Slide 1: Investor Presentation Half Year Results 2026
INVESTOR PRESENTATION Half Year Results 2026 13.08.2026
Slide 2: Table of Contents
TABLE OF CONTENTS 1.0 HIGHLIGHTS HY 2026 2.0 KEY FINANCIALS & FUNDING 3.0 CONCLUSION
Slide 3: Stronger Balance Sheet, Ready for Project Execution
STRONGER BALANCE SHEET, READY FOR PROJECT EXECUTION
Slide 4: Highlights: Key Figures 2026 vs 2025
CHA. 01 – Highlights KEY FIGURES 2026 VS 2025 Net Result Debt Ratio € 16,9 M vs € 19,9 M 37.88% vs 38.80% Rental Income Development Contribution € 25,8 M vs € 29,1 M € 6,51 M vs € 7,67 M Financing Cost Net Financial Debt 2,65% vs 2,90% 550,3 M vs 592,8 M
Slide 5: Strong focus on future-proof ESG projects
Strong focus on Continue NEXTENSA’S future-proof ESG projects STRATEGY with targeted • (Re)developing climate-adaptive priority actions buildings • Creating sustainable societies • Investing in human capital Balancing Nextensa’s Hybrid model • Financial Health • Active Portfolio Management
Slide 6: Cloche d'Or
CLOCHE D’OR A new urban district in Luxembourg City work shop live do relax
Slide 7: Cloche d'Or Office Development in Action
CLOCHE D’OR OFFICE DEVELOPMENT IN ACTION
Slide 8: Key Activities HY 2026 - Luxembourg
KEY ACTIVITIES HY 2026 - LUXEMBOURG Cloche d’Or The Rock (9,400 sqm) Forward sold to HFRS € 120M Stairs (10,000 sqm) 100% Let to and sold to State Street € 108M
Slide 9: Key Activities HY 2026 - Luxembourg
KEY ACTIVITIES HY 2026 - LUXEMBOURG Cloche d’Or Terraces (5,000 sqm) 100% Let to Lombard Odier B&B Hotel Sold € 37,4M (4,9% yield)
Slide 10: Cloche d'Or - Offices EOSYS
CLOCHE D’OR - OFFICES EOSYS • Lease agreements signed with PwC as main tenant (78%) and Franklin Templeton (11%) 12.355 sqm • High quality 13-storey contemporary building with distinctive architecture • Aims for a BREEAM “Outstanding” certification • Delivery Q3 ‘27
Slide 11: Innovative and Sustainable Living Cloche d'Or
Innovative and Sustainable Living CLOCHE D’OR D-10 RESIDENTIAL DEVELOPMENTS D-5 D-Nord • D-Nord: 193/194 units reserved/sold • D-5 & 10: 176/185 units reserved/ sold Delivery last phase : Q4 ‘26 • B&B Hotels: sold 10 D -5 85% D - Sud
Slide 12: Tour & Taxis
TOUR & TAXIS 5-minutes neighbourhood BRUSSELS ENVIRONMENT Excellence in HERMAN ENTREPOT ROYAL GARE MAISON sustainability TEIRLINCK MARITIME DE LA HOTEL POSTE DES SHEDS DOUANES Mix-city of functions work shop live Parklane do RESIDENTIAL relax Lake Side OFFICES Lake Side RESIDENTIAL
Slide 13: Key Activities HY 2026 – Tour & Taxis
KEY ACTIVITIES HY 2026 – TOUR & TAXIS Tour & Taxis PERMIT Lake Side 02/04/2026 NO appeals 140,000 sqm 670 apartments 100 co-living units public services Offices PROXIMUS Welcoming temporary housing in existing buildings
Slide 14: Lake Side, Part of Tour & Taxis
LAKE SIDE, PART OF TOUR & TAXIS Vibrant Urban District 140,000 m² 16 Residential & 2 Office buildings Mix of apartments, offices, retail, hospitality, and public facilities, all set within a green environment Open and connected to the neighbourhood
Slide 15: Lake Side Project in Action
LAKE SIDE PROJECT IN ACTION LAKE SIDE IN ACTION 1 2 TREEBUNE (PXS) 3 PARKING – P4 TOWERS • Office Tower (PXS) • Residential Tower 1 3 2
Slide 16: Key Activities HY 2026 – Bel Towers
KEY ACTIVITIES HY 2026 – BEL TOWERS Bel Towers Vicinity Reservation 199/439 residential units 122,000 sqm 50,000 sqm residential 61,000 sqm office 11,000 sqm public 2,400 sqm retail Former Proximus HQ
Slide 17: Bel Towers - Sustainable by Design
BEL TOWERS - SUSTAINABLE Rainwater capacity of 2.250 sqm with re-use for irrigation BY DESIGN Powered by solar energy SUSTAINABILITY AS A STANDARD Integrated sunshading • Circular construction Fossil-free heating & cooling through • Energy-efficient & fossil-free geothermal energy & • Water manageme
Slide 18: Key Activities HY 2026 - Investment Portfolio
KEY ACTIVITIES HY 2026 Investment portfolio Gewerbepark Stadlau Sold € 35,45 M Treemont Permit LT usufruct agreement EIB Group
Slide 19: Treemont
TREEMONT Ca. 3.000 sqm TREEMONT BRUSSELS NEW SUSTAINABLE OFFICE • Wood frame construction • Carbon neutral • Target certification: BREEAM excellent STATUS • Permit obtained 1 June 2026 • LT usufruct agreement with EIB Group on TREEMONT 17 July 2026 • Start construction works: Q1 2027 2.783 sqm • Pra
Slide 20: Montree Luxembourg
MONTREE LUXEMBOURG NEW SUSTAINABLE OFFICE • Wood frame construction • Carbon neutral • Target certification: BREEAM excellent MONTREE 2.452 sqm STATUS • Permit obtained May 2026 • Start Construction works Q4 2026 • Practical completion Q2 2028
Slide 21: Key Performance Indicators
CHA. 02 – Key financial & funding KEY PERFORMANCE INDICATORS
Slide 22: Key Performance Indicators
KEY PERFORMANCE INDICATORS The NAV per 30 June 2026 amounts to 84,81 EUR/share while the closing rate per end June 2026 amounts to 45,70 EUR/share. This means a discount of 46% compared to the NAV.
Slide 23: KPI's of Our Investment Portfolio
KPI’S OF OUR INVESTMENT PORTFOLIO Fair value of portfolio decreased from € 1,09 billion to € 1,06 billion Rental income decreased by € 3,4 M: • - € 1,5 M decrease in like for like rental income • - € 3,4 M due to sale of buildings • Like-for-like rental income decreases 5,72% No realized gain on sal
Slide 24: Other KPI's
OTHER KPI’S Result of development activities (+ € 6,5 M) • Tour & Taxis (€ 0,3 M): profit recognized on Park Lane Phase II • Cloche d'Or (€ 6,2 M) main sub projects contributing to the result of 2026: • Ilot D-5 & D-10 – residential 176 apartments reserved or sold out of a total of 185 • Stairs – Of
Slide 25: Key Financials - Funding
KEY FINANCIALS - FUNDING Net financial debt position of € 550,3 M at the end of June 2026 compared to € 592,8 M at the end of 2025 Financial debt ratio is 37,88% (38,80% per 31/12/2025) The hedge ratio amounts to 97% The headroom amounts to 205€ million
Slide 26: Key Financials
KEY FINANCIALS CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME (IN €1,000) Net rental income from investment properties 25710 29089 3378 2% Property charges: 4460 Ed a Ea Result of dsposal of investment properties ° ° ° “100% {Changes inthe fait volue of investment properties 157 ‘et 48 20% (Other co
Slide 27: Key Financials – Consolidated Balance Sheet
KEY FINANCIALS – CONSOLIDATED BALANCE SHEET
Slide 28: Conclusion
CONCLUSION Divestment program on track: deal Stadlau Important transactions at Cloche d’Or • 54% market share • The Rock biggest sqm transaction Permit for Lake Side at Tour & Taxis • No appeals • Start construction works office buildings for Proximus new HQ Bel Towers residential tower • Reservatio
Slide 29: Contact Information
CONTACT INFORMATION Headquarters Gare Maritime Picardstraat 11 box B505 BE- 1000 Brussels +32 2 882 10 00 info@nextensa.eu investor.relations@nextensa.eu www.nextensa.eu INVESTORS RELATIONS RLE: 0436.323.915 (Brussels) CONTACT ISIN code BE0003770840 LEI 549300BPHBCHEODTG670 Michel Van Geyte CHIEF EX