• Pro forma contracted utilisation increased by 250MW (60%) to 667MW
• Pro forma Forward Order Book increased by 247MW (83%) to 544MW
• FY26 capex guidance increased by A$300 million to A$2,700 million to A$3,000 million

NEXTDC Limited (ASX: NXT) has announced that its pro forma contracted utilisation as at 31 March 2026 has increased by approximately 250MW (60%) to 667MW since 31 December 2025. The company's pro forma Forward Order Book as at 31 March 2026 has also increased by 247MW (83%) to 544MW since 31 December 2025. The pro forma Forward Order Book is expected to progressively convert to billing utilisation, revenue and EBITDA over FY26-FY30. NEXTDC has also updated its FY26 capital expenditure (capex) guidance, increasing it by A$300 million to a range of A$2,700 million to A$3,000 million (previously A$2,400 million to A$2,700 million). This reflects further acceleration of planned inventory expansion and the purchase of long-lead items associated with the accelerated development of contracted utilisation at S4. The company's FY26 Net Revenue and Underlying EBITDA guidance remains unchanged.

FY26 capital expenditure (capex) guidance increased to A$2,700 million to A$3,000 million (previously A$2,400 million to A$2,700 million). FY26 Net Revenue and Underlying EBITDA guidance remains unchanged.