Centuria Capital Group · ASX:CNI
Centuria Capital — Investor Day (June 2026)
30 slides from Centuria Capital's investor day presentation, Jun 16, 2026
Slide 1: Centuria and ResetData Investor Day
Centuria Capital Group (CNI) Centuria and ResetData Investor Day SYDNEY (Tuesday, 16 June 2026) – Centuria Capital Group (ASX: CNI or “Centuria”) provides the attached presentation that will be used as part of today’s Investor Day. -ENDS- For more information or to arrange an interview, please conta
Slide 2: Centuria Capital Group and Centuria Industrial REIT Investor Day
16 JUNE 2026 | ASX:CNI Centuria Capital Group and Centuria Industrial REIT Investor Day RESETDATA: AI FACTORY 1
Slide 3: Group overview and Centuria data centre vertically integrated capability
LISTED: DATA CENTRE, PIPE STREET, WELLCAMP QLD Group overview and Centuria data centre vertically integrated capability John McBain, Centuria Capital Joint CEO Simon Holt, Centuria Capital CFO
Slide 4: Founder-led, Australasian fund manager overseeing $21Bn+ AUM
Centuria: Founder-led, Australasian fund manager overseeing $21Bn+ AUM1 25+ year track record deploying capital into scalable investments CENTURIA DIVISIONS OPERATIONS PLATFORM CAPITAL1 • Real estate equity ✓ Funds management • 150+ unlisted funds & loan SPVs (Listed / unlisted funds) ✓ Transactions
Slide 5: Centuria has established vertically integrated data centre capability
Centuria has established vertically integrated data centre capability DC owner DC developer DC operator AI Factory operator ARTIST IMPRESSION TELSTRA DATA CENTRE, CLAYTON VIC DC EXPANSION, CLAYTON VIC WELLCAMP DC, TOOWOOMBA QLD AI FACTORY 1 First acquisition in 2020. Dedicated data centre developmen
Slide 6: Centuria and AI compute infrastructure platform
Centuria and AI compute infrastructure platform Bass Salah, ResetData Joint CEO
Slide 7: Welcome to AI Factory 1 (AI-F1)
Welcome to AI Factory 1 (AI-F1) Australia’s first sovereign AI Factory — from concept to delivery by Centuria and ResetData, and an enabler for NCP status 2021 2021–2023 2024 2025-1Q26 2Q26-beyond Opportunity Identified Building the Platform Centuria & ResetData AI-F1 Delivered in AI-F1, AI-F2 and m
Slide 8: Discipline of delivering NVIDIA-certified, sovereign AI Factory
Discipline of delivering NVIDIA-certified, sovereign AI Factory Delivery process Key delivery team members ACTION RESPONSIBILITY PHASE Brett Kennedy | Chief Engineering Officer 30+ years across enterprise technology, with senior roles at NAB, NVIDIA-Certified ready data centre Centuria or third-part
Slide 9: Centuria + ResetData: Key pillars established for neocloud success
Centuria + ResetData: Key pillars established Centuria & are building a platform, beyond deploying GPUs. for neocloud success • ResetData: Operational team enabling rapid GPU deployment (30+ staff). ✓ Capability • Centuria platform: integrated asset, development and capital (500+ staff). • Own and o
Slide 10: Data centre market overview
Data centre market overview Kate Mitchell, Fund Manager – Data centres
Slide 11: What's real and what's not? Duplication and constraints on prospective supply
What’s real and what’s not? Duplication and constraints on prospective supply Australia’s installed 44GW capacity is currently GW of connection requests received in the 2025 ISAR1 only 1.5GW. Despite strong 30GW demand, this is only Removed by NSP and AEMO screening for credibility1 expected to grow
Slide 12: Australia's competitive advantages are structural and strategic
Australia’s competitive advantages are structural APAC data centre powered shell build cost estimates ($USM / MW)1 and strategic Advantages Tokyo 14.5 • Sovereign data and regulatory positioning Singapore 13.5 • Lower cost build vs North Asia1 • Strong renewable energy pipeline Hong Kong 12.0 • Prox
Slide 13: Each digital wave has added to underlying demand
Each digital wave has added to – rather than replaced – underlying demand Industry evolution is not as much about excess data centre capacity; as it is the risk that AI value creation occurs offshore, leaving Australia positioned as a consumer of AI, not a producer of it. Dot.com the internet Cloud
Slide 14: Centuria DC: CIP's perspective
LISTED: THOMASTOWN VIC Centuria DC: CIP’s perspective Grant Nichols, Head of Listed Funds & CIP Fund Manager
Slide 15: Centuria Industrial REIT data centre strategy
Centuria Industrial REIT (ASX: CIP) data centre strategy Targeting real estate returns from data centres Two different asset strategies Targeting real estate returns No operating risk • Existing operational data centres provide long • The CIP data centre strategy is targeted at • CIP cannot operate
Slide 16: Clayton
Clayton ARTIST’S IMPRESSION Current Future optionality • CIP owned asset since 2020. • Telstra has agreed to partially surrender one hectare of under-utilised land, providing an opportunity for a second data centre. • Telstra have a triple net lease over an existing data centre until 2050. • The exi
Slide 17: Thomastown
Thomastown ARTIST’S IMPRESSION Current Future optionality • Existing CIP landholding of 10.6 hectares. • Future optionality • Two existing industrial facilities on site, with lease expiries of 2027 and 2031. • Power applications have been lodged to VicGrid and Ausnet. • Significant power allocations
Slide 18: Toowoomba
Toowoomba Current Future optionality • Acquired by CIP in 2026. • Power studies underway to increase power capacity. • Centuria DC have a 15-year triple net lease over the facility. • Proximity to renewable and gas energy, creates opportunity for significant • Existing operation is a 2.5MW colocatio
Slide 19: Other sites
Other sites Yarraville Malaga Current Current • Located within 10 kilometres of Melbourne city, leased to 2028. • Malaga - 100% leased to Fujitsu until October 2030 (with a 5-year option). Future optionality • Located in the Western Melbourne availability zone, with numerous Future optionality Hyper
Slide 20: Appendix: AI and compute market structure, growth and supply constraints
Appendix: AI and compute market structure, growth and supply constraints
Slide 21: ResetData: Founder-led, NVIDIA neocloud
ResetData: Founder-led, NVIDIA neocloud Founded in 2021 to address global compute shortage The problem: The solution: Monetising AI: AI demand Customers Compute and power Integrated sovereign compute Compute capacity → AI products → are bottlenecks infrastructure Revenue • Hyperscaler capex scaling
Slide 22: ResetData: Delivering NVIDIA-validated, production-grade AI infrastructure at scale
ResetData: Delivering NVIDIA-validated, production-grade AI infrastructure at scale ResetData delivers NVIDIA-validated, production-grade AI infrastructure | Non-partners sell GPU capacity. End-to-end NVIDIA AI infrastructure — design, deploy and operate Architect, size and integrate Optimise worklo
Slide 23: Global neocloud development: contracts, capital and scaling
Global neocloud development: contracts, capital and scaling • LLMs and Hyperscalers are institutionalising demand, securing large-scale contracts with neocloud providers and tightening available compute capacity. • The US has scaled rapidly, while Australia remains earlier in the development curve.
Slide 24: Neoclouds: Exponential growth rates and opportunities
Neoclouds: Exponential growth rates and opportunities • AI-driven demand, supported by hyperscaler partnerships, is accelerating Revenue growth reflects contracted demand and supply constraints. neocloud growth Neocloud revenues are scaling 2023 Revenue: ~US$2.5Bn1 • Longer-duration contracts are dr
Slide 25: Neoclouds in Australia
Neoclouds in Australia Comparable platforms have experienced rapid re-ratings as contracts and scale have emerged • Sharon AI is an Australian neocloud operator, • Centuria purchased a 50% stake in ResetData • Firmus was incorporated in Australia in 2019. purpose-built to power the next generation o
Slide 26: Hyperscaler demand is tightening supply and supporting GPU pricing
Hyperscaler demand is tightening supply and Sustained capex growth by Record high3 supporting GPU pricing hyperscalers ($Bn)1 The hourly cost of renting NVIDIA B200 700 GPUs has risen sharply in recent weeks, $615 according to spot-market prices. Hyperscalers 600 • Hyperscaler capex ~US$600Bn p.a. 1
Slide 27: Global market imbalance as global AI demand outstrips supply
Global market imbalance as global AI demand outstrips supply Demand: Total global data centre workloads (GW)1, 2 Supply: Global supply forecast by region (GW)1, 2 3 Global AI compute demand is accelerating, with data centre, workloads growing at ~19–22% CAGR and Global supply growth (~14% CAGR) is m
Slide 28: Definitions
Definitions Operating Segments: The Group has five reportable operating Syndicated Facility Agreements. Eliminations include Elimination of CPF2L: Centuria Property Funds No. 2 Limited ACN 133 363 185 segments. These reportable operating segments are the divisions which transactions between the oper
Slide 29: Disclaimer
Disclaimer This presentation has been prepared by Centuria Capital Limited and Centuria Funds Management Limited (‘CFML’) as responsible entity of Centuria Capital Fund (together the stapled listed entity CNI). Centuria Property Funds Limited (ABn 11 086 553 639, AFSL 231 149) ('CPFL') and Centuria
Slide 30: Office locations
AUSTRALIA Sydney (head office) Melbourne (02) 8923 8923 (03) 9616 6500 Level 41, Chifley Tower Level 47 2 Chifley Square 101 Collins Street Sydney NSW 2000 Melbourne Vic 3000 Brisbane Perth (07) 3905 7000 (08) 9321 7133 Suite 2802, Riverside Centre Level 27 Level 28, 123 Eagle Street 140 St Georges