Paradigm Real Estate Investment Trust · MYX:PARADIGM
Paradigm Real Estate Investment Trust — Q1 FYE2026 Earnings Presentation
44 slides from Paradigm Real Estate Investment Trust's earnings presentation, May 2026
Slide 1: Paradigm Real Estate Investment Trust Q1 FYE2026 Investor Briefing
PARADIGM REAL ESTATE INVESTMENT TRUST Q1 FYE2026 Investor Briefing May 2026
Slide 2: Agenda
AGENDA 01 02 03 Introduction to Portfolio Growth Paradigm REIT Overview Potential 04 05 06 Financial Investor ESG Highlights Relations 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: Key Financial Indicators
KEY FINANCIAL INDICATORS RM60.5m RM39.2m RM27.8m Stable income underpinned by Total Revenue Net Property Income (NPI) Profit After Tax (PAT) in Q1 FYE2026 in Q1 FYE2026 resilient lease profile in Q1 FYE2026 1.80 sen RM28.9m 64.9% 46.0% Distribution per Unit Distributable Income (DI) NPI Margin PAT M
Slide 6: Portfolio Overview
02 Portfolio Overview iB PARADIGM, "he nfomationcortanes herewith remains the sole propery ofParadgm RET ars subject fo change. An anauthorted dupleaton ot
Slide 7: 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 Expiry 1.16 years (WALE) by NLA No. of tenants as at 31 March 2026 457 Features Integrated Property Highlights ▪ 6
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 13.7% Parkson Fashion 11.5% 16.6% HomePro Service 4.9% 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 – New Stores Opened
PARADIGM MALL JOHOR BAHRU – NEW STORES OPENED Thong Cha Plus Oiso Korean Traditional Cuisine Mr Tuk Tuk Osmanli OUD
Slide 11: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS F&B B.O.D Bao Zhan Kano Bakery House Beryl’s Chocolate Sopoong Pepper Lunch
Slide 12: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS Entertainment, Recreation, and Miscellaneous Impulse Gaming 98 GEMS Mattel Play Centre KPIX CEX Entertainment Exchange Utopia
Slide 13: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS Lifestyle O.C.E Miniso La Rose UMI Hooga
Slide 14: Paradigm Mall Johor Bahru – Upcoming New Tenants
PARADIGM MALL JOHOR BAHRU – UPCOMING NEW TENANTS Fashion, Jewellery LukFook Denims City Lumina Teva
Slide 15: 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 Expiry 1.51years (WALE) by NLA No. of tenants as at 31 March 2026 278 Features Integrated Proper
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 19.5% Lotus's Fashion 19.5% GSC 12.7% Service 5.7% 6.0% Supermarket & Departmental Store 12.7% Pharmacy, Beauty, Health & Fitness 4.2% Uniqlo IT & Electronics an
Slide 17: Snapshot of Paradigm Mall Petaling Jaya
SNAPSHOT OF PARADIGM MALL PETALING JAYA And more…
Slide 18: Paradigm Mall Petaling Jaya – New Stores Opened
PARADIGM MALL PETALING JAYA – NEW STORES OPENED Max Fashion Nitori Tea Garden Rasa Mala B.O.D Bao Zhan
Slide 19: Paradigm Mall Petaling Jaya – Upcoming New Tenants
PARADIGM MALL PETALING JAYA – UPCOMING NEW TENANTS F&B My Little Herbal Tea Si Si Hot Pot Dao Xiang Crispino Fashion Electronics Soyalah Three Super Nuts JULY Coway
Slide 20: Paradigm Mall Petaling Jaya – Upcoming New Tenants
PARADIGM MALL PETALING JAYA – UPCOMING NEW TENANTS Health & Fitness Lifestyle, Home Furnishing Level Up Fitness O.C.E Kamatto Entertainment & Recreation Aurora Games Larva Amusement Park 24 Hours Infant Child Care Centre
Slide 21: 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 3.65 years (excluding storage area) (WALE) by NLA AEON as Master Lessee No. of tenants as at 31 March 2026 (A
Slide 22: Growth Potential
03 Growth Potential
Slide 23: 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 24: Financial Highlights
04 Financial Highlights u® PARADIGM, )
Slide 25: Income Statement Highlights
INCOME STATEMENT HIGHLIGHTS 3M FYE2026 (RM’mil) Income Statement (RM’mil) Revenue 60.5 67.3% 69.5% 64.9% NPI 39.2 61.4% 50.0% PAT 27.8 45.4% 36.8% 47.8% Distributable Income 28.9 NPI Margin 64.9% 218.7 PAT Margin 46.0% 190.2 DI Margin 47.8% 147.2 Distribution per Unit 1.8 sen 132.3 116.7 Annualised
Slide 26: Financial Highlights – Quarter on Quarter
FINANCIAL HIGHLIGHTS – QUARTER ON QUARTER Income Statement (RM’mil) 70.3% 70.3% QoQ 68.6% 64.9% ➢ Resilient Operational Core: Revenue 50.4% remained stable at RM 60.5 million, reflecting 47.8% the defensive nature of the REIT’s retail assets 51.2% 48.7% amid macro headwinds including geopolitical 60
Slide 27: Statement of Financial Position
As at 31 March 2026 STATEMENT OF FINANCIAL POSITION (RM’000) Non-current assets 2,484,569 Statement of Financial Position (RM’mil) Current assets 83,652 TOTAL ASSETS 2,568,221 Unitholders' capital 1,594,410 ➢ Maintains a strong and stable capital Undistributed income 51,622 structure, with a low gea
Slide 28: Investor Relations
05 Investor Relations iB PARADIGM, "he nfomationcortanes herewith remains the sole propery ofParadgm RET ars subject fo change. An anauthorted dupleaton ot
Slide 29: Unitholders’ Composition and Unitholdings
UNITHOLDERS’ COMPOSITION AND UNITHOLDINGS NUMBER OF UNITHOLDER BY CATEGORY TOP 10 UNITHOLDERS AS AT 30 APRIL 2026 AS AT 30 APRIL 2026 Category No. of Unitholder No. Unitholder Name Sponsor 2 1 Employees Provident Fund Board 8.37% Institutional 166 2 Affin Hwang Wholesale Equity Fund 2 1.47% Retail 5
Slide 30: ESG Initiatives
06 ESG Initiatives
Slide 31: 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 32: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES Chiller Optimisation Air Handling Unit Optimisation 521,327 kWh 332,072 kWh of energy saved from Jan until March 2026 of energy saved from Jan until March 2026 304,454.97 kgCO2e 193,529 kgCO2e of carbon emission avoided from Jan until March 2026 of carbon emission avoided from
Slide 33: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES EV Charger Rainwater Harvesting 566 m3 21,150.9 kWh Of water saved from Jan until March 2026 of energy output from Jan until March 2026 194.70 kgCO2 e 4,061 kgCO2e Of Carbon emissions avoided from Jan until March 2026 of carbon emissions avoided from Jan until March 2026 RM 2,
Slide 34: PMJB – ESG Initiatives
PMJB – ESG INITIATIVES Wastes Recycling Lighting Sensor Installation at Back of House (BOH) Corridor 9.13 tons 1,970.49 kWh of total wastes recycled from Jan until March of average energy saving from Jan until March 2026 2026 RM 4,319.75 1,150.77 kgCO2e of the amount recycled from Jan until March 20
Slide 35: PMPJ – ESG Initiatives
PMPJ – ESG INITIATIVES Chiller Optimisation – Usage Reduction Recycling RecyclingEfforts Efforts 396,606 kWh 0.005 tons of total energy saved from January to March of plastics recycled from January to March 2026 2026 RM175,834.79 of energy costs saved from January to March 2026 6.448 tons of papers
Slide 36: PMPJ – ESG Initiatives
PMPJ – ESG INITIATIVES Variable Speed Drives (VSD) for AHU Cooling Tower Recycling Chemical Auto-Dosing System by NCH Efforts 15,7608.5 kWh 12,654.25 kgCO2e of energy reduced from January to March 2026 of estimated carbon emission avoided from January to March 2026 258,478 kgCO2e 16,694.25 kWh of ca
Slide 37: 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 38: Thank You
THANK YOU Paradigm REIT Management Sdn Bhd Stock Code: 5338 Vision Advisory Investor Relations Adviser Email: ir@advisory.vision
Slide 39: Appendix: Growth Potential
Appendix; Growth Potential im wi PARADIGM, )
Slide 40: 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 41: 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 42: 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 43: 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 44: 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
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