Sienna Senior Living Inc. · TSX:SIA
Sienna Senior Living — Q2 2026 Earnings Presentation
15 slides from Sienna Senior Living's earnings presentation, Aug 5, 2026
Slide 1: Q2 2026 Conference Call
Q2 2026 Conference Call Streetsville Care Community Redevelopment Rendering Greater Toronto Area August 5, 2026 Sienna Senior Living Inc. (SIA: TSX)
Slide 2: Cautionary Note
Cautionary Note Forward-Looking Information Certain information in this presentation may contain forward-looking information. Actual results could differ materially from conclusions, forecasts or projections in the forward-looking information, and certain material factors or assumptions were applied
Slide 3: Presenters
Presenters Nitin Jain Chief Executive Officer, President & Director David Hung Chief Financial Officer & Executive Vice President, Investments
Slide 4: Successful Diversification Strategy
Successful Diversification Strategy 14TH Double-digit same-property growth Consecutive Quarter of Growth in Q2 2026 Strong balance sheet and investment- BBB grade credit rating Morningstar DBRS Credit Rating Formation of strategic partnership to ~$375M accelerate long-term care redevelopments Redeve
Slide 5: Strong Operating Results
Strong Operating Results 15.2% 94.1% Retirement Q2 2026 SP NOI Growth Q2 2026 SP Occupancy In Retirement Segment In Retirement Segment 200 bps 94.5% Q2 2026 SP Margin Growth July 2026 SP Occupancy In Retirement Segment In Retirement Segment Long-Term 22.6% 98.5% Care Q2 2026 SP NOI Growth July 2026
Slide 6: Accelerating Long-Term Care Redevelopments in GTA
Accelerating Long-Term Care Redevelopments in GTA ~81% Redevelopments are located within GTA ~$250M Development of 448-bed LTC Community in Toronto ~$375M Redevelopments with expected construction start in early 2027 ~$125M Development of 256-bed LTC Community in GTA Sienna Senior Living 6
Slide 7: Acquisition Momentum Continues
Acquisition Momentum Continues The Bartlett Ballycliffe Greater Toronto Area, Ontario Greater Toronto Area, Ontario ~$59M ~$68M Acquisition Closed Acquisition Under Contract In Q2 2026 Expected to close in H2 2026 ~$41M Rockland Manor Greater Ottawa Area, Ontario Acquisition Closed ~$168M In Q2 2026
Slide 8: Ongoing Platform Improvements
Ongoing Platform Improvements Value creation within retirement portfolio • Strategic renovations and asset optimization to align retirement residences with market demand • Expanding services and clinical care offerings to allow residents to stay longer Enhancements to long-term care platform • Eleva
Slide 9: Recognized as one of Canada's Best Companies
Recognized as one of Canada’s Best Companies At Sienna, we are proving that purpose and performance go hand in hand – and that by improving the lives of seniors, we can create lasting value for all stakeholders. —Nitin Jain, President & CEO of Sienna Senior Living Sienna Senior Living 9
Slide 10: Operating & Financial Results
Operating & Financial Results
Slide 11: Q2 Financial Results
Q2 Financial Results Quarter ended June 30 2026 2025 Change $Million, except occupancy and per share data Revenue (Proportionate Basis) 288.2 253.6 + 13.6% Same Property (SP) NOI 57.6 48.3 + 19.4% Double-digit Growth Retirement operations Retirement SP NOI 24.3 21.1 + 15.2% benefitting from improved
Slide 12: Strong Financial Position
Strong Financial Position $604M $1.6B Liquidity Unencumbered Assets June 30, 2026 June 30, 2026 34.6% 3.9% Net Debt to Adjusted Weighted Average 500 Gross Book Value Cost of Debt $419 June 30, 2026 June 30, 2026 400 Debt Maturities ($MMs $319 300 $293 200 $181 $210 2.7 BBB Debt Service Morningstar c
Slide 13: Looking Ahead With Confidence
Looking Ahead With Confidence Performance Indicator 2026 Growth Targets + Retirement SP NOI Increase 10%+ + Retirement SP Occupancy 95%+ + Retirement SP Margin Increase 100 – 150 bps + LTC SP NOI Increase Mid- to High-Single-Digit % Sienna Senior Living 13
Slide 14: Expediting Redevelopments through Strategic Partnership
Expediting Redevelopments through Strategic Partnership Formation of Strategic Partnership with Fiera Infrastructure to execute more projects over shorter period of time Sienna & Fiera Infrastructure will each hold a 50% ownership interest in select projects Joint Venture partnership is initially ta
Slide 15: Contact Information
Contact Information Sienna Senior Living Inc. siennaliving.ca t: (905) 489-0258 e: investors@siennaliving.ca