Cordiant Digital Infrastructure Ltd (LSE:CORD)
£ 1.25 +0.010 (+0.81%) Market Cap: 957.15 Mil Enterprise Value: 359.42 Mil PE Ratio: 6.01 PB Ratio: 0.86 GF Score: 57/100

Full Year 2024 Cordiant Digital Infrastructure Ltd Earnings Call Transcript

Jun 19, 2025 / 09:00AM GMT
Release Date Price: £1 (+3.09%)
Stephen Marshall
Cordiant Digital Infrastructure Ltd - Executive Chairman

Hello. Good afternoon. My name is Stephen Marshall. I'm Chairman of Cordiant Digital Infrastructure Manager.

And I'm joined here today with Andrew Ewe, who is the CFO of Cordiant Digital Infrastructure Manager as well, and today we will take you through the annual report and accounts for the year ending March 2025.

It is a pleasure, actually, to sit in front of you here today and present these really quite exceptional results. We have achieved across the portfolio a 9.3% growth in EBITDA. The NAV over the years has increased 11.6%, driving a NAV per share of just under 130p, 129.6p per share.

As a result of the great performance that we've seen across the portfolio in terms of the growth in cash flows, the Board and the manager feel very confident increasing the dividend by 3.6% for the full final payment at the end of this period.

You can see from this slide, which many of you will have seen before, we further diversified the portfolio with the acquisition of DCU in Belgium. And the carve out

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