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DigiCo Infrastructure REIT
ASX:DGT

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DigiCo Infrastructure REIT
ASX:DGT
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Price: 1.85 AUD 1.37% Market Closed
Market Cap: AU$1B

DigiCo Infrastructure REIT
Investor Relations

DigiCo Infrastructure REIT is a AU-based company operating in Specialized REITs industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2024-12-13. DigiCo Infrastructure REIT is an Australia-based diversified owner, operator and developer of data centers, with a global portfolio and broad investment mandate across stabilized, value-add and development opportunities. The Company’s objective is to provide securityholders with the benefits of a diversified global exposure to the data center sector. Its property portfolio includes LAX1, LAX2 and CHI1. The company also has the flexibility to invest in assets through co-investment structures, including with the unlisted fund or other HMC Capital vehicles, where it meets Company’s investment objective.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Feb 19, 2026
AI Summary
Q2 2026

Strong Growth: DigiCo reported 12% sequential revenue growth and 15% EBITDA growth, reflecting clear operating momentum in the first half of FY26.

SYD1 Project Acceleration: The expansion at Sydney1 is progressing faster than planned, with the full 88-megawatt project now expected to be delivered two years ahead of the original IPO schedule.

High Returns: The Sydney1 development is now underwritten at a 15% yield on cost, up from 12% at IPO, driven by strong demand and premium pricing.

Upgraded Guidance: Full year FY26 EBITDA guidance was increased to the top end at $125 million, with a continued annualized run rate target of $180 million by July 2026.

Capital Strength: DigiCo maintains robust liquidity of $658 million and gearing at 35.8%, supporting near-term development and future growth.

Contracted Capacity Surge: Australian contracted capacity reached 41 megawatts, up 95% from June 2025, and SYD1's next 20-megawatt tranche is fully contracted.

Cost Savings: The company expects $5 million in annual OpEx savings from organizational redesign and efficiency measures.

Dividend: A first-half distribution of $0.06 per security was declared, implying a 5.3% annualized yield.

Key Financials
Revenue
$108 million
EBITDA
$57 million
Contracted Capacity (Australia)
41 megawatts
OpEx Savings
$5 million per annum
Dividend / Distribution per Security
$0.06 per security (first half)
Net Asset Value per Share
$4.50
Gearing
35.8%
Liquidity
$658 million
Capital Expenditure
$50 million (first half)
Yield on Cost (SYD1)
15%
Earnings Call Recording
Other Earnings Calls
2026

Management

Contacts

Address
NEW SOUTH WALES
Sydney
1 Macquarie Place, Level 7
Contacts
+61300466326
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