Key Highlights

  • Underlying EBITDA of AUD 127 million exceeded the group’s AUD 125 million guidance.
  • The first 20 MW at the SYD1 data centre was completed on time and within budget.
  • The company was progressing an approximately 15 MW ADL1 expansion and described lease extension agreements for KCM1 and DAL1 until 2036.

On 27 October 2026, DigiCo Infrastructure REIT (ASX:DGT) was quoted at AUD 2.08 up 2.97% in intraday trading. DigiCo Infrastructure REIT is a data centre property and digital infrastructure investment trust with Australian and US assets. Its 21 August 2026 announcement provides the principal operating and financial information discussed below. The intraday movement is presented separately from that earlier announcement, without attributing the trading change to its contents.

FY26 earnings and distributions

In its 21 August 2026 results release, DigiCo Infrastructure REIT (ASX:DGT) provided the following update. Underlying EBITDA of AUD 127 million exceeded the group’s AUD 125 million guidance. Distributions declared were 12.0 cents per security, in line with stated guidance.

The figures relate to the reporting period specified by the company, rather than to the October trading session. Where prior-year figures are supplied, the comparison refers to the corresponding company reporting period. This distinction is important because market quotations and published accounting results describe different points in time.

Sydney capacity development

In its 21 August 2026 results release, DigiCo Infrastructure REIT (ASX:DGT) provided the following update. The first 20 MW at the SYD1 data centre was completed on time and within budget. Signed letters of intent concerned the remaining 52 MW of SYD1 capacity, subject to binding agreements. The additional 52 MW was targeted for delivery across FY27 and FY28.

These operating measures form part of the company's description of its underlying property or service business. They measure a specific reported activity and should be read with the relevant definitions and qualifications in the presentation. The release does not establish that any single measure caused the subsequent share-price movement.

Adelaide and customer arrangements

In its 21 August 2026 results release, DigiCo Infrastructure REIT (ASX:DGT) provided the following update. The company was progressing an approximately 15 MW ADL1 expansion and described lease extension agreements for KCM1 and DAL1 until 2036. The company estimated approximately AUD 250 million of annualised stabilised EBITDA for its Australian platform after planned capacity is operating.

The company's presentation also separates ongoing property activity from transactions and valuation changes. Portfolio figures may be affected by acquisitions, disposals, development completions and changes in assessed asset values. The reported amounts and comparative periods are retained here without projecting additional outcomes.

Asset sales and debt

In its 21 August 2026 results release, DigiCo Infrastructure REIT (ASX:DGT) provided the following update. The group announced proposed US asset sales involving CHI1 and LAX. The presentation stated that proceeds were expected to reduce net debt from AUD 1.6 billion to approximately AUD 0.5 billion and gearing from 39% to around 18%, on a pro forma basis.

The development programme is subject to the steps identified in the release, including customer arrangements, planning, delivery and available capital where applicable. A stated target, identified site or opportunity should not be treated as a completed project unless the company describes it that way.

Capital capacity and management

In its 21 August 2026 results release, DigiCo Infrastructure REIT (ASX:DGT) provided the following update. The report estimated AUD 1.2 billion in pro forma liquidity and stated that the SYD1 88 MW project was fully funded without additional equity. Simon Mitchell and Ralph Goninan were appointed co-heads effective 21 August 2026.

Forward-looking figures are management guidance or targets, not completed results. They remain subject to the assumptions and conditions stated in the release. Debt, liquidity and gearing figures describe the reported balance-sheet position and do not imply a recommendation or a share-price forecast.

About the Company and Business Overview

DigiCo Infrastructure REIT (ASX:DGT) is a data centre property and digital infrastructure investment trust with Australian and US assets. Its reported activities and operating measures reflect the nature of those assets and services. The company's published results distinguish operating earnings, distributions where relevant, asset information and capital management. The presentation dated 21 August 2026 provides the detail used in this article; no later company announcement is assumed here.

Risks and Catalysts on Watch

For DigiCo Infrastructure REIT (ASX:DGT), the key items for subsequent reporting include implementation of projects or operational initiatives already identified, financial performance in the next reporting period and updates to any published guidance. Financing costs, occupancy or customer activity, construction and transaction timing, and changes in the valuation of assets may be relevant depending on the company's operations. These are monitoring subjects rather than forecasts of share performance. Targets discussed above remain subject to the limits set out in the 21 August 2026 report.

What the Results Establish

The 21 August 2026 announcement describes DigiCo Infrastructure REIT's financial and operational position for its stated reporting period and identifies specific activities underway. The figures above are company-reported results, guidance and operational disclosures, not an interpretation of the trading move on 27 October 2026. Future company releases will establish how the programmes and metrics develop after the reported period.