Investor Presentaiton

Macquarie FY20 result announcement I macquarie.com Introduction Overview of Result Result Analysis and Financial Management Approximate business Basel III Capital and ROE 31 Mar 20 Operating Group Annuity-style businesses Macquarie Asset Management Banking and Financial Services Markets-facing businesses Commodities and Global Markets Macquarie Capital Corporate Total regulatory capital requirement @ 8.5% Group surplus Total APRA Basel III capital supply Outlook Appendices O MACQUARIE APRA Basel III Capital¹ @ 8.5% ($Ab) Approx. FY20 Return on Ordinary Equity² Approx. 14-year Average Return on Ordinary Equity³ 7.1 2.8 24% 22% 4.3 10.0 5.9 14% 16% 4.2 0.6 17.7 7.1 24.84 14.5% 14% Note: Differences in totals due to rounding. 1. Operating Group capital allocations are based on 31 Dec 20 allocations adjusted for material movements over the Mar 20 quarter. 2. NPAT used in the calculation of approx. FY20 ROE is based on Operating Groups' annualised net profit contribution adjusted for indicative allocations of profit share, tax and other corporate expenses. Accounting equity is attributed to businesses based on regulatory capital requirements which are based on the quarterly average capital usage from FY07 to FY20, inclusive. 3. 14-year average covers FY07 to FY20, inclusive, and has not been adjusted for the impact of business restructures or changes in internal P&L and capital attribution. 4. Comprising of $A21.0b of ordinary equity and $A3.7b of hybrids. 58

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