Infratil Limited · NZX:IFT
Infratil — Investor Day (2019)
13 slides from Infratil's investor day presentation, 2019
Slide 1: Infratil Investor Day 2019
Infratil Investor Day 2019
Slide 2: Agenda
Agenda › Macro Technology Trends › Eastern Creek Strategic Opportunities › Global Data Centre Trends › Report Card – Strategic Goals › Government Hosting Strategy › Report Card – Ecosystem › ANZ Data Centre Trends › Report Card – Financials › Eastern Creek Acquisition › The Year Ahead 2
Slide 3: Macro Technology Trends
Macro Technology Trends › Everyday, increasing amounts Cloud migration of data is captured, stored and › Data and processes are increasingly migrating to cloud hosted environments › More Software and Apps than ever are being delivered from the cloud accessed › The boundaries of technology Artificial
Slide 4: Global Data Centre Trends
Global Data Centre Trends › Large scale users are shaping Client Trends infrastructure and markets › Security, Business Continuity and Resilience remain the top client concerns › The biggest growth area is from hyperscale providers › Demand is for large, › Expect market consolidation towards the big
Slide 5: Government Hosting Strategy
Government Hosting Strategy › Data Centres are recognised as A new Australian Whole-of-Government Hosting Strategy was released on 29 March 2019 the cornerstones that safeguard The strategy provides a new framework that strengthens: government held data › data sovereignty, › supply chain and data ce
Slide 6: ANZ Data Centre Trends
ANZ Data Centre Trends › Strong demand driven by data › Increasing demand for high density, secure and resilient data centres growth and continued › Rising demand for flexibility; DC’s need capability to support cloud and high performance computing applications alongside client legacy equipment so c
Slide 7: Eastern Creek Acquisition
Eastern Creek Acquisition › CDC purchased a high quality, › 145,000sqm Data Centre campus is located 36km west of Sydney’s CBD operational Data Centre with › Existing building is 6 years old with zero significant growth options shutdowns or failures › Two existing 6,000sqm data halls; DC1 is a › The
Slide 8: Eastern Creek Strategic Opportunities
Eastern Creek Strategic Opportunities › The campus meets hyperscale › Good Initial Income with low vacancy risk in DC1 – underwrites the purchase for early years needs; offering rapid initial › Upside – by upgrading the existing DC1 and leasing up the vacant racks deployment and significant › Income
Slide 9: Report Card – Strategic Goals
Report Card – Strategic Goals › Quality projects delivered on We said… We delivered… time and within budget ✓ Fyshwick 2 – Operational December 2018 Deliver Fyshwick 2 (21MW total load) and now ~50% contracted › The acquisition’s ability to ✓ Hume 3 fully leased value add exceeded our Commence Hume
Slide 10: Report Card – Ecosystem
Report Card – Ecosystem We said… We delivered… › Depth and breadth of ✓ ~24MW contracted with delivery underway Ecosystem expansion was We want to expand cloud ✓ ~24MW Reserved or First Right of even greater than we had Refusal (FROR) anticipated Organic growth from existing clients ✓ >2MW contracte
Slide 11: Report Card – Financials
Report Card – Financials › Growth rate has accelerated We said… We delivered… ✓ Achieved 35%+ growth; EBITDA run rate at › Business value increased in 22.5% Year-on-Year run rate growth 31 March 2019 of ~$90m last 12 months ✓ $300m deployed that includes the Sydney $100m Capex investment › Security
Slide 12: The Year Ahead
The Year Ahead › Execute and deliver both › Bring 24MW capacity to income production › Grow EBITDA run rate by over 50% Year-on-Year short and mid-term › Eastern Creek DC2 (10MW out of 13MW › Expand and secure income for Eastern Creek potential ICT load) to go live in 2019 › Establish a sustainable
Slide 13: Questions?
DATA CENTRES Questions?