Nextdc Limited · ASX:NXT

Nextdc — Shareholder Meeting (November 2025)

39 slides from Nextdc's shareholder meeting presentation, Nov 13, 2025

Slide 2: Board of Directors
BOARD OF DIRECTORS DOUGLAS FLYNN STUART DAVIS DR GREGORY CLARK AC JENNIFER LAMBERT DR EILEEN DOYLE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHAIRMAN DIRECTOR DIRECTOR DIRECTOR DIRECTOR STEVE SMITH MARIA LEFTAKIS CRAIG SCROGGIE DEBORAH PAGE AM JAMALUDIN IBRAHIM NON-EXECUT
Slide 3: Meet Our Leaders
MEET OUR LEADERS CRAIG SCROGGIE DAVID DZIENCIOL SIMON COOPER OSKAR TOMASZEWSKI MICHAEL HELMER CHIEF EXECUTIVE OFFICER CHIEF CUSTOMER AND GROUP CHIEF CHIEF FINANCIAL COMPANY SECRETARY AND AND MANAGING DIRECTOR COMMERCIAL OFFICER DEVELOPMENT OFFICER OFFICER CHIEF RISK OFFICER OLIVIA MORIARTY ELLIE WHI
Slide 7: Purpose
PURPOSE NEXTDC’s purpose is to deliver the most trusted, sovereign, and scalable digital infrastructure globally, enabling continuous intelligence flow, system scalability and unstoppable progress. NEXTDC © Copyright 2025 | Annual General Meeting 2025 7
Slide 8: Welcoming Two New Non-Executive Directors to the Board
WELCOMING WELCOMINGTWO NEWNEW NON-EXECUTIVE NON-EXECUTIVE DIRECTORS DIRECTORS TOTO THE THE BOARD BOARD DEBORAH PAGE AM JAMALUDIN IBRAHIM NON-EXECUTIVE NON-EXECUTIVE DIRECTOR DIRECTOR NEXTDC © Copyright 2025 | Annual General Meeting 2025 8
Slide 9: FY25 Highlights
FY25 HIGHLIGHTS NET UNDERLYING CONTRACTED INTERCONNECTION REVENUE1 EBITDA2 UTILISATION REVENUE A$350.2m A$216.7m 244.8MW A$30.2m 14% 6% 42% 7% 3 Note: All percentage increases are expressed relative to the FY24 results 1. Comprises total revenue less direct costs 2. Refer to page 35 of the FY25 resu
Slide 10: Digital Infrastructure Platform Architecture
DIGITAL INFRASTRUCTURE PLATFORM ARCHITECTURE HYPERSCALE MAJOR METRO REGION EDGE 100MW – 1GW+ 10MW – 100MW 1MW – 10MW 100kW – 1MW MISSION CRITICAL OPERATIONS CENTRES Technology, Mining, Space, Financial, Government, Transport AXON NETWORK CONNECTIVITY SERVICES Cloud, Campus, Metro, Intercap, Subsea O
Slide 11: Executive Leadership Team
GIP PARTICIPANTS EXECUTIVE LEADERSHIP TEAM The participants include the Executive Leadership Team, a strong and stable team with diverse experience across a range of relevant industries including data centres, cloud services, telecoms and finance Executive Leadership Team Craig Scroggie Chief Execut
Slide 13: Strong Forward Outlook: Order Book to Billing Ramp
STRONG FORWARD OUTLOOK: ORDER BOOK TO BILLING RAMP Forward Order Book1 Conversion of Forward Order Book1,2 to Future Billing 18MW 58MW 57MW 245MW Forward Order Book of 134MW to deliver a step change in future billings 134MW 111MW 87MW 10MW 10MW 45MW FY21 FY22 FY23 FY24PF 3 FY25 FY25 FY26 FY27 FY28-2
Slide 15: FY25 Highlights
FY25 HIGHLIGHTS ▪ Net revenue1 grew 14% to A$350.2m (FY24: A$307.9m) (FY25 Guidance A$340-350m) ▪ Total revenue increased A$22.9m (6%) to A$427.2m ▪ Record sales year with contracted utilisation increasing 72.2MW (42%) to 244.8MW SOLID REVENUE ▪ Interconnection revenues increased A$1.9m (7%) to A$30
Slide 16: A new industrial revolution has started. The AI race is on.
A new industrial revolution has started. The AI race is on. We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade. Jensen Huang: Founder & CEO, NVIDIA NEXTDC © Copyright 2025 | Annual General Meeting 2025 16
Slide 17: Capitalised for Growth – Debt Funding Profile
CAPITALISED FOR GROWTH – DEBT FUNDING PROFILE Highlights Debt Facilities Summary ▪ On 14 August 2025, NEXTDC announced an increase in its Debt Facilities Facility Type Maturity Limit Drawn Undrawn by A$3.5bn to A$6.4bn Facility A Revolving Dec 2029 A$1,500m A$748m A$752m ▪ A$5.0bn (~80%) of this tot
Slide 18: Platform Expansion Continues
Platform Expansion Continues ▪ Accelerated M3 construction enabling speed to market for domestic AI deployments for liquid direct to chip ultra high- density cooling ▪ Total power planned capacity upgrades at M3 by 50MW to 200MW, M4 by 70MW to 150MW and S5 by 20MW to 80MW ▪ NSW Investment Delivery A
Slide 19: Hyperscale Development Projects
HYPERSCALE DEVELOPMENT PROJECTS S4 SYDNEY M2 MELBOURNE ~350MW+1 Total power planned 120MW Total power planned ~10MW for Phase 1 Built capacity 48MW + 18MW in progress Built capacity Design & Town Planning Status Operational Status S5 SYDNEY M3 MELBOURNE Total power planned ~80MW+1 Total power planne
Slide 20: Regional Data Centre Platform
TK1 Tokyo TK2 REGIONAL DATA CENTRE PLATFORM Bangkok BK1 Kuala Lumpur KL1 ▪ A rapidly growing portfolio of operational data centres and JB1 development projects across SG1 Australia and the APAC region. Singapore Guam San Jose ▪ Continued expansion reflects NEXTDC’s commitment to meeting the growing
Slide 22: AI Factories
AI Factories An AI Factory, based on NVIDIA’s reference architecture, is a high-density, interconnected platform that transforms diverse data sources into intelligence. By uniting compute, storage, networking, and software for industrial-scale AI development, training, and deployment, AI supports ne
Slide 23: ESG Highlights
ESG Highlights ▪ KL1 on track for Green Building Index Platinum Rating: NEXTDC’s KL1 awarded a provisional Platinum rating, the highest rating under Malaysia’s Green Building Index for facility design ▪ Double Materiality: Completed NEXTDC’s first independently facilitated Double Materiality Assessm
Slide 24: WHS Highlights
WHS Highlights ▪ Construction Safety Excellence: Achieved a LTIFR of 0.0 (down from 0.8) and TRIFR of 1.4 (down from 4.6), reflecting the maturity of our safety assurance program and strong collaboration with Principal Contractors, WHS advisors, and independent experts ▪ Safety In Design: Early enga
Slide 25: NEXTDC's AI-First Innovation Future
NEXTDC’s AI-First Innovation Future Innovation is the engine of NEXTDC’s success. We’re transforming how data centres are designed, built and operated through digital twins, AI-driven analytics and modular engineering. Our people and technology together are setting new industry benchmarks for effici
Slide 26: Development Pipeline
3GW+ 1 DEVELOPMENT PIPELINE 1 ▪ 1.7GW + Planned Capacity ▪ 111MW Billing ▪ 245MW Contracted International: ▪ 208MW Built 1GW+ 1 ▪ 121MW In Progress Rest of Australia: Sydney Region: 1 ~500MW 1GW+ Melbourne Region: 1 1. Subject to development approvals, new site acquisitions and partnerships NEXTDC ©
Slide 27: The Next 10
THE NEXT 10 Gates’ Law: How Progress Compounds & Why It Matters Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years. NEXTDC © Copyright 2025 | Annual General Meeting 2025 27
Slide 31: Resolution 1: Remuneration Report
RESOLUTION 1 Remuneration Report “To adopt the Remuneration Report of the Company (as set out in the Directors’ Report) for the financial year ended 30 June 2025.” FOR AGAINST OPEN 127,968,343 (28%) 328,534,835 588,501 NEXTDC © Copyright 2025 | Annual General Meeting 2025 31
Slide 32: Resolution 2: Re-election of Mr Stephen M Smith
RESOLUTION 2 Re-election of Mr Stephen M Smith, as a Director “That Mr Stephen M Smith, who retires in accordance with the ASX Listing Rules and Article 58 of the Company’s Constitution and, being eligible, offers himself for re-election, and is re- elected as a Director of the Company.” FOR AGAINST
Slide 33: Resolution 3: Election of Mrs Deborah Page
RESOLUTION 3 Election of Mrs Deborah Page, as a Director “That Mrs Deborah Page, who was appointed by the Board as a Director and who retires in accordance with the Listing Rules and Rule 57.2 of the Company's Constitution and, being eligible, offers herself for election, is elected as a Director of
Slide 34: Resolution 4: Election of Mr Jamaludin Ibrahim
RESOLUTION 4 Election of Mr Jamaludin Ibrahim, as a Director “That Mr Jamaludin Ibrahim, who was appointed by the Board as a Director and who retires in accordance with the Listing Rules and Rule 57.2 of the Company's Constitution and, being eligible, offers himself for election, is elected as a Dir
Slide 35: Resolution 5: Performance Rights to Mr Craig Scroggie
RESOLUTION 5 Approval of grant of Performance Rights to Mr Craig Scroggie under the FY26 long term incentive plan. “That, for the purposes of ASX Listing Rule 10.14 and for all other purposes, approval is given for the grant of 108,026 Performance Rights and 108,026 Restricted Rights to the Managing
Slide 37: Investor relations contact details
investorrelations@nextdc.com linkedin.com/company/nextdc facebook.com/datacentres 13 63 98 twitter.com/nextdc youtube.com/user/nextdatacentre NEXTDC © Copyright 2025 | Annual General Meeting 2025 37
Slide 38: Important Disclaimer
IMPORTANT DISCLAIMER DISCLAIMER This presentation has been prepared by NEXTDC Limited (ACN 143 582 521) (‘NEXTDC’) and makes statements about it as well as its subsidiaries (together the ‘NEXTDC Group’). To the maximum extent permitted by law, no member of NEXTDC Group, or any of its officers, emplo

NEXTDC — Shareholder Meeting (November 2025) on 6ix

Nextdc — Shareholder Meeting (November 2025)

Slide 1: FY25 Annual General Meeting

Slide 2: Board of Directors

Slide 3: Meet Our Leaders

Slide 4: 2025 AGM Agenda

Slide 5: 15th Annual General Meeting

Slide 6: Chairman's Address

Slide 7: Purpose

Slide 8: Welcoming Two New Non-Executive Directors to the Board

Slide 9: FY25 Highlights

Slide 10: Digital Infrastructure Platform Architecture

Slide 11: Executive Leadership Team

Slide 12: FY25 Highlights

Slide 13: Strong Forward Outlook: Order Book to Billing Ramp

Slide 14: CEO's Address

Slide 15: FY25 Highlights

Slide 16: A new industrial revolution has started. The AI race is on.

Slide 17: Capitalised for Growth – Debt Funding Profile

Slide 18: Platform Expansion Continues

Slide 19: Hyperscale Development Projects

Slide 20: Regional Data Centre Platform

Slide 21: KL1 Kuala Lumpur: Malaysia – Target 65MW

Slide 22: AI Factories

Slide 23: ESG Highlights

Slide 24: WHS Highlights

Slide 25: NEXTDC's AI-First Innovation Future

Slide 26: Development Pipeline

Slide 27: The Next 10

Slide 28: Fuelling the Digital Economy

Slide 29: General Business of the Meeting

Slide 30: First Item of Business: Financial Statements & Reports

Slide 31: Resolution 1: Remuneration Report

Slide 32: Resolution 2: Re-election of Mr Stephen M Smith

Slide 33: Resolution 3: Election of Mrs Deborah Page

Slide 34: Resolution 4: Election of Mr Jamaludin Ibrahim

Slide 35: Resolution 5: Performance Rights to Mr Craig Scroggie

Slide 36: Q&A

Slide 37: Investor relations contact details

Slide 38: Important Disclaimer

Slide 39: NEXTDC © Copyright 2025 | Annual General Meeting 2025