond • A$ 500m equity raised in February 2026, supported by all major shareh
Slide 29: Outlook
CDC Investor Day Presentation 29 Outlook Core focus areas in the period ahead Agility at scale 1 Maintaining our edge when it comes to development, unlocking capacity and responding to customer priorities for large scale footprints in more locations. Customers at scale 2 Expanding on our market - le
Slide 30: Questions
( ( Progress. Secured. Questions. cdc.com
Slide 31: Tour Logistics
( ( Progress. Secured. Tour Logistics. cdc.com
Slide 32: Slide 32