Grindrod Limited · JSE:GND
Grindrod — Investor Presentation (September 2026)
12 slides from Grindrod's investor presentation, September 2026
Slide 1: Grindrod: The integrated corridor advantage
grindrod.com Grindrod: The integrated corridor advantage KWAZI MABASO September 2026 A differentiated Southern African logistics platform built on hard-to-replicate infrastructure, connected operations and visible growth.
Slide 2: Forward-looking statements
MENTS yard-looking statements. All statements other than included in this presentation are or may be forward-looking ‘eflect management's current expectations, beliefs, hopes, ding the future and assumptions in light of currently available |-looking statements are subject to risks and uncertainties.
Slide 3: Our purpose: a positive difference in Africa's trade with the world
* Our PURPOSE is to make a positive difference _ in Africa’s trade with the world, touching lives of the communities in which we operate.
Slide 4: Southern Africa's logistics opportunity is evolving
THE CONTEXT Southern Africa’s logistics opportunity is evolving Moving from policy to implementation. Three structural forces are converging. Export volumes Customer demand is Rail reform (open- Export volume are growing. shifting toward access rail), terminal growth integrated, end-to-end concessio
Slide 5: Why Grindrod
IN V E S T M E N T P R O P O S IT IO N Why Grindrod A focused investment proposition linking strategic infrastructure, corridor integration and disciplined growth. STRATEGIC INFRASTRUCTURE INTEGRATED LOGISTICS VISIBLE GROWTH Hard-to-replicate port and terminal Capabilities that connect customers Cap
Slide 6: Resilient delivery, strong operating momentum
H 1 2 0 2 6 R E S U LT S Resilient delivery, strong operating momentum Port of Maputo Group revenue Group EBITDA Cash generated from operations 29% 19% 52% 28% 8.4 million tonnes R2.8 billion R884 million R561 million Record 1.6 million tonnes in June LTIFR Drybulk terminal Headline earnings * Inter
Slide 7: The integrated logistics proposition
O N E S Y S T E M , M U LT IP L E G AT E W AY S The integrated logistics proposition A single-link operator competes on price, which means we sell a solution, not a service. CUSTOMER FLOW TERMINAL CARGO ORIGIN RAIL TRANSPORT WAREHOUSING PORT GLOBAL MARKET One corridor plan, one operating rhythm, one
Slide 8: Visible growth pipeline
G R O W T H PAT H W AY Visible growth pipeline Capacity expansion focused on corridor constraints and sustainable returns. MATOLA TERMINAL SA RAIL MAPUTO PORT RICHARDS BAY EXPANSION OPEN ACCESS DREDGING HANDLING FACILITY 7.3 > 12 mtpa 0.4 mtpa Larger Capesize vessels Container depot Back-of-terminal
Slide 9: Financial strength and capital discipline
IN V E S T M E N T C A S E A N D C A P ITA L A L L O C AT IO N Financial strength and capital discipline A differentiated infrastructure platform built for growth and through-the-cycle returns. 1 STRATEGIC INFRASTRUCTURE 2 VISIBLE GROWTH 3 DICIPLINED CAPITAL ALLOCATION Hard-to-replicate assets in ke
Slide 10: Delivering today and creating tomorrow
IN V E S T M E N T C A S E A N D S T R AT E G IC P R IO R IT IE S Delivering today and creating tomorrow Our strategic priorities Focused execution across our key drivers Our people and communities Operational excellence Growth execution Shareholder value Our people matter - touching lives in Reliab
Slide 11: Integrated logistics connecting Africa's trade with the world
T H E A M B IT IO N Integrated logistics connecting Africa’s trade with the world Where movement finds meaning. GRINDROD LIMITED grindrod.com
Slide 12: ‘www.grindrod.com - GRINDROD
‘www.grindrod.com - GRINDROD