Infratil's Mega Data Centre Deal Exceeds Expectations, Says Jarden

MT Newswires Live

05/07

Infratil's (ASX:IFT) mega data center deal with an unnamed US investment-grade client is materially larger than expected, and underpins a strong buy thesis on the stock, Jarden said in a note on Wednesday.

The company's CDC Data Centres business signed a 30-year agreement with the client for 555 megawatts of capacity. CDC expects EBITDAF to exceed AU$1 billion by fiscal 2028, and reach around AU$2 billion annually once the contract is fully deployed.

The deal, the largest data center contract in Australia, could involve major US hyperscale cloud providers such as Microsoft, Amazon Web Services, or Google. Jarden said the agreement supports a growth premium in CDC's rolled-forward valuation

The risks to the deal include adverse changes in the US energy policy impacting Longroad, higher bond yields, and EBITDA falling short of forecasts, it added.

Jarden provided a buy rating and kept the price target unchanged at NZ$14.56.

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Jarden said the agreement supports a growth premium in CDC's rolled-forward valuation</p><p>The risks to the deal include adverse changes in the US energy policy impacting Longroad, higher bond yields, and EBITDA falling short of forecasts, it added.</p><p>Jarden provided a buy rating and kept the price target unchanged at NZ$14.56.</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Infratil's Mega Data Centre Deal Exceeds Expectations, Says Jarden</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInfratil's Mega Data Centre Deal Exceeds Expectations, Says Jarden\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-05-07 06:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/IFT.AU\">Infratil</a>'s (ASX:IFT) mega data center deal with an unnamed US investment-grade client is materially larger than expected, and underpins a strong buy thesis on the stock, Jarden said in a note on Wednesday.</p><p>The company's CDC Data Centres business signed a 30-year agreement with the client for 555 megawatts of capacity. CDC expects EBITDAF to exceed AU$1 billion by fiscal 2028, and reach around AU$2 billion annually once the contract is fully deployed.</p><p>The deal, the largest data center contract in Australia, could involve major US hyperscale cloud providers such as Microsoft, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, or Google. Jarden said the agreement supports a growth premium in CDC's rolled-forward valuation</p><p>The risks to the deal include adverse changes in the US energy policy impacting Longroad, higher bond yields, and EBITDA falling short of forecasts, it added.</p><p>Jarden provided a buy rating and kept the price target unchanged at NZ$14.56.</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK8003","symbol_name":"電力公用事業","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2633201165","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633201165","pubTimestamp":1778107879,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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CDC expects EBITDAF to exceed AU$1 billion by fiscal 2028, and reach around AU$2 billion annually once the contract is fully deployed.The deal, the largest data center contract in Australia, could involve major US hyperscale cloud providers such as Microsoft, Amazon Web Services, or Google. Jarden said the agreement supports a growth premium in CDC's rolled-forward valuationThe risks to the deal include adverse changes in the US energy policy impacting Longroad, higher bond yields, and EBITDA falling short of forecasts, it added.Jarden provided a buy rating and kept the price target unchanged at NZ$14.56.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}