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Investor Presentaiton

INFRASTRUCTURE FOR THE FUTURE COVID-19 UPDATE No Government financial assistance has been utilised; focusing on health and safety of employees while maintaining essential services to customers Network Relief Package • Support to customers affected by COVID-19(1) through Energy Networks Australia (ENA) Network Relief Package (2) announced at the beginning of April For customers impacted by COVID-19, the Network Relief Package waives network charges for residential customers of small retailers and small business customers and defers payment of network charges for residential customers of large retailers for the period 1 April 2020 and to 30 June 2020 Estimated aggregate cost to VPN, SAPN and TransGrid of ~$7m (at 100%) In August, the AEMC made a preferred rule to enable some retailers (that are not retailers of last resort or government owned) to defer the payment of network charges for customers subject to payment plans, hardship arrangement or deferred debt arrangement for the period August 2020 to February 2021 for up to 6 months. Retailers will pay interest on deferred charges ⚫ Victorian businesses have voluntarily extended a modified Network Relief Package consistent with the AEMC rule (does not require the payment of interest) to 31 January 2021(3) Victoria Power Networks Lower energy demand across VPN in the Half Year compared to 2019 driven by small and large commercial usage down around 10%, offset by higher residential consumption up around 4% • SA Power Networks Energy demand in South Australia was down in Q1 but has seen an increase in Q2 compared to 2019 mostly due to colder weather increasing electricity usage for residential heating (4) TransGrid Energy demand declined by around 5% in April. However, improvement was seen during May and June which recorded only a 1% reduction compared to Q2 2019(4) Business Impact Total Volume 8,335 GWh 4.8% 7,933 GWh 4.4% 5,070 GWh 4,845 GWh 34,970 GWh 4.1% 33,590 GWh HY 2019 HY 2020 HY20 regulated revenue includes a $2.4m estimated rebate under the ENA Network Relief Package HY 2019 HY 2020 HY20 regulated revenue includes a $1.0m estimated rebate under the ENA Network Relief Package HY 2019 HY 2020 HY20 regulated revenue includes a $3.4m estimated rebate under the ENA Network Relief Package Small business customers who consume less than 40MWh per annum (based on 2019) and use less than 25% of historical average consumption for the period. Residential customers not in arrears or receiving government benefits before 1 March 2020 but are after 1 April 2020 https://www.energynetworks.com.au/miscellaneous/covid-19-electricity-and-gas-network-relief-package/. 1234 https://www.energynetworks.com.au/news/media-releases/2020-media-releases/energy-networks-extend-customer-support/ AEMO, Quarterly Energy Dynamics Report Q2 2020 - Market Insights and WA Market Operations Spark Infrastructure I Investor Presentation | August 2020 9
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