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Investor Presentaiton

INCENTIVE BASED REGULATION (IBR) Base Tariff i. Base tariff is determined by the regulator for every 3 years*, taking into account: OPEX, depreciation of regulated assets & tax expenses of regulated entities - Transmission, Grid System Operator, Single Buyer operation, Distribution Network and Customer Services/Retail Power purchase cost charged by generators to the Single Buyer ii. iii. Return on regulated assets (rate base) of regulated entities Imbalance Cost Pass-Through (ICPT) ICPT is 6-monthly pass-through mechanism of variations in uncontrollable fuel costs and other generation specific costs (imbalance cost) incurred by utility for the preceding 6-month period ICPT Surcharge Base tariff ICPT Rebate * Current regulatory period, RP2 extension/interim year, is a one-year extension of RP2. The decision by EC was made due to the uncertainty in demand outlook for 2021 and the instability of the current global fuel markets following the COVID-19 pandemic. RP2 extension / interim year parameters Average Tariff by Entities (sen/kWh) Base tariff for RP2 Extension Year (2021) (sen/kWh) 7.81 1.55 4.13 25.80 0.10 0.06 3.9% 19.8% 0.3% 0.2% 10.5% 65.4% Average Tariff by Entities (sen/kWh) 39.45 Commercial 46.93 47.92 39.45 Base Tariff 38.53 36.85 Industrial 36.15 32.95 Domestic 31.66 Single Single Grid Grid Buyer Buyer System Distribution Network Retail Base Tariff Generation Operations Operator ■RP2 / RP2 Extension Year (2021) ■ RP1 Fuel Parameters Year 1 Year 2 Year 3 Other Parameters COAL WACC USD67.45/MT @ RM4.212/USD RP2: USD75.00/MT (RM14.47/mmbtu @ RM4.212/USD) 7.3% RP2: 7.3% GAS RM27.20/mmbtu (Jan'21 – Dec'21) RP2: RM24.20/mmbtu (Jan'18 - Jun'18) RM25.70/mmbtu (Jul' 18 - Dec'18) i. ii. iii. RM27.20/mmbtu (Jan'19 - Dec'20) OPEX RM6.30bn (approved OPEX) RP2 RM18.2bn (Avg. yearly: RM6.07bn) Regulated Asset Based (RAB) TARIFF 39.45 sen/kwh RP2: 39.45 sen/kwh CAPEX RM7.3bn (approved CAPEX) RP2 RM18.8bn (Avg. yearly: RM6.63bn) RM62.4bn (Expected closing RAB 2021) RP2 closing: RM59.1bn 20 20
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