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Investor Presentaiton

Overview of Macquarie Operating Groups 1Q23 Update Outlook Appendix Commodities and Global Markets Global business offering capital and financing, risk management, market access and physical execution across Commodities, Financial Markets and Asset Finance FY22 Net profit contribution $A3,911m ▲ 50% on FY21 2,170+ people 21 markets ~41% Net profit contribution 40+ years of client partnership FY22 awards & rankings x x x x x x x x x x Energy Risk Derivatives Awards 2022 Winner house of the year Macquarie Energy Risk Natural gas/LNG Awards 2022 Winner house of the year Macquarie Energy Risk Oil and products Awards 2022 Winner No.1 house of the year Macquarie Futures broker on the ASX1 No.4 physical gas marketer in North America² Top 5 Commodities General Clearing Member³ Strong underlying client business Commodity Markets Increased revenue across Commodities with strong risk management income from Gas and Power businesses, Resources, Agriculture and Global Oil due to increased client hedging activity and trading activity as a result of elevated volatility and commodity price movements Increased inventory management and trading income with strong gains from supply and demand imbalances in North American Gas and Power partially offset by unfavourable impact of timing of income recognition on Gas storage and transport contracts Asset Finance Total portfolio of $A6.0b, up 2% from $A5.8b at 31 Mar 21 Gain on partial sale of UK Meters portfolio in May 21 Continued positive performance and contribution across most industries Financial Markets Foreign exchange, interest rates and credit Increased client activity in foreign exchange and interest rates across all regions Continued growth in financing activity with clients engaged in the US corporate direct lending market Equity Derivatives and Trading Improved results from equity finance Increased activity providing solutions for corporate clients High levels of financing and trading with corporate clients and event driven trading and financing Futures Improved commission and interest revenues due to elevated commodity price volatility and continued recovery from challenges of FY21 Note: References relate to the full year ended 31 Mar 22. Net profit contribution is management accounting profit before unallocated corporate costs, profit share and income tax. Pie chart is based on FY22 net profit contribution from operating groups as reported on 6 May 22. 1. ASX Futures 24 (SFE) Monthly Report Mar 22. 2. Platts Q1 - Mar 2022. 3 Awarded by Singapore Exchange Derivatives Clearing Ltd 2021. O Macquarie Group Limited 29 29
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