Alarko Gayrimenkul Yatirim Ortakligi A.s. · BIST:ALGYO
Alarko Gayrimenkul Yatirim Ortakligi A.s — Investor Presentation (June 2026)
17 slides from Alarko Gayrimenkul Yatirim Ortakligi A.s's investor presentation, June 2026
Slide 1: Investor Presentation June 2026
INVESTOR PRESENTATION June 2026
Slide 2: ALARKO GYO In Brief
Shareholder Structure ALARKO GYO In Brief Alarko Gayrimenkul initiated its operations in 1996 Alarko First listed REIT in the stock exchange Holding Designs and builds high-quality residential communities 21,4% Other Invests in real estate, real estate projects, real estate related 43,8% Alarko Alsi
Slide 3: The Historical Development of Alarko GYO
THE HISTORICAL DEVELOPMENT OF ALARKO GYO The first Sustainable site of Turkey, Alkent Etiler, was built in 1989. 1989 It became the first REIT (Real . Estate Investment Trust) companyInsert listedtitle here on Borsa 1996 Istanbul. The Alkent 2000 site is a recreation city of approximately 1000 villa
Slide 4: Portfolio and Rental Revenues
Portfolio and title Rental Revenues title title title 4
Slide 5: Our Portfolio
Our Portfolio Bodrum Hillside Küçükbük Neigborhood, t i t l eAdress Buruncuk Street, No:9 Bodrum, Muğla Type Hotel (Incomplete) Construction area(m²) 52.386 m² Market Value (31.12.2025- 7.873.542.000 ₺ (Excluding Completion Status*) VAT) Fethiye Hillside title Kalemya Bay, Ölüdeniz, Adress Fethiye,
Slide 6: Our Portfolio
Our Portfolio Alkent 2000 Mall title Alkent 2000 Neigborhood, t i t l e Adress Yeditepe Street, No:1, Büyükçekmece, İstanbul Type Shop Rentable Area (m²) 756 m² Market Value (31.12.2025) 135.840.000 ₺ (Excluding VAT) Alkent Etiler Mall Akat Neigborhood, Sera Adress Street, No: 12 Beşiktaş, İstanbul
Slide 7: Our Portfolio
Our Portfolio Büyükçekmece Karaağaç Neigborhood., Eskice Karaağaç Road, 2420 title Ada/17 Parcel & 2452 on Adress Block/2 Parcel & Gülnihal title Street., 2452 on Block 3 Parcel Type Land Rentable Area (m²) 622.458 m² Market Value (31.12.2025) 1.266.090.000 ₺ (Excluding VAT) Maslak İstanbul, Sarıyer
Slide 8: Our Portfolio
Our Portfolio Eyüp Topçular Topçular Neigborhood title Adress Tikveşli Street No:8 Eyüpsultan /İstanbul Type Factory Rentable Area (m²) 13.959 m² Market Value (31.12.2025) 822.000.000 ₺ (KDV Hariç) Ankara Çankaya title Güzeltepe Neigborhood Adress Sedat Simavi Street No: 48 Çankaya-Ankara Type Apart
Slide 9: Our Portfolio
Our Portfolio Karaköy Kemankeş Karamustafa Neigborhood, Necatibey t i t lAdress e Street, No:66 Beyoğlu, İstanbul Type Office&Shop Rentable Area (m²) 1.493 m² Market Value (31.12.2025) 224.270.000 ₺ (Excluding VAT) title title 9
Slide 10: Development of Portfolio (30.06.2026)
Development of Portfolio (30.06.2026) – TL mn Our Portfolio 30.000 25.000 22.627 25.000 19.623 353 20.000 20.000 15.914 15.000 15.000 11.634 22.274 23.676 22.274 1.294 10.000 956 10.000 5.000 10.339 662 5.238 6.194 2.285 -4.053 - -6.360 2021 2022 2023 2024 2025 Q2 2026 5.000 2.947 -5.000 -10.000 - R
Slide 11: Breakdown of Portfolio (30.06.2026)
Breakdown of Portfolio (30.06.2026) Our Portfolio Land 10% Office 90% Geographical Breakdown of the Portfolio t i t l e(30.06.2026) İstanbul 19% Ankara 0% Fethiye-Bodrum 81% 11
Slide 12: Change in Rent Prices & Inflation
Our Portfolio Change in Rent Prices & Inflation 297% 71%65% 41% Long-Term 33% 22% 23% 32% 21% 27% 10% 0% -22% 64% 36% 44% 20% 11% 31% 7% 8% 9% 9% 12% 12% 15% 2013 2014 2015 2016 2017 2018 Kira 2019 Değişimi Change in Rent 2020 2021 Enflasyon Inflation 2022 2023 2024 2025 Contracts with Summary of Re
Slide 13: Rental Yield and Dividend Distribution
Our Portfolio Rental Yield 7,8% 5,1% 4,4% 3,4% 3,3% 3,5% 2020 2021 2022 2023 2024 2025 Total Dividend Distribution Among The Years - TL 250.000.000 18,0% 16,2% 16,0% 15% 200.000.000 14,0% 12%12,0% 150.000.000 11% 10,1% 10,1% 10,0% 10,0% 8% 8,0% 8,0% 100.000.000 7% 6,4% 6,0% 5,1% 5,1% 106.260.000 193
Slide 14: Portfolio Outlook
Portfolio Outlook 30.06.2026 31.12.2025 Maslak Land, Istanbul 1,122.9 1,122.9 Land in Eskice Village, Buyukcekmece - Istanbul 1,266.1 1,266.1 Alarko Business Center (Karakoy- Istanbul) 224.3 224.3 Alarko Business Center (Ankara) 91.3 91.3 Hillside Beach Club Holiday Village (Fethiye – Muğla) 10,030
Slide 15: Profit&Loss Summary
Profit&Loss Summary TL mn H1 2026 H1 2025 % Change Q2 2026 Q2 2025 % Change Revenue 111,7 119,6 (7%) 57,9 61,9 (6%) Gross Profit / Loss 81,9 95,0 (14%) 42,6 48,9 (13%) General Administrative Costs(-) 81,2 58,2 40% 36,3 31,9 14% Other Operating Income 124,3 218,8 (43%) 105,7 72,0 47% Other Operating
Slide 16: Balance Sheet
Balance Sheet Q2 2026 2025 Assets 31,368 28,547 Current Assets 1,137 928 Cash & Cash Equivalents 250 166 Financial Investments 127 142 Non-current Assets 30,232 27,619 Liabilities 12,297 10,227 Current Liabilities 4,840 2,530 Short-term Financial Liabilities 3,534 1,190 Short-term Portion of Long Te
Slide 17: Disclaimer
Disclaimer Alarko Gayrimenkul Yatirim Ortakligi (the“Company”) has prepared this presentation (the “Presentation”) in order to provide investors with general information about the Company. The contents of this Presentation is based on public information and on data provided by the Company’s manageme
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