Argo Global Listed Infrastructure Ltd. · ASX:ALI
Argo Global Listed Infrastructure — Shareholder Meeting (2026)
21 slides from Argo Global Listed Infrastructure's shareholder meeting presentation, Oct 25, 2026
Slide 1: Argo Infrastructure Annual General Meeting 2026
ARGO INFRASTRUCTURE Annual General Meeting 2026
Slide 2: Peter Warne, Chairman
PETER WARNE CHAIRMAN 2
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by Argo Service Company Pty Ltd (ASCO) (ACN 603 367 479) (Australian Financial Services Licence 470477), on behalf of Argo Global Listed Infrastructure Limited (ACN 604 986 914). ASCO’s Financial Services Guide is available on request or at argoinfrastr
Slide 4: Board of Directors
BOARD OF DIRECTORS Peter Warne Jason Beddow Sarah Brennan Non-executive Chairman Managing Director Non-executive Director Mark Hall Fiona Hele Non-executive Director Non-executive Director 4
Slide 5: Our Objective
OUR OBJECTIVE To provide a total return for long-term investors, consisting of capital growth and dividend income, from a global listed infrastructure portfolio which can provide diversification benefits for Australian investors. 5
Slide 6: 2026 Overview
2026 OVERVIEW Total assets Portfolio performance Full year dividends $529m +13.0% 10.0c At 30 June 2026 Year-ended 30 June 2026 Per share, fully franked $476m in 2025 Record high Total dividends NTA per share Fully franked dividends 77.25c $2.75 17 Per share, paid since Net tangible assets Consecuti
Slide 7: Our Dividend Track Record
OUR DIVIDEND TRACK RECORD Increase Fully franked full-year dividends DIVIDEND YIELD cents per share 5.7% * Including franking DIVIDEND TRACK RECORD 17 Consecutive fully franked TOTAL DIVIDENDS 77.25c Per share, since inception *Based closing on share price at 30 September 2026 5
Slide 8: Total Returns
TOTAL RETURNS *FTSE Global Core Infrastructure 50/50 Index (in A$) All figures as at 30 September 2026 8
Slide 9: Shareholder Returns $10,000 Invested
SHAREHOLDER RETURNS $10,000 INVESTED $10,000 invested in Argo Infrastructure Since inception (July 2015) to September 2026 All figures as at 30 September 2026 9
Slide 10: Shareholder Survey
SHAREHOLDER SURVEY Response rate Top priority Would recommend 527 1st 91% Shareholders responded Shareholders seeking global Willing to recommend ALI to diversification for portfolio other investors Communications Long-term holders Engagement 80% 49% 76% Access information about Have held their ALI
Slide 11: Shareholder Survey
SHAREHOLDER SURVEY WHAT WORDS WOULD YOU USE TO DESCRIBE ARGO INFRASTRUCTURE? 11
Slide 12: Share Price Relative to NTA
SHARE PRICE RELATIVE TO NTA All figures as at 30 September 2026 12
Slide 13: Company Outlook
COMPANY OUTLOOK ae a ey, — :
Slide 14: Shareholder Benefits
SHAREHOLDER BENEFITS Access new Global Specialist global infrastructure diversification fund manager opportunities Proven investment Enhanced Simple global approach risk-adjusted returns investing 14
Slide 15: Jason Beddow, Managing Director
JASON BEDDOW MANAGING DIRECTOR 15
Slide 16: AI Drives Listed Infrastructure Growth
AI DRIVES LISTED INFRASTRUCTURE GROWTH 16
Slide 17: Rising Bond Yields and Infrastructure
RISING BOND YIELDS AND INFRASTRUCTURE 17
Slide 18: Looking Ahead
LOOKING AHEAD 18
Slide 19: Outlook
OUTLOOK AI-driven energy demand Growing freight rail volumes Image to come Rising natural gas consumption Supply chain reconfiguration 19
Slide 20: Get in Touch
GET IN TOUCH invest@argoinfrastructure.com.au (08) 8210 9555 argoinfrastructure.com.au 26
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