Investor Day 2025
Investor Day 2025
NOVEMBER 2025
Data Center Investor Day

NOVEMBER 2025
Data Center Investor Day
ACS held its 2025 Investor Day with the participation of institutional investors and analysts. The event provided an opportunity to reflect on the Group’s overall strategic direction, review the key milestones achieved since the 2024 Capital Markets Day, and discuss key growth verticals such as Defense, Energy including Nuclear, Critical Minerals and AI, Digital & Tech that are supporting ACS’s next phase of growth.
The main focus of the session was the Data Center business, addressing ACS’s positioning both as a global contractor and as a developer and investor. The discussion included the announcement of a global data center development platform alongside Blackrock’s GIP, with an initial 1.7GW portfolio, as one of several initiatives shaping the Group’s growth strategy.
Overall, the Investor Day outlined how ACS’s growth priorities and investment approach across Data Centers and other infrastructure platforms are expected to support long‑term growth and sustainable value creation for shareholders through 2030.

AGENDA & RESOURCES
Schedule of the event
Schedule of the event
Part I – Strategy Recap
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Juan Santamaría
CEO, ACS
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Emilio Grande
CFO, ACS
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Part II – Data Center Business
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Peter Davoren
Chairman & CEO Turner Construction
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Michael Kuntz
EVP Turner Construction
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James Brownrigg
MD, Turner Europa
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Vicente Maraña
CEO of ACS Digital & Energy
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Bernd Holtwick
MD of Hochtief PPP Solutions
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Closing remarks
CEST 08:30 | GMT 09:30

Juan Santamaría
CEO, ACS
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Q&A
CEST 08:30 | GMT 09:30
press room
More about the event
More about the event

Press Release
ACS accelerates global growth through its Data Center and Digital Infrastructure strategy

Infographics
Data centers, the infrastructure of the future

Infographics
Redefining the global data center ecosystem

Podcast
Transforming the global data center ecosystem

News
ACS is joined by Global Infrastructure Partners to launch a global data center development platform with initial 1.7 GW portfolio