Segro shares rise on new data center joint venture

Published 25/03/2025, 10:04
© Reuters.

Investing.com -- Shares of Segro (LSE:LON:SGRO) climbed 3.5% following the announcement of a new joint venture with Pure Data Centres Group Ltd, marking the company’s initial foray into the fully fitted data center market.

The partnership aims to pre-lease a 56MW data center within a prime London Availability Zone to a hyperscaler, leveraging a site that was previously a Matches warehouse at Park Royal.

The venture is anticipated to involve a gross capital of approximately £1 billion, with Segro’s internal funding contributing about £150 million in equity. The project is expected to yield returns of 9-10%, significantly higher than the current valuation yields of 5-6% once the center is operational.

However, these projections are set against the backdrop of an evolving and immature market over the next 2-3 years. With 20 years of experience in the powered shell data center market, Segro is capitalizing on its 2.3GW land-enabled power bank. The 10-acre industrial site owned by Segro, along with 70MVA of power secured by Pure Data Centres, will accommodate the approximately 30,000 square meter fully fitted, three-story data center.

The fit-out process will encompass mechanical and electrical elements, including power distribution, cabling, and cooling systems, but will exclude IT equipment such as racking and servers. The construction is set to begin in 2026, with the data center expected to be ready for use by 2029.

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