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

MT Newswires Live

May 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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/news/2633201165"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2633201165\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2633201165?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-07 06:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2633201165","market":"fut","top_or_hot":-1,"title":"Infratil's Mega Data Centre Deal Exceeds Expectations, Says Jarden","media":"MT Newswires Live","content":"<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>","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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\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\">2026-05-07 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IFT.NZ","symbol_name":"Infratil Limited Ordinary Shares","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. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Infratil's  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 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.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IFT.NZ":"Infratil Limited Ordinary Shares","BK7134":"工业集团企业","BK7105":"多领域控股","BK8080":"工业集团企业","IFT.AU":"Infratil","BK7006":"电力公用事业","BK8082":"多领域控股","BK8003":"电力公用事业"},"translate_title":"Jarden表示，Infratil的大型数据中心交易超出预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IFT.AU":1,"IFT.NZ":1.5},"content_text":"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 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"}}}