Up 143% in 5 years, ASX 200 company secures major new data centre contracts

The business is aiming to double data centre profits by FY27.

Laura Stewart

Author bio Laura Stewart is a Finance Editor at The Motley Fool, where she covers Australian and international equity markets. She joined the company in 2022, following a career transition from legal advisory work in Southeast Asia into the investment industry. Prior to her current editorial role, Laura spent three years as an Equity Analyst and Writer, producing investment research across the ASX, NYSE, and NASDAQ. Her coverage included small-cap growth companies, thematic investment ideas, and high-quality U.S.-listed businesses. Laura holds a Master of Applied Finance and brings additional expertise in accounting, taxation, and estate and wealth planning from her postgraduate studies. She also has a background in law and communications, which supports her analytical and reporting work in financial markets. Outside of work, she enjoys spending time in the Adelaide Hills with her flock of sheep. Education Laura holds a Bachelor of Laws, a Bachelor of Communication (Journalism), and a Bachelor of Commerce with majors in Accounting and Corporate Finance. In 2025, she completed a Master of Applied Finance at the University of Adelaide, receiving postgraduate awards in Accounting Concepts & Methods, Ethical Principles in Accounting & Finance, Real Estate Valuation & Investment, and Tax, Estate & Wealth Planning. Social media LinkedIn FYI – I am taking a break from social media at the moment, so this account isn’t active at the moment, but I will let you know when I rejoin. Favorite investment quote "Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it." — Albert Einstein

Published September 25, 2025 6:00 am AEST

Yesterday, Infratil Ltd (ASX: IFT) announced that its data centre business, CDC, has secured about 100MW of new contracted capacity. This highlights strong ongoing demand and further solidifies CDC's leadership in the fast-growing Australasian data centre market.

Two IT professionals walk along a wall of mainframes in a data centre discussing various things — Image source: Getty Images

What did Infratil report?

CDC secured approximately 100MW of new contracted capacity.
About 95% of forecast lease revenues are now under contract following recent deals.
CDC remains on track to double FY25 earnings by FY27.
Strong customer demand driven by cloud and AI workloads.

What else do investors need to know?

CDC's ability to contract significant new capacity points to ongoing demand from cloud and artificial intelligence customers. The data centre operator's technological advantage and experience are key factors behind its ongoing success.

Recent contract wins mean nearly all of CDC's forecast lease revenues are now locked in, offering investors strong visibility of future earnings. Infratil reaffirmed its confidence in securing the remainder of its upcoming capacity.

What did Infratil management say?

Infratil CEO Jason Boyes said:

This announcement provides high visibility that CDC remains on track to double FY25 earnings by FY27. With other contracts signed since May, approximately 95% of forecast lease revenues are now under contract, and we remain confident in contracting the remaining capacity.

What's next for Infratil?

Infratil expects CDC to remain at the forefront of the Australasian data centre sector, with a strong pipeline for further growth. The company is focused on meeting the increasing demand for large-scale, future-proof campuses, especially those tailored to the rising needs in artificial intelligence.

Management's outlook remains positive as CDC continues to attract new customers and secure long-term contracts, positioning Infratil for robust earnings growth over the next few years.

Infratil share price snapshot

Intrafil shares have fallen around 1% over the past 12 months, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen approximately 8%.

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