Slide 1: Results Presentation and Business Update
Results Presentation and Business Update YEAR ENDED 30 JUNE 2026 25 August 2026 ASX:CVC
Slide 2: Introduction to CVC – our value proposition
Introduction to CVC – our value proposition CVC is a differentiated real estate investment company that provides unique exposure to large-scale, land-based investments with the potential to generate significant capital growth The investment model Secure Add value Monetise Identify and structure Util
Slide 3: Current pipeline
Current pipeline CVC has assembled one of Australia’s largest and most attractive portfolios deliberately positioned around high-conviction themes Portfolio1 9 401 ha $0.9bn 2,800 ha major projects site area current land value2 DMA site area Potential to deliver1 3 0.9m sqm ~2,400 ~14,000 potential
Slide 4: FY2026 financial summary
FY2026 financial summary Financial Results – 30 June 2026 TOTAL INCOME DIVIDENDS 380.1% on 2025 NM^ $212.2m $44.2m – 2025 5.0cps Nil – 2025 NET PROFIT AFTER TAX NET ASSETS PER SHARE 541.7% on 2025 2.0cps* on 2025 $7.7m $1.2m – 2025 $1.47 $1.49 – 2025 NPAT TO SHAREHOLDERS CASH POSITION 340.0% on 2025
Slide 5: FY2026 – delivering outcomes
FY2026 – delivering outcomes 1 July 2025 – 30 June 2026 • Completed the sale of the Laverton site, contributing $37.8m profit before Successful Project tax attributable to CVC shareholders and delivering an exceptional return on investment without requiring site settlement Realisation • Settlement o
Slide 6: FY2026 – Significant Transactions
FY2026 – Significant Transactions Two significant transactions shaped CVC’s FY2026 result and balance sheet position Laverton: Successful Realisation Liverpool: Discontinued rezoning, positive resolution • Sold during the year, realising a profit before tax • NSW Government determined not to progres
Slide 7: CVC outlook and strategy FY2027
CVC outlook and strategy FY2027 Maximise Shareholder Value Through the active management, enhancement, realisation and recycling of capital invested in property assets with disciplined risk, capital allocation and balance sheet management. 1 2 3 4 CAPITAL RECYCLING & SHAREHOLDER VALUE & VALUE CREATI
Slide 8: 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 9: Appendix – Key Property Investments
Appendix 1 – Key Property Investments CVC Limited | Results Presentation & Business Update 9
Slide 10: 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’ values of its major investments (excluding Norwell Valley) Purchase Settlement Estimated Acquisition Curr
Slide 11: 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 12: 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 • The Marsden Park North Precinct State Assessed Rezoning Proposal was placed on public exhibiti
Slide 13: 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 14: 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 • During FY2026 a f
Slide 15: 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 16: Data Centre Precinct, South Morang, VIC
CVC Limited – Industrial Projects Data Centre Precinct, South Morang, VIC McDonalds Road site1 • Land secured (CVC 40%) 2 • Development approval secured • Power availability and infrastructure confirmed • Power application significantly advanced • Significant operator and investor interest Williamso
Slide 17: 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 18: 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 19: 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 20: 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”,