Paradigm Real Estate Investment Trust · MYX:PARADIGM
Paradigm Real Estate Investment Trust — Q2 FYE2026 Earnings Presentation
34 slides from Paradigm Real Estate Investment Trust's earnings presentation, August 2026
Slide 1: Paradigm Real Estate Investment Trust Q2 FYE2026 Investor Briefing
PARADIGM REAL ESTATE INVESTMENT TRUST Q2 FYE2026 Investor Briefing August 2026
Slide 2: Agenda
AGENDA 01 Introduction to Paradigm REIT 02 Investor Relations & Financial Highlights 03 Portfolio Overview 04 Growth Potential 05 ESG 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 RM2.5b Paradigm Mall Johor Bahru Paradigm Mall Petaling Jaya Bukit Tinggi Shopping Centre Appraised Value(1) RM1,182 million RM605 million RM680 million Occupied GL
Slide 5: Investor Relations & Financial Highlights
02 Investor Relations & Financial Highlights
Slide 6: Unitholders' Composition and Unitholdings
UNITHOLDERS’ COMPOSITION AND UNITHOLDINGS NUMBER OF UNITHOLDER BY CATEGORY TOP 10 UNITHOLDERS AS AT 31 JULY 2026 AS AT 31 JULY 2026 Category No. of Unitholder Percentage (%) No. Unitholder Name Sponsor 2 64.89% 1 Employees Provident Fund Board 8.85% Institutional 165 29.65% 2 Affin Hwang Wholesale E
Slide 7: Financial Highlights – FYE2026
FINANCIAL HIGHLIGHTS – FYE2026 Q2 FYE2026 Q1 FYE2026 Q2 vs Q1 (RM’mil) (RM’mil) ➢ Resilient Operating Performance: Revenue remained stable at RM60.461 Revenue 60.461 60.456 ▲ 0.01% million in Q2 FYE2026, while NPI increased by 2.9% QoQ to RM40.4 NPI 40.4 39.2 ▲ 2.9% million, reflecting continued res
Slide 8: Financial Highlights – Quarter on Quarter
FINANCIAL HIGHLIGHTS – QUARTER ON QUARTER Income Statement (RM’mil) 70.3% 68.6% 66.8% 64.9% QoQ 49.0% ➢ Stable Portfolio Revenue: Revenue remained 51.2% 48.7% 47.8% stable at RM60.5 million in Q2 FYE2026, supported by the recurring rental income 60.9 60.5 60.5 58.3 profile of Paradigm REIT’s assets
Slide 9: Statement of Financial Position
STATEMENT OF FINANCIAL POSITION As at 30 June 2026 (RM’000) Non-current assets 2,484,950 Current assets 75,000 TOTAL ASSETS 2,559,950 Unitholders' capital 1,595,336 Undistributed income 51,293 TOTAL UNITHOLDERS' FUND 1,646,629 Non-current liabilities 865,805 Current liabilities 47,516 TOTAL LIABILIT
Slide 10: Distribution Payout
DISTRIBUTION PAYOUT Income Distribution to Unitholders (RM mil) Second Single-Tier Interim Dividend for FYE2026 99.36% 99.43% 99.50% 99.00% Distribution per unit 1.83 sen 65.7 98.50% Distribution period 1 April 2026 to 58.2 98.00% 30 June 2026 97.50% Ex-date 21 August 2026 97.00% Entitlement Date 24
Slide 11: Portfolio Overview
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Slide 12: Snapshot of Paradigm Mall Johor Bahru
SNAPSHOT OF PARADIGM MALL JOHOR BAHRU Appraised Value(1) RM1,182 million Building Tenure Freehold Occupied Net Lettable Area (NLA) ~1.3 million sq ft NLA Average Weighted Average Lease 1.20 years Expiry (WALE) by NLA No. of tenants as at 30 June 2026 456 Occupancy Rate as at 30 June 2026 99.5% Featu
Slide 13: Snapshot of Paradigm Mall Johor Bahru
SNAPSHOT OF PARADIGM MALL JOHOR BAHRU Trade Sector Analysis by % of Occupied NLA % of Occupied NLA of the top 10 tenants Food & Beverage 13.7% Parkson Fashion 16.8% 11.5% HomePro Service 4.9% 5.1% Supermarket & Departmental Store 14.2% Pharmacy, Beauty, Health & Fitness 1.8% Mythos & Showroom IT & E
Slide 14: Snapshot of Paradigm Mall Johor Bahru
SNAPSHOT OF PARADIGM MALL JOHOR BAHRU And more…
Slide 15: Paradigm Mall Johor Bahru – New Stores Opened
PARADIGM MALL JOHOR BAHRU – NEW STORES OPENED B.O.D Bao Zhan CEX Entertainment Exchange Lumina La Rose Miniso Yoyo O.C.E LukFook Hooga
Slide 16: Paradigm Mall Johor Bahru – New Stores Opened
PARADIGM MALL JOHOR BAHRU – NEW STORES OPENED Kano Bakery House Sopoong Utopia 90s Card Denim City UMI5 KPIX Beryl’s Chocolate
Slide 17: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS F&B Antara Café Kopitiam Pepper Lunch Mr Sotong Luckin Coffee Nando’s Kumo Kumo Cheese Verona Hills Casswa Tidbits
Slide 18: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS Entertainment, Recreation, and Miscellaneous Fashion Mattel Play Centre Hipper Impulse Gaming Teva
Slide 19: Snapshot of Paradigm Mall Petaling Jaya
SNAPSHOT OF PARADIGM MALL PETALING JAYA Appraised Value(1) RM605 million Building Tenure Leasehold (9 February 2111) Occupied Net Lettable Area (NLA) ~0.7 million sq ft NLA Average Weighted Average Lease 1.56 years Expiry (WALE) by NLA No. of tenants as at 30 June 2026 280 Occupancy Rate as at 30 Ju
Slide 20: 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 20.1% Fashion 18.5% Lotus's GSC Service 12.9% 5.8% 6.1% Supermarket & Departmental Store 12.9% Pharmacy, Beauty, Health & Fitness 4.2% IT & Electronics and Home
Slide 21: Snapshot of Paradigm Mall Petaling Jaya
SNAPSHOT OF PARADIGM MALL PETALING JAYA And more…
Slide 22: Paradigm Mall Petaling Jaya – New Stores Opened
PARADIGM MALL PETALING JAYA – NEW STORES OPENED My Little Herbal Tea Si Si Hot Pot O.C.E Coway Level Up Fitness Aurora Games Three Super Nuts Funtasi Land Crispino Jewel Café
Slide 23: Paradigm Mall Petaling Jaya – Upcoming New Tenants
PARADIGM MALL PETALING JAYA – UPCOMING NEW TENANTS Fashion F&B JULY Soyalah Dao Xiang The Beef Noodle Shop Entertainment & Recreation Lifestyle, Home Furnishing, Miscellaneous Kamatto Alpro Sugi Larva Amusement Park Agara Space Dr Ana Prime Clinic
Slide 24: 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 3.40 years (excluding storage Expiry (WALE) by NLA area) AEON as Master Lessee No. of tenants as at 30 June 2026 (An
Slide 25: Growth Potential
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Slide 26: Asset Injection Pipeline
ASSET INJECTION PIPELINE (1) Current Indicative pipeline: 4 assets Focus: Retail and Hospitality ROFR pipeline provides visibility on potential future acquisitions across high-quality retail and hospitality-linked assets HYATT PLACE JOHOR BAHRU PREMIÈRE HOTEL KLANG PARADIGM MALL Johor Bahru, Johor K
Slide 27: ESG Initiatives
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Slide 28: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES Chiller Optimisation Air Handling Unit Optimisation 1,037,610.00 kWh 863,876.90 kWh of energy saved from January to June of energy saved from January to 2026 June 2026 786,508.38 kgCO2e 654,818.69 kgCO2e of carbon emission avoided from of carbon emission avoided from January t
Slide 29: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES EV Charger Rainwater Harvesting 56,849.90 kWh 279 m3 of energy output from January to of water saved from January to June 2026 June 2026 9,714.10 kgCO2e 95.697 kgCO2 e of carbon emissions avoided from of Carbon emissions avoided January to June 2026 from January to June 2026 U
Slide 30: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES Wastes Recycling Lighting Sensor Installation at Back of House (BOH) Corridor 17.67 tons 30,777.24 kWh of total wastes recycled from January of average energy saving from January to to June 2026 June 2026 RM 8,323.95 kgCO2e of the amount recycled from Jan until of carbon emiss
Slide 31: PMPJ – ESG Initiatives
PMPJ – ESG INITIATIVES Chiller Optimisation – Usage Reduction Recycling RecyclingEfforts Efforts 557,485 kWh of total energy saved from January to 0.011 tons June 2026 of plastics recycled from January to June 2026 422,573.25 kgCO2e of total carbon emission avoided from January to June 2026 13.42 to
Slide 32: PMPJ – ESG Initiatives
PMPJ – ESG INITIATIVES Variable Speed Drives (VSD) for AHU Cooling Tower Recycling Chemical Auto-Dosing System by NCH Efforts 697,967.86 kWh 33,388.98 kWh of energy reduced from January to June of estimated energy saved from 2026 January to June 2026 529,059.63 kgCO2e 25,308.85 kgCO2e of carbon emis
Slide 33: Disclaimer
DISCLAIMER The following applies to the confidential information following this page, the oral presentation of such information, and other materials distributed at, or in connection with, this presentation, and shall, for all intents and purposes, include this disclaimer. By attending the meeting wh
Slide 34: Thank You
THANK YOU Paradigm REIT Management Sdn Bhd Stock Code: 5338 Vision Advisory Investor Relations Adviser Email: ir@advisory.vision
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