Nextdc's (ASX:NXT) contracted earnings before interest, taxes, depreciation, and amortization (EBITDA) is expected to exceed AU$1 billion as the forward order book converts to billing utilization progressively through fiscal 2030, RBC Capital Markets said in a note on Monday.
The company's pro forma contracted utilization as of March 31 came in at 667 megawatts, rising by around 250 megawatts since Dec. 31, 2025, while the forward order book increased by 247 megawatts to 544 megawatts.
Nextdc's recent capital raising removes near-term funding risk, with pro forma liquidity increasing materially.
RBC forecast fiscal 2026 revenue of AU$485 million and underlying EBITDA of AU$233 million, as well as fiscal 2027 revenue of AU$761 million and underlying EBITDA of AU$365 million.
The investment firm reiterated an outperform rating on Nextdc with a price target of AU$22.
Nextdc's shares fell nearly 3% in recent Tuesday trade.