Infratil Limited · NZX:IFT
Infratil — Investor Day (2018)
18 slides from Infratil's investor day presentation, 2018
Slide 1: Infratil Investor Day 2018
Infratil Investor Day 2018
Slide 2: Agenda
Agenda › CDC Overview › What are the main elements of the Microsoft partnership? › What is the CDC Ecosystem? › Forecast Growth › Key Achievements in FY2018 › How is CDC going to continue growing? › Market Observations › Conclusion › What is Cloud Computing?
Slide 3: Overview: Market Leader
Overview Market Leader CDC delivers National › CDC operates 2 accredited and connected Critical Infrastructure Data Centre campuses in Canberra providing highly secure outsourced co- ‘NCI’ to the whole of location Data Centre services to Australian Government entities and third party Australia servi
Slide 4: CDC has an advantaged market position
Overview CDC has an advantaged market position CDC provides highly secure › CDC is well positioned to capitalise on the expected strong market growth outsourced data centre › CDC established its reputation by developing a world class adaptable data centre design that fits unique Government requireme
Slide 5: Operating in a sector with strong demand tailwinds
Overview Operating in a sector with strong demand tailwinds CDC’s investment value is CDC is benefiting from massive data processing and storage growth driven by 4 significant trends: propelled by supplying 1. Rapid cloud adoption industry leading products in 2. Government new services and digitisat
Slide 6: Tangible growth pipeline
Overview Tangible growth pipeline CDC has a strategy to Numerous growth opportunities are available to CDC: continue delivering › Continued focus on major clients with mission-critical applications innovative new products to a › Utilisation of existing capacity at Fyshwick and Hume requiring limited
Slide 7: What is the CDC ecosystem?
What is the CDC ecosystem? The CDC ecosystem enables customers to connect with one another and trusted suppliers securely within the data centre The CDC ecosystem continues getting stronger, more resilient and more secure as it grows Data has its own gravity Flexibility and connectivity is key 5
Slide 8: Key Achievements in FY2018
Key Achievements in FY2018 Growing — Year on year EBITDA run rate growth up ~35%, delivering a contracted run rate at 31 Very strong year in March 2018 of $69m and expect to secure growth of a further ~2.0MW to be delivered in the next quarter FY2018 Strengthening — Expanded the ecosystem to include
Slide 9: Market Observations
Market Observations Hyperscale — Unprecedented demand, providers are growing revenues at 50%+ annually and moving CDC’s addressable to a partnership model to secure capacity in Australia, pricing is competitive but sustainable market is growing rapidly Metronode — Purchase by Equinix recorded in Dec
Slide 10: What are the main elements of the Microsoft partnership?
What are the main elements of the Microsoft partnership? Strategic for CDC Strategic for Microsoft CDC have embarked on a › Increases the CDC ecosystem › Designed for Government mission-critical multilayer, strategic relationship with › Leading global hyper scale operator applications but equally at
Slide 11: What is Cloud Computing?
What is Cloud Computing? Cloud Growth Microsoft define cloud › Cloud is a buzzword indicative of an evolving approach to how the internet is used rather than a computing as “the delivery of technology in itself computing services – › Three broad categories of cloud services; Software as a Service (S
Slide 12: April 2018 – Microsoft Partnership Launch
3 April 2018 – Microsoft Partnership Launch Media Headlines “Microsoft launches its Canberra salvo in cloud wars with “Microsoft’s Australian cloud gets approved to host protected AWS” government data” AFR, 3 April 2018 CRN, 3 April 2018 “Microsoft launches Azure cloud regions in Canberra” “Microsof
Slide 13: Focusing on Mission-Critical Applications
Focusing on Mission-Critical Applications A mission critical application is essential to the survival of a business or organisation. Failure or interruption would significantly disrupt their business operations. Disaster resilience Defence & National Security Reliable high performance Government Res
Slide 14: How Mission-Critical Cloud brings value to the CDC ecosystem
How Mission-Critical Cloud brings value to the CDC ecosystem Compliance Hybrid Flexibility Connectivity Resilience Restricted Community Manage Unclassified and Co-locate customer legacy Connect via ExpressRoute The 2 Azure regions in Access by invite or application Protected data operating within or
Slide 15: Forecast Growth
Forecast Growth CDC has an exciting Forecasting 20% YoY EBITDA run rate growth in FY2019 from: pipeline of diverse › Cloud opportunities with new and › Non-organic expansion from new agencies existing clients › Organic growth from existing customers › Expansion of managed services and by providing c
Slide 16: How is CDC going to continue growing?
How is CDC going to continue growing? The CDC data centre design is Fyshwick 2 Hume 4 always evolving and becoming › On track and on budget 21MW facility › CDC has exchanged on a parcel of land more flexible in order to meet › 1,500m2 of Zone 4 office space › 30,000m2+ site secured customers changin
Slide 17: Conclusion
Conclusion CDC is well positioned to CDC is a valued advisor and solution partner with deep customer relationships continue growing and provide the essential Financing and land has been secured for medium term business growth services to meet customer Ecosystem continues to get stronger with each cl
Slide 18: Questions?
Questions?