Cordiant Digital Infrastructure Management chairman Steven Marshall and Cordiant Digital Infrastructure Ltd (LSE:CORD) CFO Andrew Ewe talked with Proactive's Stephen Gunnion about the company’s continued financial performance and strategic progress, with net asset value (NAV) surpassing £1 billion.

Marshall said the NAV growth reflects the strong demand across digital infrastructure, as "demand for more and more capacity across the plumbing of the internet" continues to drive performance. He highlighted the strength of Cordiant's buy, build and grow strategy and underscored the value being delivered through hands-on management of portfolio companies.

Ewe detailed the financial resilience underpinning the results, noting a 2.175 pence per share interim dividend, which is "50% of the target set earlier in the year." He also pointed to a dividend coverage ratio of 1.7 times and over £200 million in undrawn debt and cash, supporting continued capital expenditure and acquisitions.

The acquisition of BT Ireland and construction plans for the Prague Gateway data centre are among key growth catalysts. Ewe noted that "this could be a significant driver of the NAV" as development progresses.

Both executives acknowledged the current discount to NAV, with Marshall stating he and colleagues had bought more shares, confident in the long-term value of the platform.

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