Lifestyle Communities Ltd · ASX:LIC
Lifestyle Communities — Shareholder Meeting (November 2025)
17 slides from Lifestyle Communities's shareholder meeting presentation, Nov 21, 2025
Slide 1: 2025 Annual General Meeting
21 November 2025 2025 Annual General Meetng Chair and CEO Presentation and Voting Update Lifestyle Communities Limited (ASX:LIC) attaches the following documents to be presented at the 2025 Annual General Meeting being held today at 10.30am (AEDT) at Level 5, 101 Moray Street, South Melbourne, VIC 3
Slide 2: Annual General Meeting
Annual General Meeting 21 November 2025
Slide 3: Chair — David Blight
Chair — David Blight PRESENTATION Chair — David Blight Lifestyle Communities®
Slide 4: Early signs of recovery after a challenging FY25
Chair — David Blight Early signs of recovery after a challenging FY25 Navigated challenging external conditions, with Victorian property market beginning to show signs of recovery. VCAT decision in July 2025 has resulted in further business model recalibration in FY26. • Customer sentiment / demand
Slide 5: Update on capital management initiatives
Chair — David Blight Update on capital management initiatives $119.8 million change in operating cash flow from negative $115.2 million in FY24 to positive $4.6 million in FY25. 1. Debt facility changes during FY25 Debt maturities • Total debt facility right-sized (down) from $700 million to $571 mi
Slide 6: The macro themes that have underpinned LIC's success
Chair — David Blight The macro themes that have underpinned LIC’s success over the last 20 years remain and are intensifying Demographics — over 50s National housing crisis and Rising cost of living is fuelling the market expansion government policy need for affordable housing By 2030, approximately
Slide 7: CEO — Henry Ruiz
CEO — Henry Ruiz PRESENTATION CEO — Henry Ruiz Lifestyle Communities®
Slide 8: Strategy review and refresh
CEO — Henry Ruiz Strategy review and refresh Our renewed company strategy reflects an evolution of purpose—‘Reimagining the way to live for independent downsizers.’ It is brought to life through 3 strategic pillars: • Be the Go-to-Choice for Downsizers – We’re committed to mastering both sides of th
Slide 9: Translating our operating pillars to value
CEO — Henry Ruiz Translating our operating pillars to value Homeowner Experience Our focus is on delivering a truly outstanding homeowner Way to live of improving our operating margins to drive the value of the Lifestyle Communities annuity book. We reimagine a for independent downsizers Development
Slide 10: FY26 — the reset year of our 5-year growth plan
CEO — Henry Ruiz FY26 — the reset year of our 5-year growth plan There are two key phases to the plan. Get strong (FY26—FY27) • Strategic reset • Brand refresh • Market-led pricing for homes • Balance sheet de-leveraging • Focus on sell through of built inventory • Evolved business model • Re-engine
Slide 11: FY26 trading update — YTD
CEO — Henry Ruiz FY26 trading update — YTD Update on strategic priorities Net sales • Inventory — Targeted selling in Q1-FY26 has resulted in a continued reduction in 60 inventory balances and further de-leveraging of the balance sheet: 50 50 – As as 31 October 2025, we are carrying 202 unsold compl
Slide 12: CEO — Henry Ruiz
CEO — Henry Ruiz Lifestyle Communities® 9
Slide 13: CEO — Henry Ruiz
CEO — Henry Ruiz Lifestyle Communities® 10
Slide 14: Partnering with homeowners
CEO — Henry Ruiz Partnering with homeowners Building connection, pride and prospects Powered by smarter marketing spend, we hosted our biggest event yet — opening all 25 communities on one day and welcoming potential new homeowners. Three benefits Homeowners — proudly fired up the BBQs, shared stori
Slide 15: Outlook
CEO — Henry Ruiz Outlook We enter FY26 with a clear plan and the right team in place. We New home settlements pipeline status are focused on execution and positioning the business for the next development cycle, which we expect to emerge in late FY26 as As at 19 November 2025 we have: property marke
Slide 16: Important notice and disclaimer
Important notice and disclaimer This Presentation contains information about Lifestyle Communities® Limited (LIC) and its activities which is current at 19 November 2025, unless otherwise stated. The information in this Presentation is in summary form and does not purport to be complete. It should b
Slide 17: Direct and proxy votes received on each resolution
2025 Annual General Meetng Direct and proxy votes received on each resolution before the AGM. Resolution For Against Open Abstain 66,686,559 1,000,297 33,849 47,544 Item 1 98.47% 1.48% 0.05% Remuneration Report 31 holders 26 holders 8 holders 10 holders Item 2 66,692,445 1,032,757 35,049 7,998 Re-el
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