Record contracted utilisation growth and a fully funded A$2.2bn capital plan position NEXTDC to accelerate delivery of next-generation AI-ready infrastructure at scale.
NEXTDC’s April 2026 announcements mark a pivotal inflection point, with unprecedented demand from hyperscale and AI customers driving a step-change in contracted capacity. Supported by a strengthened capital position and expanded funding program, NEXTDC is accelerating development across its portfolio to capture this structural growth opportunity.
Key Announcements
ASX Announcement – Record Contracted Utilisation and A$2.2bn Capital Plan
NEXTDC’s ASX release details a transformational increase in contracted utilisation, rising to 667MW (+60%), alongside a significant expansion of its forward order book to 544MW (+83%). The announcement outlines a fully funded A$2.2bn capital plan, including a ~A$1.5bn entitlement offer and expanded hybrid funding, to accelerate development of key infrastructure such as the S4 Sydney facility. The update highlights strong demand from hyperscale and AI customers, with contracted EBITDA expected to exceed A$1.0bn, reinforcing NEXTDC’s growth outlook and market positioning.
View announcement →ASX Announcement – Contracted Utilisation and Capex Guidance Update
NEXTDC’s update confirms a significant increase in contracted utilisation to 667MW (+60%), driven by recent customer contract wins, with the Forward Order Book expanding to 544MW (+83%). The Company has also increased FY26 capital expenditure guidance to A$2.7bn–A$3.0bn to support accelerated capacity delivery, particularly at its S4 Sydney facility, while maintaining existing revenue and EBITDA guidance.
View announcement →Notice Under Section 708AA(2)(f) of the Corporations Act 2001 (Cth)
NEXTDC has issued a formal notice in connection with its fully underwritten 1 for 5.4 pro-rata accelerated non-renounceable entitlement offer of new ordinary shares.
The New Shares will be issued without a prospectus under applicable Corporations Act provisions, with NEXTDC confirming full compliance with all relevant financial reporting and continuous disclosure obligations.
The Entitlement Offer is structured on a pro-rata basis and is not expected to have a material impact on control of the Company. Approximately 118.7 million new shares are expected to be issued.
Appendix 3B – Proposed Issue of Securities
NEXTDC has announced an accelerated non-renounceable entitlement offer to issue up to 118.7 million new ordinary shares. The offer is structured to provide eligible shareholders with the opportunity to participate on a pro-rata basis, supporting the Company’s capital raising initiative.
Key dates include:
• Ex-entitlement date: 22 April 2026
• Record date: 22 April 2026
• Retail offer closes: 11 May 2026
• Issue date: 18 May 2026
Investor Presentation – Record Contracted Utilisation and A$2.2bn Capital Plan
NEXTDC’s investor presentation outlines a transformational uplift in demand, with contracted utilisation increasing to 667MW following a record 250MW customer commitment at its S4 Sydney facility. The update highlights a significant expansion of the forward order book, strong earnings growth potential, and a fully funded capital plan to accelerate delivery of AI-ready infrastructure in a supply-constrained market.
View presentation →
For more information:
Simon Guzowski
T: +61 2 8072 4943
E: investorrelations@nextdc.com
NEXTDC Investor Centre: www.nextdc.com/our-company/investor-centre
