Portfolio Transformation Strategy slide image

Portfolio Transformation Strategy

FINANCIAL PERFORMANCE Historical Operating Performance ($M) $288 $274 $245 $248 $223 $214 $216 $203 $223 $204 $188 $185. $187 $183 $181 $170 $162 $154 $158 $143 $145 $138 2013 2014 2015 2016 2017 Distributions and Payout Ratios 71% 91% 81% 82% 79% 78% 78% 2.90 71% 2.80 69% 68% 68% 2.72 $189 2.60 $173 2.43 2.30 2.21 2.11 77% 75% 2018 2019 Q1 2020 LTM 2013 2014 2015 2016 2017 2018 2019 Q1 2020 LTM Distributions per Unit -X-FFO Payout % AFFO Payout % â– Revenue Adj. EBITDA Adj. FFO Granite has consistently outperformed the TSX and Capped REIT Total Return indices Adjusted FFO and FFO payout ratio may exclude items that can be a source of variance between periods. See Granite's MD&A in the 2020 First Quarter Report. Material increase in revenue from 2016 to 2017 is largely due to the adoption of IFRS 15 in 2017. 2019 Distributions excludes the special distribution paid in January 2019 of $1.20 per unit. May 2020 7
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