Atco Ltd. Class I · TSX:ACO.X

Atco Ltd. Class I — Shareholder Meeting (2020)

36 slides from Atco Ltd. Class I's shareholder meeting presentation, 2020

1. Slide 1: ATCO 2020 Annual General Meeting

   ATCO 2020 ANNUAL GENERAL MEETING

2. Slide 2: COVID-19 Global Impacts

   > COVID-19 GLOBAL IMPACTS

3. Slide 3: ATCO Financial Highlights: In the Beginning

   ATCO FINANCIAL HIGHLIGHTS IN THE BEGINNING jy Ai atc ns eM SEM | | 1948 Rentals: Utility Trailers Rentals: Small Sleepers Le ae ||| g set ch SMALL SLEEPER RENTAL COST $10.00 / WEEK ~ | NET LOSS in —_ | ($596.39) Vath a : ATCO 2020 ANNUAL GENERAL MEETING

4. Slide 4: ATCO Financial Highlights: Consolidated Annual Results

   ATCO FINANCIAL HIGHLIGHTS ATCO 2020 ANNUAL GENERAL MEETING CONSOLIDATED ANNUAL RESULTS for the year ended December 31, 2019 Financial (Millions of Canadian Dollars) Revenues. Adjusted Earnings Earnings attributat Total Assets .............. Class | and Il share owners’ eq Funds generated by operatio

5. Slide 5: Oil & Natural Gas — Vital to Health

   OIL & NATURAL GAS — VITAL T0 HEALY ATCO 2020 ANNUAL GENERAL MEETING

6. Slide 6: Oil & Natural Gas — Vital to Healthcare

   7 OIL & NATURAL GAS — VITAL TO HEALTHCARE <= ATCO 2020 ANNUAL GENERAL MEETING

7. Slide 7: Fuelling Canadian Prosperity

   FUELLING CANADIAN PROSPERITY CONTRIBUTIONS TO CANADIAN GDP BY INDUSTRY Oil and gas extraction Motor vehicle and parts manufacturing is $20.2B Aerospace product and parts | $9.0B manufacturing ATCO 2020 ANNUAL GENERAL MEETING SOURCE: CANADIAN ENERGY CENTRE

8. Slide 8: Responding in Times of Crisis

   > RESPONDING IN TIMES OF CRISIS

9. Slide 9: ATCO

   ATCO 2020 ANNUAL GENERAL MEETING

10. Slide 10: In Memoriam

    > IN MEMORIAM SE SSE? TF F = ae ~ @ by, ATCO 2020 ANNUAL GENERAL MEETING

11. Slide 11: ATCO Directors

    ATCO DIRECTORS AA Al vd A“ ay ; ROBERT DENIS — MICHAEL. ROBERT BOOTH ELLARD RAYFIELD : ROUTS il Sf vw NANCY _ LINDA ROGER SUSAN CHARLES SOUTHERN SOUTHERN: HEATHCOTT URWIN WERTH WILSON ATCO 2020 ANNUAL GENERAL MEETING

12. Slide 12: ATCO

    ATCO 2020 ANNUAL GENERAL MEETING

13. Slide 13: Strategic Focus: The Essentials

    STRATEGIC FOCUS THE ESSENTIALS a os tet ®

14. Slide 14: Housing

    AOUSIN

15. Slide 15: Leaders in Workforce Housing

    > LEADERS IN WORKFORCE HOUSING ING-C, B.C. ATCO 2020 ANNUAL GENERAL MEETING

16. Slide 16: Global Fleet Utilization

    GLOBAL FLEET UTILIZATION CAN AUS USA MEX CHI SPACE RENTALS 66% 75% 712% 10% 714% WORKFORCE HOUSING 41% 52% 48% N/A 55% v my GLOBAL RENTAL om OPERATIONS i yy ATCO 2020 ANNUAL GENERAL MEETING 3 MONTHS ENDING MARCH 31, 2020

17. Slide 17: Modular Medical Facilities

    MODULAR MEDICAL FACILITIE

18. Slide 18: Temporary Hospitals, Tijuana, Mexico

    TEMPORARY HOSPITALS Tijuana, Mexico ATCO 2020 ANNUAL GENERAL MEETING

19. Slide 19: Homes for Heroes

    > HOMES FOR HEROES alga, Ale ATCO 2020 ANNUAL GENERAL MEETING

20. Slide 20: Rapid Mobilization, Tuscan Ridge Lodge, California

    ae 7 RAPID MOBILIZATION Tuscan Ridge Lodge, California

21. Slide 21: The Essentials: Logistics & Transportation

    THE ESSENTIALS ww — VN LOGISTICS & ep TRANSPORTATION “>

22. Slide 22: Disaster Response

    » DISASTER RESPONSE

23. Slide 23: Partnering for Resilience, Siksika First Nation, Alberta

    7 PARTBERING FOR RESILIENCE Siksika First Nation, Alberta ATCO 2020 ANNUAL GENERAL MEETING

24. Slide 24: Terminal Pacifico Sur, Valparaiso, Chile

    } N ELTU M F PQ RTS Terminal Pacifico Sur Valparaiso, Chile ATCO 2020 ANNUAL GENERAL MEETING

25. Slide 25: Energy

    ENERGY (4)

26. Slide 26: Operational Excellence: Electricity

    OPERATIONAL EXCELLENCE: ELECTRICITY i x : m p 5 IMPROVEMENT | REDUCTION IN DISTRIBUTION HIN DISTRIBUTION O&M RELIABILITY* COSTS PER KM LINE* LOWER }}_ TRANSMISSION COSTS VS PEER AVERAGE DISTRIBUTION COSTS VS PEER AVERAGE ATCO 2020 ANNUAL GENERAL MEETING *SINCE 2014

27. Slide 27: Operational Excellence: Natural Gas

    08M COSTS VS # TOINSTALL NEW HIT LINES VS LEAKS VS INDUSTRY AVERAGE NATURAL GAS SERVICE INDUSTRY AVERAGE INDUSTRY AVERAGE ATCO 2020 ANNUAL GENERAL MEETING

28. Slide 28: Alberta PowerLine

    , ALBERTA POWERLINE

29. Slide 29: Clean Energy Innovation Hub, Western Australia

    lean Energy Innovation Hub, Western Australia FUEL OF THE FUTURE = &

30. Slide 30: And Counting...

    AND COUNTING... ATCO 2020 ANNUAL GENERAL MEETING

31. Slide 31: ATCO 2020 ANNUAL GENERAL MEETING

    ATCO 2020 ANNUAL GENERAL MEETING

32. Slide 32: ATCO Blue Flame Kitchen

    7 ATCO BLUE FLAME KITCHEN

33. Slide 33: Making a Difference: Community Engagement

    SN A DIFFERENCE COMMUNITY .2¢¢ ENGAGEMENT lili’

34. Slide 34: ATCO Responds: Rebuilding for a Stronger Australia

    ibs aw Cath Wales ONDS Mogo, New South | SPONDS > ATCO RE Gaizr REBUILDING FOREBUILDING FOR A STRONCER ‘OR A STRONGER AUSTRALIA AUSTRALIA IN JUST OVER ONE MONTH J cowre ATCO 2020 ANNUAL GENERAL MEETING

35. Slide 35: Volunteered by Employees

    VOLUNTEERED VOLUNTEERED BY EMPLOYEES BY EMPLOYEES IN 2019 SINCE 2006 IN 2019 SINCE 2006 ATCO 2020 ANNUAL GENERAL MEETING

36. Slide 36: ATCO Thank You

    ATCO THANK YOU

ATCO — Shareholder Meeting (2020) on 6ix