Australia · Delayed Price · Currency is AUD NEXTDC Earnings Call Transcripts
Fiscal Year 2026
-
Jemena’s suspended M3 power works put the next supply increase into FY 2028, prompting lower FY 2027 guidance and a AUD 750m CapEx reduction. Liquidity was ~AUD 8.7bn; non-contracted spending is paused while power and capital options are assessed.
-
Contracted utilization tripled to 740 MW in FY 2026, with net revenue up 16% and underlying EBITDA up 15%. FY 2027 guidance points to over 50% revenue growth, strong capital position, and rapid billing ramp from a record forward order book.
Fiscal Year 2025
-
The AGM highlighted strong financial growth, major domestic and international expansion, and a focus on AI-ready, sustainable infrastructure. Key risks include talent retention, execution, and capital formation, while all resolutions were put to poll with results to be announced.
Fiscal Year 2024
-
Record revenue and capacity growth were reported, with major expansion in Asia and Australia. No dividends are expected in the next two years as investment continues. Shareholders discussed international strategy, energy, and governance, with all resolutions put to poll.