Digico Infrastructure REIT (AU:DGT)

ASX:DGT

DGT

Digico Infrastructure REIT

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Digico Infrastructure REIT (DGT) Earnings Dates, Call Summary & Reports

Q: What is the P/E ratio of Digico Infrastructure REIT stock?

The P/E ratio of {name} is N/A.

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Earnings Data

Report Date

Aug 17, 2026

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.07

Last Year’s EPS

-0.07

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 20, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed material operating momentum: double-digit revenue and EBITDA growth, strong Australian leasing activity (41 MW contracted, +95% vs June 2025), derisking and attractive economics for the SYD1 expansion (20 MW on track, full 88 MW targeting ~15% yield on cost), solid liquidity ($658M) and upgraded FY26 EBITDA guidance to $125M. Offsetting items include execution/timing risk on Los Angeles approvals, capital-partnering uncertainty, accounting complexities around Chicago pre-completion income, and a significant net debt balance. On balance, the positive operational progress, upgraded guidance, derisked high-return development pipeline and ample near-term liquidity outweigh the medium-term funding and execution uncertainties.

Company Guidance

Management upgraded FY‑26 underlying EBITDA guidance to $125m (top of prior $120–125m range) and reiterated a July‑2026 annualized run‑rate EBITDA target of $180m, while maintaining FY‑26 growth CapEx of $160–180m; H1 revenue was $108m (+11.5%), H1 underlying EBITDA $57m (+15%), adjusted FFO $30.5m and H1 CapEx $50m. The group declared a H1 distribution of $0.06 per security (implying $0.12 for the year and a 90–100% FFO payout policy), equating to a 5.3% annualized yield, and noted cash of $349m, undrawn facilities of $309m (total liquidity $658m), net debt $1.51bn, gearing 35.8% (target 35–45%), NAV $4.50ps (adjusted NAV $4.62ps) and interest hedged at an all‑in ~6% with WA debt tenor 3.4 years and no maturities before FY‑29. Operationally, Australia signed 22MW in H1 taking Australian contracted capacity to 41MW (95% growth since June‑25), SYD1’s next 20MW tranche is 100% contracted and on track for delivery in the June quarter, and the full 88MW SYD1 program (over ~3 years, two years ahead of the IPO plan) is targeted to deliver a 15% yield on cost and at least $1.50 of NAV per security; management also flagged >50MW embedded upside at SYD1, a qualified pipeline >200MW, and a $15m/MW build metric (c. $930m for the incremental 62MW).

Revenue and EBITDA Growth

Revenue for the 6 months to 31 Dec 2025 was $108.0M, up 11.5% sequentially; underlying EBITDA rose 15% to $57.0M, demonstrating improved margin contribution (positive mix shift toward higher-margin U.S. revenue).

Australian Contracted Capacity Surge

Signed 22 MW of new customer contracts in Australia in H1, taking total Australian contracted capacity to 41 MW, a 95% increase from June 2025.

Sydney1 (SYD1) Development Momentum

SYD1 20 MW tranche is on track for delivery in Q2 calendar 2026; full SYD1 expansion to 88 MW is materially de-risked with state significant development approval (Dec 2025), 120 MVA power approval secured and design progressing.

Attractive Project Economics at SYD1

Management expects the 88 MW SYD1 project to deliver a c.15% yield on incremental cost and at least $1.50 of additional NAV per security; the 20 MW tranche is underwritten above a 15% yield on cost.

Strong Liquidity and Funding Headroom

Liquidity of $658M (cash $349M + $309M undrawn facilities) with approximately $650M cited as available to fund a significant part of SYD1; gearing at 35.8% (lower end of 35–45% target) with no maturities before FY '29.

Upgraded FY26 Guidance

FY26 underlying EBITDA guidance upgraded to the top end of the range at $125M (maintaining July 2026 annualized run-rate EBITDA target of $180M).

Development Pipeline and Embedded Upside

Qualified demand pipeline now exceeds 200 MW; SYD1 has over 50 MW of embedded upside (scaling to 88 MW); Adelaide design upsized from 8 MW to 15 MW (subject to cornerstone customer).

U.S. Stabilization and Chicago Accounting

Chicago project commenced billing during the period (pre-completion rental income of $18.5M recognized operationally), supporting revenue growth; Chicago remains on track for physical completion by Q2 calendar 2026, improving future normalization/refinancing opportunities.

Operational and Cost Discipline

Management expects c.$5M of annual OpEx savings from organizational redesign and reported delivering around $5M in OpEx savings per annum; CapEx discipline with FY26 growth CapEx guidance maintained at $160–180M.

Balance Sheet and Valuation Movement

Investment property values increased by $202M during the half; net assets $2.49B with NAV per security $4.50 (adjusted NAV $4.62 after H1 Australian CapEx), indicating stabilization in underlying asset values.

Digico Infrastructure REIT (AU:DGT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:DGT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 17, 2026	2026 (Q4)	0.07 / -	-0.07	―	―	―
Feb 20, 2026	2026 (Q2)	0.05 / 0.07	0	―	―	―
Aug 18, 2025	2025 (Q4)	-0.02 / -0.07	―	―	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:DGT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 20, 2026	AU$2.19	AU$2.08	-5.02%
Aug 18, 2025	AU$2.69	AU$2.70	+0.37%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Digico Infrastructure REIT (AU:DGT) report earnings?

Digico Infrastructure REIT (AU:DGT) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).

What is Digico Infrastructure REIT (AU:DGT) earnings time?

Digico Infrastructure REIT (AU:DGT) earnings time is at Aug 17, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is the P/E ratio of Digico Infrastructure REIT stock?

The P/E ratio of Digico Infrastructure REIT is N/A.

What is AU:DGT EPS forecast?

AU:DGT EPS forecast for the fiscal quarter 2026 (Q4) is 0.07.