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Investor Presentaiton

Overview of Macquarie Operating Groups Commodities and Global Markets Global business offering capital and financing, risk management, market access, physical execution and logistics solutions across Commodities, Financial Markets and Asset Finance FY23 Net profit contribution $A6,007m ▲ 54% on FY22 ~2,370 people 22 markets ~57% Net profit contribution 40+ years of client partnership FY23 rankings & awards ~9.0 billion cubic feet of natural gas volume traded across North America daily¹ Top 5 Commodities General Clearing Member2 No. 1 1Q24 Update Futures broker on the ASX3 XXXX XXXX Energy Risk Oil and products Awards 2023 house of the year Macquarie Winner Energy Risk Electricity house Awards 2023 of the year Winner Macquarie Energy Risk Commodities research Awards 2023 Winner house of the year Macquarie Outlook Strong underlying client business Commodity Markets Strong risk management income particularly in Gas and Power, Global Oil and Resources driven by increased client hedging and trading activity as a result of elevated volatility and price movements in commodity markets Inventory management and trading income increased substantially driven by trading gains from regional supply and demand imbalances primarily in North American Gas and Power markets Increased Lending and Financing driven by increased activity and margins across energy sectors Asset Finance Continued positive performance and contribution across most industries Total portfolio of $A6.2b, up 3% from $A6.0b at 31 Mar 22 Appendix Financial Markets Futures Significantly higher interest and commission revenues due to increase in global interest rates and elevated commodity price volatility Foreign exchange, interest rates and credit Volatility across FX and rates created opportunities globally Increased client engagement across interest rates with significant swap deals, from the Americas Continued growth in financing activity with clients engaged in the US corporate direct lending market Equity Derivatives and Trading Strong contribution from Warrants business offset by reduced revenue from equities event driven trading Note: Pie chart is based on FY23 net profit contribution from Operating Groups. 1. Financial year ending 31 Mar 23. 2. Awarded by Singapore Exchange Derivatives Clearing Ltd 2022. 3. ASX Futures 24 (SFE) Monthly Report Mar 23. O Macquarie Group Limited 28
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