Infratil Limited · NZX:IFT
Infratil — Investor Day (March 2024)
20 slides from Infratil's investor day presentation, Mar 5, 2024
Slide 1: Infratil Investor Day Presentation
Infratil Investor Day Presentation 5 March 2024 Greg Boorer Chief Executive Officer 1
Slide 2: Important notice and disclaimer
Infratil Investor Day 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 the Corporations Act 2001) and its activities as at the date of this document. Material has been provided in summary
Slide 3: Agenda
Infratil Investor Day 3 Agenda 05 Performance 13 Outlook 20 Questions CDC Progress. Secured.
Slide 4: Overview
Infratil Investor Day 4 Overview CDC is the pre-eminent owner/operator and developer of highly secure, connected and sovereign data centre campuses across Australia and Aotearoa New Zealand. Security Sustainability • HCF Certified Strategic Provider1 • Industry-leading WUE • Government security accr
Slide 5: Performance
Infratil Investor Day Performance 5
Slide 6: FY2024 achievements to date
Infratil Investor Day 6 FY2024 achievements to date CDC continues to meticulously deliver on its commitments to customers, people, new developments and financial targets. Focus area Status Achievements • Record 200MW+ new capacity contracted1 – largest ever addition within 12 months CUSTOMERS On Tra
Slide 7: Delivering on our development commitments
Infratil Investor Day 7 Delivering on our development commitments CDC has delivered on its development commitments, making significant progress on the construction activities over the last 12 months across both Australia and New Zealand. New Zealand Australia Auckland – Silverdale (SIL1A) Auckland –
Slide 8: Our locations
Infratil Investor Day 8 Our locations Operational data centres across Australia and New 13 Zealand Canberra Hume Hume One: Sydney Eastern Creek HU1 HU2 HU3 Data centres under 8 construction Hume Two: EC1 EC2 EC3 HU4 HU5 EC4 EC5 EC6 Additional capacity to Canberra accommodate step- change in AI deman
Slide 9: World-class data centre portfolio
Infratil Investor Day 9 World-class data centre portfolio Capacity Growth Forecast by Region1 Region Status Built MW MW Canberra Operating 117 Sydney Operating 123 1200 Auckland Operating 28 Total Operating Capacity 268 1000 Canberra Under Construction 39 Sydney Under Construction 158 800 Melbourne
Slide 10: Brand Refresh
Infratil Investor Day 10 Brand Refresh Specialising in world-leading critical infrastructure capabilities, CDC has established itself as the foremost destination for customers who cannot – and will not – compromise on their digital critical infrastructure. Together with our customers, we ensure that
Slide 11: ESG Leadership
Infratil Investor Day 11 ESG Leadership Stable Thriving Trusted Highlights planet. people. company. • Stable Planet: First certified net carbon zero hyperscale data centre provider in New Zealand1 • Thriving People: Supporting our people’s wellbeing and community engagement • Trusted Company: Univer
Slide 12: CDC continued to scale its proprietary designed, dedicated learning hub
Infratil Investor Day 12 CDC continued to scale its Tiered Technical Training University Engagement Innovation partnership proprietary designed, • Bespoke technical training • Collaboration with universities to • CDC and Innovation Central dedicated learning hub. explore how CDC can contribute to Ca
Slide 13: Outlook
Infratil Investor Day Outlook 13
Slide 14: Global demand-side market outlook
Infratil Investor Day 14 Global demand-side market outlook Data Centre demand growth continues to accelerate The race to achieve Multimodal AI supremacy • Major hyperscalers continue to generate revenue growth on the back of continued adoption of cloud and increasing customer uptake of AI GenAI Mode
Slide 15: ANZ market outlook
Infratil Investor Day 15 ANZ market outlook Australia and New Zealand market forecasts suggest that demand will continue to outweigh supply, Additional growth drivers meaning continued capacity constraints and bottlenecks for customers: Whilst GenAI continues to be the largest near-term growth drive
Slide 16: Harnessing strategic trends for growth
Infratil Investor Day 16 Harnessing strategic trends for growth CDC continues to uniquely position itself at the intersection of several macro trends that support its accelerated growth trajectory. Sovereignty and security controls Escalating geostrategic competition is evolving to include advanced
Slide 17: Priorities for the period ahead
Infratil Investor Day 17 Priorities for the period ahead The focus for FY2025 remains consistent across the four key dimensions of Customer, People, Development and Finance. Customer People Development Finance • Address increased customer • Continue to cultivate high • Execute development and • Deli
Slide 18: Development at scale across multiple campuses and regions
Infratil Investor Day 18 Development at scale across multiple campuses and regions CDC continues to grow its development footprint, with over 380MW of data centres under construction across multiple campuses and regions in Australia and New Zealand ACT – Beard (BE1) VIC – Brooklyn (BK2) NZ – Hobsonv
Slide 19: Financial performance and outlook
Infratil Investor Day 19 Financial performance and outlook CDC’s business model has very solid foundations, with four key strengths underpinning its strong financial performance. Profitable growth to continue as customers are onboarded into facilities in Australia and New Zealand and our increased c
Slide 20: Questions
Infratil Investor Day Questions 20