-- インフラティル（ASX:IFT、NZE:IFT）は、傘下のCDCデータセンター事業が、米国の投資適格格付けを持つ顧客（社名非公開）と555メガワットの容量に関する30年間の契約を締結したと、水曜日にニュージーランド証券取引所に提出した書類で明らかにした。 提出書類によると、この容量は2028年度から2029年度にかけて稼働開始予定のキャンパス全体に供給され、契約は最大20年間延長できるオプションが付いている。 CDCは、2027年度のEBITDAF（金利・税金・減価償却費・償却費・公正価値変動控除前利益）ガイダンスを6億8,000万豪ドルから7億2,000万豪ドルで据え置く見込みで、拡張を支えるための設備投資額は38億豪ドルから42億豪ドルと予測している。提出書類によると、EBITDAFは2028年度までに10億豪ドルを超え、契約が完全に履行されれば年間約20億豪ドルに達すると見込んでいる。提出書類によると、CDCは、最近行われた5億豪ドルの株主出資以外に追加の自己資本を必要とせず、既存の現金、融資枠、およびハイブリッドファイナンスを通じて成長資金を調達する計画である。
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Research Alert: Expd: Q1 Results Top Expectations
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