Cordiant Digital Infrastructure Management chairman Steven Marshall joined Proactive's Stephen Gunnion to discuss annual results, portfolio performance and growth opportunities, alongside Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L) CFO Andrew Ewe.
The company delivered a 16.3% total NAV return, with NAV per share rising to 146p. Revenue grew 9.9% and EBITDA by 7.8%, supporting a further dividend increase. Since IPO, Cordiant has deployed £795 million into digital infrastructure assets, generating a 14% annualised NAV total return over five years. The company's recent inclusion in the FTSE 250 is expected to broaden its investor base.
Marshall highlighted data centre growth at Czech Republic-based CRA, where the Prague Gateway facility could scale from 26MW to 100MW. "The demand for our assets continually grows," he said, "which gives the wind at our backs in terms of growing revenues, EBITDA and cash flows."
The pair also covered the integration of BT Ireland's fibre assets into Speed Fibre, expansion of Emitel's mobile tower portfolio, and opportunities in 5G broadcasting, emergency warning systems and smart city infrastructure.
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