Caledonia Investments : 2025 annual general meeting presentation

About this update from Caledonia Investments Plc

Annual General Meeting 16 July 2025 https://www.caledonia.com David Stewart Chair https://www.caledonia.com Presentation of Full-year results Year ended 31 March 2025 Mat Masters CEO Rob Memmott CFO https://www.caledonia.com Cautionary statement This presentation contains certain statements that are, or may be deemed to be, forward-looking. Phrases such as "aim", "plan", "intend", "should", "anticipate", "well-placed", "believe", "estimate", "expect", "target", "consider" and similar expressions are generally intended to identify forward-looking statements. Forward-looking statements are prospective in nature and are not based on historical facts, but rather on current expectations of the Company about future events, and involve risks and uncertainties because they relate to events and depend on circumstances that will occur in the future. Any forward-looking statement is based on information available to the Company as of the date of the statement, it can give no assurance that these expectations will prove to be correct. There are a number of factors that could cause actual results and developments to differ materially from those expressed or implied by the forward-looking statements. Forward-looking statements should therefore be construed in the light of such factors. You are cautioned not to place undue reliance on any forward-looking statements, which speak only as of the date made. All written or oral forward-looking statements attributable to the Company are qualified by this caution. Other than in accordance with legal and regulatory obligations, the Company undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. AGM 2025 3 Caledonia Self-managed FTSE 250 investment company - net assets of £2.9bn We are long-term stewards of shareholder's capital Enduring support from founding shareholders, the Cayzer family Track record of delivering long-term real returns Targeting inflation 1 +3% to +6% 58 consecutive years of dividend increases NAV Growth NAV total return growth since 2005 800 700 600 500 400 300 200 100 0 2005 2010 2015 2020 2025 Caledonia NAV TR CPIH+4.5% Driven by long-term investments in quality companies Approach and purpose grounded in 'Time well invested' Experienced in-house investment team Fully aligned with shareholders Dividend Growth +175p special +100p special Annual dividend / share (p) 80 70 60 50 40 30 20 10 0 2005 2010 2015 2020 2025 AGM 2025 1. Inflation measured as Consumer Prices Index including owner occupiers' 4 housing costs ('CPIH')

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