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Infratil Limited (IFUUF) Discusses Landmark Data Center C...
2026-05-07 · via All Articles on Seeking Alpha

Infratil Limited (IFUUF) Discusses Landmark Data Center Contract and Sustainability Initiatives May 5, 2026 7:30 PM EDT

Company Participants

Jason Boyes - CEO & Director
Greg Boorer
David Collins

Conference Call Participants

Eric Choi - Barrenjoey Markets Pty Limited, Research Division
Roger Samuel - Jefferies LLC, Research Division
Philip Campbell - UBS Investment Bank, Research Division
Owen Birrell - RBC Capital Markets, Research Division
Suraj Nebhani - Citigroup Inc. Exchange Research
Conor OPrey - Canaccord Genuity Corp., Research Division
Siraj Ahmed - Citigroup Inc., Research Division

Presentation

Operator

Thank you for standing by, and welcome to the Infratil Limited Conference Call. [Operator Instructions] I would now like to hand the conference over to Mr. Jason Boyes, Chief Executive. Please go ahead.

Jason Boyes
CEO & Director

Good morning, everyone. It's Jason Boyes here, the Chief Executive of Infratil. We're very pleased to be talking to you this morning about some contracts that CDC have signed and announced overnight. There's a release that's gone out to the exchange and a presentation that we're going to run through with you here this morning moving on to the questions and answers here at the end. I'm joined by Greg Boorer, CDC Founder and CEO; and David Collins, the CDC CFO as well. We're going to do the bulk of the lifting on the presentation. I won't steal any of their thunder, and I'll hand over to Greg now who will be on Page 3 of the presentation.

Over to you, Greg.

Greg Boorer

Thanks, Jason, and good morning, everybody. I love a great day to be talking to everyone after a long buildup, which has taken quite a few months to get this significant contract across the line, but the largest contract in CDC's history, but also probably one of the bigger contracts in the history of APAC. So it's a wonderful day, and that takes us