Argo Global Listed Infrastructure Ltd. · ASX:ALI
Argo Global Listed Infrastructure — Shareholder Meeting (October 2025)
17 slides from Argo Global Listed Infrastructure's shareholder meeting presentation, October 2025
Slide 1: Argo Infrastructure Annual General Meeting 2025
ARGO INFRASTRUCTURE Annual General Meeting 2025
Slide 2: Peter Warne, Chairman
Peter Warne Chairman 2
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Argo Service Company Pty Ltd (ASCO) (ACN 603 367 479) (Australian Financial Services Licence 470477), on behalf of Argo Global Listed Infrastructure Limited (ACN 604 986 914). ASCO’s Financial Services Guide is available on request or at argoinfrastr
Slide 4: Board of Directors
Board of Directors Peter Warne Jason Beddow Sarah Brennan Non-executive Chairman Managing Director Non-executive Director Mark Hall Fiona Hele Non-executive Director Non-executive Director 4
Slide 5: Our objective
Our objective To provide a total return for long-term investors, consisting of capital growth and dividend income, from a global listed infrastructure portfolio which can provide diversification benefits for Australian investors. 5
Slide 6: 2025 overview
2025 overview Total assets Portfolio performance Full year dividends $476m +19.9% 9.5c At 30 June 2025 Year-ended 30 June 2025 Per share, fully franked $422m in 2024 9.0c in 2024 Total dividends NTA per share Fully franked dividends 67.25c $2.61 15 Per share, paid since Net tangible assets Consecuti
Slide 7: Annual dividends cents per share
Annual dividends cents per share 3.6 3.4 3.4 3.4 3.2 2.7 9.0 0.9 8.0 8.0 8.5 7.5 6.5 3.5 3.75 3.0 2016 2017 2018 2019 2020 2021 2022 2023 2024 Annual dividends Franking credits Figures are at 30 September 2025. 7
Slide 8: Total returns
Total returns 3.6 3.4 3.4 3.4 3.2 2.7 9.0 0.9 8.0 8.0 8.5 7.5 6.5 3.5 3.75 3.0 2016 2017 2018 2019 2020 2021 2022 2023 2024 Annual dividends Franking credits Figures are at 30 June 2025. 8
Slide 9: Shareholder returns $10,000 invested
Shareholder returns $10,000 invested 3.6 3.4 3.4 3.4 3.2 2.7 9.0 0.9 8.0 8.0 8.5 7.5 6.5 3.5 3.75 3.0 2016 2017 2018 2019 2020 2021 2022 2023 2024 Annual dividends Franking credits Figures are at 30 September 2025. 9
Slide 10: Share price relative to NTA
Share price relative to NTA 3.6 3.4 3.4 3.4 3.2 2.7 9.0 0.9 8.0 8.0 8.5 7.5 6.5 3.5 3.75 3.0 2016 2017 2018 2019 2020 2021 2022 2023 2024 Annual dividends Franking credits Figures are at 30 September 2025. 10
Slide 11: Looking ahead
Looking ahead 12
Slide 12: Shareholder benefits
Shareholder benefits Access new Global Specialist global infrastructure diversification fund manager opportunities Proven investment Enhanced Simple global approach risk-adjusted returns investing 13
Slide 13: Jason Beddow, Managing Director
Jason Beddow Managing Director 14
Slide 14: Marking a decade
Marking a decade 15 Od
Slide 15: Our Portfolio Manager
Our Portfolio Manager Ben Morton BAS, MES Senior Portfolio Manager Thuy Quynh Dang BA Portfolio Manager Tyler Rosenlicht BA, MBA Portfolio Manager 16
Slide 16: Get in touch
Get in touch invest@argoinfrastructure.com.au (08) 8210 9555 argoinfrastructure.com.au 26
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