Slide 1: Results Presentation and Business Update
Results Presentation and Business Update Year Ended 30 June 2025 ASX:CVC 26 August 2025
Slide 2: Introduction to CVC – our value proposition
Introduction to CVC – our value proposition CVC is a differentiated real estate investment platform that provides unique exposure to institutional-scale, land-based investments with the potential to generate significant capital growth The investment model Secure Add value Monetise Identify and Utili
Slide 3: Current pipeline
Current pipeline CVC has assembled one of Australia’s largest and most attractive landbanks deliberately positioned around high-conviction themes Landbank1 12 443 ha $1.3bn $2.1bn 2,800 ha major projects site area current land value2 target land value3 DMA site area Potential to deliver1 6 1.2m sqm
Slide 4: Strategic locations, growth sectors
Strategic locations, growth sectors Eastern Seaboard portfolio strategically located in priority growth corridors and exposed to sectors with strong long-term fundamentals Logistics and digital infrastructure Residential and mixed use 1 Marsden Park North 2 Donnybrook 3 South Morang (MR)1 4 South Mo
Slide 5: High conviction value creation pathway
High conviction value creation pathway CVC is actively executing in-progress property strategies with the objective to deliver significant capital growth Net tangible assets per share bridge ($ per share) 3 1 ‘As-is’ planning market NTA Represents audited, statutory NTA per share as at 2 $5.75 30 Ju
Slide 6: FY2025 financial summary
FY2025 financial summary Financial Results – 30 June 2025 Net Profit After Tax Assessed Market Value to Shareholders Per Share Growth $0.5m $0.33 • No ability to account for • Accounts for the change in market value increases the market assessed value of which have occurred across major property rel
Slide 7: FY2025 was a milestone year, positioned for growth
FY2025 was a milestone year, positioned for growth 1 July 2024 – 30 June 2025 Tactical entry to the data Entered Entry to the data centre land market with centre land market via the the unlock of a 250MW+ urban precinct • Rare, de-risked urban data centre land play • Highly strategic power-rich loca
Slide 8: South Morang urban data centre precinct
South Morang urban data centre precinct Rare and highly strategic power-rich precinct with potential to deliver 250MW+ of data centre capacity 1 McDonalds Road site1 ✓ Land secured (CVC 40%) ✓ Development approval secured 2 ✓ Power availability and infrastructure confirmed ✓ Power application submit
Slide 9: Outlook and strategy
Outlook and strategy CVC is committed to unlocking the value of its major projects and pursuing new high-conviction opportunities 03 Key Strategic Priorities FY 2026 02 Heading • Marsden Park Industrial Rezoning 01 Create new assets • Liverpool Residential Rezoning • South Morang (Williamson’s Road)
Slide 10: Appendix – Key Property Investments
Appendix 1 – Key Property Investments CVC Limited | Results Presentation and Business Update 10
Slide 11: Major Projects
Major Projects Estimate of Asset Values • The Board commissioned a process to gain a market assessment of property values of all major projects • The exercise sought to establish current ‘as is’ and target future values of its major investments (excluding Norwell Valley) Purchase Settlement Estimate
Slide 12: Industrial Projects – Donnybrook Road, Donnybrook, VIC
CVC Limited – Industrial Projects Donnybrook Road, Donnybrook, VIC Property Details • ~76 Ha of strategically located industrial land in Melbourne’s rapidly emerging northern corridor • Development permits and infrastructure agreements in place for the development of over 150 smaller industrial land
Slide 13: Industrial Projects – Park Road, Marsden Park, NSW
CVC Limited – Industrial Projects Park Road, Marsden Park, NSW Property Details • Site covers 154Ha and is located in the North West Growth Centre of Sydney • Over a decade in various planning processes • In September 2024, the Marsden Park North Precinct was declared as a State Assessed Rezoning Pr
Slide 14: Industrial Projects – Hopkins Road, Truganina, VIC
CVC Limited – Industrial Projects Hopkins Road, Truganina, VIC Property Details • Super prime site located in Melbourne’s Western corridor bordering completed industrial development. • Site totals 80Ha and sits on two regionally significant roadways • Part of a Precinct Structure Plan (Derrimut Fiel
Slide 15: Industrial Projects – Lecky Road, Officer South, VIC
CVC Limited – Industrial Projects Lecky Road, Officer South, VIC Property Details • Industrial land which achieved rezoning in February 2025 • Designated in Stage 1 release area • Located in the South East of Melbourne, a corridor experiencing a shortage of industrial land supply • Land totals ~22Ha
Slide 16: Industrial Projects – Boundary Road, Truganina, VIC
CVC Limited – Industrial Projects Boundary Road, Truganina, VIC Property Details • 34Ha of prime future industrial land located adjacent to major industrial estate and on major arterial road • Located in a Precinct Structure Plan identifying the land as State Significant Employment Land • Planning w
Slide 17: Industrial Projects – Leakes Road, Laverton North, VIC
CVC Limited – Industrial Projects Leakes Road, Laverton North, VIC Property Details • 37Ha of super prime zoned industrial land located in core industrial market of Melbourne • Proximate to freeway network • Surrounding uses include data centres, logistics users, storage and warehouses • Currently u
Slide 18: Industrial Projects – Data Centre Precinct, South Morang, VIC
CVC Limited – Industrial Projects Data Centre Precinct, South Morang, VIC McDonalds Road site1 • Land secured (CVC 40%) • Development approval secured • Power availability and infrastructure confirmed 2 • Power application submitted • Significant unsolicited operator and investor interest Williamson
Slide 19: Mixed Use Projects – Heathcote Road, Liverpool, NSW
CVC Limited – Mixed Use Projects Heathcote Road, Liverpool, NSW Property Details • One of Australia’s largest urban renewal precincts which can materially contribute to housing supply in NSW • Land totals 167,000 sqm with nearly 500 meters of frontage to Georges River • Less than 300m from Liverpool
Slide 20: Mixed Use Projects – Norwell Valley, QLD
CVC Limited – Mixed Use Projects Norwell Valley, QLD Property Details • Potential to be one of Australia's largest greenfield developments • The Joint Venture (CVC 60%) secured Development Management Agreement with more than 60 landowners which took more than 4 years to achieve • Covering more than
Slide 21: Mixed Use Projects – Logan Road, Woolloongabba, QLD
CVC Limited – Mixed Use Projects Logan Road, Woolloongabba, QLD Property Details • A prominent and large-scale site located in inner Brisbane • Woolloongabba more generally has been identified as a Priority Development Area and will benefit from Cross River Rail station which is 200m from Logan Road
Slide 22: Mixed Use Projects – Lake Orr Drive, Burleigh Waters, QLD
CVC Limited – Mixed Use Projects Lake Orr Drive, Burleigh Waters, QLD Property Details • Substantial 5.4Ha land holding in prominent part of the Gold Coast • Benefitting from over 600m of direct water frontage and direct linkages to Bond University, this site is a rare large scale development opport
Slide 23: Disclaimer
Disclaimer IMPORTANT NOTICE FUTURE PERFORMANCE This Presentation (as amended) (Presentation) has been prepared and issued by CVC Limited ACN 002 700 361 (CVC). This Presentation contains forward looking statements. Forward-looking statements can generally be identified by use of words such as “may”,