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Investor Presentaiton

INFRASTRUCTURE FOR THE FUTURE CAPITAL PIPELINE - FULLY FUNDED 199 153 121 Indicative Growth Capex (Proportionate $m) I 368 | (309) (638) (647) (548) 6,466 (423) Indicative RCAB (Proportionate $m) CAGR 6.2% with Renewables Growth CAGR 4.3% BAU + ISP Growth (8,722) 2016 2017 2018 2019 2020 2021 2022 2023 2024 ■ VPN SAPN ■TGD Renewables ■ VPN 2019 ■SAPN 2024 ■TGD (RAB) ■TGD (CAB) Renewables 199 153 121 Indicative Funding (Proportionate $m) 368 (309) RAB growth supported by AEMO's 2020 ISP + VPN/SAPN regulatory submissions (638) (647) (548) . Contracted growth supported by AEMO ISP (423) Pursuing renewable development opportunities Growth fully funded through DRP and debt capacity Spark Infrastructure committed to investment grade ratings (1) 2016 2017 2018 2019 2020 ■DRP ■Asset Level Funding 2021 2022 Retained Cash/Corporate Debt 2023 2024 SAPN values derived from SA Power Networks Final Determination - differential of annual opening RAB value vs closing RAB value, adjusted for SKI Financial Year (2) VPN values based on CitiPower and Powercor Regulatory Proposals submitted 31 January 2020 - differential of annual opening RAB value vs closing RAB value, adjusted for SKI Financial Year Renewables growth equivalent to capex investment of 1 x Bomen Solar Farm (~$180m) per year in 2021-2024 (3) (4) TransGrid includes regulatory RAB growth with QNI Minor and VNI Minor, indicative connections of c5.5GW and allowances of c$4.0bn for Project EnergyConnect and HumeLink (based on AEMO 2020 Modelled Costs) Spark Infrastructure I Investor Presentation | August 2020 39
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