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Mapletree Pan Asia Commercial Trust 2Q FY26/27 Results Presentation

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Mapletree Pan Asia Commercial Trust (MPACT) 2Q & 1H FY26/27 financial results presentation, lodged with SGX (Singapore Exchange) via SGXNET on 30 October 2026. It reports 2Q distribution per unit (DPU) of 1.94 Singapore cents (-3.5% yoy) and 1H DPU of 3.90 cents, net property income (NPI) of S$153.5 million (S$ = Singapore dollars) in 2Q (-6.3%), finance expenses down 10.1% in 2Q, aggregate leverage of 38.1%, committed occupancy of 85.6% and VivoCity 1H rental reversion of +15.0%. Mapletree's financial year runs April to March, so FY26/27 is 1 April 2026 to 31 March 2027; 2Q FY26/27 covers July to September 2026 and 1H covers April to September 2026.

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主要主题

Mapletree Pan Asia Commercial Trust (MPACT) 2Q & 1H FY26/27 financial results presentation, lodged with SGX (Singapore Exchange) via SGXNET on 30 October 2026. It reports 2Q distribution per unit (DPU) of 1.94 Singapore cents (-3.5% yoy) and 1H DPU of 3.90 cents, net property income (NPI) of S$153.5 million (S$ = Singapore dollars) in 2Q (-6.3%), finance expenses down 10.1% in 2Q, aggregate leverage of 38.1%, committed occupancy of 85.6% and VivoCity 1H rental reversion of +15.0%. Mapletree's financial year runs April to March, so FY26/27 is 1 April 2026 to 31 March 2027; 2Q FY26/27 covers July to September 2026 and 1H covers April to September 2026.

主要优势

  • •Complete half-year REIT results pack in 65 pages: income statements, balance sheet, capital management, distribution timetable, portfolio metrics, market data and asset fact sheets
  • •Clear 2Q and 1H year-on-year comparison tables with gross revenue, NPI, finance expenses, distributable income and DPU
  • •Property-by-property contribution analysis for Mapletree Business City, VivoCity, Festival Walk, China, Japan and Korea assets
  • •Risk-based capital management view: debt maturity profile, currency mix, hedging, interest coverage sensitivities
  • •Appendix of Colliers-sourced market information for Singapore, Hong Kong, Beijing, Shanghai, Greater Tokyo and Seoul
  • •Sustainability section covering green targets, Net Zero by 2050 roadmap and 2026 GRESB results

目标受众

  • •Equity and credit analysts covering Singapore REITs and Asian commercial real estate
  • •REIT investors and unitholders tracking MPACT distributions and portfolio performance
  • •Investor relations teams preparing REIT or real-estate results decks
  • •Presentation designers and finance teams who need a structured results-deck template
  • •Students and researchers studying S-REIT reporting practice

使用场景

  • •Reviewing MPACT's 2Q and 1H FY26/27 operating and financial performance before an investment decision
  • •Benchmarking MPACT's occupancy, rental reversion, leverage and cost of debt against other S-REITs
  • •Using the deck structure (highlights, financials, portfolio, sustainability, outlook, appendices) as a template for a REIT half-year results presentation
  • •Building a market overview appendix with rent, occupancy and supply tables per city
  • •Teaching how a listed trust presents distribution timetables, capital management and valuation disclosures

独特价值主张

  • •A full 65-page, SGX-lodged REIT results deck with real figures across five gateway markets in Asia
  • •Consistent corporate design: white slides, teal table headers, orange subtitles and full-bleed property photo dividers
  • •Combines financial tables, stacked contribution charts, KPI tiles, maps, supply tables and asset fact sheets in one reusable structure
  • •Available as a downloadable PPTX conversion as well as the original PDF, so the layouts can be adapted for your own REIT or real-estate reporting

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每张幻灯片页面的详细视图,包括布局、关键内容和视觉元素。

页面 1
title slide

Cover: 2Q & 1H FY26/27 Financial Results

内容

Title slide for Mapletree Pan Asia Commercial Trust, 2Q & 1H FY26/27 Financial Results, dated 30 October 2026.

布局结构

Full-bleed collage of property photos (VivoCity centre, Festival Walk, Mapletree Business City, Japan and China towers) with title block and logo overlay.

关键视觉元素

  • •Property photo collage
  • •Trust logo
  • •Title and date block
页面 2
disclaimer

Important Notice

内容

Disclaimer stating units are not obligations of the Manager (MPACT Management Ltd.) or DBS Trustee and trade on the SGX-ST. It tells readers to read the deck with the SGXNET announcement of 30 October 2026 for the period 1 April to 30 September 2026, with a QR code to investor.mapletreepact.com/financial-results.html.

布局结构

Text-heavy legal disclaimer in dense paragraphs with a QR code to the investor relations page.

关键视觉元素

  • •QR code
  • •Legal text blocks
  • •Logo top-right
页面 3
agenda

Contents

内容

Agenda listing Key Highlights (p4), Financial Performance (p7), Portfolio Highlights (p17), Commitment to Sustainability (p30), Outlook (p33), Appendix 1 Market Information (p36) and Appendix 2 Other Asset Information (p55).

布局结构

Numbered section list with page references beside decorative maple-leaf artwork.

关键视觉元素

  • •Maple-leaf artwork
  • •Section list with page numbers
  • •Teal accent bar
页面 4
section divider

Section Divider: Key Highlights

内容

Divider introducing the Key Highlights section, illustrated with the VivoCity 20 Years installation photo.

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •VivoCity 20 Years installation photo
  • •Section title
页面 5
KPI dashboard

Key Highlights: KPI Tiles

内容

KPI tiles show 2Q DPU of 1.94 Singapore cents, NAV per unit of S$1.73, aggregate leverage of 38.1% and weighted all-in cost of debt of 2.95% p.a. Also shown are AUM of S$15.3bn across 15 commercial properties in five gateway markets (including 50% of The Pinnacle Gangnam), committed occupancy of 85.6%, WALE of 2.3 years and rental reversion of +3.5%.

布局结构

Grid of large-number KPI tiles with short labels under each figure.

关键视觉元素

  • •KPI tiles
  • •Large numerals
  • •Teal and orange accents
页面 6
executive summary

Key Highlights: Commentary

内容

Finance expenses fell 10.1% in 2Q and 14.4% in 1H on lower rates and debt reduction from FY25/26 divestment proceeds, while DPU of 1.94 cents (2Q) and 3.90 cents (1H) were lower yoy. Leverage was 38.1% with ICR of 3.3x, occupancy rose 1.2pp qoq to 85.6%, VivoCity NPI rose 5.0% in 2Q and 6.9% in 1H with 1H reversion of +15.0%, and MPACT was named a GRESB 2026 Sector Leader.

布局结构

Bulleted text slide grouped by theme (capital management, occupancy, VivoCity, Festival Walk, sustainability).

关键视觉元素

  • •Grouped bullet commentary
  • •Bold key figures
  • •Orange subheadings
页面 7
section divider

Section Divider: Financial Performance

内容

Divider introducing the Financial Performance section with a glass fish sculpture at Mapletree Business City.

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •Glass fish sculpture photo
  • •Section title
页面 8
financial table

2Q FY26/27 vs 2Q FY25/26 Results

内容

Gross revenue was S$207,483k vs S$218,486k (-5.0%), NPI S$153,543k vs S$163,904k (-6.3%), finance expenses S$42,558k vs S$47,350k (-10.1%), distributable amount S$103,074k vs S$106,205k (-2.9%) and DPU 1.94 vs 2.01 cents (-3.5%). Drivers include the FJM non-renewal, China macro, Hong Kong retail and the divested TSI, ASY and Festival Walk Tower, with Singapore revenue +0.3%.

布局结构

Financial table with teal header and variance column, plus a commentary panel on the drivers.

关键视觉元素

  • •Income statement table
  • •Variance percentages
  • •Footnotes on divestments
页面 9
stacked bar chart

2Q Gross Revenue and NPI Contribution

内容

On a comparable basis gross revenue moved from S$216.9m to S$210.5m and NPI from S$162.9m to S$155.8m. VivoCity grew (revenue 62.3 to 66.0, NPI 46.4 to 48.8) while China (18.6 to 15.5) and Japan (14.4 to 11.2) revenue declined; core assets contributed 58% of revenue and 60% of NPI.

布局结构

Two stacked bar charts (revenue and NPI) comparing the two periods, with segment labels and a callout on core assets.

关键视觉元素

  • •Stacked bar charts
  • •Segment data labels
  • •Core asset share callout
页面 10
financial table

1H FY26/27 vs 1H FY25/26 Results

内容

1H gross revenue was S$413,945k vs S$437,102k (-5.3%), NPI S$308,317k vs S$329,894k (-6.5%), finance expenses S$83,434k vs S$97,448k (-14.4%), distributable amount S$207,276k vs S$212,974k (-2.7%) and DPU 3.90 vs 4.02 cents (-3.0%). Singapore revenue grew 1.2%, while constant-currency revenue fell 4.9% and NPI 6.4%.

布局结构

Financial table with teal header and variance column, with commentary notes below.

关键视觉元素

  • •Half-year income statement table
  • •Variance column
  • •Constant currency note
页面 11
stacked bar chart

1H Contribution and Geographic Mix

内容

1H gross revenue moved from S$433.4m to S$419.9m and NPI from S$327.5m to S$312.8m on a comparable basis, with VivoCity revenue up 7.5% and NPI up 6.9%. By market, revenue was Singapore 66%, Hong Kong 19%, China 8%, Japan 5% and Korea 1%; core assets were 58% of revenue and 59% of NPI.

布局结构

Stacked bar charts for revenue and NPI plus market-share donut or percentage breakdown.

关键视觉元素

  • •Stacked bars by asset
  • •Geographic share percentages
  • •VivoCity growth callout
页面 12
financial table

Balance Sheet

内容

At 30 September 2026, investment properties were S$15,021,114k, total assets S$15,389,737k, net borrowings S$5,772,164k and net assets S$9,172,344k, with perpetual securities down to nil after the S$250m redemption. NAV per unit was S$1.73 on 5,291,445k units, and a S$200m fixed-rate note was issued in June 2026.

布局结构

Two-column balance sheet table (30 Sep 2026 vs 31 Mar 2026) with teal header and footnotes.

关键视觉元素

  • •Balance sheet table
  • •Perpetual securities line
  • •Footnotes
页面 13
data table

Capital Management

内容

Gross debt was S$5,913.4m at 30 Sep 2026, aggregate leverage 38.1% (37.7% at 30 Jun 2026; 37.6% a year ago), ICR 3.3x, cost of debt 2.95% (3.23% a year ago), fixed-rate share 71.8% and term to maturity 3.2 years. Moody's rating is Baa2 (negative) throughout and debt/NAV is 64.5%.

布局结构

Three-period comparison table with teal header (30 Sep 26, 30 Jun 26, 30 Sep 25).

关键视觉元素

  • •Capital management table
  • •Rating row
  • •Three period columns
页面 14
stacked bar chart

Risk-Based Capital Management

内容

Gross debt is S$5.9bn with about S$0.6bn liquidity; ICR is 3.3x, 3.0x if EBITDA falls 10% and 2.5x if rates rise 100bps. Debt by currency is SGD 61%, HKD 16%, JPY 13%, RMB 7% and KRW 2%, and maturities run from S$256m in FY26/27 to S$400m in FY33/34 (peak S$1,323m in FY29/30).

布局结构

Multi-panel slide with currency pie charts, AUM by geography and a debt maturity bar chart.

关键视觉元素

  • •Debt maturity bar chart
  • •Currency pie charts
  • •ICR sensitivity figures
页面 15
data chart

Interest Rate and Currency Hedging

内容

72% of debt is fixed and 28% floating (SGD 15, HKD 5, JPY 4, RMB 3, KRW 1), and a 50bps rate change equals 0.14 cents of DPU p.a. About 94% of distributable income is in SGD or hedged (SGD 80, hedged 15, unhedged 6).

布局结构

Two donut charts (debt mix and income currency exposure) with sensitivity callout.

关键视觉元素

  • •Donut charts
  • •DPU sensitivity callout
  • •Hedging percentages
页面 16
data table

Distribution Details

内容

Distribution for 1 July to 30 September 2026 is 1.94 cents per unit, with notice on 30 October, cum date 5 November, ex-date 6 November 2026 at 9am, record date 10 November at 5pm and payment on 16 December 2026.

布局结构

Compact table of distribution period, rate and key dates in teal and orange.

关键视觉元素

  • •Distribution timetable
  • •Date list
  • •Rate highlight
页面 17
section divider

Section Divider: Portfolio Highlights

内容

Divider introducing the Portfolio Highlights section with a Mapletree Business City photo.

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •Mapletree Business City photo
  • •Section title
页面 18
KPI dashboard

Portfolio Highlights 1H FY26/27

内容

Committed occupancy was 85.6% with rental reversion of 3.5% and 479,613 sq ft of retail plus 1,734,792 sq ft of office/business park space renewed or re-let, for 74.0% tenant retention. VivoCity tenant sales rose 4.1% and traffic 1.1%; Festival Walk sales rose 3.9% and traffic 6.7%.

布局结构

Summary KPI panels for portfolio, VivoCity and Festival Walk.

关键视觉元素

  • •KPI panels
  • •Retention figure
  • •Retail performance metrics
页面 19
data table

Committed Occupancy

内容

Portfolio committed occupancy was 85.6% vs 84.4% at 30 Jun 2026 and 88.9% a year ago. MBC reached 95.4%, VivoCity 100%, Festival Walk 99.9%, China 84.5% and Japan 57.5% (impacted by FJM), with The Pinnacle Gangnam at 99.9%.

布局结构

Occupancy table by asset with three period columns and notes on BOAHF and mTower.

关键视觉元素

  • •Occupancy table
  • •Three period columns
  • •Asset footnotes
页面 20
data table

Rental Reversion

内容

Across 231 leases covering 1,292.5k sq ft, retention was 74.0% and reversion +3.5%. VivoCity achieved +15.0% (83 leases), Pinnacle +32.7%, MBC +1.4%, Japan +2.4%, while Festival Walk was -15.6% and China -29.9%.

布局结构

Table of leases, retention, area and reversion per asset with total row, teal header.

关键视觉元素

  • •Reversion table
  • •Positive and negative reversion figures
  • •Total row
页面 21
stacked bar chart

Lease Expiry Profile

内容

Portfolio WALE is 2.3 years (1.9 years on a commencement basis), with retail at 1.9 and office/business park at 2.7 years. By gross rental income, retail/office expiries are 4.9%/7.2% in FY26/27, 16.8%/9.7% in FY27/28 and 4.7%/13.5% in FY30/31 and beyond.

布局结构

Clustered bar chart of expiry by year split by retail and office, with WALE figures.

关键视觉元素

  • •Lease expiry bar chart
  • •WALE callouts
  • •Retail vs office split
页面 22
asset performance panels

Office and Business Park Assets

内容

Four panels cover Singapore (95.4% occupancy, retention 81.0%/81.6%, reversion 1.4%/5.5%), China (84.5%, -29.9% reversion), Japan (about 6% of AUM, 57.5% occupancy, 2.4% reversion) and Korea (99.9%, 32.7% reversion).

布局结构

Four-panel layout, one per market, each with occupancy, retention, reversion and lease-expiry metrics.

关键视觉元素

  • •Four market panels
  • •Metric tiles
  • •Lease expiry figures
页面 23
asset performance panels

Retail Assets

内容

VivoCity had 100% occupancy, retention of 73.3% and reversion of +15.0%, while Festival Walk had 99.9% occupancy, retention of 56.7% and reversion of -15.6%.

布局结构

Two-panel comparison of VivoCity and Festival Walk with metric tiles.

关键视觉元素

  • •Two asset panels
  • •Metric tiles
  • •Lease expiry figures
页面 24
bar chart

VivoCity Traffic and Tenant Sales

内容

1H traffic rose from 21.9m to 22.1m (+1.1%) and tenant sales from S$519.1m to S$540.5m (+4.1%); 2Q tenant sales were S$273.7m vs S$264.9m. Circle Line Stage 6 opened on 12 July 2026 and HarbourFront Centre closed on 27 July 2026.

布局结构

Paired bar charts for traffic and sales by quarter with event notes.

关键视觉元素

  • •Traffic bar chart
  • •Sales bar chart
  • •Event notes
页面 25
photo gallery

VivoCity Trade Remixing

内容

New tenants include Bake it Babe, Bee Cheng Hiang, Mister Mobile and Tissot, while Burberry beauty boutique, MUJI, PUMA and Typo have been rejuvenated.

布局结构

Photo grid of storefronts labelled new and rejuvenated.

关键视觉元素

  • •Storefront photos
  • •New vs rejuvenated labels
页面 26
photo gallery

VivoCity Events and Marketing

内容

Highlights include the Sanrio Characters Moonlit Garden x TANGS Mid-Autumn Fair 2026 (25 August to 27 September) and Sky Park lanterns, supported by press coverage.

布局结构

Event photo collage with press clipping montage.

关键视觉元素

  • •Event photos
  • •Press coverage collage
页面 27
bar chart

Festival Walk Traffic and Tenant Sales

内容

1H traffic rose from 15.6m to 16.6m (+6.7%), with 2Q traffic up 10.3% (8.0m to 8.8m). Tenant sales grew from HK$1,696.4m to HK$1,761.9m (+3.9%) and 2Q sales were HK$898.3m (+3.7%); space reconfiguration was completed in July 2026.

布局结构

Paired bar charts for traffic and sales with reconfiguration note.

关键视觉元素

  • •Traffic bar chart
  • •Sales bar chart
  • •Reconfiguration note
页面 28
photo gallery

Festival Walk Trade Remixing

内容

New and remixed tenants shown include ICBC, So Gor Beef Brisket, Asics and Go Wild.

布局结构

Photo grid of storefronts with tenant labels.

关键视觉元素

  • •Storefront photos
  • •Tenant labels
页面 29
photo gallery

Festival Walk Events

内容

Events include the Winnie the Pooh 100th pop-up, the Beware of Love press conference, Toei Animation 70th, Kalos Blocks x Coca-Cola and a Nintendo Switch 2 Yoshi event.

布局结构

Event photo collage with captions.

关键视觉元素

  • •Event photos
  • •Captions
页面 30
section divider

Section Divider: Commitment to Sustainability

内容

Divider introducing the sustainability section with a Mapletree Business City garden photo.

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •MBC garden photo
  • •Section title
页面 31
framework diagram

Sustainability Framework and Targets

内容

Four pillars (Resilient & Sustainable Business, Climate Change, Social Value in Workplace & Community, High Ethical Standards) map 12 material topics to the UN SDGs. Targets include 60% of occupied area under green leases by 2030, 100% green-certified portfolio, 78.5% Scope 1+2 carbon intensity reduction by 2035 vs FY23/24 and 50% renewable electricity by 2030.

布局结构

Four-pillar framework diagram with material topics, SDG icons and a targets panel.

关键视觉元素

  • •Four pillars
  • •SDG icons
  • •Targets list
页面 32
roadmap

Net Zero by 2050 and ESG Recognition

内容

A Net Zero by 2050 roadmap runs from foundation and stakeholder engagement to decarbonisation levers and compensation. MPACT earned 2026 GRESB Global Sector Leader (Listed, Diversified Office/Retail), Regional Sector Leader Asia, an improved Five-Star rating and Public Disclosure Level A.

布局结构

Roadmap timeline above award badges and community photo strip.

关键视觉元素

  • •Net Zero roadmap
  • •GRESB badges
  • •Community activity photos
页面 33
section divider

Section Divider: Outlook

内容

Divider introducing the Outlook section with a Mapletree Business City photo.

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •MBC photo
  • •Section title
页面 34
outlook

Looking Ahead

内容

The environment is shaped by geopolitical tensions, higher energy costs and rising interest rates. Singapore is 61% of AUM and 68% of NPI, with VivoCity AEIs and MBC lease commencements from 3Q FY26/27, while overseas the focus is occupancy, Festival Walk remixing and portfolio optimisation in core markets.

布局结构

Bulleted outlook text grouped into operating environment, Singapore, overseas and capital management.

关键视觉元素

  • •Grouped bullets
  • •Orange subheadings
页面 35
closing/contact

Thank You and Investor Relations Contacts

内容

Closing slide with investor relations contacts Teng Li Yeng and Cassandra Seet of Investor Relations & Sustainability.

布局结构

Thank-you message with contact block above a property photo strip.

关键视觉元素

  • •Contact block
  • •Property photo strip
页面 36
section divider

Section Divider: Appendix 1 Market Information

内容

Divider for Appendix 1 Market Information, showing the Festival Walk ice rink (Glacier).

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •Festival Walk ice rink photo
  • •Section title
页面 37
market overview

Singapore Retail Market

内容

Per Colliers (27 Oct 2026), Orchard rent was S$38.10 psf/month (+0.3% qoq) at 92.8% occupancy and suburban rent S$21.00 (-0.1%) at 95.3%. 3Q 2026 GDP grew 1.1% qoq and 5.4% yoy, the 2026 forecast was upgraded to 4.5-5.5%, and about 1.4m sq ft of new retail supply is due from rest-2026 to 2028.

布局结构

Left-hand statistics and commentary with a map of VivoCity and the Greater Southern Waterfront on the right.

关键视觉元素

  • •Market statistics
  • •Location map
  • •Circle Line loop
页面 38
data table

Singapore Retail Planned Supply

内容

Planned retail supply table for 2026-2028 includes Bukit V (173.4k sq ft, 2027), Newport Tower (222.0k, 2027), Golden Mile Redevelopment (114.4k, 2027), One Sophia (82.7k, 2028) and Parktown Tampines (80.9k, 2028).

布局结构

Multi-column supply table listing project, area and completion year with teal header.

关键视觉元素

  • •Supply table
  • •Completion years
页面 39
combo chart

Singapore Retail Sales

内容

Monthly retail sales from Jul-22 to Aug-26 range roughly S$3.1bn to S$4.4bn with an online share of about 12.6% to 19.5%. In Aug-26, sales were S$3.8bn and online share 18.2%.

布局结构

Combination bar and line chart with sales bars and online share line.

关键视觉元素

  • •Monthly sales bars
  • •Online share line
  • •Latest data label
页面 40
bar chart

Singapore Visitor Arrivals

内容

Arrivals were 19.1m in 2019, 2.7m in 2020, 0.3m in 2021, 6.3m in 2022, 13.6m in 2023, 16.5m in 2024, 16.9m in 2025 and 12.7m in 9M 2026. Arrivals fell 1.8% yoy for Jul-Sep and 1.7% for 9M.

布局结构

Annual bar chart with growth callouts.

关键视觉元素

  • •Annual arrivals bars
  • •Growth callouts
页面 41
market overview

Singapore Office Market

内容

Islandwide office rent was S$7.03 psf/month (+1.9% qoq) with 89.0% occupancy (-0.2pp) in 2Q 2026, CBD at S$12.23 and City Fringe at S$8.24. About 2.7m sq ft of new supply is due to 2028, with demand from tech and non-bank financials.

布局结构

Statistics and commentary panel beside a map of office districts.

关键视觉元素

  • •Market statistics
  • •District map
页面 42
data table

Singapore Office Planned Supply

内容

Projects listed include Solitaire On Cecil (197.0k sq ft, 2026), Newport Tower (220.0k, 2027), The Skywaters (745.0k, 2028), Clifford Centre (345.0k, 2028) and One Comcentre (809.0k, 2028).

布局结构

Supply table of project, area and year with teal header.

关键视觉元素

  • •Supply table
  • •Completion years
页面 43
market overview

Singapore Business Parks

内容

Central Region business park rent was S$4.50 psf/month (-4.3% qoq) with 89.0% occupancy (+3.7pp) in 2Q 2026, and no known new supply for 2026-2028. Mapletree Business City is positioned as a Grade A integrated hub.

布局结构

Statistics panel, supply table with dashes and a business park cluster map.

关键视觉元素

  • •Cluster map
  • •Supply table
  • •Market statistics
页面 44
market overview

Hong Kong Retail Market

内容

Kowloon East retail rent was HK$255 psf/month (+0.4% qoq) with 85.9% occupancy; Hong Kong 2Q 2026 GDP grew 4.3% yoy with the full-year forecast raised to 3.5-4.5%. Visitors rose 12% in Jan-Sep, retail sales rose 5.1% in Jul-Aug, and about 1.0m sq ft of new supply is due in rest-2026.

布局结构

Statistics and commentary with a map showing Festival Walk's link to Kowloon Tong MTR and its 830 car parks.

关键视觉元素

  • •Market statistics
  • •Location map
  • •MTR link
页面 45
data table

Hong Kong Retail Planned Supply

内容

Supply includes XRL Terminus retail (602.8k sq ft, 2026), The KEyPoint (300.0k, 2026), Lee Garden Eight (107.6k, 2026), 35 Clear Water Bay Road (575.9k, 2028) and NKIL 6649 Kai Tak (160.3k, 2028).

布局结构

Supply table of project, area and year with teal header.

关键视觉元素

  • •Supply table
  • •Completion years
页面 46
combo chart

Hong Kong Retail Sales

内容

Monthly sales from Jul-22 to Aug-26 range about HK$28bn to HK$37bn, peaking at HK$37.3bn in Jan-26, with online share of about 6% to 15%. Aug-26 sales were HK$32.1bn and online share 8.7%.

布局结构

Combination bar and line chart of monthly sales and online share.

关键视觉元素

  • •Monthly sales bars
  • •Online share line
  • •Peak label
页面 47
bar chart

Hong Kong Visitor Arrivals

内容

Arrivals were 55,913k in 2019, 34,003k in 2023, 44,514k in 2024, 49,895k in 2025 and 40,704k in 9M 2026 (mainland 31,900k). Jul-Sep arrivals rose 9.0% to 14.0m and 9M rose 11.6%.

布局结构

Annual bar chart with growth callouts and mainland share.

关键视觉元素

  • •Annual arrivals bars
  • •Growth callouts
页面 48
market overview

Beijing Office Market

内容

Lufthansa Grade A rent was RMB179.2 psm/month (-6.9% qoq) with 72.7% occupancy, while Beijing overall occupancy was 80.3% and rents fell 4.1% qoq. China 3Q GDP grew 4.5%, and about 0.7m sqm of supply is due to 2028; Gateway Plaza sits in the Lufthansa district.

布局结构

Statistics and commentary beside a Beijing district map.

关键视觉元素

  • •Market statistics
  • •District map
页面 49
data table

Beijing Office Planned Supply

内容

Supply in thousand sqm includes Maoyuan Yao Zone (38.0, 4Q26), Chaoyang Station hub (68.0, 4Q27), Indigo Phase II (106.9, 2027), Digital Financial Technology Demonstration Park (213.3, 2027) and Dajia Life Building (117.2, 3Q28).

布局结构

Supply table of project, area and completion with teal header.

关键视觉元素

  • •Supply table
  • •Completion quarters
页面 50
market overview

Shanghai Business Park Market

内容

Zhangjiang rent was RMB3.40 psm/day (-0.5% qoq) with 67.3% occupancy (+1.2pp), while overall Shanghai business park occupancy was 70.5% in 3Q 2026 and rents fell 5.6% yoy. About 2.8m sqm of supply is due to 2028, mainly Jinqiao (47%) and Zhangjiang (41%), with Sandhill Plaza located at Zhangjiang Science City.

布局结构

Statistics and commentary beside a map of core and emerging business parks.

关键视觉元素

  • •Market statistics
  • •Business park map
页面 51
data table

Shanghai Business Park Planned Supply

内容

A table of about 27 projects includes Shanghai Riverfront Harbor B-3-10 (155.0k sqm, 4Q26), Zhangjiang Middle Zone Plot 41-13 (275.5k, 2027) and Golden Valley WK14-4 Qingtian (390.0k, 2028).

布局结构

Long supply table of project, area and completion with teal header.

关键视觉元素

  • •Long supply table
  • •Completion years
页面 52
market overview

Greater Tokyo Office Market

内容

Tokyo 18 wards rent was JPY21,623 per tsubo/month (+1.2% qoq) with 96.8% occupancy, and Chiba rent was JPY12,742 (+3.1%) at 91.2%. Makuhari vacancies will take longer to backfill; supply includes Osaki Core, World Trade Center Building, TORANOGATE (36,000 tsubo, 4Q27) and Torch Tower (108,000 tsubo, 1Q28).

布局结构

Statistics and commentary with a supply table beside a Tokyo area map.

关键视觉元素

  • •Market statistics
  • •Supply table
  • •Area map
页面 53
market overview

Seoul Office Market

内容

GBD rent was KRW145,898 per pyeong/day (+3.9% qoq) with 98.0% occupancy, and Seoul overall occupancy was 95.9%. Korea 3Q GDP grew 3.4% yoy; about 0.5m pyeong of supply is due to 2028, and The Pinnacle Gangnam is a 20-storey freehold office with 181 parking lots.

布局结构

Statistics and commentary with Seoul district map and asset description.

关键视觉元素

  • •Market statistics
  • •District map
  • •Asset description
页面 54
data table

Seoul Office Planned Supply

内容

A table of about 19 projects from 4Q26 to 4Q28 is mostly CBD at 0.01-0.07 million pyeong, with KDIC Seocho (GBD) at 0.11 in 1Q28 and Sewoon 3-8,9,10 at 0.07 in 2Q28.

布局结构

Long supply table of project, district, area and completion with teal header.

关键视觉元素

  • •Supply table
  • •District column
页面 55
section divider

Section Divider: Appendix 2 Other Asset Information

内容

Divider for Appendix 2 Other Asset Information, showing the Festival Walk atrium.

布局结构

Full-bleed photograph with section title overlay.

关键视觉元素

  • •Festival Walk atrium photo
  • •Section title
页面 56
data table

Top Ten Tenants

内容

As at 31 March 2026, the top ten tenants contribute 21.4% of gross rental income excluding undisclosed names, led by Google Asia Pacific (6.2%), BMW (3.3%) and Merrill Lynch Global Services (2.0%). Others include TaSTe, Hewlett-Packard Japan, IMDA, HSBC, Mapletree Investments and NTUC FairPrice (1.4%).

布局结构

Ranked horizontal bar chart or table of ten tenants with percentage of GRI.

关键视觉元素

  • •Ranked tenant list
  • •Percentage bars
页面 57
bar chart

Trade Mix

内容

By gross rental income at 31 March 2026, F&B is 17.2%, IT services & consultancy 14.3%, fashion 7.8%, banking & financial 6.2% and department store/supermarket 5.3%. Remaining categories run from 4.6% (beauty & health) to 2.0% (consumer goods), with others at 6.9%.

布局结构

Horizontal bar chart of trade categories ranked by share of GRI.

关键视觉元素

  • •Ranked bar chart
  • •Percentage labels
页面 58
financial table

Portfolio Valuation Summary

内容

At 31 March 2026 Singapore was valued at S$9,291.0m (+S$278.0m, +3.1%), overseas at S$5,920.1m (-9.2%, of which valuation -S$301.7m and forex -S$301.1m), and the total at S$15,211.1m (-2.1%). Excluding forex the total change was -S$23.7m (-0.2%).

布局结构

Comparison table of valuations versus 31 March 2025 with three callout boxes.

关键视觉元素

  • •Valuation table
  • •Three callout boxes
页面 59
data table

Singapore Valuations

内容

VivoCity was valued at S$4,062.0m (+5.4%, S$3,752 psf, cap rate 4.40%), MBC I at S$2,372.0m (+0.9%), MBC II at S$1,670.0m (+0.4%), mTower at S$827.0m (+4.2%) and BOAHF at S$360.0m (+2.9%), totalling S$9,291.0m (+3.1%).

布局结构

Table of valuation, change and cap rate per Singapore asset with a note on new valuers.

关键视觉元素

  • •Valuation table
  • •Cap rate column
页面 60
data table

Overseas Valuations

内容

Festival Walk was HK$20,700m (-4.9% local; S$3,387.1m, cap 4.30%), Gateway Plaza RMB5,290m (-8.5%), Sandhill Plaza RMB2,070m (-4.7%), Japan JPY117,620m (-2.1% local, S$944.9m) and The Pinnacle Gangnam KRW258,050m (+2.4%, S$221.0m for 50%). The overseas total was S$5,920.1m.

布局结构

Table of local-currency value, change, S$ value and cap rate per overseas asset.

关键视觉元素

  • •Valuation table
  • •Currency columns
  • •Cap rate column
页面 61
asset fact sheet

Singapore Assets: VivoCity and Mapletree Business City

内容

VivoCity is a retail asset at 1 HarbourFront Walk on a 99-year lease from 1997, with 1,082,644 sq ft, 2,183 car park lots and a valuation of S$4,062.0m. MBC I (S$2,372.0m) and MBC II (S$1,670.0m) total 2,885,678 sq ft with 2,001 lots and tenants such as Google, IMDA, Samsung and SAP.

布局结构

Asset fact-sheet panels with photo, key details table and tenant list.

关键视觉元素

  • •Asset photos
  • •Fact tables
  • •Tenant names
页面 62
asset fact sheet

Singapore Assets: mTower and BOAHF

内容

mTower at 460 Alexandra Road has 523,582 sq ft, a Green Mark GoldPLUS rating and a valuation of S$827.0m. BOAHF at 2 HarbourFront Place has 215,963 sq ft, a LEED Gold rating, a valuation of S$360.0m and Merrill Lynch as a tenant.

布局结构

Two asset fact-sheet panels with photo, details and tenant list.

关键视觉元素

  • •Asset photos
  • •Fact tables
  • •Tenant names
页面 63
asset fact sheet

Hong Kong, China and Seoul Assets

内容

Festival Walk (588,890 sq ft, HK$20,700m, 830 lots, lease to 2047), Gateway Plaza Beijing (1,145,896 sq ft, RMB5,290m), Sandhill Plaza Shanghai (683,115 sq ft, RMB2,070m) and The Pinnacle Gangnam (478,461 sq ft, KRW258,050m, S$221.0m for 50%) are shown, all acquired in 2022.

布局结构

Four asset fact-sheet panels with photo, key facts and tenant list.

关键视觉元素

  • •Asset photos
  • •Fact tables
  • •Green rating badges
页面 64
asset fact sheet

Greater Tokyo Assets (1 of 2)

内容

Freehold assets acquired in 2022 include HP Japan HQ Building (457,426 sq ft, JPY40,900m, S$328.6m), IXINAL Monzen-nakacho (73,753 sq ft, JPY8,540m) and Omori Prime Building (73,168 sq ft, JPY7,670m).

布局结构

Three asset fact-sheet panels with photo and key facts.

关键视觉元素

  • •Asset photos
  • •Fact tables
  • •CASBEE ratings
页面 65
asset fact sheet

Greater Tokyo Assets (2 of 2)

内容

Higashi-nihonbashi 1-chome (27,996 sq ft, JPY2,800m), mBAY POINT Makuhari (923,077 sq ft, JPY33,000m, S$265.1m), Fujitsu Makuhari Building (329,023 sq ft after Fujitsu left, JPY9,910m, S$79.6m) and Makuhari Bay Tower (402,444 sq ft, JPY14,800m, S$118.9m) complete the asset listing.

布局结构

Four asset fact-sheet panels with photo and key facts.

关键视觉元素

  • •Asset photos
  • •Fact tables
  • •Tenant names

常见问题

关于此幻灯片和基础演示文稿内容的常见问题。

What period does the MPACT 2Q & 1H FY26/27 results presentation cover?

Mapletree's financial year runs from April to March, so FY26/27 is 1 April 2026 to 31 March 2027. The deck covers 2Q FY26/27 (July to September 2026) and 1H FY26/27 (April to September 2026), with comparisons to the same periods a year earlier.

Where was this presentation published?

It was lodged with SGX (Singapore Exchange) via SGXNET on 30 October 2026, alongside the financial statements and distribution announcement for the period 1 April to 30 September 2026. The Important Notice slide also points to the investor relations page at investor.mapletreepact.com/financial-results.html.

Is this a full results deck or a business update, given Singapore's half-yearly reporting regime?

Under SGX's half-yearly reporting regime, Singapore issuers' 1Q and 3Q releases are business updates, while the 2Q and 4Q (half-year and full-year) releases carry full financial statements. This is a full 2Q & 1H results deck, with an income statement, balance sheet, capital management and distribution details.

What are the headline DPU and the distribution dates?

2Q DPU was 1.94 Singapore cents (-3.5% yoy) and 1H DPU was 3.90 cents (-3.0%). For the 1 July to 30 September 2026 distribution, the ex-date is 6 November 2026 and payment is on 16 December 2026 (record date 10 November).

Why did MPACT's DPU decline year on year?

Overseas headwinds weighed on income: the non-renewal of the Fujitsu Makuhari Building (FJM) in Japan, China macro conditions and Hong Kong retail, plus the divestments of TSI, ASY and Festival Walk Tower and a weaker yen. These were partly offset by VivoCity (2Q NPI +5.0%, 1H reversion +15.0%) and finance expenses falling 10.1% in 2Q.

What is in the 65 pages, and can I use it as a template for a REIT results deck?

The deck covers Key Highlights, Financial Performance, Portfolio Highlights, Sustainability, Outlook, then Appendix 1 (market information for Singapore, Hong Kong, Beijing, Shanghai, Greater Tokyo and Seoul) and Appendix 2 (tenants, trade mix, valuations and asset fact sheets). Its structure of KPI tiles, comparison tables, stacked bar charts, supply tables and photo dividers works well as a template for REIT or real-estate results presentations. A downloadable PPTX conversion and the PDF are both available.

What does MPACT's capital management look like at 30 September 2026?

Aggregate leverage was 38.1%, gross debt S$5,913.4m, interest coverage ratio 3.3x, weighted all-in cost of debt 2.95% p.a., about 72% of debt fixed-rate and term to maturity 3.2 years. Moody's rating is Baa2 (negative), and the S$250m of perpetual securities was redeemed.

来源与延伸阅读

  • MPACT Financial Results — Mapletree Pan Asia Commercial Trust

    Official investor relations page referenced on the deck's Important Notice slide, hosting the financial statements and distribution announcement.

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