Investor Presentaiton
Overview of Macquarie
1Q24 Overview
Markets-facing businesses
Commodities and Global Markets
Operating Groups
1Q24 Update
Outlook
Appendix
Macquarie Capital
~57%
FY23 contribution1
Commodities: performance significantly down on prior corresponding
period, largely driven by reduced trading activity across Gas and Power.
Underlying client hedging activity remained resilient with lower volatility
and prices
Financial Markets: strong client activity particularly in foreign exchange,
fixed income and futures
. Asset Finance: consistent balance sheet deployment contributing to
annuity revenues from the Technology, Media and Telecoms, Energy and
Shipping Finance sectors
Named Oil and Products House of the Year2 as well as Electricity House of
the Year² and Commodities Research House of the Year²
~8%
FY23 contribution¹
•
67 transactions valued at $A85b completed globally³, slightly down on pcp
Fee revenue down on pcp. Investment-related income down on pcp, primarily driven by fewer
material realisations, partially offset by an increase in credit portfolio net interest income
Notable deals:
-
-
Financial adviser to Oz Minerals Limited in relation to its $A9.8b acquisition by BHP
Group Limited
Exclusive financial adviser to JELD-WEN, on the cross-border sale of its Australasia business for
~$A688m to Platinum Equity
Financial adviser to DIF Capital Partners, on a majority equity interest acquisition in Green
Street Power Partners
Joint global coordinator, joint bookrunner, domestic underwriter, and international selling agent
on PT Merdeka Battery Materials Tbk's ~$A920m4 IPO on the Indonesian Stock Exchange
Completed an equity co-investment in StoneRidge Insurance Brokers and providing incremental
debt financing
Led series B funding to Hyro, a healthcare sector provider of conversational Al and
automation software
Private Credit portfolio of over $A19b5, with more than $A1.2b deployed in 1Q24 through focused
investment in credit markets and bespoke financing solutions
Equities Research achieved top level rankings in Institutional Investor's 2023 Asia-Pacific (ex-
Japan) Regional/Local Broker Rankings6
1. Based on FY23 net profit contribution from operating groups. Net profit contribution is management accounting profit before unallocated corporate costs, profit share and income tax. 2. Energy Risk Awards 23. 3. Source: Dealogic & IJGlobal for Macquarie Group completed M&A, investments, ECM & DCM
transactions converted as at the relevant report date. Deal values reflect the full transaction value and not an attributed value. 4. AUDe at the time of deal announcement. 5. Committed portfolio as at Jun 23. 6. Top 3 in 8 countries with No. 1 in ANZ at firm level supported by 29 ranked analysts.
O Macquarie Group Limited
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