Infratil (IFT) Investor Day 2025 Presentation summary

Achievements and recent developments

• Completed expansion projects in New Zealand and began construction at Marsden Park (NSW) and Laverton (VIC) campuses, strengthening presence across Australia and New Zealand.

• Diversified client base and secured new capacity contracts across all regions, maintaining a focus on exceeding customer expectations.

• Fostered a high-performance culture, scaling up teams and investing in new capabilities to support ongoing growth.

• Accelerated construction and increased development pipeline, demonstrating proven ability to build at scale across multiple regions.

• Raised additional debt and equity, diversifying the capital base and supporting continued strong earnings growth.

Strategic initiatives and shareholder support

• Landmark deal signed with major shareholders to ensure sovereign ownership and support for future growth, with enterprise value set at $17bn.

• Future Fund increased its direct ownership, reinforcing confidence in CDC’s market position and growth ambitions.

• Shareholder backing positions CDC to make strategic moves in response to global digital infrastructure demand.

Sustainability and industry leadership

• Achieved Toitū net carbonzero and enviromark diamond certifications in New Zealand; 100% renewable electricity by default since January 2024.

• Water Usage Effectiveness (WUE) of 0.01 and Zero Waste certification in NSW highlight environmental leadership.

• Data centres are driving investments into renewables and workforce development, with the sector expected to double its workforce by 2030.