Argo Global Listed Infrastructure Ltd. · ASX:ALI
Argo Global Listed Infrastructure — Shareholder Meeting (October 2025)
24 slides from Argo Global Listed Infrastructure's shareholder meeting presentation, Oct 22, 2025
Slide 1: Annual General Meeting 2025 ASX announcement
22 October 2025 Company Announcements ASX Limited 20 Bridge Street SYDNEY NSW 2000 For personal use only Annual General Meeting 2025 Please find attached the Chairman’s Address, Managing Director’s Address and the accompanying presentation slides for today’s Annual General Meeting of Argo Global Lis
Slide 2: Chairman's Address
2025 Annual General Meeting Chairman’s Address Delivered by Mr. Peter Warne at the tenth Annual General Meeting of Argo Global Listed Infrastructure Limited (Argo Infrastructure or Company) at the Adelaide Convention Centre on Wednesday 22 October 2025 at 12.30pm. Increased full-year profit Against
Slide 3: Chairman's Address: share price relative to NTA
Global listed infrastructure demonstrated great resilience through the significant market turbulence during the period, particularly following US President Trump’s tariff announcements in early April. While broader equity markets, both locally and globally, fell precipitously in response, infrastruc
Slide 4: Outlook
Outlook Elevated geopolitical tensions and macroeconomic challenges mean market conditions remain uncertain. Although the extreme tariff-led volatility seems to have largely eased for now, tensions continue to simmer and could flare up seemingly at any time. With this in mind, I remind shareholders
Slide 5: Chairman's thanks to retiring Chairman and shareholders
On behalf of the Board, I wish to thank Mr. Russell Higgins AO who announced his decision to retire as Chairman at last year’s AGM. Russell was Argo Infrastructure’s Chairman over his seven years on the Board, during which time the Company established a track record of delivering fully franked divid
Slide 6: Managing Director's Address: A decade of Argo Infrastructure
2025 Annual General Meeting Managing Director’s Address Delivered by Mr. Jason Beddow at the tenth Annual General Meeting of Argo Global Listed Infrastructure Limited (Argo Infrastructure or Company) held at the Adelaide Convention Centre on Wednesday 22 October 2025 at 12.30pm. A decade of Argo Inf
Slide 7: Managing Director's Address: portfolio returns
We believe it is critical to have people on the ground, in close proximity to the assets, given the highly localised nature of infrastructure. A local perspective on the political and regulatory environment is essential, as these factors have a significant influence on asset value. Since inception,
Slide 8: Argo Infrastructure Annual General Meeting 2025
ARGO INFRASTRUCTURE For personal use only Annual General Meeting 2025
Slide 9: Chairman Peter Warne
For personal use only Chairman Peter Warne 2
Slide 10: 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 11: Board of Directors
Board of Directors For personal use only 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 12: Our objective
Our objective To provide a total return for long-term investors, consisting of capital growth and For personal use only dividend income, from a global listed infrastructure portfolio which can provide diversification benefits for Australian investors. 5
Slide 13: 2025 overview
2025 overview Full year dividends For personal use only Total assets Portfolio performance $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 tan
Slide 14: Annual dividends cents per share
Annual dividends cents per share For personal use only 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 15: Total returns
Total returns For personal use only 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 16: Shareholder returns $10,000 invested
Shareholder returns $10,000 invested For personal use only 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 17: Share price relative to NTA
Share price relative to NTA For personal use only 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 18: Looking ahead
For personal use only Looking ahead 12
Slide 19: Shareholder benefits
Shareholder benefits For personal use only Access new Global Specialist global infrastructure diversification fund manager opportunities Proven investment Enhanced Simple global approach risk-adjusted returns investing 13
Slide 20: Jason Beddow, Managing Director
Jason Beddow Managing Director For personal use only 14
Slide 21: Marking a decade
For personal use only Marking a decade 15
Slide 22: Our Portfolio Manager
Our Portfolio Manager Ben Morton For personal use only BAS, MES Senior Portfolio Manager Thuy Quynh Dang BA Portfolio Manager Tyler Rosenlicht BA, MBA Portfolio Manager 16
Slide 23: Get in touch
Get in touch For personal use only invest@argoinfrastructure.com.au (08) 8210 9555 argoinfrastructure.com.au 26
Slide 24: For personal use only
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Argo Global Listed Infrastructure — Shareholder Meeting (October 2025) on 6ix