Keppel Dc Reit · SGX:AJBU
Keppel Dc Reit — Investor Presentation (March 2019)
12 slides from Keppel Dc Reit's investor presentation, Mar 20, 2019
Slide 1: Investor Presentation
Investor Presentation SGX-Julius Baer Luncheon with Private Bank Clients 20 March 2019
Slide 2: Important Notice
Important Notice The past performance of Keppel DC REIT is not necessarily indicative of its future performance. Certain statements made in this presentation may not be based on historical information or facts and may be “forward-looking” statements due to a number of risks, uncertainties and assump
Slide 3: What is a Data Centre?
What is a Data Centre? ▪ Facilities that house servers and network equipment, supporting clients’ critical business operations ▪ Requires technical expertise and intricate understanding of the industry and clients’ needs Internet Connectivity Fire suppression and building monitoring systems Physical
Slide 4: Supported by Sound Industry Fundamentals
Supported by Sound Industry Fundamentals ◼ Demand for data centre space underpinned by increasing cloud adoption, rapid digital transformation, data centre outsourcing and data sovereignty regulations ◼ Strong growth in data creation, usage and requirements expected to continue. Growing data ◼ Drive
Slide 5: Supported by Sound Industry Fundamentals (cont'd)
Supported by Sound Industry Fundamentals (cont’d) Global co-location market Total mobile data traffic predicted expected to grow by 15-17% in to increase by 31% CAGR by 2024, 20191 reaching 136 exabytes per month by end 20242 Global cloud infrastructure Hyperscale operator revenues are market expect
Slide 6: Introduction to Keppel DC REIT
Introduction to Keppel DC REIT
Slide 7: Portfolio Growth since Listing
Portfolio Growth since Listing maincubes Keppel DC Intellicentre 3 Keppel DC Singapore 3 Keppel DC Dublin 2 Data Centre Singapore 5 East Data Centre1 Cardiff Data Centre Milan Data Centre 31 Dec 2018 Intellicentre 2 Data Centre 31 Dec 2017 AUM: $2.0b 31 Dec 2016 15 assets 31 Dec 2015 AUM: $1.5b 12 D
Slide 8: Key Highlights
Key Highlights Steady growth in adjusted Stable income stream Low aggregate leverage DPU, increased by 5.0% to 7.32 with healthy portfolio provides financial flexibility to cents in FY 2018 occupancy and long WALE pursue growth Adjusted DPU (cents) Portfolio Occupancy Aggregate Leverage3 7.50 93.1%
Slide 9: Well-diversified Portfolio of Data Centres across Asia Pacific and Europe
Well-diversified Portfolio of Data Centres across Asia Pacific and Europe ◼ 15 data centres across 10 cities in 8 countries ◼ 67.4% of portfolio in Asia Pacific and 32.6% in Europe Ireland 1. Keppel DC Dublin 1, Dublin 2. Keppel DC Dublin 2, Dublin United Kingdom 3. GV7 Data Centre, London 4. Cardif
Slide 10: Quality data centres that cater to the requirements of global clientele
Quality data centres that cater to the requirements of global clientele Rental income breakdown for ◼ Colocation facilities provide diverse client profile and the month of Dec 20181 lease expiry By trade sector: ◼ Fully fitted and shell & core facilities provide income Internet stability with typica
Slide 11: Prudent Capital Management
Prudent Capital Management ◼ Interest rates of loans substantially hedged with floating-to-fixed interest rate swaps ◼ Low aggregate leverage provides financial flexibility and a healthy debt headroom for growth ◼ Mitigate impact of currency fluctuations by hedging forecasted foreign-sourced distrib
Slide 12: Thank You
i ¢-1+) -.1) DC REIT Thank You