CVC (CVC) AGM 2025 Presentation summary

Value proposition and investment model

• Differentiated real estate platform focused on institutional-scale, land-based investments with capital growth potential.

• Investment model includes securing, adding value, and monetising high-conviction land assets.

• Proven track record of attractive risk-adjusted returns underpinned by freehold land security.

FY2025 financial and operational highlights

• Net profit after tax was $0.5m, with market value increases not reflected in statutory accounts.

• Assessed market value per share grew to $2.95 from $2.62, a $0.33 increase.

• Entered the data centre land market with a 250MW+ urban precinct in a power-rich location.

• Secured two new institutional-scale industrial investments in Melbourne's western corridor.

• Achieved key planning and rezoning milestones for Marsden Park, Officer South, and Liverpool.

Subsequent events and capital management

• Initiated planning for Truganina and received formal council support for Norwell Valley.

• Added new strategic land in Officer South, VIC, with settlement in 2029.

• Reworked debt facilities, unlocking project equity and extending maturities on major projects.