Infratil Limited · NZX:IFT
Infratil — Investor Day (September 2025)
35 slides from Infratil's investor day presentation, September 2025
Slide 1: Infratil Investor Day
1 Infratil Investor Day September 2025 cdc.com
Slide 2: Important notice and disclaimer
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 form, is not necessarily
Slide 3: Business overview
Business overview.
Slide 4: Our ANZ Presence
Our ANZ Presence 15 Canberra Hume Hume One: Sydney Marsden Park Operational MP1 MP2 MP3 data centres HU1 HU2 HU3 MP4 MP5 MP6 Hume Two: HU4 HU5 HU6 7 Canberra Sydney Eastern Creek Data centres under Canberra Fyshwick EC1 EC2 EC3 construction EC4 EC5 EC6 FY1 FY2 2.4GW+ Canberra Beard Sydney Auckland S
Slide 5: CDC continues to grow and strengthen our unrivalled platform
CDC continues to grow and strengthen our unrivalled platform 2025 has been another successful year, as CDC strengthens our position as a global leader in data centre development and operations. Building on our track record of security, availability, high density, optionality and sustainability, CDC
Slide 6: CDC is rapidly expanding its customer base & partnerships
CDC is rapidly expanding its customer base & partnerships CDC continues to invest in the depth and strength of relationships with our foundational customer ecosystem. In addition, we have been establishing strong relationships across the entire AI customer ecosystem, which is seeking to develop, acc
Slide 7: Sydney Region: 1GW+ capacity to meet our customers' demand
Sydney Region: 1GW+ capacity to meet our customers’ demand CDC has been accelerating its developments in the largest data centre region in Australia to meet significant customer demand. This includes nearing completion of EC5/6 at the Eastern Creek campus and accelerating work at Marsden Park campus
Slide 8: Melbourne Region: 650MW+ in Australia's 2nd global DC hub
Melbourne Region: 650MW+ in Australia’s 2nd global DC hub CDC is building at scale and at pace on two campuses in Melbourne. At our Brooklyn campus, our second data centre BK2 is nearing completion and will join BK1 in being operational. At our Laverton campus, construction is progressing on our fir
Slide 9: Canberra Region: new expansion to serve critical customer base
Canberra Region: new expansion to serve critical customer base CDC is also nearing completion of the first data centre in our new campus in Canberra, Beard. In addition, in response to existing and new customer demand, we continue to expand our campus in Hume to offer significant capacity to our hig
Slide 10: Perth Region: Expanding west to meet local and global demand
Perth Region: Expanding west to meet local and global demand CDC has announced our Maddington campus in Perth, which will be the largest AI and advanced technology data centre campus in the region, expected to deliver 200MW+ of high-density capacity when complete.1 Perth will play a key role as part
Slide 11: Auckland Region: additional capacity delivered in FY26
Auckland Region: additional capacity delivered in FY26 Hobsonville 2 facility became operational at the start of FY26, providing additional capacity to address significant customer demand in this region. Combined with Silverdale, our two Auckland campuses will offer 135MW+ of capacity when complete.
Slide 12: Market overview
a Market overview. ama | Ee
Slide 13: Investment in Data Centres and AI is accelerating globally
Investment in Data Centres and AI is accelerating globally The race for AI supremacy is still accelerating and this is reflected in the significant level of CAPEX and investment in data centres and infrastructure. The data centre industry is set to benefit as infrastructure and compute is seen as a
Slide 14: Australia and New Zealand are positioned for sizeable growth
Australia and New Zealand are positioned for sizeable growth The ANZ data centre market is forecast to grow rapidly, in-line with strong global growth out to 2030. Demand is expected to continue to outweigh supply in the short term in both Australia and New Zealand. In particular, as AI investment c
Slide 15: Australia as an AI Hub in the region
Australia as an AI Hub in the region Beyond domestic customer demand, Australia is emerging as a relevant location to support services for customers and users in the broader region. Australia’s natural advantages, combined with its technological and governance maturity, provide the right settings to
Slide 16: Customer value proposition
Customer value proposition.
Slide 17: CDC Value Proposition
Security. Building to the highest levels of security Availability. to ensure the protection of our 100% uptime guaranteed in our resilient customers’ critical assets. HCF Certified and modern facilities. Strategic Provider.1 CDC Value Proposition High-density. CDC’s cooling technologies enable cutti
Slide 18: Our data centre campuses are critical infrastructure ecosystems
Our data centre campuses are critical infrastructure ecosystems CDC supports some of the most critical customers in ANZ, who manage critical data and systems that safeguard the progress of the nations. This data is very sensitive and, as a result, as new waves of technology are adopted, they gravita
Slide 19: 18 Years of Data Centre Evolution and Innovation Leadership
18 Years of Data Centre Evolution and Innovation Leadership AI is the latest wave of technology that is driving data centre transformation at scale. This has significant implications for power densities, floor loading, cooling technologies, and scale. CDC continues to invest in significant engineeri
Slide 20: CDC continues to scale and expand in markets across ANZ
CDC continues to scale and expand in markets across ANZ Our progress as a business since 2007 has resulted in CDC having a trusted development track record and a design capability and ethos that customers value. CDC continues to enter into new markets whilst scaling and innovating at the rack, data
Slide 21: CDC has a diverse, high-growth and credit-worthy customer base
CDC has a diverse, high-growth and credit-worthy customer base CDC primarily targets three customer segments: Public Sector, National Critical Infrastructure (NCI), and Hyperscale and AI. The Hyperscale and AI segment is the fastest growing within CDC, highlighting CDC’s exposure to high growth driv
Slide 22: CDC continues to secure large scale capacity contracts
CDC continues to secure large scale capacity contracts CDC continues to maintain strong contracting momentum, securing additional capacity across public sector, national critical infrastructure, hyperscale and AI customers. Notable customer developments • CDC has been selected to host the first-of-i
Slide 23: Sustainability
Sustainability.
Slide 24: CDC Sustainability Strategy
CDC Sustainability Strategy CDC is committed to sustainability, community development and operational excellence, and has set a strong foundation for future growth and leadership in the industry. CDC’s Sustainability Strategy is built upon three core pillars— Stable planet, Thriving people and Trust
Slide 25: CDC is actively engaging with energy stakeholders
CDC is actively engaging with energy stakeholders Data centres have emerged as a key part of the energy grid and transition. CDC has a long track record of engaging, investing and partnering with different parts of the energy value chain. Utility engagement 01 Investment in energy 02 Driving demand
Slide 26: Industry Leadership in Water Efficiency
Industry Leadership in Water Efficiency CDC demonstrates industry leadership through its innovative closed loop cooling system which allows that enable our purpose-built data centres to rely on zero water consumption for the purpose of primary cooling, whilst also enhancing the resilience and flexib
Slide 27: Financial performance
Financial performance.
Slide 28: Outlook
Outlook CDC continues to maintain strong contracting momentum, with significant capacity to be deployed in the near term. CDC expects to see continued demand for our capacity and has the capital structure in place to execute on our growth trajectory. • CDC remains on track to double FY25 earnings by
Slide 29: Outlook
_ Te i REE Outlook.
Slide 30: Core areas of focus in the period ahead
Core areas of focus in the period ahead CDC will maintain our market leadership position by delivering in three key areas. Agility 01 Maintaining our edge when it comes to development, unlocking capacity and responding to customer priorities for large scale footprints in more locations. Customers 02
Slide 31: Questions
( ( Progress. Secured. Questions. cdc.com
Slide 32: Thank You
( ( Progress. Secured. Thank You. cdc.com
Slide 33: Appendix
Progress Appendix cdc.com
Slide 34: CDC FY25 Operating Metrics
CDC FY25 Operating Metrics As reported in Infratil annual results for the year ended 31 March 2025. A $ millions FY25 FY24 FY23 HY25 HY24 Operating capacity (MW)1 318 268 268 302 268 Capacity under construction 382 416 42 388 265 (MW) Development pipeline (MW) 1,754 536 476 1,606 517 Weighted averag
Slide 35: June 2025 Independent Valuation – Capacity/Development Inputs
June 2025 Independent Valuation – Capacity/Development Inputs Overview of CDC Data Centre Portfolio1 Region Status Built MW Canberra Operating 117 Sydney Operating 123 Melbourne Operating 34 Auckland Operating 98 Total Operating Capacity 372 Canberra Under Construction 58 Sydney Under Construction 1