Digico Infrastructure Reit · ASX:DGT
Digico Infrastructure Reit — Goldman Sachs Asia Data Centre Corporate Day 2025
11 slides from Digico Infrastructure Reit's conference presentation, Mar 17, 2025
Slide 1: ASX Release: Goldman Sachs Asia Data Centre Corporate Day Presentation
HMC Digital Infrastructure Ltd (ACN 682 024 924) and Equity Trustees Limited (ACN 004 031 298; AFSL 240975) as responsible entity for the HMC Digital Infrastructure Trust (ARSN 682 160 578) ASX RELEASE 17 March 2025 GOLDMAN SACHS ASIA DATA CENTRE CORPORATE DAY PRESENTATION DigiCo Infrastructure REIT
Slide 2: Goldman Sachs Asia Data Centre Corporate Day
For personal use only Goldman Sachs Asia Data Centre Corporate Day 17 March 2025 0
Slide 3: DigiCo REIT – high-quality global data centre platform
DigiCo REIT – high-quality global data centre platform DigiCo REIT is a diversified owner, operator and developer of data centres, with a global portfolio and broad investment mandate across Stabilised, Value-add and Development opportunities Portfolio summary statistics DigiCo REIT global data cent
Slide 4: Growth pipeline embedded in the portfolio
Growth pipeline embedded in the portfolio Material value embedded, to be realised through lease-up, densification and optimisation initiatives across Value- Add assets and attractive brownfield and greenfield development opportunities IT Capacity (MW) A Value-Add and Development legend Contracted an
Slide 5: SYD1 Overview
SYD1 Overview Strategically positioned asset with a high-quality and diverse customer base and clear growth initiatives to drive meaningful near to medium-term earnings and value accretion Asset overview For personal use only ▪ Two large-scale adjoining data centres in inner Sydney – the only large-
Slide 6: SYD1 Investment & Market Highlights
SYD1 Investment & Market Highlights SYD1 is critical to Sydney Metro supply in an increasingly crowded and supply constrained market For personal use only Sydney market Key highlights There is limited available capacity across the low latency Sydney Metro1 market given lack of available land and pow
Slide 7: Digital Infrastructure – Capital Partnering Strategy
Digital Infrastructure – Capital Partnering Strategy Opportunity to accelerate growth across the DigiCo platform through the introduction of capital partners For personal use only Target levered project IRR 12 – 15% 8 – 12% 15 – 30%+ DigiCo ownership 50 – 75% 50 – 75% ~50% Australian Colocation asse
Slide 8: Digital Infrastructure Platforms
Digital Infrastructure Platforms Ability to grow and scale DGT’s existing Australian and US platform into three independent strategies over time For personal use only Australian Colocation assets US Operating Assets US Development Assets ✓ Leading integrated national co- ✓ 45MW of installed IT capac
Slide 9: Differentiated investment strategy and Portfolio construction
DigiCo Infrastructure REIT Differentiated investment strategy and Portfolio construction STABILISED LEASE-UP AND VALUE-ADD DEVELOPMENT For personal use only Target weighting ~40 – 50% ~40 – 50% ~10 – 20% Target IRR (pre-fees)1 8 – 12% 12 – 15% 15 – 30%+ Greenfield development Wholesale Co-location w
Slide 10: United States Data Center Market
United States Data Center Market World’s largest data center market continues to be underpinned by a strong macro environment US data center market growth is concentrated across several Tier 1 Favourable demand backdrop and 2 regions…. ✓ Increased shift to cloud computing and proliferation of Genera
Slide 11: Important notices and disclaimer
Important notices and disclaimer Important notices and disclaimer This presentation (Presentation) is dated 17 March 2025 and has been prepared by HMC Digital Infrastructure Limited (ACN 682 024 924) (DigiCo StapleCo) in respect of DigiCo Infrastructure REIT, a stapled entity comprising DigiCo Stapl
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