Paradigm Real Estate Investment Trust · MYX:PARADIGM
Paradigm Real Estate Investment Trust — Q3 FYE2025 Earnings Presentation
46 slides from Paradigm Real Estate Investment Trust's earnings presentation, November 2025
Slide 1: Paradigm Real Estate Investment Trust Q3 FYE2025 Investor Briefing
PARADIGM REAL ESTATE INVESTMENT TRUST Q3 FYE2025 Investor Briefing November 2025
Slide 2: Agenda
AGENDA 01 02 03 Introduction to Portfolio Financial Paradigm REIT Overview Highlights 04 05 06 Investor Growth ESG Relations Potential Initiatives
Slide 3: Introduction to Paradigm REIT
01 Introduction to Paradigm REIT
Slide 4: Portfolio Overview
PORTFOLIO OVERVIEW Johor Bahru Selangor Strategically located, geographically diversified portfolio with an appraised property value of RM2.4b Paradigm Mall Johor Bahru Paradigm Mall Petaling Jaya Bukit Tinggi Shopping Centre Appraised Value(1) RM1,157 million RM600 million RM680 million Occupied GL
Slide 5: Key Financial Indicators
KEY FINANCIAL INDICATORS RM71.4m RM50.2m RM35.5m Stable income underpinned by resilient Total Revenue Net Property Income (NPI) Profit After Tax (PAT) lease profile in FP30 Sep 2025 (1) in FP30 Sep 2025 (1) in FP30 Sep 2025 (1) >98.3% RM36.5m 70.3% 49.7% of Occupancy Rate across Distributable Income
Slide 6: Portfolio Overview
02 Portfolio Overview & PT Lol J so is 77 PARADIGM. ) Toe or oston ciara earth patna tek pews rx terse Hel ete nvoe tae tae er acheted Bhs er Sone te anton Se eucel nelicyay rem a ters eine deere) x reeeh cr comTMnty | LORRSAT ER CSE B NAP alan
Slide 7: Snapshot of Paradigm Mall Johor Bahru
SNAPSHOT OF PARADIGM MALL JOHOR BAHRU Appraised Value(1) RM1,157 million Building Tenure Freehold Occupied Net Lettable Area (NLA) ~1.3 million sq ft NLA Average Weighted Average Lease Expiry 1.34 years (WALE) by NLA No. of tenants as at 30 Sep 2025 458 Features Integrated Property Highlights ▪ 6 re
Slide 8: Snapshot of Paradigm Mall Johor Bahru
SNAPSHOT OF PARADIGM MALL JOHOR BAHRU % of Occupied NLA of the top 10 tenants Trade Sector Analysis by % of Occupied NLA Food & Beverage 13.4% Parkson Fashion 11.4% 16.5% HomePro Service 4.8% 5.1% Supermarket & Departmental Store 14.2% Pharmacy, Beauty, Health & Fitness 1.8% Mythos & Showroom IT & E
Slide 9: Snapshot of Paradigm Mall Johor Bahru
SNAPSHOT OF PARADIGM MALL JOHOR BAHRU And more…
Slide 10: Paradigm Mall Johor Bahru – Asset Enhancement Initiative (AEI)
PARADIGM MALL JOHOR BAHRU – ASSET ENHANCEMENT INITIATIVE (AEI) LED SCREEN PANEL AT ESCALATOR VOID LED SCREEN PANEL AT STARBUCKS ENTRANCE LEVEL 3 LEVEL 2 LEVEL 1 LEVEL UG
Slide 11: Paradigm Mall Johor Bahru – Highlight Events & Activities
PARADIGM MALL JOHOR BAHRU – HIGHLIGHT EVENTS & ACTIVITIES Jumptopia JB @ PMJB Convention Centre (1 Jun – 6 Jul 2025) Urban Jungle Adventure 2.0 (16–29 Jul 2025) Lee Jin Song 3x3 Basketball Mid Autumn Event Martial Art 23 – 24 Aug 2025 10 Sep – 6 Oct 2025 9 - 10 Aug 2025
Slide 12: Paradigm Mall Johor Bahru – New Stores Opened
PARADIGM MALL JOHOR BAHRU – NEW STORES OPENED Koi Thé GBQ Hotpot & BBQ Empire Sushi Baby Shop Bath & Body Works Destiny
Slide 13: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS F&B Pharmacy, Beauty, Health & Fitness Xiang Xiang Hunan Cuisine ShanTea The Colorist Le Prairie Gelato Cafe Childhoold Kacang Rebus Stryv
Slide 14: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS Fashion Miscellaneous Doale Christy Ng Top Toy Teva HLA CEX Entertainment Exchange Travel For All
Slide 15: Snapshot of Paradigm Mall Petaling Jaya
SNAPSHOT OF PARADIGM MALL PETALING JAYA Appraised Value(1) RM600 million Building Tenure Leasehold (9 February 2111) Occupied Net Lettable Area (NLA) ~0.7 million sq ft NLA Average Weighted Average Lease Expiry 1.31 years (WALE) by NLA No. of tenants as at 30 Sep 2025 276 Features Integrated Propert
Slide 16: Snapshot of Paradigm Mall Petaling Jaya
SNAPSHOT OF PARADIGM MALL PETALING JAYA Trade Sector Analysis by % of Occupied NLA % of Occupied NLA of the top 10 tenants Food & Beverage 20.0% GSC Lotus's Fashion 20.2% 6.1% 12.8% Service 5.8% Supermarket & Departmental Store 12.8% Pharmacy, Beauty, Health & Fitness 4.2% Brands Outlet IT & Electro
Slide 17: Snapshot of Paradigm Mall Petaling Jaya
SNAPSHOT OF PARADIGM MALL PETALING JAYA And more…
Slide 18: Paradigm Mall Petaling Jaya – Asset Enhancement Initiative (AEI)
PARADIGM MALL PETALING JAYA – ASSET ENHANCEMENT INITIATIVE (AEI) New LED Screen ➢ Location: In front of Family Mart, Level CC ➢ Format: JPEG / MP4 / MOV ➢ Display Size: 6400mm (w) x 4000mm (h) ➢ Resolution: 2560px x 1600px ➢ Slot: 15-second per slot
Slide 19: Paradigm Mall Petaling Jaya – Highlight Events & Activities
PARADIGM MALL PETALING JAYA – HIGHLIGHT EVENTS & ACTIVITIES Arena Spin-X Diabolo Competition Jiu-Jitsu Championship (19 - 20 July 2025) 6 & 7 September 2025 Sun, Sand, Smile 3-on-3 Basketball Championship Mini Soccer Championship School Holiday Campaign 20 & 21 September 2025 27 & 28 September 2025
Slide 20: Paradigm Mall Petaling Jaya – New Stores Opened
PARADIGM MALL PETALING JAYA – NEW STORES OPENED Happy Potato Ani Honbu (Pop-Up) Famous Amos Auntea Jenny Chez Choux Solar Time
Slide 21: Paradigm Mall Petaling Jaya – New Stores Opened
PARADIGM MALL PETALING JAYA – NEW STORES OPENED Xiaomi Game4All X Toy World Salad Atelier HLA Lifetime Vision Care Face Wash Bear
Slide 22: Paradigm Mall Petaling Jaya – Upcoming New Tenants
PARADIGM MALL PETALING JAYA – UPCOMING NEW TENANTS F&B Oiso Shilin Taiwan Street Food Pulau Tikus Market Zui De Yi Eat Pizza M BBQ
Slide 23: Paradigm Mall Petaling Jaya – Upcoming New Tenants
PARADIGM MALL PETALING JAYA – UPCOMING NEW TENANTS Pharmacy, Beauty, Health & Fitness Fashion The Colorist Cloudsteppers Clarks IT & Electronics and Home Furnishing Sipzz Infinix Jayacom
Slide 24: Paradigm Mall Petaling Jaya – Upcoming New Tenants
PARADIGM MALL PETALING JAYA – UPCOMING NEW TENANTS Entertainment & Amusement Fashion Home Furnishing Max Fashion Nitori Larva Amusement Park GF-01A GF-01 GF-01 Ground Floor (Marks & Spencer)
Slide 25: Snapshot of Bukit Tinggi Shopping Centre
SNAPSHOT OF BUKIT TINGGI SHOPPING CENTRE Appraised Value(1) RM680 million Building Tenure Freehold Occupied Gross Lettable Area (GLA) ~1.0 million sq ft Average Weighted Average Lease Expiry 4.15 years (WALE) by NLA AEON as Master Lessee No. of tenants as at 30 Sep 2025 (Ancillary area: 9 tenants) F
Slide 26: Bukit Tinggi Shopping Centre – Asset Enhancement Initiative (AEI)
BUKIT TINGGI SHOPPING CENTRE – ASSET ENHANCEMENT INITIATIVE (AEI) Faulty Lamp Replacements ➢ 288 faulty lamps were replaced to improve lighting quality ➢ Maintains a bright, safe, and comfortable environment for shoppers and tenants
Slide 27: Financial Highlights
03 Financial Highlights & PT Lol g wo 2) + yy awe PARADIGM, ‘The information contained herewith remains the sole property of Paradigm REIT anc is subject to change. Any unauthorized duplication of content use without consent of authority from Paradigm REIT is deemed as reach of copyright wrwwiparadi
Slide 28: Income Statement Highlights
INCOME STATEMENT HIGHLIGHTS Income Statement (RM’mil) FP30 Sep 2025⁽¹⁾ 67.3% 70.3% 65.3% Forecast ⁽²⁾ Actual ⁽³⁾ 61.4% (RM’mil) (RM’mil) 45.4% 51.1% 35.8% 36.8% Revenue 72.2 71.4 ▼ 1.0% 218.7 NPI 50.1 50.2 ▲ 0.4% 190.2 PAT 34.3 35.5 ▲ 3.4% 161.6 147.2 Distributable Income 35.5 36.5 ▲ 2.7% 116.7 NPI
Slide 29: Financial Highlights – Quarter on Quarter
FINANCIAL HIGHLIGHTS – QUARTER ON QUARTER Income Statement (RM’mil) 70.3% 70.3% QoQ Growth 50.4% 51.2% ➢ QoQ profitability step-up: Margins stayed strong while Distributable Income margin widened, reflecting tighter cost discipline and a healthier 58.3 rental mix ➢ Cash and payouts trending up. Dist
Slide 30: Statement of Financial Position
As at 30 Sep 2025 STATEMENT OF FINANCIAL POSITION (RM’000) Non-current assets 2,439,315 Statement of Financial Position (RM’mil) Current assets 114,788 TOTAL ASSETS 2,554,103 ➢ Maintains a strong and stable capital Unitholders' capital 1,592,730 structure, with a low gearing profile Undistributed in
Slide 31: Investor Relations
04 Investor Relations & PT Lol J e, PARADIGM. ) Toe or oston ciara earth patna tek pews rx terse Hel ete nvoe tae tae er acheted Bhs er Sone te anton Se eucel nelicyay rem a ters eine deere) x reeeh cr comTMnty | LORRSAT ER CSE B NAP alan
Slide 32: Unitholders’ Composition and Unitholdings
UNITHOLDERS’ COMPOSITION AND UNITHOLDINGS NUMBER OF UNITHOLDER BY CATEGORY TOP 10 UNITHOLDERS AS AT 31 OCTOBER 2025 AS AT 31 OCTOBER 2025 Category No. of Unitholder No. Unitholder Name Sponsor 2 1 Employees Provident Fund Board 4.05% Institutional 175 2 Allianz Life Insurance Malaysia Berhad 1.35% R
Slide 33: Growth Potential
05 Growth Potential u® PARADIGM,
Slide 34: Strategic Growth Potential with ROFR Advantage
STRATEGIC GROWTH POTENTIAL WITH ROFR ADVANTAGE Acquisition Opportunities 1 Priority access to WCTH Group’s divestment opportunities Leverage on extensive network, experience and proven track record of WCTH Group(1) in sourcing, acquiring, and financing real estate 2 Secures access to a ready pipelin
Slide 35: Future Pipeline Asset - Hyatt Place Johor Bahru Paradigm Mall
FUTURE PIPELINE ASSET - HYATT PLACE JOHOR BAHRU PARADIGM MALL Hyatt Place Johor Bahru Paradigm Mall Location Johor Bahru, Johor Property 4-star hotel integrated with Description Paradigm Mall Johor Bahru Size 255,697 sq. ft. No. of rooms 202 rooms ➢ Café & bistro dining ➢ swimming pool ➢ 24-hour fit
Slide 36: Future Pipeline Asset: Le Méridien Petaling Jaya
FUTURE PIPELINE ASSET: LE MÉRIDIEN PETALING JAYA Le Méridien Petaling Jaya Location Petaling Jaya, Selangor 5-star luxury hotel under Property Marriott International, Description connected to Paradigm Mall Petaling Jaya Size 325,148 sq. ft. No. of rooms 299 rooms ➢ Urban Skydeck with 360° view ➢ Gra
Slide 37: Future Pipeline Asset: Première Hotel Klang
FUTURE PIPELINE ASSET: PREMIÈRE HOTEL KLANG Première Hotel Klang Location Klang, Selangor Property 4-star Corporate Hotel Description Size 305,339 sq. ft. No. of rooms 250 rooms ➢ 3 theme floors with dedicated privileges Facilities ➢ Pillarless Grand Ballroom ➢ Outdoor pool ➢ Pickleball
Slide 38: Future Pipeline Asset: gateway@klia2, KLIA
FUTURE PIPELINE ASSET: gateway@klia2, KLIA gateway@klia2 Location Sepang, Selangor Retail and commercial, Type airport mall NLA 378,000 sq ft across 4 levels Property Modern retail complex built Description with “airport-with-a-mall” concept Parking 5,815 parking bays Direct links to KLIA Connectivi
Slide 39: ESG Initiatives
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Slide 40: Environmental, Social and Governance (ESG) Practices
ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) PRACTICES Environment Social Governance (applicable to the REIT Manager) (applicable to the REIT Manager) Energy efficiency initiatives Community Engagement Adherence to corporate governance practices • Implemented Building Management System (BMS) to monito
Slide 41: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES Chiller Optimisation Air Handling Unit Optimisation 2,006,484 kWh 1,360,127 kWh of energy saved annually on average of energy saved annually on average 1,520,915 kgCO2e 1,030,976 kgCO2e of carbon emission avoided annually on average of carbon emission avoided annually on avera
Slide 42: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES EV Charger Rainwater Harvesting 18.0 m3/month 262,800 kWh water saved since June 2025 of energy output annually 6.7 kgCO2 e 302,745.6 kgCO2e emissions energy diverted since June 2025 of emissions energy diverted on average annually RM1,200 of estimated annual savings through r
Slide 43: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES Wastes Recycling Lighting Sensor Installation at Back of House (BOH) Corridor 22.3 t 7,882.6 kWh of total wastes recycled of energy saved annually on average RM12,137.24 5,975.0 kgCO2e of amount recycled as at 31 July 2025 of carbon emission avoided annually on average RM4,020
Slide 44: PMPJ – ESG Initiatives
PMPJ – ESG INITIATIVES Chiller Optimisation – Usage Reduction Recycling RecyclingEfforts Efforts 634,803.0 kWh 0.05 t of total energy saved as of August 2025 of plastics recycled as at 31 August 2025 RM380,247.08 of energy costs saved as of August 2025 18.8 t of papers recycled as at 31 August 2025
Slide 45: PMPJ – ESG Initiatives
PMPJ – ESG INITIATIVES Variable Speed Drives (VSD) for AHU Cooling Tower Recycling Chemical Auto-Dosing System by NCH Efforts 630,433.8 kWh 50,617.0 kgCO2e of energy reduced annually of carbon emission avoided annually 831,706.8 kgCO2e 66,777.0 kWh of carbon emission avoided annually of energy saved
Slide 46: Disclaimer
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