DigiCo Infrastructure REIT (ASX:DGT): Capital Rotation, Growth Projects and Distribution Outlook

Sonal Goyal

16 September 2026 09:21 PM AEST

DigiCo Infrastructure REIT (ASX:DGT): Capital Rotation, Growth Projects and Distribution Outlook

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Highlights

DigiCo Infrastructure REIT reported FY2026 underlying EBITDA of A$127 million.
The trust operates data centre Assets across Australia and North America.
DigiCo is redirecting Capital towards Australian data centre capacity.
FY2027 distributions are guided at 15.0 cents per security.

DigiCo Infrastructure REIT (ASX:DGT) owns, operates and develops data centre infrastructure assets across Australia and North America. The FY2026 results highlighted Earnings delivery, portfolio changes, development activity and a strategy focused on expanding Australian data centre capacity.

FY2026 Performance and Portfolio Overview

DigiCo reported FY2026 underlying Revenue of A$239 million and underlying EBITDA of A$127 million, exceeding its guidance of A$125 million. Adjusted funds from operations were A$71 million, while distributions totalled 12.0 cents per security.

The trust listed on the ASX in December 2024 and manages stabilised, value-add and development data centre assets. Its portfolio includes facilities across Adelaide, Brisbane, Sydney, Townsville, Dallas, Kansas City and Chicago.

Capital Strategy and Data Centre Developments

Alongside the FY2026 result, DigiCo confirmed plans to divest its Kansas City and Dallas Fort Worth sites. The trust identified these assets as lower-yielding facilities, with proceeds intended to support Australian expansion.

The company is progressing development at SYD1, an 88 megawatt site. The first 20 megawatt upgrade has been completed, while additional capacity is planned through FY2027 and FY2028.

DigiCo is also progressing a 15 megawatt expansion at ADL1 in Adelaide. The company has identified Australian platform growth as a key part of its future strategy.

Financial Position and Future Focus

Gearing was 39% at FY2026 year end, within the company’s target range of 35% to 45%. Available Liquidity stood at A$706 million, increasing to approximately A$1.2 billion on a pro forma basis after planned asset sales.

FY2027 Capital Expenditure guidance was A$300 million to A$500 million, with most expenditure directed towards SYD1. FY2027 underlying EBITDA guidance was A$120 million to A$125 million, including two months of CHI1.

The company has guided to distributions of 15.0 cents per security for FY2027, representing an increase from FY2026.

Key Insights

DigiCo Infrastructure REIT’s FY2026 results show a Business focused on expanding data centre capacity while adjusting its portfolio composition. Future developments will depend on asset sales, construction progress, customer commitments and execution of expansion plans.

FAQs

Q:What is the ASX ticker for DigiCo Infrastructure REIT?

A:DigiCo Infrastructure REIT trades under the ticker (ASX:DGT).

Q:What assets does DigiCo own?

A:DigiCo owns and develops data centre infrastructure assets.

Q:What was DigiCo’s FY2026 underlying EBITDA?

A:Underlying EBITDA was A$127 million.

Q:What is DigiCo’s SYD1 project?

A:SYD1 is an 88 megawatt data centre site.

Q:What is DigiCo’s FY2027 distribution guidance?

A:FY2027 distributions are guided at 15.0 cents per security.

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