Energy Infrastructure Investments (EII & GDI(EII))

• Portfolio : Regulated or contracted assets with government or well established substantial mining and energy companies.
• Ownership:
  • EII : 49.9% MMCIF^*, 30.2% Osaka Gas, 19.9% APA Group
  • GDI (EII): 40.0% Marubeni Corporation, 40.0% SAS Trustee Corporation(STC), 20.0% APA Group
  MM Capital Infrastructure Fund managed by GP who is 90% subsidiary of Marubeni Corporation.
• Assets generate stable annuity style revenue over the mid – and long-term, based on long-term contracts and regulated tariff returns.

SmartestEnergy Australia

• SmartestEnergy Australia was established in 2020 by SmartestEnergy UK and is headquartered in Sydney. SmartestEnergy Ltd UK is a wholly owned subsidiary of the Marubeni corporation.
• The company provides energy solutions to electricity customers across Victoria, New South Wales, Queensland and South Australia.
• Empowering our Customers.
  As an independent retailer of energy, with no links to generation assets, the SmartestEnergy team are focussed on sharing their expertise to help customers make more informed, and better decisions, that deliver the best tailored solution to meet their business energy needs.
• Innovation and award-winning customer service
  ▹Leveraging the success of SmartestEnergy UK, SmartestEnergy Australia will deliver the same award-winning customer service and innovative business solutions to local customers.
  ▹The business model empowers the SmartestEnergy Australian team to deliver agile and customer focused energy solutions.

Gas Assets

AllGas Distribution Network (GDI (EII))

• The Allgas Network spans South Brisbane, South Coast (Gold Coast and parts of northern New South Wales), Toowoomba and Oakey.
• The distribution networks (including Northern NSW) consist of 3,861 km of mains, delivering gas to around 122,000 end users in QLD and NSW
• Deal Closed: 2011

MM Capital Partners

• MM Capital Partners, was formed by its sponsor shareholders, Marubeni Corporation, Mizuho Bank, and Asset Management One.
• The infrastructure fund offers investors opportunities to invest in high quality overseas infrastructure assets, managed in a manner that makes full use of the networks and expertise of the sponsor’s global infrastructure businesses, fund management capability and investments.

[Social Infrastructure]

Sydney Metro (M1 Line) Northwest, Australia

• 15-year concession with NSW State Government
• Awarded in 2014
• In operation from May 2019
• Construction (23km, 8 Stations), operation and maintenance of the rail system in the northwest of Sydney
• Upgrade & integration of existing rail system (13km)
• 22, 6 car train sets
• The first fully automated rail system in Australia

Sydney Metro (M1 Line) City & Southwest, Australia

• Integration of the existing Sydney Metro Northwest
• Trains, Systems, Operations and Maintenance (TSOM) package including CBTC Signalling, Rolling Stock, Central Control System and Communications Systems
• Platform Screen Doors for Phase 1 underground stations only and Radio System.
• Operations and Maintenance of the combined railway consisting of Sydney Metro Northwest and Sydney Metro City & Southwest Phase 1 and 2 running from Tallawong Station to Bankstown Station

Gold Coast Light Rail – Stages 1,2, Australia

• 15-year concession with QLD State Government

• Stage 1:
• Awarded in 2011
• Operational in 2014
• 13 km of light rail
• 16 stations
• 14 light rail vehicles

• Stage 2:
• Awarded in 2016
• Operational in 2018
• 7.3 km route and three stations linking QR’s Helensvale Station with University Hospital Station
• 3 additional light rail vehicles

Gold Coast Light Rail – Stages 3, Australia

• Announced in 2019
• Integration of the existing Stages 1 & 2
• Includes a 6.7 km route and eight stations from Broadbeach South to Burleigh Heads
• 8 new stations
• 5 additional Light Rail Vehicles

Royal Adelaide Hospital, Australia

• 30-year concession with the South Australian State Government, until 2046
• Construction commenced in 2011 and was commissioned in September 2017
• The design and construction cost of the Royal Adelaide Hospital was $1.85 billion
• MMCP acquired a 10% interest in the project (Celsus) in October 2020

Perth Stadium, Australia

• 25-year concession with the West Australian State Government, until 2043
• Construction commenced in 2014 and was commissioned in December 2017
• The design and construction cost of the Perth Stadium was $1.21 billion
• MMCP acquired a 50% interest in the project (WestStadium) in March 2024

WA Schools, Australia

• 32-year concession with the West Australian State Government, until 2047
• Construction commenced in 2015 and the last of 8 schools was commissioned in December 2022
• The design and construction cost of the project was $632 million
• MMCP acquired a 50% interest in the project (EduWest) in March 2024

ACT Law Courts, Australia

• 28-year concession with the Australian Capital Territory Government, until 2042
• Construction commenced in 2016 and was commissioned in Jan 2020
• The design and construction cost of the project was $250.4 million
• MMCP acquired a 50% interest in the project (Juris Partnership) in March 2024

[Economic Infrastructure]

Energy Infrastructure Investments(EII), Australia

• Energy Infrastructure Investments Pty Limited (“EII ”) owns a diverse portfolio of energy-related infrastructure comprising electricity transmission as well as gas transmission and processing assets located across Australia

Australian LNG Investments

• An investment in two major Australian LNG terminals

Australian Airport Investments

• An interest in one of Australia’s flagship international gateways