Highlights

  • NEXTDC reported FY26 net Revenue of AUD 405.0 million, an increase of 16% on FY25, while total revenue increased AUD 69.3 million to AUD 496.5 million.
  • Pro forma contracted utilisation rose 202% to 740.1 megawatts, from 244.8 megawatts at 30 June 2025.
  • NEXTDC disclosed total Assets of AUD 10.2 billion, including AUD 5.8 billion of property, plant and equipment and AUD 3.2 billion of Investment properties.

On 27 October 2026, NEXTDC Limited (ASX:NXT) shares were quoted at AUD 5.75, representing a daily change of +3.79% according to historical market data. The company’s attached announcement covers its reported operations and financial position. Its disclosures address revenue and earnings, capacity and contracting and related corporate developments. The following account separates reported results from company-stated expectations and uses the periods and measurement bases set out in the announcement.

Revenue and Earnings

NEXTDC reported FY26 net revenue of AUD 405.0 million, an increase of 16% on FY25, while total revenue increased AUD 69.3 million to AUD 496.5 million. Underlying EBITDA increased 15% to AUD 248.8 million.

These figures are presented in the NEXTDC Limited Company announcement for the relevant reporting period. Where management supplies a comparison, the change is stated against the corresponding period and does not describe a change in the Market Price of the company’s shares.

Capacity and Contracting

Pro forma contracted utilisation rose 202% to 740.1 megawatts, from 244.8 megawatts at 30 June 2025. Billing utilisation increased 58% to 175.0 megawatts. The forward order book stood at 565.1 megawatts.

The operational figures disclosed by NEXTDC Limited relate to the activities and Business units named in the release. They should be read as separately reported measures because production, sales, billing, contracted capacity and operating Earnings are not interchangeable.

Balance Sheet and Capital

NEXTDC disclosed total assets of AUD 10.2 billion, including AUD 5.8 billion of property, plant and equipment and AUD 3.2 billion of investment properties. Pro forma Liquidity was AUD 8.7 billion, including AUD 876 million cash and undrawn facilities.

The project information is drawn from the milestones and transactions described in the announcement. The release distinguishes projects already completed from construction activity, approvals, company targets and other steps still under way.

Infrastructure Delivery

During FY26, NEXTDC delivered 42 megawatts at M3 and 12 megawatts at M2. It reported further high-density capacity construction, progress at the S4 site and the opening of its KL1 international Facility with a foundation customer.

Where figures concern dividends, Capital raising, debt, cash or asset transactions, they describe the amounts and arrangements reported by NEXTDC Limited. A declared distribution and an expected payment remain different stages in the company’s reporting process.

Company Forward Order Book Expectations

The company expects the contracted forward order book to convert to billing progressively through FY30 and described a contracted EBITDA estimate exceeding AUD 1.0 billion based on existing contracted utilisation. These are management forecasts, not realised results.

Any target or future figure is attributed to management rather than presented as an outcome. The company’s guidance is subject to the assumptions and qualifications provided with its results announcement.

The attached NEXTDC Limited release also sets out the company’s reporting terminology and the context in which the disclosed measures were prepared. The figures above reflect the stated financial or operating period, and the descriptions of planned activities are identified as company expectations. Financial measures and operational indicators are reported separately, using the definitions supplied by management. The announcement does not establish that a target has been achieved unless the company expressly records its completion.