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Investor Presentaiton

INFRASTRUCTURE FOR THE FUTURE SAPN 2020-25 FINAL REGULATORY DETERMINATION The AER Final Decision establishes revenue certainty until 2025 Regulatory proposal 2015-20 Allowance (1) metric 2020-25 Draft Decision (2) 2020-25 Revised Proposal (2) 2020-25 Final Decision (2) Capex $2,011m $1,247m $1,693m $1,596m ($2019-20) The final decision is in line with expectations with improved capex and inflation outcomes Standard Control Services Revenue ($m) and RAB ($bn)(1)(2) $1,000 Opex $1,375m $1,473m(3) $1,470m $1,470m ($2019-20) $800 WACC 6.17% 4.95% 4.79% 4.75% $600 Risk-free 4.68 4.77 4.85 2.96% 1.32% 0.96% 0.90% 4.48 4.59 4.36 Rate $400 4.23 4.09 3.88 3.93 Inflation 2.50% 2.45% 2.36% 2.27% $200 Gamma Revenue (Nominal) 0.4 0.585 0.585 0.585 $3,769m $3,905m $3,933m $3,914m FY16 FY17 FY18 FY19 FY20 FY21 Revenue Allowance Revised Proposal (Revenue) FY22 FY23 FY24 Draft Determination (Revenue) Final Decision (Revenue) FY25 Regulated Asset Base The majority of SA Power Networks' Revised Proposal was accepted by the AER in the Final Decision released on 5 June 2020 (1) AER Final Decision 2015-2020, October 2015 updated to $2020 (2) AER Final Decision Overview, June 2020.(3) AER Draft Decision Overview, October 2019. Spark Infrastructure | Investor Presentation | August 2020 21
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