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Investor Presentaiton

Contained Covid-19 Top-Line Effects Revenue | SAR MN (1) Net Rental Revenue Media Sales Utilities & Other Y-o-Y Growth % 1.7% 0.7% 1.0% 2.5% 2,161 2,176 2,197 139 135 124 61 66 67 1,975 2,006 1,961 FY18 FY19 FY20 Like-for-Like Net Rental Revenue Growth -16.9% 0.7% -2.0% 572 476 -6.7% 30 22 19 11 523 443 1QFY20 1QFY21 FY18 2.5% FY19 FY20 1QFY20 -22.3% 1QFY21 1) Total revenue decreased 16.9% y-o-y to SAR 475.9 million for 1Q-FY21. This decline comes on the back of the restriction of activity at ACC's centres for much of the quarter as a result of the COVID-19 pandemic and efforts to stop the spread of the virus. On a like-for-like basis (across 19 malls), net rental revenue was down 22.3% y-o-y in 1Q-FY21, driven by COVID-related disruptions and a temporary decrease in like-for-like occupancy rates on account of space being allocated for cineplexes. This revenue figure for 1QFY21 includes two recently opened malls, U-Walk and Nakheel Mall Dammam, which were launched during 2QFY20 and remain in a ramp-up phase as regards leasing. Arabian Centres Company • Investor Presentation 24
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