Full Year 2026 Cordiant Digital Infrastructure Ltd Earnings Call Transcript
Key Points
- Cordiant Digital Infrastructure Ltd (LSE:CORD) reported a revenue growth of 9.9% and an EBITDA increase of 7.8%, showcasing strong financial performance.
- The company's net asset value (NAV) per share increased by over 16%, reaching 146p, indicating robust asset growth.
- Cordiant Digital Infrastructure Ltd (LSE:CORD) has been included in the FTSE 250 Index, enhancing its market visibility and credibility.
- The company has a diversified portfolio with significant contracted revenues extending to 2044, providing long-term financial stability.
- Cordiant Digital Infrastructure Ltd (LSE:CORD) maintains a progressive dividend policy, with dividends covered 1.7 times by free cash flow, ensuring reliable returns for shareholders.
- The company anticipates a potential slowdown in revenue growth over the next 12 months due to customer churn.
- Cordiant Digital Infrastructure Ltd (LSE:CORD) faces challenges with customer churn in its cloud division, impacting revenue streams.
- There is a noted increase in interest expenses due to debt drawdowns, which could affect future profitability.
- The company acknowledges that its share price, despite recent growth, remains undervalued compared to its intrinsic value.
- Cordiant Digital Infrastructure Ltd (LSE:CORD) faces potential risks with the integration of new acquisitions, which may not yield expected synergies immediately.
Good afternoon everybody and welcome to Cordiant Digital Infrastructure Limited's Annual Report and Accounts. I'm here, my name is Steven Marshall, I'm Co-Founder and Executive Chairman of Cordiant Digital Infrastructure. I'm here today with Andrew Yu who is the CFO of the fund.
And we will take you through our annual reporting accounts today. So, we move to the next slide.
Another absolutely fantastic set of results. We've seen revenues grow by just under 10%, 9.9% and EBITDA grow by just under 8%, 7.8%. As a result of that, we've also seen. That our ex-dividend NAV from a year ago has grown by over 16%, driving our net asset per share to 146p, an absolutely fantastic result.
For those of you that follow us, you'll recognize that the FCA approved as moving to the official list on the main market of the London Stock Exchange and today we should be included in the FATSE 250 Index.
As a very significant part of that constituency.
Last year, we
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