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Mapletree Logistics Trust Investor Presentation November 2026

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Mapletree Logistics Trust Investor Presentation November 2026: a 32-page Singapore REIT deck, lodged with SGX on 10 November 2026, covering the 2Q FY26/27 results (three months to 30 September 2026) plus portfolio, capital management, sustainability and outlook.

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Mapletree Logistics Trust
MLT
Investor presentation
Earnings presentation
2Q FY26/27

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Description

Main Topic

Mapletree Logistics Trust Investor Presentation November 2026: a 32-page Singapore REIT deck, lodged with SGX on 10 November 2026, covering the 2Q FY26/27 results (three months to 30 September 2026) plus portfolio, capital management, sustainability and outlook.

Key Benefits

  • •Complete REIT results structure from overview to appendix
  • •Clean financial tables for year-on-year, half-year and quarter-on-quarter results
  • •Donut, stacked-bar and map visuals for portfolio diversification
  • •Capital management and hedging pages ready as references

Target Audience

  • •REIT and property trust investor relations teams
  • •Real estate and logistics analysts
  • •Designers building investor presentations

Use Cases

  • •Quarterly REIT results presentation
  • •Portfolio and tenant diversification storytelling
  • •Capital recycling and redevelopment case studies

Unique Value Propositions

  • •Full-length REIT investor deck with 32 pages
  • •Strong mix of tables, charts and photo dividers
  • •Consistent orange-and-teal Mapletree styling

Slide Pages (32)

Detailed view of each slide page, including layout, key content and visual elements.

Page 1
title slide

Cover: Investor Presentation November 2026

Content

Title slide of Mapletree Logistics Trust (MLT) 'Investor Presentation, November 2026'.

Layout Structure

Full-width logistics-site photo with the title and Mapletree logo.

Key Visual Elements

  • •Logistics hub photograph
  • •Mapletree logo
  • •Title text
Page 2
disclaimer / legal

Disclaimer

Content

States the presentation should be read with MLT's 2Q FY2026/27 results announcement on SGXNET dated 28 October 2026. Standard REIT disclaimer on unit value, investment risk and forward-looking statements.

Layout Structure

Text-only page of dense paragraphs.

Key Visual Elements

  • •Text-only layout
  • •Header title
Page 3
section divider

Section divider: Overview of Mapletree Logistics Trust

Content

Section divider with a photo of Mapletree Logistics Hub - Tanjung Pelepas, Malaysia.

Layout Structure

Full-bleed photo with section title overlay.

Key Visual Elements

  • •Full-bleed photo
  • •Section title
Page 4
company overview

Overview of Mapletree Logistics Trust

Content

MLT is the first Asia Pacific focused logistics REIT in Singapore: 172 properties in nine markets, ~8.1 million sqm GFA, ~2.5 years WALE by NLA and S$13.1 billion (S$, Singapore dollars) assets under management as at 30 September 2026. Property counts: Singapore 43, China 40, Japan 22, South Korea 20, Australia 13, Vietnam 12, Hong Kong SAR 9, Malaysia 9, India (small).

Layout Structure

Left text and KPI tiles; right Asia Pacific map with country counts and key cities plus sea-route overlays.

Key Visual Elements

  • •Asia Pacific map with markets
  • •Five KPI tiles
  • •Key cities list
Page 5
organization / structure diagram

Strong Sponsor Alignment and Platform Support

Content

Structure chart: Sponsor Mapletree Investments Pte Ltd holds 27.3% of units; other unitholders 72.7%. Manager, Trustee (HSBC Institutional Trust Services) and Property Manager relationships with fee flows. Distribution policy is at least 90% of taxable income, paid quarterly.

Layout Structure

Structure diagram of arrows linking Sponsor, Unitholders, Manager, Trustee, Property Manager and property portfolio, with a pie of ownership.

Key Visual Elements

  • •Ownership structure diagram
  • •27.3% sponsor stake
  • •Fee and service flow arrows
Page 6
timeline / history

Building a Leading Asia Pacific Logistics REIT

Content

Two decades of growth: AUM from S$0.4 billion in 2005 to S$13.1 billion by FY25/26, NAV per unit S$0.56 to S$1.26, NLA 0.8m to 8.2m sqm, occupancy at or above 95%, total return ~6.8% per annum over 20 years. Phases 2005-2010 to 2021-2025 with acquisition and divestment totals (e.g. 2021-2025 acquisitions S$3,092M, divestments S$469M).

Layout Structure

Timeline of five phases with bullet notes plus a KPI column comparing 2005 with FY25/26.

Key Visual Elements

  • •Five-phase timeline
  • •2005 vs FY25/26 KPI comparison
  • •Growth figures
Page 7
strategy framework

Focused approach to deliver Sustainable Long-Term Value

Content

Strategy: portfolio rejuvenation through accretive acquisitions, strategic asset enhancements and selective divestments. Target mix 65-70% developed markets and 30-35% emerging markets; ~S$1bn of properties identified for divestment (over S$500m executed per the page); sponsor pipeline in India, Vietnam, Malaysia and Australia.

Layout Structure

Strategy framework: top pillars, three columns for acquisitions, enhancements and divestments with bullets.

Key Visual Elements

  • •Pillar icons
  • •Three strategy columns
  • •Bullet commentary
Page 8
portfolio overview / list

Active Portfolio Rejuvenation - Selective Divestments

Content

To date MLT has executed over S$1.4 billion of divestments at an average premium to valuation of 20%. The page lists divested properties by market, mainly Singapore, Japan, Malaysia and China.

Layout Structure

Collage of property photos with a long list of property names around a central headline.

Key Visual Elements

  • •Property photos
  • •Divested property list
  • •Headline premium stat
Page 9
data table / transactions

FY26/27 Divestments YTD

Content

Divestments of ~S$243 million executed in FY26/27 at an average 3.1% premium to valuation, across six transactions (China sales to the RMB Fund and third parties, 39 Changi South Avenue 2 for S$16.6m, a Derrimut Australia site for AUD28.0m, two Hong Kong strata units). Four-step capital recycling loop and valuation footnotes.

Layout Structure

Top four-step process banner, a transaction table with buyer, area, agreed value and valuation, and small footnotes.

Key Visual Elements

  • •Four-step cycle banner
  • •Divestment table
  • •Valuation footnotes
Page 10
case studies / comparison

Active Portfolio Rejuvenation - Strategic Asset Redevelopments

Content

Case studies of redevelopments of older assets into modern ramp-up facilities with before/after photos: Benoi (GFA up 4x, S$122 mil), Toh Guan (2.7x, S$95 mil), Pioneer (1.8x, S$90 mil), Ouluo Shanghai (2.3x, S$205 mil) and Joo Koon.

Layout Structure

Grid of before/after photo pairs, each with GFA uplift and cost labels.

Key Visual Elements

  • •Before and after photos
  • •GFA multiple call-outs
  • •Cost and completion labels
Page 11
project spotlight

Reinforcing MLT's Market-leading Position in Singapore

Content

Changi South redevelopment: two mature assets become a 5-storey ramp-up facility, GFA up 34% to 499,666 sf, estimated cost ~S$141m, construction from 1Q 2027 to 2Q 2029. Singapore is the largest market at over 30% of gross revenue; targets Green Mark Super Low Energy.

Layout Structure

Left bullet text with sustainability sub-section; right artist's impression renderings.

Key Visual Elements

  • •Artist's impression renderings
  • •Cost and timeline facts
  • •Bullet commentary
Page 12
section divider

Section divider: 2Q FY26/27 Key Highlights

Content

Section divider for the quarter's highlights (photo of Tanjung Pelepas hub, Malaysia).

Layout Structure

Full-bleed photo with section title.

Key Visual Elements

  • •Full-bleed photo
  • •Section title
Page 13
KPI summary

2Q FY26/27 Key Highlights

Content

3 months to 30 Sep 2026: gross revenue S$180.0m (+1.4% y-o-y), NPI S$154.8m (+1.0%), DPU 1.816 cents (+0.1%). Occupancy 96.4%, WALE 2.5 years, rental reversion +2.1% (+4.2% ex China), aggregate leverage 37.5%, 90% of debt hedged to fixed rates, average cost of debt 2.7%, 74% of income hedged. Also a S$400m 3.5% perpetual securities issue and CNY500m 2.1% RMB bond.

Layout Structure

Three KPI panels (financial, operating, capital management) with large figures and delta captions plus two bullet columns.

Key Visual Elements

  • •Large KPI figures
  • •Panels with prior-quarter comparisons
  • •Initiative bullets
Page 14
financial table

2Q FY26/27 vs 2Q FY25/26 (Year-on-Year)

Content

Table (S$'000): gross revenue 180,000 vs 177,471 (+1.4%); property expenses 25,215 (+4.4%); NPI 154,785 (+1.0%); borrowing costs 38,588; amount distributable 100,952 (+2.8%); DPU 1.816 vs 1.815 cents. Commentary explains drivers.

Layout Structure

Financial table at left with variance column and commentary bullets at right.

Key Visual Elements

  • •Income and distribution table
  • •Y-o-Y change column
  • •Driver commentary
Page 15
financial table

1H FY26/27 vs 1H FY25/26 (Year-on-Year)

Content

Six months to 30 Sep 2026: gross revenue 358,892 (+1.1%), NPI 311,203 (+1.5%), amount distributable 199,577 (+1.9%), DPU 3.632 cents vs 3.627 (+0.1%), in S$'000.

Layout Structure

Financial table and commentary bullets.

Key Visual Elements

  • •Half-year table
  • •Y-o-Y column
  • •Commentary
Page 16
financial table

2Q FY26/27 vs 1Q FY26/27 (Quarter-on-Quarter)

Content

Gross revenue 180,000 vs 178,892 (+0.6%); property expenses +12.2%; NPI 154,785 vs 156,418 (-1.0%); DPU unchanged at 1.816 cents. Notes on property taxes and utility adjustments.

Layout Structure

Financial table with commentary bullets.

Key Visual Elements

  • •Q-o-Q table
  • •Change column
  • •Commentary
Page 17
financial table

Healthy Balance Sheet and Prudent Capital Management

Content

As at 30 Sep 2026: total assets S$13,841m, total debt S$5,125m, net assets S$6,524m, NAV per unit S$1.27, leverage 37.5% (40.5% at 30 Jun), borrowing cost 2.7%, debt duration 3.4 years, ICR 2.9x, Fitch BBB+ stable. Net debt fell S$389m q-o-q.

Layout Structure

Left balance sheet table and ICR sensitivity row; right commentary on leverage and cost.

Key Visual Elements

  • •Balance sheet table
  • •ICR sensitivity
  • •Rating callout
Page 18
data visualization (debt maturity)

Debt Profile

Content

Ample liquidity: S$1,152 million of committed credit facilities to refinance FY26/27 debt. Currency mix: JPY 28%, RMB 25%, SGD 13%, KRW 11%, HKD 10%, MYR 8%, AUD 4%, USD 1%. Average debt duration 3.4 years.

Layout Structure

Left currency breakdown list, right stacked maturity bar chart by facility type.

Key Visual Elements

  • •Currency breakdown
  • •Maturity bar chart FY26/27 to FY33/34+
  • •Legend by instrument
Page 19
data visualization (risk)

Interest Rate and Forex Risk Management

Content

About 90% of debt is hedged or fixed rate (pro forma 83% excluding timing effect), ~74% of amount distributable in the next 12 months hedged into or derived in SGD. Notes on perpetual securities timing.

Layout Structure

Charts for hedged vs unhedged debt and income by currency, with bullet takeaways.

Key Visual Elements

  • •Hedged vs unhedged pies
  • •Forex split
  • •Takeaway bullets
Page 20
data visualization (donut)

Geographical Diversification Enhances Portfolio Resilience

Content

Developed markets anchor ~70% of AUM and revenue. AUM S$13.1 billion: Singapore 20.9%, Hong Kong SAR 22.0%, China 17.6%, Japan 13.7%, South Korea 8.3%, Australia 7.7%, Malaysia 5.7%, Vietnam 3.0%, India 1.1%. 1H FY26/27 revenue S$358.9m: Singapore 31.4%, HK 16.6%, China 14.4%, Japan 10.8%.

Layout Structure

Two donut charts side by side with a shared central country legend.

Key Visual Elements

  • •Two donut charts
  • •Center country legend
  • •Headline bullet
Page 21
data visualization / tenant mix

Well-Diversified and Quality Tenant Base

Content

985 customers; top 10 tenants account for 19.9% of gross revenue (Equinix 3.8%, CWT 3.6%, Coles 2.3% and others). About 85% of revenue from domestic distribution and 15% exports. Trade sector breakdown by revenue in Sept 2026.

Layout Structure

Tenant sector icons with percentages and a top-10 tenant logo strip.

Key Visual Elements

  • •Sector icon grid with percentages
  • •Top-10 tenant logos
  • •Domestic vs export split
Page 22
data visualization (stacked bar)

Proactive Lease Management

Content

Portfolio occupancy 96.4% at Sept-26 (e.g. Singapore 99.4%, Hong Kong SAR 94.4%, India 85.3%). Lease expiry by NLA: FY26/27 15.9%, FY27/28 34.0%, FY28/29 20.4%, FY29/30 10.8%, FY30/31 3.3%, beyond 15.6%, split into single-user and multi-tenanted.

Layout Structure

Stacked bar chart of expiries and a market occupancy strip.

Key Visual Elements

  • •Lease expiry bars
  • •Occupancy by market
  • •Single-user vs multi-tenant legend
Page 23
section divider

Section divider: Sustainability

Content

Section divider with a photo of rooftop solar panels at Mapletree Joo Koon Logistics Hub, Singapore.

Layout Structure

Full-bleed photo with title.

Key Visual Elements

  • •Full-bleed photo
  • •Section title
Page 24
sustainability overview

Advancing Our Green Agenda

Content

Green and sustainable financing S$1.5 billion (~28% of borrowings); green leases 70% of portfolio NLA in FY26/27 YTD (64% in FY25/26); solar capacity 132.9 MWp heading to 150 MWp by 2030; 79 green-certified assets covering 5.2m sqm (67% of GFA); carbon neutrality for Scope 1 and 2 by 2030.

Layout Structure

Four themed panels with bullets and small charts of solar and certification growth.

Key Visual Elements

  • •Four theme panels
  • •Small bar charts
  • •Bullet metrics
Page 25
section divider

Section divider: Outlook

Content

Section divider with photo of Mapletree Logistics Hub Tsing Yi, Hong Kong SAR.

Layout Structure

Full-bleed photo with title.

Key Visual Elements

  • •Full-bleed photo
  • •Section title
Page 26
outlook / conclusion

Outlook: Operating Environment, Resilient Portfolio, Management Priorities

Content

Uncertain global outlook with higher-for-longer rates and currency volatility; developed markets over 70% of value and revenue; about 85% of revenue from domestic consumption. Priorities: occupancy and cost efficiency, continued rejuvenation, hedging.

Layout Structure

Three columns of bullets with headings.

Key Visual Elements

  • •Three-column layout
  • •Section headings
  • •Bullets
Page 27
closing slide

Thank You

Content

Closing slide with photo of Mapletree Shah Alam Logistics Park, Malaysia.

Layout Structure

Full-bleed photo with Thank You title.

Key Visual Elements

  • •Full-bleed photo
  • •Thank You text
Page 28
section divider

Section divider: Appendix

Content

Appendix divider with photo of Coles Chilled Distribution Centre, Australia.

Layout Structure

Full-bleed photo with title.

Key Visual Elements

  • •Full-bleed photo
  • •Section title
Page 29
data table

MIPL's Logistics Development Projects in Asia Pacific

Content

Sponsor (MIPL) pipeline: completed projects total 3,471,900 sqm GFA (China 2,691,433, Vietnam 435,253, India 233,243, Australia 111,971); projects underway total 1,430,840 sqm (Malaysia 676,270, India 326,257, Hong Kong 227,836, Vietnam 110,477, Australia 90,000).

Layout Structure

Two tables of completed and underway projects by country with GFA.

Key Visual Elements

  • •Two project tables
  • •Totals rows
  • •Country groupings
Page 30
data table / market update

Portfolio Rental Reversions

Content

2Q FY26/27 portfolio rental reversion +2.1% (+4.2% ex China); China -1.7% versus -3.0% a year earlier. By market: Singapore 5.3%, South Korea 6.3%, Vietnam 5.3%, Japan 1.8%, Malaysia 2.8%, India 3.3%, Hong Kong 0.5%. Includes JLL market updates by country.

Layout Structure

Table of reversions by market for two quarters beside market-update bullets.

Key Visual Elements

  • •Reversion table
  • •Headline callouts
  • •Market update bullets
Page 31
data visualization (stacked bar)

Lease Expiry Profile (by NLA) by Geography

Content

Portfolio lease expiry by NLA: FY26/27 15.9%, FY27/28 34.0%, FY28/29 20.4%, FY29/30 10.8%, FY30/31 3.3%, beyond 15.6%, with each year split by nine markets. Detailed segment labels are small.

Layout Structure

Stacked column chart with many small data labels and a legend by market.

Key Visual Elements

  • •Stacked columns by market
  • •Total labels
  • •Legend
Page 32
data visualization (stacked bar)

Remaining Land Lease Profile

Content

Underlying land lease (by NLA): up to 30 years 23.8% (55 assets), 31-60 years 45.4% (50), over 60 years 5.9% (9), freehold 24.9% (58). Weighted average remaining leasehold term 36.7 years.

Layout Structure

Stacked columns by remaining years and market, with summary table above.

Key Visual Elements

  • •Land lease buckets
  • •Asset count table
  • •Market legend

Frequently Asked Questions

Common questions about this slide and the underlying presentation content.

What is inside this deck?

32 pages: overview, strategy, divestments and redevelopments, 2Q FY26/27 highlights and financial tables, capital management, portfolio and tenant diversification, sustainability, outlook and an appendix.

What period does it cover?

MLT's fiscal year starts in April, so 2Q FY26/27 is July to September 2026, with 1H FY26/27 covering April to September 2026.

What are the headline figures?

For 2Q FY26/27: gross revenue S$180.0m (+1.4%), NPI S$154.8m (+1.0%), DPU 1.816 cents (+0.1%), occupancy 96.4%, aggregate leverage 37.5%.

Where does it come from?

It is Mapletree Logistics Trust's investor presentation lodged with SGX on 10 November 2026, to be read with its results announcement on SGXNET dated 28 October 2026.

Is it a quarterly results deck?

Singapore listed companies report half-yearly; REITs like MLT still publish quarterly updates, and this deck covers the 2Q and 1H results. Q1/Q3 updates from other SGX companies are business updates.

Can I download it as PPTX or PDF?

Yes, the gallery page offers downloads. Review the original source terms before reuse.

Can I reuse the layout as a template?

Yes. The KPI summary, financial tables, donut charts and divider layouts adapt easily to other REITs or property companies.

Are all numbers legible?

Most are. The lease expiry by geography and land lease charts use very small labels, so check the original for detailed values.

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