• FY25 saw strong financial results with 14% revenue growth and 6% EBITDA growth
• Expansion plans include over 500MW of new capacity across Australia and Asia
• Focus on sustainability, safety, and innovation to power the digital economy
• Forecasting $390-$400M revenue and $230-$240M EBITDA in FY26

NEXTDC's CEO delivered an address to shareholders at the company's 2025 AGM, highlighting the strong financial and operational performance in FY25 and the exciting growth opportunities ahead. The company reported a 14% increase in net revenue to $350 million and a 6% rise in underlying EBITDA to $216.7 million, meeting or exceeding its original guidance. NEXTDC achieved a 42% increase in contracted utilisation and a record 72MW of net new sales, with significant capacity additions in the pipeline. The CEO outlined plans for over 500MW of new capacity across Australia, including flagship hyperscale AI Factory campuses in Sydney and Melbourne, as well as the company's first international developments in Kuala Lumpur and Tokyo. Sustainability remains a core focus, with NEXTDC designing and operating facilities that lead the industry in energy efficiency, water conservation, and waste management. Safety is also a top priority, with the company achieving industry-leading safety performance metrics. The CEO emphasized NEXTDC's position at the forefront of the AI revolution, with its AXON interconnection platform and AI-ready infrastructure. Looking ahead, the company is forecasting revenue of $390-$400 million and EBITDA of $230-$240 million in FY26, supported by a record contracted order book and strong growth trajectory.

In FY26, NEXTDC is forecasting net revenue in the range of $390 to $400 million and underlying EBITDA in the range of $230 to $240 million, supported by record contracted commitments and the company's largest ever order book.

NEXTDC's CEO highlighted that the next decade will be defined by exponential demand for digital infrastructure, and the company is uniquely positioned to deliver on this opportunity across Australia and Asia. The CEO stated that the company's future development pipeline exceeds 3GW, including over 1GW in Sydney, 1GW in Melbourne, and 0.5GW across the rest of Australia, as well as a further 1GW of international opportunities.