Nextdc Limited · ASX:NXT

Nextdc — Shareholder Meeting (November 2022)

45 slides from Nextdc's shareholder meeting presentation, Nov 18, 2022

Slide 2: Board of Directors
BOARD OF DIRECTORS DOUGLAS FLYNN STUART DAVIS DR GREGORY CLARK AC JENNIFER LAMBERT NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHAIRMAN DIRECTOR DIRECTOR DIRECTOR DR EILEEN DOYLE STEVE SMITH CRAIG SCROGGIE NON-EXECUTIVE NON-EXECUTIVE CHIEF EXECUTIVE OFFICER DIRECTOR DIRECTOR AND MANAGING
Slide 3: Meet Our Leaders
MEET OUR LEADERS CRAIG SCROGGIE DAVID DZIENCIOL SIMON COOPER OSKAR TOMASZEWSKI MICHAEL HELMER CHIEF EXECUTIVE OFFICER CHIEF CUSTOMER AND CHIEF OPERATING CHIEF FINANCIAL COMPANY SECRETARY AND AND MANAGING DIRECTOR COMMERCIAL OFFICER OFFICER OFFICER CHIEF LEGAL OFFICER OLIVIA MORIARTY ERIN JAKUBANS JE
Slide 7: Vision
VISION NEXTDC’s vision is to help enterprises harness the digital age, improving our society through the advancement of technology NEXTDC © Copyright 2022 | 2022 Annual General Meeting 7
Slide 8: Purpose
PURPOSE NEXTDC’s purpose is to be the leading customer-centric data centre services company, delivering solutions that power, secure and connect enterprise and Government customers. NEXTDC © Copyright 2022 | 2022 Annual General Meeting 8
Slide 10: FY22 Highlights
FY22 HIGHLIGHTS DATA CENTRE UNDERLYING CONTRACTED INTER- SERVICES REVENUE EBITDA1 UTILISATION CONNECTIONS2 A$291.0m A$169.0m 83.0MW 16,613 18% 26% 10% 13% Note: All percentage increases are expressed relative to the FY21 results: 1. Refer to page 32 of the NEXTDC FY22 results presentation for reconc
Slide 11: Facilities Capacity and Contracted Utilisation
FACILITIES CAPACITY AND CONTRACTED UTILISATION 250 Contracted utilisation ▪ NEXTDC’s expansion potential continues to grow, with Future build total planned capacity of over 441MW1, before S4, new 200 regions in Darwin and Adelaide as well as future planned Build in progress Edge locations Built 150
Slide 12: Well Capitalised for Growth
WELL CAPITALISED FOR GROWTH 30 June 22 30 June 211 Cash Flows A$287.0m A$599.9m Balance sheet summary (A$m) Cash 457 652 Property (land and buildings)2 1,302 996 A$117.2m Plant and equipment 959 783 A$652.3m Other assets 259 210 Total assets 2,977 2,641 A$456.6m Borrowings3 1,059 783 Other liabiliti
Slide 13: Strong Growth in Customers and Interconnections
STRONG GROWTH IN CUSTOMERS AND INTERCONNECTIONS Number of customers1 Number of interconnections2 16,613 1,613 1,507 14,718 1,324 13,051 1,145 10,972 933 8,671 734 6,342 FY17 FY18 FY19 FY20 FY21 FY22 FY17 FY18 FY19 FY20 FY21 FY22 ▪ Strong ongoing growth in customers and interconnections, with 10.3 av
Slide 15: Foundations for Sustainable Operations
FOUNDATIONS FOR SUSTAINABLE OPERATIONS Power Cooling Renewables Carbon Offsetting NEXTDC data centres run Free airside cooling and the NEXTDC invests in 100% of our corporate at some of the lowest Power use of recycled air supply to renewable and sustainable operations are offset under Usage Efficie
Slide 16: Offset Portfolio
OFFSET PORTFOLIO Great Barrier Reef West Arnhem Land Maharashtra Restoration Fire Abatement Wind Power Project Project Project Native Vegetation Cool Fire Renewable and Reforestation Burning Energy NEXTDC © Copyright 2022 | 2022 Annual General Meeting 16
Slide 22: Mega Trends
MEGA TRENDS Networks Blockchain Sustainability Remote Operations Renewable Energy Digital HQ Sovereign Secured Gaming Internet of Things Artificial Intelligence Health Cloud Computing Decentralised Fin Crypto Edge Computing Virtual Reality Geopolitical Security Automation 3D printing 5G Cybersecurit
Slide 23: Cyber Security and Data Sovereignty
CYBER SECURITY AND DATA SOVEREIGNTY Data centres Data exchanges Connectivity Privacy & Security Image source: www.freepik.com NEXTDC © Copyright 2022 | 2022 Annual General Meeting 23
Slide 24: Federal Government DTA Certified Strategic
FEDERAL GOVERNMENT DTA CERTIFIED STRATEGIC CERTIFIED STRATEGIC by the Australian Federal Government’s DTA to protect and secure the sovereignty of Government systems and data. To better serve public sector customers, and the digital services providers that support Government. A NATIONAL FLEET OF CER
Slide 26: 10% of Organisations Have Closed On-Premise Data Centres
10% of organisations have closed their on-premise data centres and moved to colocation and cloud. Gartner predict this would move to as high as 80% over the next few years NEXTDC © Copyright 2022 | 2022 Annual General Meeting 26
Slide 28: Data Is the Electricity of the 21st Century
DATA IS THE ELECTRICITY OF THE 21st CENTURY 90% of the world's data was generated in the last two years NEXTDC © Copyright 2022 | 2022 Annual General Meeting 28
Slide 29: The Fourth Industrial Revolution
THE FOURTH INDUSTRIAL REVOLUTION 1st 2nd 3rd 4th Mechanisation, Mass production, Computer and Cyber physical water power, assembly line, automation systems steam power electricity “The past 250 years has seen a few select inventions, namely the steam engine, electrification and the microprocessor, s
Slide 30: Exponential Growth of Computing
EXPONENTIAL GROWTH OF COMPUTING We can express the exponential growth of computing in terms of its accelerating pace: it took 90 years to achieve the first MIPS per 1,000 dollars; now we add 1.2 MIPS per 1,000 dollars every hour. NEXTDC © Copyright 2022 | 2022 Annual General Meeting 30
Slide 31: FY22 Highlights
FY22 HIGHLIGHTS ▪ Data centre services revenue increased A$45.0m (18%) to A$291.0m ▪ Contracted utilisation increased 7.5MW (10%) to 83.0MW with record sales in key partner, network and enterprise segments SOLID REVENUE GROWTH ▪ Interconnections1 increased 1,895 (13%) to 16,613, representing 7.7% of
Slide 32: Macroeconomic Conditions and the Data Centre Industry
MACROECONOMIC CONDITIONS AND THE DATA CENTRE INDUSTRY Images sourced from Alliance Bernstein: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/global-macro-outlook-fourth-quarter-2022.html NEXTDC © Copyright 2022 | 2022 Annual General Meeting 32
Slide 33: S2 Sydney
S2 SYDNEY TECHNICAL SPECIFICATIONS Technical Space 8,700sqm Total IT capacity 30MW Installed capacity 22MW Target PUE 1.151 / 1.292 Design & construction UI Tier IV Design standard UI Tier IV Construct UI Tier IV Gold for Operational Sustainability Status Operational • Seamless Cross Connect for S1,
Slide 34: M2 Melbourne
M2 MELBOURNE TECHNICAL SPECIFICATIONS Technical Space 25,000sqm+ Total target IT capacity 100MW Installed capacity 25MW Target PUE 1.101 / 1.282 Design & construction UI Tier IV Design standard UI Tier IV Constructed Facility UI Tier IV Gold for Operational Sustainability Status Operational • Planne
Slide 35: S3 Sydney
S3 SYDNEY TECHNICAL SPECIFICATIONS Technical Space 20,000sqm+ Total IT capacity 80MW Initial capacity 12MW Target PUE 1.151 / 1.292 Design & construction UI Tier IV Design standard UI Tier IV Constructed Facility UI Tier IV Gold for Operational Sustainability Status Operational • Seamless Cross Conn
Slide 36: M3 Melbourne
M3 MELBOURNE TECHNICAL SPECIFICATIONS Land area ~100,000sqm Total target IT capacity 150MW Initial capacity 13.5MW Target PUE 1.091 / 1.252 Design & construction UI Tier IV Design standard UI Tier IV Constructed Facility UI Tier IV Gold for Operational Sustainability Status Operational ▪ Planned ind
Slide 37: Interconnecting Clouds for Digital Success
INTERCONNECTING CLOUDS FOR DIGITAL SUCCESS AXON • Connect everyone, • Scalable and flexible to everything connections • Carrier neutral • Diversity and • Data centre neutral redundancy NEXTDC © Copyright 2022 | 2022 Annual General Meeting 37
Slide 38: P2 Perth
P2 PERTH WA’s only uptime Tier IV certified data centre TECHNICAL SPECIFICATIONS Technical Space 12,000sqm Total power planned (MW) 20MW Target PUE 1.151 / 1.292 Design & construction UI Tier IV Design & Construct standard UI Tier IV Gold for Operational Sustainability Status Operational • Mission C
Slide 39: B2 Brisbane
B2 BRISBANE Queensland’s only uptime Tier IV certified data centre TECHNICAL SPECIFICATIONS Technical Space 6,000sqm Total power planned (MW) 12MW Target PUE 1.251 / 1.342 Design & construction UI Tier IV Design standard UI Tier IV Constructed Facility UI Tier IV Gold for Operational Sustainability
Slide 40: D1 Darwin
D1 DARWIN TECHNICAL SPECIFICATIONS Land area ~4,000sqm Target Technical Space ~3,000sqm Total power planned 7MW+ Development FY23 commencement ▪ First purpose built commercial data centre in the Northern Territory ▪ D1 will provide data centre services to Enterprise, Government, and network carriers
Slide 41: A1 Adelaide
A1 ADELAIDE TECHNICAL SPECIFICATIONS Land area ~1,570 sqm Target IT capacity 5 MW Development FY23 commencement ▪ A1 will provide data centre services to Enterprise and Government customers within the Adelaide region ▪ It will also house customers’ mission critical operation centres, business contin
Slide 43: SC1 Sunshine Coast
SC1 SUNSHINE COAST TECHNICAL SPECIFICATIONS Technical Space 1,220m2 Target IT capacity 1MW+ Built capacity 0.2MW Status Operational • Strategically located in proximity to critical telecommunications infrastructure, SC1 hosts the Sunshine Coast International Broadband Network (“SCIBN”) Cable Landing
Slide 44: Customers With Workloads That Will Live On-Premise
We have customers who have a number of workloads that will live on-premise for a long time and there are lots of different reasons for that, oftentimes they need really low-latency for something that sits on premise, so in a factory or something like that. What they have asked us for is a way to pro
Slide 45: PH1 Port Headland
PH1 PORT HEADLAND TECHNICAL SPECIFICATIONS Technical Space 600m2 Target IT capacity 1.5MW+ Target Rack Capacity 260 Sustainability Targets Behind the meter power generation Leveraging in region renewable energy hubs Design & construction Designed to Tier III Standards standard Modular Design & Const

NEXTDC — Shareholder Meeting (November 2022) on 6ix

Nextdc — Shareholder Meeting (November 2022)

Slide 1: 12th Annual General Meeting

Slide 2: Board of Directors

Slide 3: Meet Our Leaders

Slide 4: 2022 AGM Agenda

Slide 5: 12th Annual General Meeting

Slide 6: Chairman's Address

Slide 7: Vision

Slide 8: Purpose

Slide 9: 100% Uptime Guarantee

Slide 10: FY22 Highlights

Slide 11: Facilities Capacity and Contracted Utilisation

Slide 12: Well Capitalised for Growth

Slide 13: Strong Growth in Customers and Interconnections

Slide 14: Carbon Neutrality

Slide 15: Foundations for Sustainable Operations

Slide 16: Offset Portfolio

Slide 17: Carbon Neutral Colocation Solutions

Slide 18: CEO's Address

Slide 19: Business Continuity & Disaster Recovery

Slide 20: Our Brand Promise

Slide 21: Australia's Leading Digital Infrastructure Platform

Slide 22: Mega Trends

Slide 23: Cyber Security and Data Sovereignty

Slide 24: Federal Government DTA Certified Strategic

Slide 25: NEXTDC © Copyright 2022 | 2022 Annual General Meeting

Slide 26: 10% of Organisations Have Closed On-Premise Data Centres

Slide 27: The Future Is Now

Slide 28: Data Is the Electricity of the 21st Century

Slide 29: The Fourth Industrial Revolution

Slide 30: Exponential Growth of Computing

Slide 31: FY22 Highlights

Slide 32: Macroeconomic Conditions and the Data Centre Industry

Slide 33: S2 Sydney

Slide 34: M2 Melbourne

Slide 35: S3 Sydney

Slide 36: M3 Melbourne

Slide 37: Interconnecting Clouds for Digital Success

Slide 38: P2 Perth

Slide 39: B2 Brisbane

Slide 40: D1 Darwin

Slide 41: A1 Adelaide

Slide 42: Edge Computing

Slide 43: SC1 Sunshine Coast

Slide 44: Customers With Workloads That Will Live On-Premise

Slide 45: PH1 Port Headland