Dxn Ltd. · ASX:DXN
Dxn — Q3 FY2025 Earnings Presentation
16 slides from Dxn's earnings presentation, May 2, 2025
Slide 1: Q3 FY25 Presentation
For personal use only DXN LIMITED 2 May 2025 Q3 FY25 PRESENTATION 1
Slide 2: Designs, engineers, manufactures, maintains and operates data centers across three core markets
For personal use only Designs, engineers, manufactures, maintains and operates data centers across three core markets Modular Division Data Centre Operations Designs, engineers, Owns, operates and maintains manufactures, and deploys critical data centres infrastructure prefabricated data centres in
Slide 3: Q3 FY25 Financial Highlights
Q3 FY25 Financial Highlights • $2.5 million in Q3 FY25 revenue – comprised $2.5 million of: Q3 FY25 Revenue For personal use only o Modular revenue ~$1.8 million o Data Centers Operations ~$0.7 million • Quarter ended with $3.2 million cash balance $3.2 million Cash balance as at 31 Mar 25 • Further
Slide 4: Well-positioned to outperform FY24
Well-positioned to outperform FY24 ▪ Modular Data Centre revenue derived from East Micronesia Cable Station (EMCS) contracts, Pilbara Ports Quarterly Revenue and other global internet company CLS contracts. ▪ Key contract signing of $0.6 million with BwebwerikiNET For personal use only Limited (BNL)
Slide 5: A strong and growing identified pipeline
A strong and growing identified pipeline • The current identified pipeline consists of 64 projects • New pipeline growth expected to include DXN’s HPC AI Module & Data Centre as a service (DCaaS) • A strong likelihood that 4 projects in the ‘verbal win/ contracting’ stage will convert to revenue For
Slide 6: Modular Data Centres Segments
Modular Data Centres Segments Existing Market Segments 1 Cable and Satellite Landing 2 Mining Modules 3 Stations Edge Data Centres 50kw to 2MW multi module edge For personal use only 30kw to Multiple MW size sites New Market Segments 4 55 6 7 DXN Module – Inference Defenseand Defense andGovernment G
Slide 7: Establishing a DCaaS segment to deliver recurring revenue
Establishing a DCaaS segment to deliver recurring revenue DCaaS – a capital light, facility as a service model For personal use only • Includes design, engineering and deployment of data centres and ground stations: o development of bespoke data centres or cabinet solutions for each customer. o Desi
Slide 8: FY25 Outlook
FY25 Outlook • Continue to execute on strategic objectives including entering new market verticals that will For personal use only support future growth • Added new services referred to as DCaaS in Q4 FY25 • First DCaaS contract signed with US based customer: – TCV of $3.6 million over 5-years – Inc
Slide 9: Q&A
For personal use only Q&A
Slide 10: Appendix
For personal use only APPENDIX
Slide 11: A growing addressable market across three core segments
A growing addressable market across three core segments For personal use only $186 m ▪ Cumulative addressable market through to 2029 is estimated to be $1.1 billion across three segments: ▪ Cable Landing Stations in APAC is $199 m expected to be $806 million. $1.1b ▪ Mining Operations in APAC is exp
Slide 12: CLS represents a high-growth opportunity for modular data centre deployment
CLS represents a high-growth opportunity for modular data centre deployment Cable Landing Stations Asia Pacific For personal use only • CLS are facilities where undersea data cables connect to terrestrial networks, enabling global internet traffic and +3% $157.7m data exchange $139.3m CAGR • Increas
Slide 13: Mining Operations market is expected to be $53 million in 29
Mining Operations market is expected to be $53 million in 2029 Mining Operations For personal use only Asia Pacific • Global demand for key commodities is expected to drive $53.0m new mine growth (+5% p.a) • Modern mines are increasingly adopting to advanced technologies such as Autonomous vehicles
Slide 14: The Edge Data Centres market is expected to be $52 million by 2029
The Edge Data Centres market is expected to be $52 million by 2029 Edge Data Centres For personal use only Australia ▪ Australian IT spend on Edge infrastructure is projected to grow at 20% CAGR through 2029, driven by: $52.4m ▪ Resilient hosting facilities close to end-customers vs on-premise data
Slide 15: Disclaimer
Disclaimer This presentation has been prepared by DXN Limited (ACN 620 888 548) FORWARD LOOKING STATEMENTS (DXN or Company). Certain statements contained in this presentation, including information as to the future financial or operating performance of the Company and its assets, are NOT AN OFFER fo
Slide 16: Thank you
For personal use only For more info visit dxn.solutions THANK YOU or email info@dxn.solutions