Cordiant Digital Infrastructure Limited · LSE:CORD
Cordiant Digital Infrastructure — Q1 2024 Earnings Presentation
9 slides from Cordiant Digital Infrastructure's earnings presentation, September 2024
Slide 1: Q1 Trading Update Presentation
Cordiant Digital Infrastructure Limited Q1 Trading Update Presentation For the quarter to 30 June 2024 SEPTEMBER 2024 Strictly private & confidential
Slide 2: Disclaimer
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Disclaimer By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations. This present
Slide 3: Introduction
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Introduction Cordiant Digital Infrastructure Limited (CORD) applies a Core Plus investment strategy, by investing in high quality Digital Infrastructure assets and through
Slide 4: Highlights | Strong operational performance and debt de-risking
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Highlights | Strong operational performance and debt de-risking +8.9% Revenue growth Q1 2024 vs Q1 2023 +14.2% EBITDA growth Q1 2024 vs Q1 2023 Dividend covered 4.5x by EBI
Slide 5: Highlights | Strong operational performance and debt de-risking
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Highlights | Strong operational performance and debt de-risking Key metrics 8.9% 14.2% 1.6x 4.3x 38.4% 10.2x 1.8% Q1 24 vs 23 Q1 24 vs 23 Dividend Net debt / Net debt / EBI
Slide 6: Operations | Portfolio Company Updates
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Operations | Portfolio Company Updates • Two new channels approved by Polish regulator on MUX8 operated by Emitel. • Debt refinance successfully completed and extended: int
Slide 7: Financials | Debt management strategy
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Financials | Debt management strategy CORD operates an active debt management strategy to provide flexibility and increase portfolio robustness • Fund level Eurobond of €20
Slide 8: Thank you
Thank you If you have any queries, please do not hesitate to get in touch INVESTMENT MANAGER Cordiant Capital Inc., Suite 2800, 1002 Sherbrooke, St. W, Montreal, QC, H3A 3L6. Canada +1 (0) 514-286-1142 CordiantDigitalTrust@cordiantcap.com MEDIA / PR Philip Dennis / Ali AlQahtani / Charles Denley-Mye
Slide 9: Appendix | Diversified portfolio assembled across five platforms
C o r d i a n t D i g i t a l I n f r a s t r u c t u r e L i m i t e d | Q 1 T r a d i n g U p d a t e P r e s e n t a t i o n Appendix | Diversified portfolio assembled across five platforms CORD is an operationally focused, specialist digital infrastructure investor £795 million equity raised and
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