ASX Announcement
Contracted Utilisation and Capex Guidance Update
NEXTDC Limited (ASX: NXT) (“NEXTDC” or “the Company”) is pleased to announce that following recent customer contract wins, the Company’s pro forma contracted utilisation1 has increased by 71MW (29%) to 316MW since 30 June 2025.
As a result of these customer contract wins, NEXTDC’s pro-forma forward order book has increased by 53% to 205MW2 since 30 June 2025.
The pro-forma forward order book is expected to progressively convert to billings and revenue over the period FY26 to FY29.
FY26 Capex Guidance Update3
NEXTDC’s FY26 capital expenditure (capex) guidance has been increased by A$400 million as the Company accelerates a proportion of its planned inventory expansion, with the additional capex required to build and deploy capacity for the new customer contracts:
· A$2,200 million to A$2,400 million (previously A$1,800 million to A$2,000 million)
FY26 Net Revenue and Underlying EBITDA guidance remains unchanged.
Authorised for release by the Board of NEXTDC Limited.
1Excluding contractual expansion options and reservations applicable to hyperscale customers.
2Forward order book represents the difference between the pro-forma contracted utilisation (316MW) and billing utilisation (111MW) at 30 June 2025.
3Previous FY26 guidance was released to ASX as part of the Company’s FY25 results announcement on 28 August 2025.
For more information:
Simon Guzowski
T: +61 2 8072 4943
E: investorrelations@nextdc.com
NEXTDC Investor Centre
