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Sector gains led by Adisyn's 264.4% surge and Nextdc's 21.6% rise following A$2.2bn in capital initiatives during April 2026.
Venture Insights · Venture InsightsPeriod: 2026-044 min read
Last updated
Nextdc Pro Forma Contracted Utilisation
Graphene Radar Absorption
Nextdc Pro Forma Liquidity
Share price performance across Digital Infrastructure sector companies in April 2026.

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Nextdc shares rose 21.6% during April 2026 following a series of transformational capital initiatives and record utilization updates. Nextdc executed a comprehensive A$2.2bn capital plan in April 2026 to fund accelerated capacity delivery. The company announced a record 250MW increase in contracted utilization at its S4 Sydney site, driving pro forma contracted utilization up 60% since December 2025 to 667MW. The pro forma Forward Order Book reached 544MW, an 83% increase from the prior quarter. To fund this expansion, Nextdc successfully completed a A$1.0bn institutional entitlement offer at A$12.70 per share with a 98% take-up rate. This was followed by the pricing of a A$750m wholesale subordinated notes offer with a 4-year tenor at 3-month BBSW + 350 bps. Total pro forma liquidity increased to approximately A$6.6bn. Management updated FY26 capital expenditure guidance to a range of A$2,700m to A$3,000m, up from the previous A$2,400m to A$2,700m range, to support the accelerated development of S4. The company currently forecasts FY27 capex at approximately A$5.0bn. Contracted EBITDA is now expected to exceed A$1.0bn, representing over 4x the mid-point of FY26 EBITDA guidance of A$235m.
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Adisyn (AI1) shares surged 264.4% during April 2026 following a series of transformational technical and capital milestones. Adisyn achieved a critical technical breakthrough on April 20, 2026, demonstrating full-coverage graphene on a 1cm x 1cm coupon using an industrial Atomic Layer Deposition (ALD) system. The process operated at temperatures below 450°C, meeting semiconductor industry thermal limits and addressing copper interconnect bottlenecks. On April 22, the company secured an exclusive worldwide license from Tel Aviv University for graphene-based radar absorption technology, which demonstrated 20dB radar absorption in laboratory testing—a 100-fold reduction in return signal. To fund these initiatives, Adisyn received firm commitments on April 23 for an A$14 million institutional placement priced at A$0.0675 per share. The placement was cornerstoned by Regal Funds Management and Meitav, Israel’s largest investment house. The issue price represented a 10% discount to the April 21 closing price of A$0.07. Proceeds are allocated toward graphene technology advancement, business development, and working capital. The company is now transitioning its semiconductor program to film optimization and scale-up to wafer-level formats, targeting the high-performance AI, GPU, and CPU segments.
2D Generation achieved a critical technical milestone in April 2026 by successfully demonstrating full-coverage graphene deposition on a 1cm x 1cm coupon using an industrial Atomic Layer Deposition (ALD) system. The breakthrough demonstration occurred at temperatures well below the semiconductor industry's thermal ceiling of approximately 450°C. This result addresses the 'Interconnect Dilemma' where copper interconnects have become a performance bottleneck due to increasing resistance and heat generation as device geometries shrink. The process utilizes Adisyn’s patented ALD methodology and proprietary precursor chemistry to enable graphene growth within standard fabrication constraints. Following this demonstration, the company secured an exclusive worldwide license from Tel Aviv University for graphene-based radar absorption technology, which has demonstrated approximately 20dB radar absorption in laboratory testing. This technology targets the global military drone market, which is forecast to grow from US$20.7 billion in 2026 to US$66.5 billion by 2035. To fund the advancement of these graphene programs, parent company Adisyn received firm commitments for a A$14 million institutional placement at A$0.0675 per share. The placement was cornerstoned by Regal Funds Management and Meitav, providing capital for film optimization, repeatability testing, and scale-up to wafer-level formats.
2D Radar Absorbers Ltd secured exclusive worldwide rights to commercialise graphene-based radar absorption technology following a binding agreement with Tel Aviv University on 22 April 2026. 2D Radar Absorbers Ltd, a subsidiary of Adisyn Ltd (ASX: AI1), entered into a binding Licence and Research Agreement with Ramot, the technology transfer company of Tel Aviv University. The agreement grants the company exclusive worldwide rights to commercialise graphene-enhanced composite materials for the stealth materials market. Laboratory testing has demonstrated approximately 20dB radar absorption, representing a 100-fold reduction in radar return signals. Ongoing technical optimisation targets a 30dB reduction, which would equate to a 1,000-fold decrease in detectability. The agreement includes a structured 12-month research program funded by Adisyn with costs expected to be less than A$100,000. This technology aims to address the global military drone market, which is forecast to grow from US$20.7 billion in 2026 to US$66.5 billion by 2035. Unlike conventional coatings, these graphene-enhanced composites combine structural strength with inherent stealth properties, facilitating lightweight designs for UAVs and loitering munitions. The parent company, Adisyn, successfully raised A$14 million in April 2026 to fund the advancement of these graphene technology programs and general working capital.