Macquarie Technology Group Limited · ASX:MAQ
Macquarie Technology — H1 2026 Earnings Presentation
20 slides from Macquarie Technology's earnings presentation, Feb 26, 2026
Slide 1: Half Year Results 1H2026
For personal use only Half Year Results 1H2026. 26 February 2026 Authorised for release by the Board of Directors of Macquarie Technology Group Limited
Slide 2: Growth across key financial metrics
Growth across key financial metrics. 1H 2026 vs 1H 2025 For personal use only Revenue EBITDA NPAT EPS $193.4m $57.9m $16.3m 63.4 cents ps +5% +3% -9% -9% ● Twenty-two consecutive halves of EBITDA growth ● Actively pursuing site pipeline for data centre for the Group. growth. ● EBITDA CAGR of 4.1% ov
Slide 3: Business design
Business design. Business Areas ® macaquarie @macquarie @macaquarie | @macaquarie GOVERNMENT Percentage of n~ amy) Revenue and EBITDA in 1H26 Revenue EBITDA Revenue EBITDA Revenue What we do Bee ot lille our own dete mn otters com Wo arth loc re experts in our local market enabling u: on time and on
Slide 4: Business Highlights Summary
Business Highlights Summary. For personal use only Macquarie Macquarie Macquarie Macquarie Data Centres Cloud Services Government Telecom Construction of IC3 SuperWest Microsoft’s #1 Azure Partner 42% of Australian Government Number 1 SD-WAN Australia, core and shell is complete, nationally within s
Slide 5: Company purpose, NPS and people engagement
Company purpose Net Promoter Score (NPS) People engagement For personal use only To make a difference in +86 markets that are NPS is the measure of customer underserved and experience that is assessed on a scale of -100 to +100, where a score overcharged. of greater than +50 is excellent. 5
Slide 6: Digital Infrastructure
For personal use only Digital Infrastructure
Slide 7: The Macquarie Data Centres Platform
The Macquarie Data Centres Platform. For personal use only Macquarie Data Centres is a proven platform for developing and operating data centres in Australia. MDC manages the entire operating model based on deep understanding of customer requirements and industry trends. This forms the basis of MDC’
Slide 8: Macquarie Park Data Centre Campus: IC3 SuperWest
Macquarie Park Data Centre Campus IC3 SuperWest. For personal use only Construction of IC3 SuperWest is well underway and remains on time and on budget. Fitout of the first 6MWs of mechanical and electrical plant has commenced. IC3 SuperWest has an IT Load capacity of 47MW bringing the Campus to 65M
Slide 9: Macquarie Government
Macquarie Government Secures Government and Critical For personal use only Infrastructure from Cyber Risks. Delivered through our Certified Strategic Data Centres, our digital infrastructure and services are built to meet the Government's PSPF and Essential 8 frameworks We are at scale and maturity
Slide 10: Macquarie Cloud Services
Macquarie Cloud Services Reducing Risk and For personal use only Optimising IT Costs Delivering a true hybrid offering to customers focused on matching the right infrastructure to each application in a customer environment. Cloud solutions matched to unique compliance, security, governance and cost
Slide 11: Financials
For personal use only Financials
Slide 12: Financial Results
Financial Results. For personal use only $m 1H FY25 1H FY26 1H FY26 v 1H FY25 % Change Revenue Cloud Services & Government 103.9 115.9 12.0 11.5% Data Centres 39.5 43.2 3.7 9.4% Telecom 57.4 53.0 (4.4) (7.7%) Inter-segment (17.2) (18.7) (1.5) 8.7% Total Revenue 183.6 193.4 9.8 5.3% EBITDA Cloud Serv
Slide 13: Group Financial Performance
Group Financial Performance. For personal use only Over the last 3 years: ● Revenue CAGR of 3.9% ● EBITDA CAGR of 4.1% EBITDA margin of 29.9% in 1H FY26 13 All figures presented are subject to rounding.
Slide 14: Cloud Services & Government Financial Performance
Cloud Services & Government Financial Performance. For personal use only Over the last 3 years: ● Revenue CAGR of 6.7% ● EBITDA CAGR of 2.6% EBITDA margin of 24.1% in 1H FY26 14 All figures presented are subject to rounding.
Slide 15: Data Centres Financial Performance
Data Centres Financial Performance. For personal use only Over the last 3 years: ● Revenue CAGR of 10.9% ● EBITDA CAGR of 6.8% EBITDA margin of 46.2% in 1H FY26. EBITDA impacted by investing in data centre development activities costs (incl. technical specialists) associated with the potential acqui
Slide 16: Telecom Financial Performance
Telecom Financial Performance. For personal use only Over the last 3 years: ● Revenue CAGR of (3.9)% ● EBITDA CAGR of 2.5% EBITDA margin of 19.0% in 1H FY26 16 All figures presented are subject to rounding.
Slide 17: Capex: Growth, Customer Growth and Maintenance
Growth Capex Customer Maintenance Growth Capex Capex For personal use only ● Growth Capex is for the building of ● Customer Growth Capex is for ● Most of the remaining Capex is new data centre capacity, additional cabling, racks, servers & infrastructure refresh and internal increased power supply,
Slide 18: Balance Sheet & Cash Flows
Balance Sheet & Cash Flows. For personal use only ● The Group has Cash and cash equivalents of $12.1 ● Operating cash flow of $42.2 million in 1H FY26, includes an million plus undrawn debt facility of $393.5 million for income tax payment for FY25 of $10.7 million. When growth initiatives (before t
Slide 19: Outlook
Outlook. For personal use only FY26 EBITDA is expected to be approximately $114 to $117 million. Continuing investment across the Group to drive future growth. Phase 1 of IC3 SuperWest (6MW) is expected to be completed by September 2026, providing the next major step-up in MDC capacity. This positio
Slide 20: Outlook
Outlook. For personal use only Undrawn debt facility of $443 million (including newly established $50 million incremental debt facility) along with cash and deposits of c$12 million is available to fund the construction of IC3 SuperWest (Phase 1), additional long lead-time equipment and the potentia
Macquarie Technology Group — H1 2026 Earnings Presentation on 6ix