KIP Real Estate Investment Trust · MYX:KIPREIT

KIP Real Estate Investment Trust — Shareholder Meeting (October 2026)

36 slides from KIP Real Estate Investment Trust's shareholder meeting presentation, Oct 19, 2026

Slide 1: 10th Annual General Meeting
SUSTAINABLE GROWTH, 10TH ANNUAL GENERAL MEETING DELIVERING IMPACT K I P R e a l E s t a t e I n v e s t m e n t Tr u s t KIP:MK (5280) 19 OCTOBER 2026
Slide 2: Contents
CONTENTS 01 FYE2026 At A Glance 3 02 FYE2026 Financial Overview 9 03 Asset Portfolio 15 04 Economic, Environmental, Social and Governance Initiatives 23 05 Post-FYE2026 Milestone 28
Slide 3: FYE2026 At A Glance
01 FYE2026 AT A GLANCE D’PULZE SHOPPING CENTRE
Slide 4: KIP REIT Overview
KIP REIT OVERVIEW (as at 30 June 2026) PROPERTIES VALUATION No. of Assets Tenant Base RM 1.8 bil 19 1,251 13 Community-centric retail assets NET LETTABLE AREA 6 Industrial Properties 3.26 mil sq ft MARKET CAP ANNUALISED DISTRIBUTION YIELD FY2026 DPU RM 805.2 mil 8.6%* 7.26 sen Notes: * Based on clos
Slide 5: Record Performance Since IPO
FINANCIAL MILESTONES RECORD PERFORMANCE SINCE IPO 177.1 7.26 6.83 6.84 6.80 6.80 6.67 6.18 6.20 6.03 136.1 129.9 102.2 96.8 83.8 77.8 74.5 74.2 73.7 2.92 63.1 62.8 62.2 56.7 56.8 52.8 41.9 42.0 26.4 17.5 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 Revenue (RM'mil) Net Prope
Slide 6: FY2026 Snapshots
FY2026 SNAPSHOTS Completed acquisition of KIPMall Desa Coalfield, KIPMall Desa Coalfields KIP Kuantan, Proposed acquisition of Bintulu Industrial Land Completed AEI of Setapak Central Mall- AUM: RM1.65 billion KIPMall Tampoi subsequently completed on 30 September 2026 Bintulu Industrial Land Q1 Q3 Q
Slide 7: Awards & Recognitions - Behind the Wins
AWARDS & RECOGNITIONS- BEHIND THE WINS “TRANSFORMATION” “DIVERSITY, EQUITY, AND INCLUSION (DEI)” GOLD AWARD GOLD AWARD SME/Mid Tier SME/Mid Tier - ESG Positive Impact Awards 2025 - - ESG Positive Impact Awards 2025 - Copyrights © 2026 KIP REIT | All rights reserved 7
Slide 8: Awards & Recognitions - Behind the Wins
AWARDS & RECOGNITIONS- BEHIND THE WINS The Edge Malaysia Centurion Club Corporate Awards 2026 Highest Growth in Profit After Tax Over Three Years The Edge Malaysia Centurion Club Corporate Awards 2026 Highest Return on Equity Over Three Years Copyrights © 2026 KIP REIT | All rights reserved 8
Slide 9: FYE2026 Financial Overview
02 FYE2026 FINANCIAL OVERVIEW KIPMall Tampoi
Slide 10: Financials FY2026 (Y-o-Y)
FINANCIALS FY2026 (Y-o-Y) GROSS REVENUE NET PROPERTY INCOME REALISED PAT DISTRIBUTABLE INCOME RM177.1 mil 30.1% RM129.9 mil 34.1% RM73.1 mil 42.6% RM74.5 mil 41.4% NAV per unit (after distribution) Average Occupancy Rate Distribution per Unit RM1.15 3.0 sen 98.4% 1.7 ppts 7.26 sen 6.8% Gearing Ratio
Slide 11: Financial Performance
FINANCIAL PERFORMANCE Gross Revenue (RM ‘000) Net Property Income (“NPI”) (RM '000) 40,967 33,041 30.1% 34.1% 177,100 136,133 129,864 102,159 96,823 77,817 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 FY2025 vs FY2026 FY2025 vs FY2026 Improvement in gross revenue was driven by: i. Stronger performance
Slide 12: Financial Performance
FINANCIAL PERFORMANCE Profit after Tax (RM '000) Realised Profit after Tax (RM '000) 30,167 26.2% 21,831 42.6% 145,302 73,096 115,135 51,265 44,467 47,314 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 FY2025 vs FY2026 ▪ Profit after tax increased by 26.2% YoY, mainly driven by higher NPI, alongside high
Slide 13: Distributions
DISTRIBUTIONS Distributable Income (RM '000) Distribution Per Unit (Sen) 21,802 41.4% 74,525 7.3 6.7 6.8 52,723 45,577 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 Driven by the higher distributable income achieved in FY2026, the distribution per unit has improved from 6.80 sen in
Slide 14: Healthy Balance Sheet as at 30 June 2026
HEALTHY BALANCE SHEET AS AT 30 JUNE 2026 Audited Audited RM'000 As at 30 June 2026 As at 30 June 2025 Investment Properties 1,749,095 1,484,820 Cash and cash equivalents 103,662 57,081 Other assets 69,967 35,146 Total Assets 1,922,724 1,577,047 Borrowings 751,709 622,776 Other liabilities 68,170 60,
Slide 15: Asset Portfolio
03 ASSET PORTFOLIO KIPMall Masai
Slide 16: Portfolio Summary – Retail Assets
ONE STOP COMMUNITY CENTRIC SHOPPING MALLS, CURATED FOR THE MASS MARKET PORTFOLIO SUMMARY – RETAIL ASSETS KIP KUANTAN Portfolio As at 30 June 2026 Valuation 1,2 AEON MALL Kinta City Hypermarket – TF Value Mart LOTUS’S INDERA MAHKOTA SHOP OFFICE KFC RM1,761.4 mil Valuation: RM305.0m Valuation: RM17.0m
Slide 17: Portfolio Summary – Industrial Assets
PORTFOLIO SUMMARY – INDUSTRIAL ASSETS INDUSTRIAL PROPERTY (CHERAS JAYA) Valuation: RM23.1m NLA: 49,801 sq ft INDUSTRIAL PROPERTY (JOHOR, PASIR Occupancy Rate: 100.0% GUDANG) Valuation: RM25.0m NLA: 184,120 sq ft Occupancy Rate: 100% 3 INDUSTRIAL PROPERTIES (PULAU INDAH, KLANG) Selangor Valuation: RM
Slide 18: Portfolio Revaluation Uplift – FY2026
PORTFOLIO REVALUATION UPLIFT – FY2026 Portfolio Market Value (Including New Acquisitions) (RM’000) Central Region RM17.0 mil RM85.4 million +5.7% YoY valuation uplift 678,000 Southern Region in existing properties 593,000 RM20.8 mil 541,800 Revaluation uplift excludes properties 521,000 Northern Reg
Slide 20: Portfolio Average Occupancy Rate
PORTFOLIO AVERAGE OCCUPANCY RATE FY2023 FY2024 FY2025 FY2026 KIPMall Tampoi 94.7% 97.4% 97.7% 95.8% KIPMall Kota Tinggi 89.1% 91.4% 93.1% 96.5% KIPMall Masai 94.9% 96.2% 97.2% 96.0% KIPMall Senawang 86.4% 62.9% 85.1% 99.0% KIPMall Melaka 89.8% 95.3% 98.1% 97.2% KIPMall Bangi 74.0% 83.9% 87.4% 91.8%
Slide 21: KIPMall Tampoi AEI: Completed Asset Enhancement Initiatives
KIPMALL TAMPOI AEI: COMPLETED ASSET ENHANCEMENT INITIATIVES KIPMall Tampoi (New Facelift) Copyrights © 2026 KIP REIT | All rights reserved 21
Slide 22: KIPMall Tampoi AEI: The Canopy Market
KIPMALL TAMPOI AEI: THE CANOPY MARKET THE CANOPY MARKET Design Excellence (Professional) Retail, Exhibition & Entertainment Category Reimagining the Traditional Community Market The Canopy Market at KIPMall Tampoi transforms the traditional wet market into a vibrant, contemporary destination while p
Slide 23: Economic, Environmental, Social and Governance Initiatives
04 ECONOMIC, ENVIRONMENTAL, SOCIAL AND GOVERNANCE INITIATIVES KIPMall Melaka
Slide 28: Post-FYE2026 Milestone: Moving Forward
05 POST-FYE2026 MILESTONE MOVING FORWARD KIPMall KIPMallSetapak Bangi
Slide 29: KIPMall Setapak: 20th Property & Largest Acquisition to Date
KIPMALL SETAPAK: 20TH PROPERTY & LARGEST ACQUISITION TO DATE • Successfully completed RM435.0 million acquisition on 30 September 2026 • KIP REIT’s 20th property and largest acquisition to date • Increased AUM to approximately RM2.2 billion • Surpassed RM2.0 billion 2027 AUM target ahead of schedule
Slide 30: KIPMall Setapak Asset Overview
KIPMALL SETAPAK (FORMERLY SETAPAK CENTRAL MALL | ASSET OVERVIEW Address / Location No. 67, Jalan Taman Ibu Kota, 53300 Setapak, Kuala Lumpur Property Type Retail centre Description Three storeys shopping mall with a basement carpark Tenure 99 years leasehold land (expiring 20 November 2106) Age of P
Slide 31: Moving Forward | Next Phase of Growth
MOVING FORWARD | NEXT PHASE OF GROWTH Portfolio Integration & Disciplined Growth Quality Growth Through AEIs ✓ Focus on acquiring quality income-producing retail and industrial ✓ AEIs planned at KIPMall Masai, KIPMall Kota Warisan and AEON assets to support long-term growth. Mall Kinta City. ✓ Drive
Slide 32: Thank You
THANK YOU
Slide 33: www.kipreit.com.my
Unit B-6, Block B, Tingkat 6, Menara KIP, No.1, Jalan Seri Utara 1, Sri Utara Off Jalan Ipoh, 68100 Kuala Lumpur. www.kipreit.com.my Email contact: [email protected]
Slide 34: Appendix
APPENDIX
Slide 35: FY2026 Corporate Key Highlights
FY2026 CORPORATE KEY HIGHLIGHTS - Interviewed in 9 April 2026 issue of Oriental Daily Interview Highlights ➢ KIP REIT focuses on neighbourhood community malls built around everyday essentials. ➢ Shifting the company from people-driven management to system-driven governance, evolving real-time mainte
Slide 36: FY2026 Corporate Key Highlights
FY2026 CORPORATE KEY HIGHLIGHTS - Featured in 2 May 2026 issue of StarBiz Article Highlights REITs in Malaysia ➢ Government confirmed the preferential 10% withholding tax on REIT distributions for non-corporate investors will end this year. ➢ Bursa Malaysia REIT Index dropped 3.45%, mainly due to va

KIP Real Estate Investment Trust — Shareholder Meeting (October 2026) on 6ix

KIP Real Estate Investment Trust — Shareholder Meeting (October 2026)

Slide 1: 10th Annual General Meeting

Slide 2: Contents

Slide 3: FYE2026 At A Glance

Slide 4: KIP REIT Overview

Slide 5: Record Performance Since IPO

Slide 6: FY2026 Snapshots

Slide 7: Awards & Recognitions - Behind the Wins

Slide 8: Awards & Recognitions - Behind the Wins

Slide 9: FYE2026 Financial Overview

Slide 10: Financials FY2026 (Y-o-Y)

Slide 11: Financial Performance

Slide 12: Financial Performance

Slide 13: Distributions

Slide 14: Healthy Balance Sheet as at 30 June 2026

Slide 15: Asset Portfolio

Slide 16: Portfolio Summary – Retail Assets

Slide 17: Portfolio Summary – Industrial Assets

Slide 18: Portfolio Revaluation Uplift – FY2026

Slide 19: Strong Tenant Brands

Slide 20: Portfolio Average Occupancy Rate

Slide 21: KIPMall Tampoi AEI: Completed Asset Enhancement Initiatives

Slide 22: KIPMall Tampoi AEI: The Canopy Market

Slide 23: Economic, Environmental, Social and Governance Initiatives

Slide 24: Sustainability Highlights FY2026 (Economic)

Slide 25: Sustainability Highlights FY2026 (Environmental)

Slide 26: Sustainability Highlights FY2026 (Social)

Slide 27: Sustainability Highlights FY2026 (Governance)

Slide 28: Post-FYE2026 Milestone: Moving Forward

Slide 29: KIPMall Setapak: 20th Property & Largest Acquisition to Date

Slide 30: KIPMall Setapak Asset Overview

Slide 31: Moving Forward | Next Phase of Growth

Slide 32: Thank You

Slide 33: www.kipreit.com.my

Slide 34: Appendix

Slide 35: FY2026 Corporate Key Highlights

Slide 36: FY2026 Corporate Key Highlights