EPISODE · Mar 10, 2026 · 7 MIN
Cordiant Digital: FTSE 250 move, Q3 update & growth outlook
from Proactive - Interviews for investors · host Proactive Investors
Cordiant Digital Infrastructure Management chairman Steven Marshall talked with Proactive's Stephen Gunnion about the company’s strategy, portfolio performance and growth outlook alongside Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L) CFO Andrew Ewe. Marshall discussed the strategic importance of the company’s plan to migrate its listing to the UK Official List and potentially enter the FTSE 250. The move is expected to increase visibility and accessibility for investors. He explained that after nearly five years of building a diversified portfolio and delivering strong growth, the company believes it has the track record to support the transition. Ewe also highlighted key figures from the company’s trading update, noting strong operational performance across the portfolio. Revenue for the nine months to December rose 8.9% while EBITDA increased 7.1%, supported by new contracts, inflation-linked revenues and recent acquisitions. Dividend coverage remains robust at 1.8 times adjusted funds from operations. The discussion also covered strategic investments and developments across the portfolio, including the acquisition of Nangu.TV in the IPTV and OTT streaming sector and progress on a flagship 26-megawatt data centre development near Prague. According to Ewe, the group also maintains strong financial flexibility with approximately £241 million in liquidity available for further investment. Looking at the broader sector, Marshall emphasised that digital infrastructure continues to benefit from structural growth drivers such as remote working, fibre connectivity, cloud computing and the rapid rise of artificial intelligence. As Marshall explained, “we are in a sector which is almost intuitively quite high growth.” He added that demand for mobile networks, fibre connectivity and data centre capacity is accelerating as AI and digital services continue expanding globally. For more videos like this, visit the Proactive YouTube channel, give the video a like, subscribe to the channel and enable notifications so you never miss future updates. #CordiantDigitalInfrastructure #DigitalInfrastructure #DataCentres #AIInfrastructure #FibreNetworks #TelecomInfrastructure #FTSE250 #CloudComputing #InvestorUpdate #LSE
What this episode covers
Cordiant Digital Infrastructure Management chairman Steven Marshall talked with Proactive's Stephen Gunnion about the company’s strategy, portfolio performance and growth outlook alongside Cordiant Digital Infrastructure Ltd (LSE:CORD, FRA:86L) CFO Andrew Ewe. Marshall discussed the strategic importance of the company’s plan to migrate its listing to the UK Official List and potentially enter the FTSE 250. The move is expected to increase visibility and accessibility for investors. He explained that after nearly five years of building a diversified portfolio and delivering strong growth, the company believes it has the track record to support the transition. Ewe also highlighted key figures from the company’s trading update, noting strong operational performance across the portfolio. Revenue for the nine months to December rose 8.9% while EBITDA increased 7.1%, supported by new contracts, inflation-linked revenues and recent acquisitions. Dividend coverage remains robust at 1.8 times adjusted funds from operations. The discussion also covered strategic investments and developments across the portfolio, including the acquisition of Nangu.TV in the IPTV and OTT streaming sector and progress on a flagship 26-megawatt data centre development near Prague. According to Ewe, the group also maintains strong financial flexibility with approximately £241 million in liquidity available for further investment. Looking at the broader sector, Marshall emphasised that digital infrastructure continues to benefit from structural growth drivers such as remote working, fibre connectivity, cloud computing and the rapid rise of artificial intelligence. As Marshall explained, “we are in a sector which is almost intuitively quite high growth.” He added that demand for mobile networks, fibre connectivity and data centre capacity is accelerating as AI and digital services continue expanding globally. For more videos like this, visit the Proactive YouTube channel, give the video a like, subscribe to the channel and enable notifications so you never miss future updates. #CordiantDigitalInfrastructure #DigitalInfrastructure #DataCentres #AIInfrastructure #FibreNetworks #TelecomInfrastructure #FTSE250 #CloudComputing #InvestorUpdate #LSE
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Cordiant Digital: FTSE 250 move, Q3 update & growth outlook
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