DigiCo Secures Major Customer Wins, Boosts Guidance and Expands SYD1 Capacity

DigiCo Infrastructure REIT (ASX: DGT) has announced a significant uplift in contracted capacity across its Australian data centre portfolio, driven by new wins from hyperscale, neocloud, enterprise and government customers. These deals have not only strengthened DigiCo's top line outlook, but have also triggered a bold expansion of its flagship SYD1 site.

The new agreements will see DigiCo’s contracted IT capacity in Australia surge from 21 megawatts in June 2025 to 41 megawatts by June 2026 — a 95 percent uplift from its prior guidance of 27 megawatts. The SYD1 campus in Sydney has been the main beneficiary, but contracts were also secured at DigiCo’s Brisbane and Adelaide facilities.

To accommodate demand, DigiCo is accelerating the expansion of SYD1, redesigning its original 9 megawatt build to deliver more high density, AI ready capacity by mid 2026. Preparations are also underway to bring forward additional stages of the site, leveraging the 120 MVA of allocated power and the site's strategic certification under the Australian Government Hosting Certification Framework.

CEO Chris Maher said the expansion reflects the company’s advantage in servicing the surging demand for advanced computing infrastructure.

“Customer demand and deployment scale are tracking ahead of expectations,” Maher noted. “DigiCo is uniquely positioned to meet rising demand for high performance, low latency AI infrastructure. This is driving us to fast track capacity at SYD1 and expand our development schedule.”

DigiCo has also upgraded its FY26 guidance on the back of these new contracts:

• Underlying EBITDA of $120 to $125 million

• Growth capital expenditure of $160 to $180 million, funded from existing cash and undrawn debt

• Distributions of 12 cents per security, in line with its stated payout policy

Looking further ahead, DigiCo expects its group billed IT capacity to reach 85 megawatts by July 2026, comprising 44 megawatts in North America and 41 megawatts in Australia. Once these projects are fully online, DigiCo anticipates an annualised EBITDA run rate of at least $180 million.

Maher added that conversations with capital partners remain ongoing to support the company’s broader development ambitions.

The announcement confirms DigiCo’s trajectory as a rising heavyweight in the global data infrastructure space. With 13 data centres across Australia and North America, and a total development pipeline of 238 megawatts, the company is positioning itself to ride the tailwinds of artificial intelligence, cloud services and digital transformation.