Channel Infrastructure Nz Limited · NZX:CHI
Channel Infrastructure Nz — Rapid Insights Conference 2026
18 slides from Channel Infrastructure Nz's conference presentation, Jun 17, 2026
Slide 1: CHI presentation to Rapid Insights Conference
NZX AND ASX RELEASE 17 June 2026 CHI presentation to Rapid Insights Conference Channel Infrastructure NZ Limited (NZX:CHI, ASX:CHI), New Zealand’s largest fuel import terminal business, attaches a copy of the presentation that its Chief Executive, Rob Buchanan and Chief Financial Officer, Alexa Pres
Slide 2: About Channel Infrastructure
About Channel Infrastructure Channel Infrastructure is New Zealand’s largest fuel import terminal business, storing and distributing 40% of New Zealand’s transport fuel, including 80% of New Zealand’s jet fuel. We receive, store, test and distribute petrol, diesel, and jet fuel that our customers im
Slide 3: Conference presentation, June 2026
For personal use only CIP Queenstown Conference NZX: CHI | ASX: CHI June 2026 1
Slide 4: Investment Proposition
Investment Proposition World-class operator with strong safety track record For personal use only Ownership of critical infrastructure in New Zealand and Australia Long-term customer contracts, ~50%1 of contracted revenue independent of fuel volumes Stable inflation-linked revenues underpinned by lo
Slide 5: Ownership of Critical Infrastructure in New Zealand and Australia
Ownership of Critical Infrastructure in New Zealand and Australia For personal use only >350 >>385 290 25% share of Somerton Pipeline to Melbourne Airport 3
Slide 6: Q1 2026 fuel throughput in-line with expectations, despite Iran conflict
Q1 2026 fuel throughput in-line with expectations, despite Iran conflict Q1 DIESEL Q1 PETROL Q1 JET For personal use only 276m litres 251m litres 404m litres In line with Envisory In line with Envisory Broadly in line with forecast forecast expectation 1,600 1,600 1,600 1,400 1,400 1,400 1,404 1,422
Slide 7: Long-term business underpinned by jet fuel demand at Marsden Point
Long-term business underpinned by jet fuel demand at Marsden Point Long-term Fuel Throughput Outlook for Marsden Point For personal use only 4,000 3,500 3,000 2,500 Million Litres 2,000 1,500 1,000 500 0 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2
Slide 8: Revenue underpinned by contracted fixed revenue, PPI indexation and take-or-pay
Revenue underpinned by contracted fixed revenue, PPI indexation and take-or-pay Contracted revenue outlook $M1 180 For personal use only 160 140 120 100 2 52% Fixed revenue % 80 2 50% 50% 50% 51% 49% 49% of total revenue 51% 60 40 Contracted Fixed Revenue 20 0 2025 2026 2027 2028 2029 2030 2031 2032
Slide 9: 2025 Financial Highlights – Continuing Operations
2025 Financial Highlights – Continuing Operations Revenue EBITDA (Margin %) Growth Capex +4% growth in Revenue (excluding Wiri lease) +4% growth in EBITDA (excluding Wiri lease) For personal use only $139.8m $140.2m $95.1m $93.4m (68%) (67%) $133.8m $139.2m $29.3m $27.1m $89.1m $92.4m FY24 FY25 FY24
Slide 10: Strong balance sheet and disciplined Capital Allocation Framework
Strong balance sheet and disciplined Capital Allocation Framework Covenant FY25 HY25 FY24 Net Cash Flow from Continuing Maintenance Capex Operations Net debt1 $330m $297m $296m 8-10% revenue less Financing Costs For personal use only Liquidity headroom $108m $138m $138m Leverage Normalised Free 3.6x
Slide 11: Our Strategy
Our Strategy OUR VISION World-class energy infrastructure company For personal use only OUR PURPOSE Delivering resilient infrastructure solutions to meet changing fuel and energy needs OUR STRATEGIC PRIORITIES World-Class High Performance Grow from Support Energy Disciplined Capital Good Neighbour,
Slide 12: Proven execution of growth with projects delivered safely, on budget, and on time
Proven execution of growth with projects delivered safely, on budget, and on time New projects Five growth projects signed over the past three years Measured growth step-out For personal use only delivering an additional ~$205 million (before PPI First measured growth step-out with strategic indexat
Slide 13: Our Growth Priorities
Our Growth Priorities Selective and disciplined approach to growth, with Marsden Point and our current supply chain the main focus #1 For personal use only Marsden Point Energy Precinct Nearer term opportunities identified for: • Additional product storage #2 Synergistic consolidation along • Fuel a
Slide 14: Marsden Point Energy Precinct
Greenfields Fuels Storage (36 hectares) Energy Security Opportunities Transpower, Northpower Future Fuels Manufacturing Opportunities Public Access (Mair Road) Additional Storage Opportunities Strategic Fuels Storage Current Facility Lease (to Long-term Tenant) Leased to Third Parties Truck Loading
Slide 15: Additional Storage Opportunities
Greenfields Fuels Storage (36 hectares) Additional Storage Opportunities Current Facility Strategic Fuels Storage • 93 million litres of additional diesel storage brought into service for Diesel/Biofuels Compound the New Zealand For personal use only (120 Million Litres Capacity) Government on an ac
Slide 16: Channel has a Strategic Position in Melbourne's Jet Fuel Supply Chain
Channel has a Strategic Position in Melbourne’s Jet Fuel Supply Chain Channel 25% ownership Somerton Pipeline JV Somerton Depot Tullamarine Pipeline Melbourne Airport For personal use only ~34km pipeline from terminals and ~10km pipeline from Somerton Australia’s second busiest Mobil Yarraville refi
Slide 17: FY26 Guidance and Outlook
FY26 Guidance and Outlook • FY26 EBITDA guidance lifted to $97 - $105 million (from $95 - $100 million) in May 2026 reflecting: For personal use only • New Zealand Government diesel storage contract • Z Energy jet storage six months ahead of schedule • expanded scope of bitumen import terminal • unc
Slide 18: Important Information
Important Information • This presentation contains forward looking statements concerning the • In light of these risks, results could differ materially from those stated, financial condition, results and operations of Channel Infrastructure NZ implied or inferred from the forward-looking statements
Channel Infrastructure NZ — Rapid Insights Conference 2026 on 6ix