Macquarie Technology Extends EBITDA Growth Streak and Accelerates Data Centre Expansion

The latest update is out from Macquarie Telecom Group Limited ( (AU:MAQ) ).

Macquarie Technology Group reported its 22nd consecutive half of EBITDA growth, delivering $57.9 million in EBITDA for the half-year to 31 December 2025, up 3% on the prior period, with strong operating cash flow and 95% of revenue from contracted recurring sources. The group maintains a robust balance sheet with substantial undrawn debt and is actively investing in capacity expansion, including the IC3 SuperWest data centre development and a new 150MW+ Sydney campus option, positioning it for continued growth in data centre, cloud, and cyber services.

The company plans significant FY26 capital expenditure, particularly on IC3 SuperWest, while aligning its data centre assets in a new corporate structure to support future external funding. Management expects FY26 EBITDA of $114 million to $117 million and is targeting growth in less capital-intensive cloud and cyber offerings, including new sovereign and AI-focused products for government and defence supply chain customers, while maintaining telecom revenue and margins into the second half.

The most recent analyst rating on (AU:MAQ) stock is a Buy with a A$90.00 price target. To see the full list of analyst forecasts on Macquarie Telecom Group Limited stock, see the AU:MAQ Stock Forecast page.

More about Macquarie Telecom Group Limited

Macquarie Technology Group is an Australian provider of cloud, cyber security, data centre, and telecom services, focused on mid to large business and government customers. The company differentiates itself through an emphasis on customer service and operates significant digital infrastructure assets, including its Macquarie Data Centres business in Sydney.

Average Trading Volume: 38,000

Technical Sentiment Signal: Sell

Current Market Cap: A$1.63B

See more data about MAQ stock on TipRanks’ Stock Analysis page.