
businessJun 19, 202610:25pending
Cordiant Digital Infrastructure: 16.3% NAV return, FTSE 250 entry & 100MW data centre upside
About this episode
Cordiant Digital Infrastructure (LSE:CORD) chairman Steven Marshall and CFO Andrew Ewe joined Proactive's Stephen Gunnion to discuss annual results, portfolio performance and growth opportunities.
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.
For more Proactive interviews, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content.
#CordiantDigitalInfrastructure #FTSE250 #DigitalInfrastructure #DataCentres #Telecoms #FibreNetworks #MobileTowers #InfrastructureInvesting #DividendGrowth #DataCenterGrowth #Telecommunications #Investing #UKMarkets #StockMarket #ProactiveInvestors
Get every episode summarized
Each time Proactive - Interviews for investors publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Proactive - Interviews for investors

Titan Minerals extends gold-silver mineralisation at Dynasty
Proactive - Interviews for investors
Sep 9, 20263:46failed

Krakatoa Resources: Zopkhito drilling extends gold-antimony potential
Proactive - Interviews for investors
Sep 9, 20264:07failed

Gaming Realms CEO: Content growth accelerating as company expands into new marke...
Proactive - Interviews for investors
Sep 9, 20262:59failed

genedrive CEO: NHS adoption and global expansion drive point-of-care testing pus...
Proactive - Interviews for investors
Sep 9, 20268:49failed