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Investor Presentaiton

INFRASTRUCTURE FOR THE FUTURE PERFORMANCE SUMMARY Adjusted Proportional Results (Spark Infrastructure share) ($m) (1) Distribution and transmission revenue Other revenue Total Revenue Operating costs Beon margin Enerven margin EBITDA Net external finance costs EBTDA (1) Normalising non-cash adjustments: HY 2020 HY 2019 Change Proportional HY2019 EBITDA $423.9m 510.4 491.7 3.8% Change in VPN EBITDA (1) $5.7m 75.3 85.4 -11.8% Change in SAPN EBITDA (1) $13.2m 585.7 577.1 1.5% Change in TransGrid EBITDA ($3.8m) (158.8) (160.7) -1.2% 3.9 2.9 34.5% Proportional HY2020 EBITDA $439.0m 8.4 4.6 82.6% 439.0 423.9 (90.1) (90.9) 3.6% -0.9% VPN revaluation adjustment(1) $1.0m SAPN revaluation adjustment(1) $0.2m 348.9 333.0 4.8% Statutory Proportional HY2020 EBITDA $440.2m VPN: HY 2020: excludes $1.0m positive revaluation adjustment to employee entitlements provisions and $1.5m loss in a credit valuation hedge accounting adjustment HY 2019: excludes $4.6m negative revaluation adjustment to employee entitlements provisions and $0.3m gain in a credit valuation hedge accounting adjustment SAPN: HY 2020: excludes $0.2m positive revaluation adjustment to employee entitlements provisions and $2.0m loss in a credit valuation hedge accounting adjustment HY 2019: excludes $1.7m positive revaluation adjustment to employee entitlements provisions and $1.0m loss in a credit valuation hedge accounting adjustment Spark Infrastructure adjusted proportional EBITDA has increased by 3.6% Spark Infrastructure I Investor Presentation I August 2020 5
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