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Investor Presentaiton

2021 v 2020 EBITDA COMPARISON 44% increase in EBITDA, at Fee Floor revenue NZ$M 80 70 60 50 40 40 30 50.4 220 20 10 (1.1) Net Fee Floor Impact 1.5 Infrastructure Income EBITDA FY 2020 12 1. 2. (9.5) Other Income¹ 22.8 16.5 Net Cost Reduction² (7.8) Strategic Review & Conversion Costs Non Cash Release Non-cash release includes "cash out" of legacy balance sheet items and gain on electricity hedges Operating costs were c.15% lower than FY20 and c.30% lower than FY19 as a result of the refinery simplification REFINING NZ 2021 ANNUAL RESULTS PRESENTATION 72.8 Other income in FY20 included COVID wages subsidy (FY21: nil) and gain on sale of carbon units Excluding natural gas and other pass-through costs and Strategic Review and conversion costs EBITDA FY 2021 10 10
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