Investor Presentaiton

Macquarie FY20 result announcement I macquarie.com Introduction Overview of Result Result Analysis and Financial Management Outlook Appendices Business activity since 31 March 2020 Non-Banking Group Banking Group Annuity-style businesses • Macquarie Asset Management (MAM) • • Continued MIRA investment and divestment activity (AirTrunk, Cincinnati Bell, Viesgo and LG CNS acquisitions in MIRA funds and Macquarie European Rail sale from balance sheet) Well-positioned in the current environment to capitalise on investment opportunities, with continued fundraising activity across the MIRA platform and significant equity to deploy Macquarie AirFinance investment (50% owned by MQG) actively working with airlines to provide temporary relief to reflect their near-term revenue challenges MIM's solid investment performance from Mar 20 continued into Apr 20 across key strategies in both the Fixed Income and Equity Fund Banking and Financial Services (BFS) Continued strong growth in deposits driven by existing and new-to-bank deposit clients • Continued extension of credit in line within prudent lending standards Digitised payment pause applications to enable the timely processing of requests for clients in need of support: Approximately 75% of payment pause requests were processed for BFS clients within the first week of Macquarie's COVID-19 support package being launched Non-Banking Group Banking Group Markets-facing businesses Macquarie Capital (MacCap) Significant client engagement and evaluation of opportunities in the current environment O MACQUARIE Supported clients in raising more than $A6.8b of equity2. Since 1 Mar 20, the ASX has been the most active exchange in the world³, with more than $A18.8b equity raised4 ⚫ Continued to support clients with bespoke financing solutions and focused on investing in credit markets Development & construction activity in some jurisdictions has slowed with some projects proceeding under significantly tightened health and safety measures. As the pandemic passes, we expect a swift recovery in activity levels given the essential nature of many of our infrastructure and energy projects Commodities and Global Markets¹ (CGM) ⚫ Product and client sector diversity continues to be an area of strength ⚫ Increased activity as clients seek to rebalance their portfolios to manage risk Renewed Commodity Markets and Financing borrowing facility Funding education technology infrastructure in Australia and healthcare assets, including robotics, in UK Support Groups ⚫ With most staff working remotely globally, provided a stable technology experience for staff; completed year-end reporting; continued to raise funding; maintained effective risk management and supervision. 1. Note certain assets of the Credit Markets business, certain activities of the Cash Equities business and the Commodity Markets and Finance business, and some other less financially significant activities are undertaken from within the Non-Banking Group. 2. Dealogic Macquarie Group completed ASX raisings, 1 Mar 20 to 1 May 20. Deal values reflect the full transaction value and not an attributed value. 3. Dealogic all exchange raisings completed, 1 Mar 20 to 1 May 20. 4. Dealogic completed ASX raisings, 1 Mar 20 to 1 May 20. 54

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