Storage King Group · ASX:SKG
Storage King — Shareholder Meeting (November 2026)
28 slides from Storage King's shareholder meeting presentation, Nov 13, 2026
Slide 1: 2026 Annual General Meetings ASX Release
ASX RELEASE For personal use only 13 NOVEMBER 2026 2026 ANNUAL GENERAL MEETINGS Storage King Group (ASX:SKG) advises that the Annual General Meetings will be held today, Friday, 13th of November 2026 at 11:30am (AEDT) at Level 21, 99 Walker Street, North Sydney NSW 2060. Attached are the Chair and M
Slide 2: Chair Address – John O'Sullivan
STORAGE KING GROUP 2026 AGM SYDNEY, 13 NOVEMBER 2026 CHAIR ADDRESS – JOHN O’SULLIVAN For personal use only Good morning everyone. My name is John O’Sullivan and I am the Chair and an independent non-executive director of Storage King Group. On behalf of the Board of Directors, it is my pleasure to w
Slide 3: Chair Address continued and CEO Address: FY26 Highlights
Nikki will shortly talk more about what internalisation means for the future economics and growth potential of the Group. Our vision for Storage King Group is to be the undisputed leader in the self storage industry, known For personal use only for being the most respected, responsive, and recognise
Slide 4: Internalisation and Growth Economics
Storage King Group is now the only ASX-listed, vertically integrated self-storage platform in Australasia, with the portfolio, brand and operating platform owned, operated and managed under one aligned structure. For personal use only But the significance of internalisation goes beyond structure. Mos
Slide 5: Capital Discipline and Platform Enhancements
commitments, reassessing projects against current funding costs, market conditions, alternate capital sources and expected securityholder returns. Our near-term priority is to extract the value from the significant investments we have already For personal use only made. I will talk more about capital
Slide 6: Sustainability and Governance Update
Looking back, FY26 was a strategically significant year. We exited the year as a stronger and more aligned business, with significant investment already in place to support the next phase of earnings and value creation. For personal use only Our responsibility is not only to grow the business, it is t
Slide 7: Trading Update: First Quarter FY27
And for me, that really brings sustainability back to what it is ultimately about: investing today in the things that will make this business stronger for the long term, for our people, for our customers and for our securityholders. For personal use only Trading Update Turning now to trading in the
Slide 8: Developments Lease-up, Gearing and Capital
occupancy, Australia continues to deliver positive RevPAM growth, and we are seeing early progress in rebuilding New Zealand. Our immediate operating focus is clear: rebuild occupancy while maintaining rate discipline and For personal use only continue to manage costs tightly through the current com
Slide 9: FY27 Distribution Guidance
So this is not about stepping away from development or acquisitions. It is about lifting the bar. Growth needs to earn its capital, and in the current environment we believe that is the right discipline to maximise returns while protecting the balance sheet. For personal use only Finally, while we a
Slide 10: Storage King Group 2026 AGM
personal use only 2026 AGM PRESENTATION 13 November 2026 ASX: SKG
Slide 11: Agenda
STORAGE KING GROUP 2026 AGM Agenda personal use only 01 02 03 Chair Address Managing Director Business of meeting Address John O’Sullivan Nikki Lawson John O’Sullivan Independent Chair and Managing Director and Independent Chair and Non-Executive Director CEO Non-Executive Director 2
Slide 12: Chair Address – John O'Sullivan
personal use only CHAIR ADDRESS JOHN O’SULLIVAN CROYDON, NSW
Slide 13: John O'Sullivan
John O’Sullivan personal use only Independent Chair and Non-Executive Director Chair of the Nomination Committee Member of the Audit & Risk Committee Member of the People and Remuneration Committee Storage King Group | 2026 Annual General Meetings 4
Slide 14: Sally Herman
Sally Herman personal use only Independent Non-Executive Director Chair of the Audit & Risk Committee Member of the People and Remuneration Committee Member of the Nomination Committee Storage King Group | 2026 Annual General Meetings 5
Slide 15: Karen Robbins
Karen Robbins personal use only Independent Non-Executive Director Chair of the People and Remuneration Committee Member of the Audit & Risk Committee Member of the Nomination Committee Storage King Group | 2026 Annual General Meetings 6
Slide 16: Mark Bloom
Mark Bloom personal use only Non-Executive Director Member of the Audit & Risk Committee Member of the People and Remuneration Committee Member of the Nomination Committee Storage King Group | 2026 Annual General Meetings 7
Slide 17: Clive Berelowitz
Clive Berelowitz personal use only Non-Executive Director Storage King Group | 2026 Annual General Meetings 8
Slide 18: Nikki Lawson
Nikki Lawson personal use only Chief Executive Officer and Managing Director Member of the Nomination Committee Storage King Group | 2026 Annual General Meetings 9
Slide 19: Internalisation Brings Together
INTERNALISATION BRINGS TOGETHER: 132 72¹ $3.9bn personal use only SKG STORES Total Assets LICENSED 1.2 Million SUNSHINE COAST Total land area (sqm) QLD 22 22 1 BRISBANE Storage King Group Stores WA 14 3 14 14 204 REGIONAL QLD GOLD COAST 7 5 SA 3 3 1 Operating Stores NEWCASTLE 132 company owned tradi
Slide 20: FY26 Business Metrics
FY26 BUSINESS METRICS Resilient operating performance personal use only Funds from FFO per Distribution per Statutory Profit Operations (FFO) Security Security $82.1m $154.3m 6.24cps 6.20cps ↓ 3.4% on FY25 ↓ $134.7m on FY25 ↓ 3.6% on FY25 Flat on FY25 1. Weighted average cap rate applied to investme
Slide 21: Managing Director Address – Nikki Lawson
personal use only MANAGING DIRECTOR ADDRESS NIKKI LAWSON CARLTON, NSW
Slide 22: Internalisation
INTERNALISATION SKG is now the only vertically integrated, owned, operated and managed Self Storage REIT on the ASX personal use only Aligned Governance Retained Expertise Management incentives now linked directly to SKG’s Key leadership and staff transferred to SKG, retaining performance, rather th
Slide 23: FY26 Investment in Future Growth
FY26 INVESTMENT IN FUTURE GROWTH Positioned to capitalise on the market leading brand under a new structure personal use only Record year for new developments Disciplined acquisition execution Internalisation of 34,500sqm (or 5%) of NLA delivered from developments and expansions in FY26. management
Slide 24: Sustainability Highlights & Initiatives
SUSTAINABILITY HIGHLIGHTS & INITIATIVES personal use only Customer experience: 72 NPS score (FY25: 70 NPS score) Gender equality, diversity and inclusion: Whole business: 53% female (FY25: 52%) Senior management: 31% female (FY25: 25%) Net zero by 2030 scope 1 and 2 GHG¹: We remain committed to the
Slide 25: AGM Trading Update: Established Portfolio Key Operating Metrics
AGM TRADING UPDATE Established Portfolio1 key operating metrics personal use only 1Q27 1Q26 4Q26 FY26 1Q27 vs. 1Q26 1Q27 vs. 4Q26 Average occupancy2 – Group 88.4% 89.9% 89.5% 89.6% -150bps -110bps Average rent psm2 – Group (AUD) $382 $371 $371 $373 +3.0% +3.0% RevPAM2 – Group (AUD) $338 $333 $332 $3
Slide 26: AGM Trading Update (Continued)
AGM TRADING UPDATE (CONTINUED) For the quarter ended 30 September 2026 personal use only Operating update Balance sheet and Capital Strategy FY27 Guidance • 1Q27 trading conditions in line with • Gearing of 36.3% (FY26: 33.7%). Includes • Affirming FY27 distribution guidance of expectations, with St
Slide 27: Priorities for FY27
PRIORITIES FOR FY27 SKG’s levers to generate positive and sustainable earnings growth personal use only Successful internalisation Deliver forecasted efficiencies while culturally and operationally embedding new structure Platform specialisation and optimisation Expand revenue management system capa
Slide 28: Important Information
IMPORTANT INFORMATION personal use only The information provided in this document is general and may not be suitable for the specific purpose of any user of this document. It is not financial advice or a recommendation to acquire Storage King Group securities (ASX:SKG). Storage King Group believes t
Storage King Group — Shareholder Meeting (November 2026) on 6ix