1H FY26 Presentation
| Stock | DXN Ltd (DXN.ASX) |
|---|---|
| Release Time | 27 Feb 2026, 8:14 a.m. |
| Price Sensitive | Yes |
1H FY26 Presentation for DXN Ltd
- Vertically integrated manufacturer and operator of modular data centres in Asia Pacific
- Diversified exposure to high-growth infrastructure sectors including edge, hyperscale, and critical support
- Signed strategic MOU to establish JV in Indonesia, supporting growth in Southeast Asia
DXN Ltd is a vertically integrated manufacturer and operator of modular data centres in Asia Pacific. The company designs, engineers, manufactures, deploys, operates, and maintains high-quality modular data centres across three core markets: Modular Division, Data Centre Operations, and Data Centre as a Service (DCaaS). In 1H FY26, the company reported a decrease in revenue driven by delays in progress on existing contracts, but expects revenue to strengthen as deferred work is delivered. DXN has a FY26 backlog of $14.5 million, with 65% expected to be delivered in 2H FY26. The company has a healthy pipeline of 80 identified projects as of 27 January 2026, including a diversified mix of projects across its core segments and newly entered high-growth areas. To support growth in Southeast Asia, DXN has signed a strategic non-binding MOU with Super Sistem Indonesia to establish a Singapore-based joint venture. This partnership will allow DXN to enter Indonesia's growing digital infrastructure market, leverage domestic advantages, and deliver tailored, high-quality solutions. DXN is also focused on broadening its DCaaS offering to improve its revenue profile with a recurring revenue component, as well as driving growth through innovation, such as scaling its StructCore solution and developing AI-enabled products and hyperscale applications.
Targeting FY26 revenue growth, weighted towards 2HFY26, with a $14.5 million backlog, of which 65% is expected to be delivered in 2HFY26.
DXN is actively pursuing opportunities in its core segments and newly entered high-growth areas, with a focus on broadening its DCaaS offering and growth in Southeast Asia through the strategic MOU with Super Sistem Indonesia. The company is also driving growth through innovation, such as scaling its StructCore solution and developing AI-enabled products and hyperscale applications.