The Centuria Capital Group (ASX: CNI) share price is in focus today as the ASX-listed investment manager showcased its rapidly growing $21.8 billion assets under management and leading-edge AI data centre capabilities at its Investor Day.
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What did Centuria Capital Group report?
- Assets under management (AUM) reached $21.8 billion as at 31 December 2025
- Over 150 unlisted funds and loan SPVs under management, with 15,500 unlisted investors
- Expanded vertically integrated operations with more than 500 staff
- Launched Australia's first sovereign AI Factory (AI-F1) in partnership with ResetData
- Centuria Industrial REIT (ASX: CIP) data centre pipeline targeting over 200MW of capacity by 2030
- Market cap stands at $1.8 billion, with recent NPAT of $113 million and a 4.9% dividend yield
What else do investors need to know?
Centuria is deepening its footprint in the digital infrastructure space, establishing a fully integrated platform that spans real estate, development, and operations. Its partnership with ResetData makes it one of only three NVIDIA Cloud Partners in Australia, strengthening its competitive edge in the rapidly growing AI compute sector.
The company highlighted its strategy to deliver scalable AI factories and data centre capacity through both existing assets and new developments. Centuria's vertically integrated approach allows the group to pivot quickly and meet demand from enterprise and government clients, while drawing on a strong network of institutional and banking partners.
What's next for Centuria Capital Group?
Centuria aims to ramp up deployment of AI-enabled data centre capacity nationwide, targeting more than 200MW across its property pipeline by 2030. The group is pursuing further customer partnerships and exploring options like equity partnerships, partial sell-downs, and potential IPOs for its digital platforms.
Management is confident that strong customer interest, combined with power and infrastructure availability, positions Centuria well to capture ongoing growth in sovereign and enterprise AI demand.
Centuria Capital Group share price snapshot
Over the past 12 months, the Centuria Capital Group shares have risen 27%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.
