Gemlife Communities Group · ASX:GLF
Gemlife Communities — Shareholder Meeting (May 2026)
22 slides from Gemlife Communities's shareholder meeting presentation, May 28, 2026
Slide 1: Annual General Meeting Addresses and Presentation
28 May 2026 Annual General Meeting Addresses and Presentation Attached are the addresses and presentation to be given at today’s inaugural Annual General Meeting of GemLife Communities Group (ASX: GLF): 1. Kristie Brown – Chairman of today’s Meeting 2. Adrian Puljich, Founder, Managing Director and
Slide 2: Kristie Brown - Chairman's Address
GemLife Communities Group – Inaugural Annual General Meeting – 28 May 2026 Kristie Brown - Chairman’s Address On behalf of GemLife's Board and management, I would like to welcome you to our inaugural Annual General Meeting as an ASX-listed company. My name is Kristie Brown, and it is my pleasure to
Slide 3: Chairman's Address: The sector opportunity
The Board's focus is firmly on sustainable, value-accretive growth - building out our communities in a measured, responsible way that creates long-term value for securityholders. Growth for its own sake has never been GemLife’s philosophy, and it will not become one. The sector opportunity At the he
Slide 4: Adrian Puljich – CEO's Address
GemLife Communities Group – Inaugural Annual General Meeting – 28 May 2026 Adrian Puljich – CEO’s Address I wish to extend a warm welcome to those in attendance today, our securityholders, sub-contractors and suppliers throughout the GemLife network and, most importantly, our valued homeowners. With
Slide 5: Margin strength and business overview
Margin strength: the real proof point If there is one measure that best reflects the strength of this business, it is our ability to generate and sustain healthy margins. As I said in my opening remarks, we have now consistently achieved gross development margins within our target range for seven co
Slide 6: Four critical control advantages
This gives us four critical control advantages: First, cost control: Our vertically integrated model allows us to work directly with suppliers and subcontractors, giving us greater control over pricing, labour availability and delivery outcomes than operators who outsource construction to third-part
Slide 7: Structural tailwinds
Structural tailwinds Our FY25 outperformance demonstrates the strength and appeal of GemLife’s communities and the depth of demand from downsizers seeking high-quality, low-maintenance living that supports lifestyle, connection and independence. We continue to observe increasing interest across all
Slide 8: FY26 guidance and the opportunity ahead
Gross home build margins have remained within the Group’s long-term target range, supported by disciplined cost management and continued pricing strength, without compromising home quality, sizing or inclusions. Importantly, our model provides significant operational control and flexibility in respo
Slide 9: Palmwoods
GemLife Palmwoods For personal use only AGM Presentation 28 May 2026
Slide 10: CEO's Address
GemLife Glass House Mountains For personal use only CEO’s Address Adrian Puljich Founder, Managing Director and Group Chief Executive Officer GemLife Palmwoods GemLife Communities Group | 2026 2
Slide 11: FY25 Group overview: Delivering quality earnings
FY25 Group overview: Delivering quality earnings Pro Forma Highlights1,2 FY25 demonstrated the strength of GemLife’s operating model. Revenue For personal use only +4.5% on Prospectus • Delivered above Prospectus forecasts across key financial metrics. $281.7m +5.8% on FY24 • Premium home positionin
Slide 12: Business Overview: How we create value
GemLife Maroochy Quays Business Overview: How we create value GemLife is a leading vertically integrated, pure-play Land Lease Community (LLC) developer, builder, owner, and operator for Australians aged over 50. GemLife is a founder-led business drawing on 40 years of experience in the LLC sector.
Slide 13: Vertically integrated operating platform
GemLife Moreton Bay Vertically integrated operating platform GemLife’s internal building capabilities provide significant advantages across the development lifecycle. For personal use only Site Development Sales and Community Acquisitions and Construction Marketing Operations Cost Control Faster Del
Slide 14: Positioned for long-term growth
Positioned for long-term growth Strong pipeline visibility GemLife on Dean GemLife Currumbin Waters For personal use only 10+ year development pipeline providing clear visibility into future earnings growth, supported by a diversified portfolio of communities across varying stages of development and
Slide 15: Strong structural tailwinds support long-term demand
Strong structural tailwinds support long-term demand Powerful demographic and housing trends continue to underpin long-term demand For personal use only Australia's ageing population Forecast Supply and Demand Projected supply shortfall could exceed Australians aged 50-84 expected to grow by ~40% by
Slide 16: "You feel it every day."
For personal use only "You feel it every day." Steven and Nina Butler discovered GemLife Palmwoods while looking to move closer to family. They purchased their home the next morning. Today, they describe a lifestyle built around connection, activity and belonging. From sport and social events to eve
Slide 17: FY26 operational update
GemLife Gold Coast FY26 operational update Strong demand continues • Enquiry activity continues to grow with Group record monthly enquiry levels achieved in March and April 2026. For personal use only • Continued pricing strength across communities in all states. • Sales performance remains robust,
Slide 18: The opportunity ahead
The opportunity ahead We delivered on our commitments in FY25 and remain focused on disciplined long-term value creation. For personal use only Differentiated operating model Vertically integrated platform delivering control, scalability and margin protection. Structural sector growth Strong demogra
Slide 19: Thank you
GemLife Moreton Bay For personal use only Thank you GemLife Communities Group | 2026 11
Slide 20: Glossary
Glossary Term Definition Active Community A community with Occupied Homes. For personal use only Community/Communities A collection of Sites containing Occupied Homes or Homes available for sale or resale, together with common area facilities that are operated and maintained by GemLife. DA Approved
Slide 21: Disclaimer
Disclaimer This presentation has been prepared by GemLife Communities Group (“GemLife”) comprising GemLife Group Ltd Forward-looking statements (ACN 607 629 149) and Equity Trustees Limited (ACN 004 031 298; AFSL 240975) as responsible entity for GemLife Trust This presentation may contain certain "
Slide 22: Contact Information
Contact Information For personal use only Adrian Puljich Founder, Managing Director and Group Chief Executive Officer Ashmit Thakral Chief Financial Officer Ashmit@gemlife.com.au Adam Fairfax Head of IR and Strategy AdamF@gemlife.com.au GemLife Over-50s Lifestyle Communities M1 Connect Level 2, 120
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