The NEXTDC Ltd (ASX: NXT) share price is in focus today after the company reported strong progress on its contracted utilisation, jumping 30% to reach 412MW following new customer wins. NEXTDC’s pro-forma forward order book also grew significantly, now totalling 301MW.
What did NEXTDC report?
- Contracted utilisation rose by 96MW (30%) to 412MW since 1 December 2025
- Pro-forma forward order book increased to 301MW
- FY26 net revenue, underlying EBITDA and capex guidance remain unchanged
- Forward order book expected to convert into revenue and EBITDA between FY26 and FY29
What else do investors need to know?
NEXTDC’s latest customer contract wins highlight strong demand for its data centre services, underpinning long-term growth potential across Australia and Asia. The company’s expanding forward order book is set to progressively boost billings and revenue streams over several years.
NEXTDC continues to focus on operational excellence and sustainable growth, with its Tier IV certified data centres recognised internationally for efficiency and reliability. Its business remains carbon neutral and at the forefront of energy efficiency in the sector.
What’s next for NEXTDC?
NEXTDC’s unchanged FY26 financial guidance suggests confidence in its growth trajectory, despite a rapidly growing pipeline. With sizeable contracted utilisation and a substantial forward order book, management expects ongoing conversion of these commitments into tangible revenue and earnings over FY26 to FY29.
The company is likely to keep investing in new capacity, innovation, and sustainability as it powers the ever-increasing demand for cloud connectivity and IT infrastructure across the region.
NEXTDC share price snapshot
Over the past 12 months, NextDC shares have declined 22%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.
The post NEXTDC lifts contracted utilisation and order book in December update appeared first on The Motley Fool Australia.
Should you invest $1,000 in NEXTDC Limited right now?
Before you buy NEXTDC Limited shares, consider this:
Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and NEXTDC Limited wasn’t one of them.
The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*
And right now, Scott thinks there are 5 stocks that may be better buys…
* Returns as of 18 November 2025
.custom-cta-button p {
margin-bottom: 0 !important;
}
More reading
- Aurizon lodges new 10-year network access undertaking with QCA
- Stockland announces estimated 1H26 distribution
- Champion Iron launches $289m Rana Gruber takeover: what shareholders need to know
- Telix Pharmaceuticals in focus with China trial success and FDA updates
- Monadelphous wins $250m Rio Tinto contract: What it means for shareholders
Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.
Leave a Reply