IFT.ASX: CDC confirms new contracted capacity

CDC confirms new contracted capacity

Stock	Infratil Ltd (IFT.ASX)
Release Time	24 Sep 2025, 1:58 p.m.
Price Sensitive	Yes

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Infratil secures 100MW of new data center capacity

Key Points

CDC confirms 100MW of new contracted capacity
Underscores strong demand in Australasian data center market
On track to double FY25 earnings by FY27

Full Summary

Infratil Limited has announced that its data center business, CDC, has secured approximately 100MW of new contracted capacity. Infratil CEO Jason Boyes stated that this announcement underscores the strong ongoing demand in the Australasian data center market. As highlighted at Infratil's Investor Day last week, CDC continues to lead the market with its ability to deliver large-scale data center footprints tailored to growing customer demand driven by cloud and AI workloads. This announcement provides high visibility that CDC remains on track to double FY25 earnings by FY27. With other contracts signed since May, approximately 95% of forecast lease revenues are now under contract, and the company remains confident in contracting the remaining capacity. These contracts demonstrate CDC's ability to attract significant capacity demand due to its technological advantage and unrivalled track record of delivering future-proof campuses for the AI world.

Guidance

CDC is on track to double FY25 earnings by FY27.

Outlook

Infratil remains confident in contracting the remaining data center capacity as it continues to lead the market with its ability to deliver large-scale, future-proof data center solutions.