Infratil (IFT) Investor presentation summary

Business overview and market position

• Operates 15 data centres with 7 more under construction, totaling over 2.4GW capacity and 100% asset ownership across ANZ.

• Holds the largest pipeline of capacity in ANZ, leveraging scale and technological innovation, including advanced cooling and NVIDIA DGX-Ready certification.

• Rapidly expanding customer base, targeting public sector, national critical infrastructure, and hyperscale/AI segments.

• Major campuses in Sydney, Melbourne, Canberra, Perth, and Auckland, with significant capacity expansions underway in each region.

• Strong track record of entering new markets and scaling operations since 2007.

Market trends and growth drivers

• Global investment in data centres and AI infrastructure is accelerating, with major tech and government initiatives worldwide.

• ANZ data centre market expected to grow at a 19% CAGR to 2030, outpacing global averages, driven by AI, cloud, and colocation demand.

• Australia is positioned as a regional AI hub due to power, land, clean energy, political stability, and digital infrastructure.

Customer value proposition and ecosystem

• Delivers high security, 100% uptime, sustainability, high-density compute, and future-proof optionality.

• Supports critical infrastructure and sensitive data for public sector and enterprise, with a strong ecosystem for AI and cloud workloads.

• Customer base is diverse, high-growth, and creditworthy, with long-term contracts and strong revenue growth in hyperscale/AI and public sector segments.

• Secured major contracts with Monash University (AI supercomputer), Services Australia, and CSIRO (HPC cluster).