Nextdc Limited · ASX:NXT
Nextdc — Investor Presentation (January 2026)
6 slides from Nextdc's investor presentation, January 2026
Slide 1: Malaysia's Data Centre Market: Overview & Key Insights
Malaysia’s Data Centre Market Overview & Key Insights January 2026
Slide 2: Four forces shaping Malaysia's data centre landscape
Four forces shaping Malaysia’s data centre landscape Policy tailwinds, hyperscaler investment, ready infrastructure, converging competitor messages Data Centres in Malaysia Malaysia is the growth engine of ASEAN Data Centres, policy Incumbents New Entrants tailwinds, hyperscaler capital and ready in
Slide 3: Malaysia to lead ASEAN data centre growth
MALAYSIA TO LEAD ASEAN DATA CENTRE GROWTH By 2028, Malaysia will represent 40% of total ASEAN capacity. • ASEAN capacity to grow >4×: 1,677 MW (1Q24) 2028F ASEAN share (Malaysia ≈ 40%) Vietnam → 7,589 MW (2028F) Vietnam • Malaysia + Indonesia lead the expansion (MY 143 MW Philippines 3,221 MW; ID 1,
Slide 4: Klang Valley & Johor dominate Malaysia's data centre footprint
Klang Valley & Johor dominate Malaysia’s data centre footprint 140 data centres from 56 operators, two hotspots (live / under construction / planned) Kedah 1. Malaysia population is 33 Million Penang Terengganu 2. Klang Valley - Urban area of Kuala Lumpur and Labuan Perak parts of Selangor Klang Val
Slide 5: Klang Valley is dense; Cyberjaya leads count, large blocks are rare
Klang Valley is dense; Cyberjaya leads count, large blocks are rare 79 sites; ~79% <20 MW; Cyberjaya majority NEXTDC (UC) Selangor Others (3) > 100 MW 4% 50 - 100 MW 9% Kuala Lumpur 7% 20 - 50 MW Cyberjaya 5% Distribution of Capacity Kuala Lumpur (33) 42% data centres in distribution in Klang Valley
Slide 6: Johor: Malaysia's hyperscale hub next to Singapore
Johor: Malaysia’s hyperscale hub next to Singapore 49 data centres from 21 operators (~30% of MY); larger blocks with 53% >100 MW; master-planned parks (Kulai, Iskandar Puteri). Others (5) Master-planned DC 10% Sedenak-Kulai (17) 23% < 20 MW parks; adjacency to Kulai Singapore 35% Sites by Sedenak-