Infratil Limited · NZX:IFT
Infratil — Investor Day (February 2021)
17 slides from Infratil's investor day presentation, Feb 16, 2021
Slide 1: CDC Data Centres Infratil Investor Day Presentation
CDC Data Centres Infratil Investor Day Presentation 16 February 2021 Greg Boorer Chief Executive
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation contains confidential, non-public information and has been prepared by Canberra Data Centres Proprietary Limited (ABN 59 125 710 394) (“CDC”). Distribution of this presentation, or of any information contained in this presentation, to any person othe
Slide 3: Contents
Contents 1 CDC overview & performance 2 Outlook 3 Questions 4 Appendix
Slide 4: CDC overview & performance
CDC overview & performance cob, DATA CENTRES
Slide 5: CDC Data Centres overview
CDC Data Centres overview Established in 2007, CDC Data Centres (CDC) has grown to be a leading operator of secure world-class data centre (DC) facilities, guaranteeing the availability of mission-critical systems CDC builds, owns and operates data centres across a growing footprint of campuses in A
Slide 6: Since we last met
Since we last met…. Since our last update in October 2020 we have achieved strategic short term goals and have witnessed accelerated demand for projects What we said we would do… Auckland 1 data centre construction ✓ Secure new clients and workloads at Eastern Creek 3 and Hume 4; key strategic gover
Slide 7: Development updates
Development updates CDC’s data centres under construction are all progressing well; on-track and within budget Auckland 1 in-ground works completed ⚫ New Zealand developments are out of the ground ⚫ Eastern Creek 3 is completed with customer fit-out works ongoing; focus has now shifted to Eastern Cr
Slide 8: Financial performance
Financial performance Four years of growth in both run rate and reported EBITDA delivered. Growth expected to continue CDC has built a loyal customer base, ⚫ CDC delivered on budget for FY2020 and on track for FY2021 comprising Government, Hyperscale ⚫ Strong track record of growth and attractive me
Slide 9: Outlook
Outlook DATA CENTRES
Slide 10: Accelerated demand for future projects
Accelerated demand for future projects CDC’s track record of project delivery puts CDC in the right place at the right time to satisfy accelerating market demand ⚫ Sector growth has accelerated ⚫ Remote working environments, online retail, digital transformation of government and commercial service
Slide 11: Portfolio overview and growth outlook
Portfolio overview and growth outlook CDC has a clear runway for growth within Australia and is growing into New Zealand ⚫ Eastern Creek 3 and Hume 4 are now operational; nine operational DCs across three locations ⚫ Eastern Creek 4 and Hume 5 accelerated to commence construction in FY22, Sydney Eas
Slide 12: Looking ahead
Looking ahead The key focus for FY2022 will be to deliver on contracted capacities and look for additional expansion opportunities Continue to bring quality, • Commission both of CDC’s New Zealand data centres in secure, resilient and early CY 2022 sovereign owned data • Secure new clients and workl
Slide 13: Questions
Questions cob, DATA CENTRES
Slide 14: Appendix
A Appendix cob, DATA CENTRES
Slide 15: Growth by site
Growth by site CDC has successfully grown its portfolio of assets and has a range of diversified growth options that now include the expansion into New Zealand Capacity Capacity Phase 1: Phase 2: Facility (MW) contracted1 Build Fit-out phase Hume 1 6MW >95% Completed Completed Hume 2 6MW 100% Comple
Slide 16: New Zealand focus
New Zealand focus CDC is well-positioned to capitalise on a new growth market by providing world-class quality, secure and resilient storage solutions Highlights ⚫ Acquired two parcels of land in Auckland in 2020 ⚫ Auckland 1 site is ~11,000 sqm with expansion capacity available ⚫ Auckland 2 site is
Slide 17: Market Growth Drivers
Market Growth Drivers Multiple drivers are underpinning future growth, aided by accelerated digital transformation • Increasing digitisation of business operations – remote working, data analytics etc • “Always on” consumers driving growth in digital content, streaming, edge computing, etc • Data gr