DigiCo Infrastructure REIT Earnings Call Transcripts
Fiscal Year 2026
-
Management formalized a new leadership structure and delivered strong FY 2026 results, with EBITDA of AUD 127 million and revenue up 21% in H2. All remaining SYD1 capacity is fully funded and under LOIs, and U.S. asset sales will fund Australian growth, targeting AUD 250 million stabilized EBITDA.
-
Strong revenue and EBITDA growth, with upgraded FY26 guidance and robust liquidity position. Major expansion at SYD1 is de-risked and fully contracted for the next tranche, while capital partnering and recycling initiatives support future growth.
Fiscal Year 2025
-
FY 2025 saw strong execution on guidance, with annualized EBITDA of $99 million and robust liquidity. Strategic HCF certification and senior hires position the business for growth, while a 30% increase in contracted IT capacity is targeted for FY 2026.