Centuria Capital Group · ASX:CNI
Centuria Capital — Investor Presentation (June 2026)
39 slides from Centuria Capital's investor presentation, Jun 22, 2026
Slide 1: $300m Fully Underwritten Equity Raising
LISTED: DATA CENTRE, PIPE STREET, WELLCAMP QLD For personal use only 22 June 2026 | ASX:CNI Centuria Capital Group $300m Fully Underwritten Equity Raising NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS
Slide 2: Important notices
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Important notices This presentation has been prepared, authorised and is issued by Centuria Capital Group (CNI or Centuria) which is a stapled vehicle comprised of Centuria Capital Limited ACN 095 454 336 and Centuria Funds Management Limi
Slide 3: Important notices
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Important notices The retail offer booklet for the Retail Entitlement Offer will be made available to eligible retail securityholders (Eligible Retail Securityholders) following its lodgement with the ASX. Eligible Retail Securityholders w
Slide 4: Transaction overview
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Transaction overview Centuria is undertaking a fully underwritten $300m equity raising structured as: – An institutional placement to raise $200m (the Placement); and – A 1 for 17 accelerated non-renounceable entitlement offer to raise $
Slide 5: Differentiated NVIDIA neocloud partner opportunity providing access to cash flows
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Differentiated NVIDIA neocloud partner opportunity providing access to cash flows beyond third party leases CENTURIA RESETDATA Real Estate Platform complements AI AI Factory Platform leverages Centuria’s For personal use only Factory Platf
Slide 6: Centuria + ResetData: Key pillars for neocloud success
NOT FOR NOT DISTRIBUTION IN THE FOR DISTRIBUTION INUNITED STATES THE UNITED OR TO STATES ORU.S. TOPERSONS U.S. PERSONS Centuria + ResetData: Key pillars established Centuria & are building a platform, beyond deploying GPUs.1 for neocloud success • ResetData: Operational team enabling rapid GPU deplo
Slide 7: Establishing a pipeline for potential near term deployment of 10,000+ GPUs
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Establishing a pipeline for potential near term deployment of 10,000+ GPUs and opportunity to expand into Centuria’s portfolio over time1 AI-F1: HOA3 HOA4 MSA5 Stage 1 & 2 For personal use only 200MW+ Power 1.1MW <3MW c.13MW c.7MW potentia
Slide 8: Executing within a high growth sector
NOT FOR DISTRIBUTION IN THE UNITED NOTSTATES OR TO U.S. PERSONS FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Executing within a high growth sector AI F1 One of three Australian Nvidia Cloud Partners and Australia’s revenue targets ($m)1,2,3,4 For personal use only only neocloud Dell Ti
Slide 9: Centuria has established vertically integrated data centre capability
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Centuria has established vertically integrated data centre capability Centuria is the only Australian platform spanning real estate + operations + AI compute. DC owner DC developer DC operator AI Factory operator For personal use only ARTI
Slide 10: Potential pathway to 200MW+ of power
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Potential pathway to 200MW+ of power • Centuria owns and manages existing data centres and various properties with future data centre optionality. • Centuria and ResetData are progressing data centre pathways that will be assessed in line
Slide 11: Centuria real estate equity flywheel
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Centuria real estate equity flywheel $18.3b Property funds management Utilising Centuria’s balance sheet to accelerate platform growth and seed new funds for a growing private and institutional investor network AUM as at 31 December 2025 6
Slide 12: Centuria real estate funds platform scaling up
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Centuria real estate funds platform scaling up FY26 ▲ >100% c.$1b For personal use only TARGET REAL ESTATE ACQUISITION ACTIVITY Select and proposed acquisitions Centuria Port Adelaide Centuria Agriculture Fund, FY25 ▲ +57% Industrial Fund
Slide 13: Larger assets underpin focused ongoing platform scale-up
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Larger assets underpin focused ongoing platform scale-up FY26 acquisition sizing demonstrates Centuria platform maturity, expanded balance sheet assists in larger asset acquisitions in FY27 and beyond1 Select acquisitions For personal use
Slide 14: Centuria Bass Credit: Positioned to deploy capital and scale market share
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Centuria Bass Credit: Positioned to deploy capital and scale market share 1 Proven platform 2 Large and growing market opportunity 3 Scaled distribution Strong growth and track record Low market share, significant runway Capacity to deploy
Slide 15: Equity raising summary
• RESETDATA: AI FACTORY 1 NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS WORLD SQUARE - 680 GEORGE & 50 GOULBURN STREET, SYDNEY NSW For personal use only Equity raising summary
Slide 16: Equity raising summary
Equity raising summary Centuria is undertaking a fully underwritten $300m equity raising structured as: – An institutional placement to raise $200m (the Placement); and For personal use only – A 1 for 17 accelerated non-renounceable entitlement offer to raise $100m (the Entitlement Offer) (togethe
Slide 17: Sources and Uses
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS Sources and Uses Centuria intends to use the equity raising proceeds to provide funding flexibility to accelerate growth across ResetData and the Group’s real estate equity and credit funds management platform. Sources and application of f
Slide 18: Indicative timetable
Indicative timetable 1 Key event Date Trading halt and announcement of the Equity Raising Monday, 22 June 2026 For personal use only Announcement of results of the Institutional Placement and Institutional Entitlement Offer Tuesday, 23 June 2026 Trading halt lifted and trading re-commences on an ex-
Slide 19: Appendices
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS RESETDATA: AI FACTORY 1 UNLISTED: TWO WELLS GLASSHOUSE SA For personal use only Appendices
Slide 20: A: Pro Forma Operating Balance Sheet
Appendix A: Pro Forma Operating Balance Sheet Net material ($Am) HY26 transactions post Offer Pro-Forma • Pro forma balance sheet includes the following Reported proceeds balance sheet 31 December 2025 transactions: Cash and cash equivalents 168.9 - - 168.9 – $100 million of net movement in For pers
Slide 21: B: Key Risks (1 of 9)
Appendix B: Key Risks (1 of 9) General risks This section identifies some of the key risks associated with an investment in CNI along with the key risks relating to participation or non-participation in the Equity Raising. A number of risks and uncertainties may adversely affect the operating and fi
Slide 22: B: Key Risks (2 of 9)
Appendix B: Key Risks (2 of 9) General risks (cont’d) Risk Description For personal use only Centuria is exposed to a range of operational risks arising from its day-to-day business activities, the management of a large and geographically diverse property portfolio, and its reliance on complex finan
Slide 23: B: Key Risks (3 of 9)
Appendix B: Key Risks (3 of 9) General risks (cont’d) Risk Description For personal use only Centuria is subject to increasing regulatory, investor and stakeholder expectations in relation to environmental, social and governance (ESG) matters, including climate- related risks and mandatory climate-r
Slide 24: B: Key Risks (4 of 9)
Appendix B: Key Risks (4 of 9) Industry specific risks: property sector Risk Description For personal use only Centuria is subject to prevailing property market conditions in the sectors and jurisdictions in which its managed funds operate. Deterioration in property investment Property sector risks
Slide 25: B: Key Risks (5 of 9)
Appendix B: Key Risks (5 of 9) Risks specific to the Equity Raising Risk Description For personal use only CNI has entered into an underwriting agreement with the Underwriters for the Equity Raising. If the Underwriters terminate the underwriting agreement, CNI may not be able to raise sufficient eq
Slide 26: B: Key Risks (6 of 9)
Appendix B: Key Risks (6 of 9) Risks specific to funds management Risk Description For personal use only Centuria manages funds on behalf of third-party investors and may derive a significant amount of Centuria Group income from fees calculated by reference to funds Funds management performance and
Slide 27: B: Key Risks (7 of 9)
Appendix B: Key Risks (7 of 9) Risks specific to ResetData Risk Description For personal use only Centuria holds a 50% interest in ResetData. A call option is exercisable by Centuria in August 2029 to acquire the remaining 50% interest. Execution of ResetData’s Partial ownership risk strategy will d
Slide 28: B: Key Risks (8 of 9)
Appendix B: Key Risks (8 of 9) Risks specific to ResetData (cont’d) Risk Description For personal use only The venture will rely on third-party manufacturers and suppliers for critical equipment, including servers, chips, GPUs, cooling systems, power infrastructure, networking equipment and other ha
Slide 29: B: Key Risks (9 of 9)
Appendix B: Key Risks (9 of 9) Risks specific to ResetData (cont’d) Risk Description For personal use only ResetData may require additional debt or other financing to fund capital expenditure, working capital or expansion. There can be no assurance that debt financing will be available on acceptable
Slide 30: C: International Offer Restrictions
Appendix C: International Offer Restrictions This document does not constitute an offer of new stapled securities (“New Securities”) of Centuria in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Securities may not be off
Slide 31: C: International Offer Restrictions
Appendix C: International Offer Restrictions Hong Kong WARNING: This document has not been, and will not be, registered as a prospectus under the Companies (Winding Up and Miscellaneous Provisions) Ordinance (Cap. 32) of Hong Kong, nor has it been authorised by the Securities and Futures Commission
Slide 32: C: International Offer Restrictions
Appendix C: International Offer Restrictions Norway This document has not been approved by, or registered with, any Norwegian securities regulator under the Norwegian Securities Trading Act of 29 June 2007 no. 75. Accordingly, this document shall not be deemed to constitute an offer to the public in
Slide 33: C: International Offer Restrictions
Appendix C: International Offer Restrictions United Kingdom This document has not been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of Regulation 21 of The Public Offers and Admissions to Trading Regulations 2024 (“POATRs”)) ha
Slide 34: D: Summary of the Underwriting Agreement
Appendix D: Summary of the Underwriting Agreement Centuria has entered into an underwriting agreement with the Underwriters (the Underwriting Agreement) pursuant to which the Underwriters have been appointed to act as joint lead managers, bookrunners and Underwriters of the Offer and have agreed to
Slide 35: D: Summary of the Underwriting Agreement
Appendix D: Summary of the Underwriting Agreement n) an obligation arises on Centuria to give ASX a notice in accordance with sections 708AA(12) or 1012DAA(12) (as modified by the ASIC Instrument and any other applicable ASIC legislative instrument or other relief) in relation to a matter that is ma
Slide 36: D: Summary of the Underwriting Agreement
Appendix D: Summary of the Underwriting Agreement Representations, warranties and undertakings Centuria gives customary representations and warranties in connection with (among other things) the Offer. These include representations and warranties customary for an offer of this nature, including as t
Slide 37: Definitions
Definitions Australian Business: The Australian Government has developed a CPFL: Centuria Property Funds Limited ACN 086 553 639 definition of an Australian business for use within the context of CPFL2: Centuria Property Funds No. 2 Limited ACN 133 Commonwealth procurement framework. An Australian b
Slide 38: Disclaimer
Disclaimer This presentation has been prepared by Centuria Capital Limited and Centuria Funds Management Limited (CFML) as responsible entity of Centuria Capital Fund (together the stapled listed entity CNI). Centuria Property Funds Limited (ACN 086 553 639, AFSL 231 149) (CPFL) and Centuria Propert
Slide 39: Office contact details
NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. PERSONS AUSTRALIA For personal use only Sydney (head office) Melbourne (02) 8923 8923 (03) 9616 6500 Level 41, Chifley Tower Level 47 2 Chifley Square 101 Collins Street Sydney NSW 2000 Melbourne Vic 3000 Brisbane Perth (07) 3905 7000 (08) 9321 71
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