Infratil Limited · NZX:IFT
Infratil — CDC Data Centres — Investor Day (April 2025)
24 slides from Infratil's investor day presentation, Apr 9, 2025
Slide 1: Infratil Investor Day Presentation
Infratil Investor Day Presentation 9 April 2025 Greg Boorer Founder and Chief Executive Officer ( ( Progress. Secured.
Slide 2: Important notice and disclaimer
@ Important notice and disclaimer Material contained herein is intended to be general background information on CDG, its related bodies corporate (as defined in the Corporations Act 2007) and its activities as at the date of this document. Material has been provided in summary form, isnot necessaril
Slide 3: Agenda
Agenda O4 — Introduction O07 Achievements 18 Growth 24 Questions cDC Progress. Secured.
Slide 4: Securing progress: data centres
~ ‘ en y Be: f a Hi ic d a aa ‘Securing progress V ye Sos 22 14 8 er heege of A 5 ile _ na Z a Data centres NVIDIA. Total Operational Under construction Locati High densit ~,, 4 ~W Fhe ocations W igh density ele > y LF x Nine campuses across our P , operating regions: : Y ~) rte +400kW oe i Aa se |
Slide 5: Our ANZ Presence
Our ANZ Presence O O e) O cDC gq - Operational campus Operational data centre Data centre under development Future build (FB) Fibre connectivity ——. Canberra Bea X ume Two: @@0®@ XN ; (| Melbourne Laverton }-—# @@ Ne i ( Melbourne Brooklyn De (" Auckiand Hobsonville = Ne a . (. Auckland sil \ @Q@® \
Slide 6: Security, Optionality, Sustainability
Security Optionality (5) Sustainability Progress, Secured.
Slide 7: Achievements
Achievements
Slide 8: CDC Growth in 2024 - 2025
CDC Growth in 2024 - 2025 Completed expansion projects in NZ Began construction at the Marsden Park Campus in NSW Commenced work at the Laverton Campus in VIC set ProQress: Setured.
Slide 9: Customers
a Customers Successfully grew and diversified our client base across target markets Contracted new capacity across all regions Continued focus on exceeding customer expectations SIGIIIEF S ‘ we
Slide 10: People
2, People Continued to foster a high-performance culture across all our regions Successfully scaling up and continuing to expand our high performing team Investing significantly in new capabilities and functions to enable continued growth ——— j
Slide 11: Development
a ro «3 Development * Accelerated construction across our regions f Wi if * Increased development pipeline across j Australia and New Zealand <= * Proven capability to build at scale across multiple regions yeu wn Se
Slide 12: Track record of development at scale
Track record of development at scale across multiple campuses and regions 2008 Hume CDC's first campus - Hume 1 becomes operational. 2015 Fyshwick Fyshwick 1 becomes operational. 2018 Eastern Creek CDC's first Sydney campus becomes operational. 2022 Silverdale Silverdale becomes operational. 2022 Ho
Slide 13: Financial Performance
(hy Financial Performance * Strong earnings growth trajectory * Invested in growing capability across the business Continued prudent cost management * Additional debt and equity raised, diversifying capital base and supporting continued growth Progress. Secured. Bees
Slide 14: Shareholder Confidence
th Shareholder Confidence * Landmark deal signed to ensure continued support for growth and success * The transaction puts the enterprise value of CDC at ~$17bn Progress. Secured.
Slide 15: Sustainability
UP rl (©) Sustainability 1. Toitu net carbonzero and Toitu enviromark diamond" certifications renewed in New Zealand 100% renewable electricity by default since 1 January 2024 Water Usage Effectiveness (WUE) of 0.01 Zero Waste certification in NSW wy
Slide 16: Unlocking ANZ as the APAC digital infrastructure hub
F bo DIGITAL FUTURE Unlocking ANZ as the APAC digital infrastructure hub 1. $26+ billion worth of additional investment stry collaboration i in data centres by 2030 ‘cigial on 2. Only 1% of Australia’s annual energy consumption is data centre usage ‘amen ppt nity thal ‘tdnernenienegy eared 3. Data C
Slide 17: Leading on AI
a 5 a nia Leading on Al : Track record of delivering flexible and tailored = . customer solutions S —- High power density designs = ~ Deep experience with liquid cooling, supported = ; = = by our closed loop liquid cooling system { Future proofed designed data centres = ° , on a it CDC has achieved
Slide 18: Growth
YVAN os oe Growth Wii
Slide 19: Advancements in AI are driving significant demand growth for data centre capacity
Advancements in Al are driving significant demand growth for data centre capacity Continued Al up-take Creation of new Al use across sectors cases me More computation More demand for Al required due to shift to infrastructure reasoning models for Al inference CDC Progress, Secured.
Slide 20: Industry forecast an AI arms race, driving an unprecedented DC build-out
Industry forecast an Al arms race, driving an unprecedented DC build-out Top 4 US CSPs Computing At Inflection Point cpc Background image and charts courtesy of NVIDIA A 3 Progréss, Secured.
Slide 21: AI advancement accelerates
advancement accelerates C 2025) (2026) (2027) (2028) (2029+) I I I I I Illustrative NVIDIA Blackwell Al GPU Roadmap Bleclevall Ultra Anticipated Al GPU ~130- EDS) ee, Peak Rack Density 250kW Rubin Rubin Ultra Diagram based iv diagram. Release dates indicative only. For exact release dates refer to N
Slide 22: Strategic Position as Tier 1 AI Diffusion Nation
Strategic Position as Tier 1 Al Diffusion Nations! (E418 Proposed Tier 1 Nations 0) cpc. [1] According to the US government's currently proposed Al Diffusion Framework. @ 7 CDC is in 2 of only 5 Tier 1 Nations within APAC Australia and New Zealand welt positioned ‘to support Al build-out Progress. S
Slide 23: Outlook
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 capacity under construction is delivered to meet inc
Slide 24: Questions
YVAN is t 3 KAN Questions NN