NEXTDC LTD

NEXTDC delivered record results in fiscal year 2026: revenue AUD 405 million, reported total revenue AUD 496.5 million and adjusted EBITDA AUD 248.8 million, roughly 4% above the top end of guidance. Pro forma contracted utilisation rose 202% to 740 MW and the backlog stands at 565 MW, fully contracted. For FY27 the company forecasts revenue of AUD 615–640 million, adjusted EBITDA of AUD 385–410 million and Capex of AUD 5.25–5.75 billion; management highlights strong demand from hyperscale and AI customers and expects billed utilisation to increase. » Plus sur de.investing.com

NextDC has abandoned plans to cool the 612-megawatt S7 data center for OpenAI in Australia with recycled wastewater after no building approval was granted for the required pipeline. Instead, the facility will use liquid-based cooling, in which a coolant circulates around the chips; this uses no water but consumes more energy. The change is likely to reduce potable water use but increase energy demand and strain on the power grid. » Plus sur de.investing.com

NEXTDC shares rose 7.7% to A$14.06 after the company reported numerous new customer contracts. Pro-forma contractual utilization increased by 73 MW (11%) to 740 MW as of 30 June 2026, with a backlog of 565 MW. Management expects a gradual conversion of this pipeline into revenue and EBITDA through fiscal year 2030; guidance for 2026 remained unchanged. NEXTDC has also secured committed debt facilities of A$2.3bn, raising total external funding capacity to A$8.7bn, with institutional investors strongly positioned. » Plus sur de.investing.com