Edison Releases Insightful Report on Cordiant Digital Infrastructure

London-based Edison Investment Research has published a report on Cordiant Digital Infrastructure, following the company's FY26 results, ending 31 March 2026. Over a five-year period, Cordiant has demonstrated compounded growth in both NAV and dividends, driven by consistent operational execution across its six-platform portfolio.

The company's NAV total return reached 16.3% on an ex-dividend basis, or 12.3% excluding forex impacts. Meanwhile, the dividend rose by 2.3% to 4.45p and was covered 1.7 times by adjusted funds from operations. Cordiant's recent inclusion in the UK 250 index, effective 22 June, is anticipated to expand its shareholder base and enhance liquidity.

Despite shares trading at an approximate 16% discount to NAV, the potential for a re-rating hinges on the market's recognition of the firm's delivery and growth prospects.