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Investor Presentaiton

Overview of Macquarie 1023 Overview Markets-facing businesses Commodities and Global Markets Operating Groups 1Q23 Update Outlook Appendix ~41% FY22 contribution² . Elevated volatility and commodity prices contributed to strong results across the Commodities platform, driven by trading and client hedging opportunities. • Strong client activity continued across Financial Markets businesses including foreign exchange, fixed income and credit products. • Consistent balance sheet deployment across Asset Finance contributed to annuity revenues from the Technology, Media and Telecoms, Energy and Shipping Finance sectors. Macquarie Capital ~16%¹ FY22 contribution² • • • • • 76 transactions valued at $A90b completed globally5, down on pcp and prior period Fee and commission income up on pcp driven by M&A and DCM, partially offset by ECM. Increased investment-related income compared to pcp, primarily due to asset realisations and an increase in the credit portfolio Principal Finance deployed over $A2.5b in 1Q23 through focused investment in credit markets and bespoke financing solutions, with over $A17b6 total portfolio including over $A15b credit portfolio. Equities Research ranked 1st in Institutional Investor's 2022 Asia-Pacific (ex-Japan) Regional/Local Broker Rankings7 Effective 1 Apr 22, GIG transferred from Macquarie Capital and is operating as part of MAM Transaction Activity • • Exclusive financial adviser to Macquarie Asset Management, Unisuper, PGGM and UBS Asset Management and others, on the $A3.6b sale of Axicom, Australia's largest independent mobile towers owner Financial adviser to Ampol Limited on its ~$NZ2b acquisition of dual ASX and NZX listed Z Energy Limited, a leading fuel distributor in New Zealand Exclusive financial advisor to ArcLight Capital Partners on its $US857m acquisition of a 25% equity interest in Gulf Coast Express Pipeline from Targa Resources Corp. We also served as Joint Bookrunner on the senior secured credit facilities to support the acquisition • . Maintained ranking as No.4 physical gas marketer in North America³ Named Oil and Products House of the Year as well as Natural Gas/LNG House of the Year4 and Derivatives House of the Year4 • • Exclusive financial adviser to SI-UK, an international student marketing and placement platform to UK universities, on the investment by Averna Capital • • Onivia, Macquarie Capital's wholesale fibre network in Spain introduced Arjun Infrastructure Partners as a new investor, positioning for future growth opportunities Growth equity investment in Autobooks, a leading provider of B2B invoicing and payments catering to small and medium businesses 1. Based on FY22 net profit contribution from operating groups with GIG restated for its transfer to MAM from MacCap on 1 Apr 22. MacCap FY22 contribution as reported on 6 May 22 is ~25%. 2. Based on FY22 net profit contribution from operating groups. Net profit contribution is management accounting profit before unallocated corporate costs, profit share and income tax. 3. Platts Q1 March 2022. 4. Energy Risk Awards 2022. 5. Source: Dealogic & IJGlobal for Macquarie Group completed M&A, investments, ECM & DCM transactions converted as at the relevant report date. Deal values reflect the full transaction value & not an attributed value. 6. Committed portfolio. 7. Ranked Top 3 in all 11 countries with 4 winning positions at firm level supported by 37 ranked analysts, up from 24 last year. 40
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