Cordiant Digital Infrastructure Management chairman Steven Marshall and CFO Andrew Ewe joined Stephen Gunnion in the Proactive studio with more on the company's strong financial performance over the past year and its plans for sustained growth.
Marshall highlighted key performance metrics, stating: “We grew revenues by 7.7%, EBITDA by 9.3%, and NAV by 11.6%, driving NAV per share to over 129 pence.” He attributed this to effective customer contract management, bolt-on acquisitions, and strategic capital investments across radio networks, data centres, and fibre infrastructure in markets like Poland, the Czech Republic, and Ireland.
Ewe explained the financial robustness behind the results. “This strong EBITDA growth has enabled us to increase our dividend by 3.6%, well covered by free cash flow,” he said. The company completed two refinancings in the year and reported no debt maturities until June 2029, with gearing at 40% of gross asset value.
Looking ahead, Marshall reaffirmed a focus on progressive dividend growth, core organic investment, and synergistic bolt-on acquisitions. If capital allows, share buybacks are also on the table. Ewe added that £29 million was spent on growth CapEx across nine targeted subsectors, including data centres and mobile towers.
Sector trends like AI expansion, video streaming, and cloud gaming are strengthening demand. Ewe noted a recent success where a Czech Republic data centre sold nearly all its space to a major cloud gaming provider. Both executives underscored the strength of their in-house and portfolio teams in securing deals and achieving operational results.
With the investment management fee linked to market cap rather than NAV, insider ownership at roughly 2%, and an active programme of shareholder engagement, Cordiant Digital also noted the strong alignment of the interests of the Board, the manager and outside shareholders over the long term.
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