Segro Plc · LSE:SGRO
Segro — Investor Day (March 2026)
28 slides from Segro's investor day presentation, Mar 12, 2026
Slide 1: Data Centre Asset Tour, Slough Trading Estate
Enabling extraordinary things Data Centre Asset Tour, Slough Trading Estate 12 March 2026 Andrew Pilsworth – MD, Data Centres Jo Jackson – Director, Western Corridor 1
Slide 2: SEGRO hosts
SEGRO hosts Andrew Jo Pilsworth Jackson MD, Director, Data centres Western Corridor 2
Slide 3: SEGRO
SEGRO Andrew Pilsworth Managing Director, Data centres 3
Slide 4: SEGRO is the UK's largest listed REIT
UK FTSE 100 LISTED COMPANY ESTABLISHED IN 1920 SEGRO IS THE UK’S LARGEST LISTED REIT 10.9 million 8 £22 billion 1,400 SQ M OF SPACE COUNTRIES ASSETS UNDER CUSTOMERS MANAGEMENT
Slide 5: Prime assets, exceptional landbank and market-leading operating platform drive outperformance
Prime assets, exceptional landbank and market-leading operating platform drive outperformance £22bn £19bn AUM Portfolio value (at share) Hamburg Midlands Amsterdam Warsaw Dortmund Berlin Poznań London & Tilburg Western Corridor Düsseldorf Łódź Wroclaw Frankfurt Cologne Katowice Prague Portfolio spli
Slide 6: Urban and big box warehouses – complementary asset types
Urban and big box warehouses – complementary asset types Portfolio by type: (valuation, SEGRO share) Data as at 31 December 2025 Other1 Urban warehouses incl. data centres 8% Big boxes (65%) 2% (35%) Data - Smaller units, generally <10,000 sq m centres 12% - Larger units, generally over 10,000 sq m
Slide 7: Slough Trading Estate
Slough Trading Estate Jo Jackson Director, Western Corridor 7
Slide 8: Western Corridor portfolio map
Chelmsford Western Corridor portfolio map A1{M) A414 Waltham M25 Cross A12 A10 M1 Enfield M11 M25 Tottenham A406 Walthamstow M40 A12 A40 Wembley M25 Greenford Hackney Barking Park King’s & Bow Rainham Royal Cross Newham A13 Maidenhead A13 Slough Hayes HEATHROW Acton Wapping M4 AIRPORT Bermondsey A4
Slide 9: Slough Trading Estate
Slough Trading Estate 6.8m 314 Customers £3.2bn Capital £129m Headline rent Built 95.1% Occupancy value (ERV = £156m) sq ft space At 31 December 2025
Slide 10: Over a century of providing industrial and logistics space in Slough
Over a century of providing industrial and logistics space in Slough Site developed in 1918 to service military automobiles Acquired by SEGRO (then Slough Estates) and commenced trading in 1920 Customer base has shifted from manufacturing to a broad mix across varied industries and sectors Beginning
Slide 11: A diverse customer base
A diverse customer base Post & Parcel Retail & Services Technology & Communications Manufacturing & Pharmaceutical 11
Slide 12: Over 17 years of experience in the data centre sector
Over 20 years of experience in the data centre sector First data centre lease was signed on the Slough Trading Estate in 2005. 0.5GW £58m Slough is now home to Europe’s largest cluster of data centres. Operational Headline rent1 capacity (7% of Group) SEGRO’s first multi-storey data centre was built
Slide 13: The secrets to the Slough Trading Estate's data centre success
The secrets to the Slough Trading Estate’s data centre success Proximity Power Planning Located in major Availability Private and resilient power Strong relationship with the Zones for latency and resilience. network. Slough Borough Council. Access to established fibre Simplified Planning Zone (SPZ)
Slide 14: Simplified Planning Zone: the power of certainty
SIMPLIFIED PLANNING ZONE THE POWER OF CERTAINTY A SPECIFIED PLANNING PERMISSION COVERING THE ESTATE MEANING THAT PERMITTED DEVELOPMENT CAN GO AHEAD WITHOUT THE NEED FOR INDIVIDUAL PLANNING PERMISSIONS • KEY FEATURES • FLEXIBILITY • CERTAINTY • SPEED • MARKETABILITY • INFRASTRUCTURE • BENEFITS FOR NE
Slide 15: Strong track-record of development on the estate
Strong track-record of development on the estate – over 2m sq ft completed since 1 January 2018 Urban warehouses Data centres and higher value uses 580 Ipswich Road Premier Inn Buckingham Ave. 204 Bedford Ave. 212 Bedford Ave. 136 Edinburgh Ave. 110 Buckingham Ave. 470 Malton Ave. 15
Slide 16: Case study: Ajax Avenue, Slough Trading Estate
Case study: Ajax Avenue, Slough Trading Estate 72,500 sq ft of 1960s multi-let terraced warehouses Re-located customers to other parts of the portfolio Completed three multi-level data centres, equating to over 400,000 sq ft of space in December 2023 BEFORE CONSTRUCTION Lease signed with Global Tech
Slide 17: Data centre strategy
Data centre strategy Andrew Pilsworth Managing Director, Data centres
Slide 18: Cloud and Inference AI set to drive significant European data centre market growth
Cloud and Inference AI set to drive significant European data centre market growth European data centre capacity1 Rising user-demand and businesses’ digital infrastructure moving to Cloud based solutions Latency and proximity are key Growth and clustering in key Availability Zones Cloud The ‘user in
Slide 19: SEGRO's exceptional growing bank of powered land
SEGRO’s exceptional growing bank of powered land Powered land bank focused on key European Availability Zones Significant land holdings in key European Availability Zones London Berlin Warsaw Frankfurt Paris 2.5GW+ total power bank with 1.1GW available to pre-let by end of 2028 SEGRO land Establishe
Slide 20: Executing on our data centre strategy in 2025
Executing on our data centre strategy in 2025 – Strengthened our group-wide data centre platform and created a new energy team – Andrew Pilsworth appointed MD of Data Centres – Formed joint venture with Pure DC Group to develop our first fully fitted data centre Capabilities – Completed powered shel
Slide 21: Optimising risk-adjusted returns according to the characteristics of each site
Optimising risk-adjusted returns according to the characteristics of each site SEGRO’s scope of activity Powered Powered Fully Operational land shell fitted Characteristics Source land Secure planning + Build + Fit-out + Operate and maintain Secure power shell (MME, no racks/servers)1 Leasing approa
Slide 22: Our strategy de-risks the fully fitted model whilst capturing higher returns
Our strategy de-risks the fully fitted model whilst capturing higher returns Operational and governance Joint venture responsibilities: – Solely focused in and around key Availability Zones SEGRO JV partner Land – Develop only within joint venture, leveraging our Power partners’ technical and commer
Slide 23: SEGRO Pure Premier Park Data Centre Limited
SEGRO Pure Premier Park Data Centre Limited Joint venture to develop a 56MW fully fitted data centre Construction of a fully fitted data centre on 10-acre site within prime London Availability Zone 70MVA+ power capacity (56MW IT load)1 Targeting pre-let to a hyperscaler Project site c.£1bn total cap
Slide 24: Premier Park DC JV: Indicative project timeline
Premier Park DC JV: Indicative project timeline 2025 H2 2025 Target: 2026 +12-18 months +18 months +12 months Joint venture Planning Planning approval Construction of First phase Final phase formed submitted received, customer shell completes of fit-out of fit-out pre-let and and fit-out completes a
Slide 25: Compelling opportunity from data centre platform
Compelling opportunity from data centre platform Exceptional 2.5GW+ Ability to drive significant land and power positions value and income on the most in key European prime sites through delivering Availability Zones fully fitted data centres in a de- risked joint venture structure Sequenced executi
Slide 26: Q&A
Q&A
Slide 27: Site Tour
Site Tour Tour of Slough Trading Estate including visit to 111 Buckingham Avenue
Slide 28: Forward-looking statements and Disclaimer
Forward-looking statements and Disclaimer This document has been prepared by SEGRO plc (SEGRO) solely for use at the presentation of SEGRO’s results announcement in respect of the period ended 31 December 2025 (the Results Announcement). For the purposes of this disclaimer, ‘Presentation’ shall mean