Key highlights

  • Data#3 (ASX:DTL) expects 1H FY27 gross profit more than 15% ahead and profit before tax more than 40% above $33.5 million.
  • Dicker Data (ASX:DDR) agreed to acquire Sektor Group for NZ$138.0 million.
  • Macquarie Technology (ASX:MAQ) reported FY26 EBITDA of $115.9 million, up 2.0%, and a $200 million NRFC investment.

Companies that supply IT services, distribute technology products and operate data centres are linked by corporate and government spending on technology. This article summarises the latest announcements from Data#3 Limited (ASX:DTL), Dicker Data Limited (ASX:DDR) and Macquarie Technology Group Limited (ASX:MAQ), which include a trading update, an acquisition and annual results.

Sector context

IT services and infrastructure businesses are influenced by vendor programs, customer technology budgets, project timing and demand for cloud and data centre capacity. The releases refer to Microsoft incentive changes, expansion in South-East Asia and data centre capacity growth.

Data#3 Limited (ASX:DTL)

In a market release dated 1 October 2026, Data#3 said it had experienced a start to FY27 with gross sales and earnings ahead of expectations. First-half gross profit is expected to be more than 15% ahead of 1H FY26, and net profit before tax is expected to be more than 40% above the 1H FY26 figure of $33.5 million, which was affected by Microsoft incentive changes.

The company attributed the result to one-off larger transactions, increased activity across Infrastructure and Software Solutions and about $1.5 million of extra interest income, and said profit before tax is expected to be skewed to the first half. It will give a business update at its AGM on 28 October 2026 and expects to release 1H FY27 results on 22 February 2027.

Dicker Data Limited (ASX:DDR)

On 6 October 2026, Dicker Data announced a binding agreement to acquire 100% of Sektor Group Ltd for NZ$138.0 million, about A$111.8 million. Sektor is an Asia-Pacific distributor of point-of-sale, cybersecurity and physical security solutions, employs about 230 people and operates in Australia, New Zealand, Thailand and Malaysia.

Sektor reported NZ$440 million of gross revenue and NZ$22.7 million of normalised pre-AASB 16 EBITDA for the 12 months to 31 August 2026. The deal is to be funded through an extension of existing debt facilities and is expected to complete by the end of October 2026, with the company expecting it to be earnings accretive in FY26, excluding one-off costs.

Macquarie Technology Group Limited (ASX:MAQ)

Macquarie Technology reported FY26 results on 26 August 2026. Group EBITDA was $115.9 million, up 2.0%, the twelfth consecutive year of EBITDA growth, operating cash flow was $94.6 million and capital expenditure was $230.5 million, including $186.2 million for IC3 SuperWest.

The National Reconstruction Fund Corporation invested $200 million through perpetual securities issued in two $100 million series, the first on 1 June 2026. On 6 August 2026, the company acquired a site for a proposed ~200MW Macquarie Park campus, taking estimated total capacity to about 268MW. It expects modest EBITDA growth in FY27.

What ties the three announcements together

Each of the three releases describes growth in technology infrastructure or services: Data#3 through larger transactions, Dicker Data through a regional acquisition and Macquarie Technology through data centre expansion. The documents are different types, from guidance to deal terms to annual results, so they are best read separately.