Investor Presentaiton

Competitive Future trends in the electricity value chain Regulated natural monopoly Competitive Generation Transmission Distribution Retail อ • Industry transition from coal and other fossil fuels to renewable sources • • • Transmission will be required to manage new interconnections as fuel mix evolves Poles and wires have a significant role to play in facilitating distributed generation Smart metering enables increased customer engagement with network and provides the opportunity to modify tariff structures and improve service through data analytics The grid acts as a conduit to facilitate all forms of energy, including solar and batteries • Use of smart metering, interactive household devices and other technologies may result in an evolution of the retailer / end customer relationship 43 Ausgrid

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