消息人士：澳洲Firmus計畫50億美元IPO，預期上半年虧損7700萬美元

作者：Christine ChenBy Christine Chen

雪梨，9月24日（路透社）——兩名熟悉初步公開說明書草案的人士表示，澳洲資料中心營運商Firmus預期本半年度將虧損7700萬美元；該公司正籌備50億美元首次公開募股（IPO），以資助成長。SYDNEY, Sept 24 (Reuters) - Australian data centre operator Firmus expects to lose $77 million in the current half, according to two people familiar with a draft prospectus, as the firm prepares for a $5 billion initial public offering to fund growth.

Firmus的投資人包括黑石集團（Blackstone）等，客戶則包括輝達（Nvidia）、Meta和OpenAI。該公司預定10月22日開始在澳洲證券交易所交易。Firmus, which is backed by investors including Blackstone and counts Nvidia, Meta and OpenAI as customers, is due to begin trading on the Australian Securities Exchange on October 22.

根據Dealogic資料，這樁IPO將是澳洲史上第二大，規模僅次於澳洲電信（Telstra）1997年100億美元的上市案。據當地媒體報導，Firmus在IPO後估值最高可能達600億美元。The IPO would be the second largest ever in Australia, ranked behind Telstra's $10 billion listing in 1997, according to Dealogic data. Firmus could be valued at up to $60 billion after the IPO, according to local media reports.

分析師表示，這次售股將考驗投資人對相關公司的興趣；這些公司正在建設基礎設施，以滿足人工智慧熱潮背後對運算能力的需求。The share sale will test investor appetite for companies building infrastructure to meet demand for the computing power behind the artificial intelligence boom, analysts say.

這兩名人士表示，根據本週發送給潛在投資人的初步公開說明書草案，Firmus預期在截至2027年6月30日止財年的上半年，按備考基準計算，將公布稅後虧損7700萬美元。由於資訊保密，這些人士不願具名。Firmus expects to report a loss after tax of $77 million for the first half of the financial year ending June 30, 2027, on a pro forma basis, the two people said, citing a draft prospectus circulated to prospective investors this week. The people declined to be identified because the information is confidential.

這些人士表示，文件未包含2027財年上半年以後的任何進一步預測。Firmus拒絕回應。The document did not contain any further forecasts beyond the first half of the 2027 financial year, the people said. Firmus declined to comment.

其中一名人士表示，這份初步公開說明書草案也將2019年成立的Firmus描述為歷來處於虧損狀態。The draft prospectus also described Firmus, founded in 2019, as historically loss-making, one of the people said.

該人士表示，Firmus迄今的虧損，歸因於公司為發展及擴大業務、以便能與客戶簽訂重大協議所產生的成本；IPO所得款項將用於資助進一步的資本支出。Firmus' losses to date were attributed to the costs of developing and growing the business to be able to enter into substantial agreements with customers, the person said, with the proceeds of the IPO to be used to fund further capital spending.

第三名人士表示，Firmus估計，其資料中心建成後，五年內合計年獲利將達50億美元。該公司目前在澳洲和新加坡有兩座營運中的資料中心，另有五座正在亞太地區開發，多數仍處於早期階段。The firm estimates its data centres, once developed, will make a combined $5 billion in annual earnings within five years, a third person said. The company currently has two operational data centres in Australia and Singapore. Five more are under development, mostly in early stages, across the Asia-Pacific region.

根據路透社週一查閱的一份條款清單，該公司將於10月6日展開機構投資人詢價簿建檔。條款清單顯示，公開說明書預計10月8日對外公布。The company will begin an institutional bookbuild on October 6, according to a term sheet reviewed by Reuters on Monday. The prospectus is due to be made public on October 8, the term sheet said.

（1美元＝1.4114澳元）($1 = 1.4114 Australian dollars)

（Christine Chen報導；Scott Murdoch與Jamie Freed編輯）(Reporting by Christine Chen; Editing by Scott Murdoch and Jamie Freed)