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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 40
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