Slide 1: CDC Data Centres Investor Presentation
CDC Data Centres Investor Presentation October 2020
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 Growth strategy 3 Questions
Slide 4: CDC Overview & Performance
1 CDC Overview & Performance cok 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: CDC Management Team
CDC Management Team High quality management team with deep industry expertise in digital infrastructure, and a track record of operational excellence and customer focus ⚫ Led by Greg Boorer, CEO, since 2007 ⚫ This year CDC has simplified the management structure to create a scalable platform for gro
Slide 7: Since we last met..
Since we last met.. 2020 has been a challenging year and CDC has grown stronger in response to the testing environment without interruption or diversion from its strategic short term goals What we said we would do… ✓ Deliver Hume 4 and Eastern Creek 3; construction completed in November 2019 and Sep
Slide 8: COVID-19 Impact
COVID-19 Impact The global pandemic has disrupted how we all live. CDC has focussed on ensuring the risk to the infrastructure that we all rely on every day is minimised The ecosystem (clients, suppliers and CDC team) implemented COVID safe work practices ahead of government guidance ⚫ Safe DC acces
Slide 9: CDC Locations
CDC Locations CDC provides services to clients across key locations in Canberra, Sydney and shortly, New Zealand Hume Fyshwick Eastern Creek New Zealand Canberra, established 2007 Installed capacity: 46MW Potential capacity: 186MW 1 Canberra, established 2014 Installed capacity: 39MW Potential capac
Slide 10: CDC New Zealand
CDC New Zealand CDC is expanding into New Zealand with the construction of two 10MW+ DCs in Auckland ⚫ CDC is entering the New Zealand market with a NZ$300m+ initial investment that brings the same secure, resilient, quality data centre design to New Zealand ⚫ CDC is focussed on transferring its des
Slide 11: Financial performance
Financial performance Four years of growth in both run rate and reported EBITDA delivered. Growth expected to continue ⚫ CDC delivered on budget for FY2020 CDC has built a loyal customer base, comprising Government, ⚫ Strong track record of growth and attractive metrics Hyperscale and National Criti
Slide 12: 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 ⚫ Two data centres in Auckland under construction, further facilities in detailed des
Slide 13: Growth strategy
2 Growth strategy cok DATA CENTRES
Slide 14: 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
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 ⚫ Silverdale site is ~11,000 sqm with expansion capacity available ⚫ Hobsonville site is ~7,000
Slide 17: The next 6 months
The next 6 months FY21 has progressed well; delivered developments, secured new customers and provided the foundation for future growth • Development of New Zealand & Australian expansions • Secure additional land to provide run way for additional growth Continue to bring quality, • Secure new clien
Slide 18: Questions?
Questions? cok DATA CENTRES