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Investor Presentaiton

Creating Value Creating value as the partner of choice, delivering infrastructure solutions for the energy transition A customer-focused strategy... Resource Industry Energy Supply and Wholesale Government ...meeting the needs of our customers where we have a competitive advantage... Resource companies are decarbonising - majority have CO2 reduction goals Reliability of energy supply with a trusted operator / partner Levelised cost of energy remains key for global competitiveness Significant opportunity exists in North West Minerals Province, Pilbara, Goldfields Mt Isa and Gruyere showcases our capability Ability to provide flexible and responsive services to changing market demands Reliability of supply with a trusted partner Requiring innovative ways to respond to the energy transition Opportunity across both East and West coasts Core operating business with a proven track record Require trusted partner to support accelerating transition Reliability and social license are key Cost is important, but timely delivery drives outcomes Opportunity estimated to be $54bn including REZs and subsea cables with a focus on NSW, Victoria, Tasmania Basslink, Murraylink, Directlink illustrates our capability ...across various asset classes. • Large Commercial and Industrial Levelised cost of energy remains key Flexibility to respond to changing supply sources Reliability of service remains high Opportunity across both East and West coasts Leverage current assets along with incremental learning and execution A Asset class and total estimated addressable market size 1 .T. T $25bn Remote grid - Contracted VRE and firming $206bn On grid - Contracted VRE and firming (NEM) $54bn Electricity Transmission (including Subsea Cables) $8bn Gas Pipelines $13bn CO2 Transmission $260bn Hydrogen apa 20 APA FY23 Results Investor Presentation 1. Estimated addressable market sizes in Australia. Estimates are based on a number of key assumptions, including in relation to macroeconomic factors, future technology advancements and costs, market demand, regulatory requirements and government policies and there can be no assurance the estimates are accurate. The actual addressable market sizes may differ materially from the estimates because events frequently do not occur as projected.
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