Guocoland Limited · SGX:F17
Guocoland — Shareholder Meeting (October 2025)
18 slides from Guocoland's shareholder meeting presentation, Oct 23, 2025
Slide 1: 49th Annual General Meeting
49th Annual General Meeting Presentation to Shareholders 23 October 2025
Slide 2: FY2025 year in review
FY2025 year in review Macro environment Lentor projects performing well Deepened presence in Singapore 4 • Geopolitical uncertainties Sales status as at 30 June 2025 persisted due to US tariffs and continued 100% Lentor Modern international conflicts 99% Lentor Hills Residences Lentor Central Reside
Slide 3: Creating value through our twin-engine growth strategy and full value chain capabilities
Creating value through our twin-engine growth strategy and full value chain capabilities Portfolio of best-in-class Uplifting neighbourhoods investment properties Proficiency in identifying Stable recurring rental revenue high-potential sites, as well as from premium Grade A assets rejuvenating plac
Slide 4: FY2025 key financial highlights
FY2025 key financial highlights 5% -7% -17% Revenue Operating profit Attributable profit S$1,916m S$299m S$107m 0.01x 1 ct/sh Debt1-to-assets Dividends 0.44x 7 cts / share 1 Debt is defined as total loans and borrowings 4
Slide 5: Twin-engine growth strategy underpins results
Twin-engine growth strategy underpins results • Higher revenue for FY2025 was mainly driven by Revenue by key business Operating profit by key business (S$’ million) (S$’ million) o Higher rental revenue from Guoco Tower and Guoco Midtown 281 o Progressive recognition of profits from the 230 residen
Slide 6: Singapore continues to anchor the Group's performance
Singapore continues to anchor the Group’s performance Revenue by key segments1 Assets by key segments1 Overseas Overseas 18% 21% S$1.85b S$11.88b Singapore Singapore 79% 82% Figures as at 30 June 2025 1 Excludes Unallocated 6
Slide 7: Transforming our asset profile
Transforming our asset profile Growing investment properties while maintaining base of development properties Investment properties 5,932 4,917 4,975 6,203 6,785 6,971 ~70% 1,652 4,877 S$’ million 4,623 3,053 428 Development 4,745 properties 3,946 3,923 4,115 3,114 2,858 2,982 3,551 3,785 3,332 3,14
Slide 8: Growing recurring income base
Growing recurring income base FY2017 FY2022 FY2023 FY2024 FY2025 Guoco Tower Guoco Changfeng Guoco Midtown Guoco Midtown Guoco Midtown II began operations City (South Tower) began operations fully operational began operations began operations 6,785 6,971 6,203 5,932 4,975 281 230 33% S$’ million 170
Slide 9: Business highlights
Business highlights Transforming neighbourhoods with a portfolio of high-quality, user-centric developments in Singapore Guoco Midtown Midtown Modern 20 Collyer Completed Completed Guoco Tower Committed 100% sold Quay Completed CBD Completed occupancy: 100% Committed Guoco Midtown II Committed occup
Slide 10: Creating value for the long term
Creating value for the long term Generating shareholder value through fair value gains of investment properties Strong leasing rates and high tenant retention 59 40 156 249 Healthy weighted average 72 lease expiry of 3.021 years S$’ million 197 -8 143 ~S$1.2b in fair value gains 254 recognised from
Slide 11: Diversified leasing strategy provides resilience
Diversified leasing strategy provides resilience Automotive 2.8% Banking & Finance ✓ Diversified tenant base 20.8% 13.2% Chemical/ Energy/ Oil & Gas Commodities & Trading FMCG across industries boosts Hospitality portfolio resilience and 3.0% Insurance lowers concentration risk Investment Services &
Slide 12: Guoco Tower: Transformed Tanjong Pagar
GUOCO TOWER: Transformed Tanjong Pagar Integrating Grade A offices, premium retail and F&B spaces, prestigious residences, and a luxury business hotel in a vibrant mixed-use destination 12
Slide 13: Guoco Midtown: A Flagship Integrated Development
GUOCO MIDTOWN: A Flagship Integrated Development Transformation of Bugis–Beach Road district to continue with newly-opened overhead link bridge and underground pedestrian network connecting Bugis MRT and Marina Centre to Guoco Midtown 13
Slide 14: Widening our foothold with sustained investments in land sites in Singapore
Widening our foothold with sustained investments in land sites with strong attributes and catchment in Singapore FY FY FY FY FY 2022 2023 2024 2025 2026 Jul’21: Acquired Sep’22: Launched Jul’23: Launched Aug’24: Acquired Aug’25: Launched 1st site in Lentor Lentor Modern Lentor Hills Margaret Drive s
Slide 15: Springleaf Residence
SPRINGLEAF RESIDENCE: First high-rise development in Springleaf with a biodiversity-sensitive design approach • 941-units across five 25-storey towers and a conserved four-storey building, which was part of the former Upper Thomson Secondary School • Less than 2-min walk to Springleaf MRT station •
Slide 16: Transforming neighbourhoods with new launches
Transforming neighbourhoods with new launches Faber Residence River Modern (Launched at 86%) • High-end waterfront • Near established schools development comprising two and key business hubs towers with some • Walking distance to commercial shops on the first future Jurong Town Hall floor MRT on JRL
Slide 17: Creating value through our twin-engine growth strategy and full value chain capabilities
Creating value through our twin-engine growth strategy and full value chain capabilities Portfolio of best-in-class Uplifting neighbourhoods investment properties Proficiency in identifying Stable recurring rental revenue high-potential sites, as well as from premium Grade A assets rejuvenating plac
Slide 18: Disclaimer
Disclaimer ▪ This presentation has been prepared by GuocoLand Limited (the “Company”) solely to provide information in connection with a potential investment in securities to be issued by GLL IHT Pte. Ltd. and/or the Company. By viewing all or part of this presentation, you agree to maintain confide