Sienna Senior Living Inc. · TSX:SIA
Sienna Senior Living — Q3 2025 Earnings Presentation
14 slides from Sienna Senior Living's earnings presentation, Nov 14, 2025
Slide 1: Q3 2025 Conference Call
Q3 2025 Conference Call Brants Landing & Oakwood Commons Campus of Care, Brantford, Ontario November 13, 2025 Sienna Senior Living Inc. (SIA: TSX)
Slide 2: Cautionary Note
Cautionary Note Certain information in this presentation may contain forward-looking information. Actual results could differ materially from conclusions, forecasts or projections in the forward-looking information, and certain material factors or assumptions were applied in drawing conclusions or m
Slide 3: Presenters
Presenters Nitin Jain Chief Executive Officer, President & Director David Hung Chief Financial Officer & Executive Vice President, Investments
Slide 4: Accelerating Growth
Accelerating Growth + Strong operating results 94.1% Q3 Retirement Occupancy across both lines of business (Average Same Property)) + Successful Completion of development projects in ~$218M Developments Ontario Completed & Opened in 2025 + Continued growth through acquisitions ~$600M Acquisitions To
Slide 5: Strong Operating Results
Strong Operating Results Retirement Same Property (SP) Occupancy 13.2% 95% 95.0 94.7 Q3 2025 94.5 94.6 Year-over-Year 92.9 93.1 93.1 93.1 92.7 92.4 92.6 92.5 SP NOI Growth* 91.8 91.9 91.9 91.9 92.0 In Retirement Segment 90.8 91.1 90.5 90.5 90.1 90.1 90.2 89.9 89.5 89.6 Percent 89.0 6.7% 86.0 Q3 2025
Slide 6: Unlocking Value through Redevelopments
Unlocking Value through Redevelopments Northern Heights North Bay, Ontario ~3% Contribution to AFFO/Share per LTC Redevelopment Project Brants Landing & Oakwood Commons Brantford, Ontario Sienna Senior Living 6
Slide 7: Acquisition Momentum Continues
Acquisition Momentum Continues LaSalle Park Aspira Credit River Greater Toronto Area, Ontario Greater Toronto Area, Ontario (under contract) Fort Saskatchewan Care Community Fort Saskatchewan, Alberta Hygate on Lexington Waterloo, Ontario (under contract) ~$600M Acquisitions Completed & Under Contra
Slide 8: Investing in Our Team Members
Investing in Our Team Members Team Member Engagement Score 8.0 7.9 7.5 7.3 7.1 2021 2022 2023 2024 2025 86% Participation Rate In Team Member Engagement Survey Sienna Senior Living 8
Slide 9: Operating & Financial Results
Operating & Financial Results
Slide 10: Q3 2025 Financial Results (excluding one-time items)
Q3 2025 Financial Results (excluding one-time items) Quarter ended September 30 2025 2024 Change $Million, except occupancy and per share data Retirement operations Revenue (Proportionate Basis) 261.7 224.8 + 16.4% benefitting from improved occupancy and rate growth as Same Property (SP) NOI 46.4 42
Slide 11: Contributions from Recently Completed Redevelopments
Contributions from Recently Completed Redevelopments Estimated Annual Expected Number of Development Projects Completion Development Construction Development Beds / Suites Grant Costs Subsidy(1) Yield Brantford Q3 2025 160 / 147 $140M $4.0M $3.3M 8.5% ~$4.7M North Bay Q3 2025 160 $78M $4.0M $3.3M 8.
Slide 12: Diversified Debt Profile
Diversified Debt Profile 350 $464M 319 Liquidity 300 279 As at September 30, 2025 Debt Maturities ($MMs) 250 210 196 200 150 180 141 $1.3B Unencumbered Assets 100 As at September 30, 2025 50 9 9 0 -50 2025 2026 2027 2028 2029 2030 2031 Thereafter $175 Mortgages Unsecured Debentures Construction Loan
Slide 13: Raising Growth Outlook
Raising Growth Outlook Growth Target + Retirement 2025 SP NOI 13% – 14% + Retirement SP Occupancy Target 95% by year-end 2025 + Retirement 2025 SP Margin 200 – 250 bps + LTC 2025 SP NOI 4% – 5% Sienna Senior Living
Slide 14: Contact Information
Contact Information Sienna Senior Living Inc. siennaliving.ca t: (905) 489-0258 e: investors@siennaliving.ca