DigiCo Infrastructure REIT's group billed IT capacity is expected to reach at least 85 megawatts by July 2026, which is expected to equate to an annualized run-rate earnings before interest, taxes, depreciation, and amortization (EBITDA) of at least AU$180 million from that month, HMC Digital Infrastructure Chair Joseph Carrozzi said, according to a Wednesday Australian bourse filing.

Its contracted Australian IT capacity is expected to jump 95% year-over-year to 41 megawatts by June 2026. Demand in Australia is exceeding expectations, Carrozzi added.

Its underlying fiscal 2026 EBITDA is expected to be in the range of AU$120 million to AU$125 million. Distributions in the fiscal year are expected to be AU$0.12 per security.

The densification and optimization of the SYD1 facility in New South Wales is underway, and the firm is targeting accelerated delivery of the full 88 megawatts of capacity earlier than expected. The first 20 megawatts are expected to be delivered by mid-2026.

The firm's US business is expected to benefit from the Chicago 1 contracted rental ramp-up, which is expected to deliver incremental EBITDA of around AU$40 million in the fiscal year 2026.

Its shares fell over 2% in recent trading on Wednesday.