Can DigiCo Infrastructure REIT’s Accelerating Australian Data Centre Expansion Drive Its Next Phase of Growth?
Source: Kapitales Research
DigiCo Infrastructure REIT (ASX: DGT) delivered a solid FY26 result, with underlying EBITDA of AU$126.6 million exceeding its AU$125 million guidance, while distributions of 12.0 cents per security were in line with expectations. The performance was supported by underlying revenue of AU$238.9 million and stronger contributions from Australian assets during the second half. Operational momentum strengthened as the first 20MW at SYD1 was completed on schedule and within budget, while LOIs were executed for the remaining 52MW expansion. The Group is also progressing a 15MW brownfield expansion at ADL1, supported by advanced customer discussions. Following planned US asset sales, DigiCo expects approximately AU$470 million of net proceeds and pro-forma liquidity of around AU$1.2 billion, providing funding capacity for Australian expansion. For FY27, management guides underlying EBITDA of AU$120–125 million and distributions of 15.0 cents per security, with like-for-like EBITDA excluding CHI1 expected to grow 15–21%.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Can DigiCo Infrastructure REIT’s Accelerating Australian Data Centre Expansion Drive Its Next Phase of Growth?
DigiCo Infrastructure REIT (ASX: DGT) delivered a solid FY26 result, with underlying EBITDA of AU$126.6 million exceeding its AU$125 million guidance, while distributions of 12.0 cents per security were in line with expectations. The performance was supported by underlying revenue of AU$238.9 million and stronger contributions from Australian assets during the second half. Operational momentum strengthened as the first 20MW at SYD1 was completed on schedule and within budget, while LOIs were executed for the remaining 52MW expansion. The Group is also progressing a 15MW brownfield expansion at ADL1, supported by advanced customer discussions. Following planned US asset sales, DigiCo expects approximately AU$470 million of net proceeds and pro-forma liquidity of around AU$1.2 billion, providing funding capacity for Australian expansion. For FY27, management guides underlying EBITDA of AU$120–125 million and distributions of 15.0 cents per security, with like-for-like EBITDA excluding CHI1 expected to grow 15–21%.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au