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Investor Presentaiton

2021 INVESTOR DAY Independent Capacity Assessment Report (ICAR) Independent Expert currently assessing Deliverable Network Capacity (DNC) of the CQCN decision expected Q1 FY22 ICAR PROCESS IF APPLICABLE, THERE ARE THREE METHODS OF ADDRESSING CAPACITY DEFICIT Independent Expert completes ICAR (Expected Q1 FY22) Existing Capacity Deficit Identified No Existing Capacity Deficit Identified Network initial Stakeholder Consultation response (20 business days) WACC uplift triggered Rebate calculation period commences 1. Any addition expenditure to be added to the Regulatory Asset Base (RAB) Network and customers agree operating or maintenance changes to rail infrastructure, load outs, or rollingstock operations Customers have ability to relinquish capacity for no fee Network final response (3 months after ICAR) Network contributes up to $300m1 in capital expenditure if required to address any existing capacity deficit identified - AURIZON. 55
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