Sienna Senior Living Inc. · TSX:SIA
Sienna Senior Living — Q2 2025 Earnings Presentation
14 slides from Sienna Senior Living's earnings presentation, Aug 13, 2025
Slide 1: Q2 2025 Conference Call
Q2 2025 Conference Call Kensington Place Toronto, Ontario August 13, 2025 Sienna Senior Living Inc. (SIA: TSX)
Slide 2: Cautionary Note
Cautionary Note Certain information in this presentation may contain forward-looking information. Actual results could differ materially from conclusions, forecasts or projections in the forward-looking information, and certain material factors or assumptions were applied in drawing conclusions or m
Slide 3: Presenters
Presenters Nitin Jain Chief Executive Officer, President & Director David Hung Chief Financial Officer & Executive Vice President, Investments
Slide 4: Maintaining Growth Momentum
Maintaining Growth Momentum Growth of Asset Base ~$340M 700 ~$660 Acquisitions Closed $622 in Q1/Q2 2025 600 $561 500 ~$100M $Million $421 400 $341 Acquisitions Closing in Q3 2025 300 $256 $208 200 $220M 100 Developments $27 0 Completion in Q3 2025 Nicola Alberta Wildpine Hazeldean Northern Brants C
Slide 5: Strong Operating Results
Strong Operating Results Retirement Same Property (SP) Occupancy 12.3% 95.0 95% Q2 2025 92.9 93.1 93.1 93.1 92.6 92.7 Year-over-Year 93.0 92.4 92.5 91.9 91.9 91.9 91.8 SP NOI Growth* 91.0 90.1 90.1 90.2 90.8 90.5 90.5 91.1 89.9 In Retirement Segment 89.5 89.6 89.0 88.3 88.4 87.9 Percent 87.0 85.0 4.
Slide 6: Adding of $430M+ of Assets Through Acquisitions
Adding of $430M+ of Assets Through Acquisitions Airdrie Care Community Shasta Care Community Cawthra Gardens Calgary Metropolitan Region, Alberta Edmonton, Alberta Greater Toronto Area, Ontario Shasta Care Community Edmonton, Alberta Credit River Retirement Residence Greater Toronto Area, Ontario Ni
Slide 7: Adding $220M of Assets Through Development
Adding $220M of Assets Through Development Brants Landing & Oakwood Commons Campus of Care Development Brantford, Ontario Northern Heights Redevelopment North Bay, Ontario Developments (Completion in Q3) 320 beds / 147 suites Sienna Senior Living 7
Slide 8: Investing in Our Team Members
Investing in Our Team Members Building a highly engaged team through Sienna’s ownership culture 10,000+ Team Members are Shareholders Through Sienna’s Share Ownership Program Sienna Senior Living 8
Slide 9: Operating & Financial Results
Operating & Financial Results
Slide 10: Q2 2025 Financial Results (excluding one-time items)
Q2 2025 Financial Results (excluding one-time items) Quarter ended June 30 2025 2024 Change $Million, except occupancy and per share data Revenue (Proportionate Basis) 253.6 216.1 +17.4% Retirement operations benefitting from improved Same Property (SP) NOI 45.1 41.7 +8.2% occupancy and rate growth
Slide 11: Strong Financial Position
Strong Financial Position $313M 400 Liquidity 350 341 As at June 30, 2025 Debt Maturities ($MMs) 300 257 250 200 195 180 $1.2B 150 140 Unencumbered Assets As at June 30, 2025 100 55 50 14 10 0 -50 2025 2026 2027 2028 2029 2030 2031 Thereafter BBB -100 Mortgages Unsecured Debentures Construction Loan
Slide 12: 2025 Growth Targets
2025 Growth Targets Martindale Gardens, Milton, Ontario Retirement Retirement 2025 SP NOI SP Occupancy Growth Target Growth Target ~10%+ ~95% by Q1 2026 Glenmore Lodge LTC Kelowna, British Columbia Retirement 2025 SP NOI 2025 SP Margin Growth Target Growth Target low single-digit 100 – 150 bps incre
Slide 13: Building on Our Momentum
Building on Our Momentum $2.3B Growth of Asset Base Since IPO in 2010 400%+ Total Shareholder Return Since IPO in 2010 Sienna Senior Living 13
Slide 14: Contact Information
Contact Information Sienna Senior Living Inc. siennaliving.ca t: (905) 489-0258 e: investors@siennaliving.ca