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ROBINSONS LAND ANALYST BRIEFING 1H CY2026 11 August 2026
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The following disclaimer applies to the presentation following this page and you are therefore advised to read this disclaimer carefully before accessing, reading or making any other use of the attached presentation. In accessing the attached presentation, you agree to be bound by the following terms and conditions, including any modifications to them from time to time, each time you receive any information from Robinsons Land Corporation, (“RLC” or the “Company”) as a result of such access. You acknowledge that the attached presentation and the information contained therein are strictly confidential and intended for you only. You are not authorized to and you may not forward or deliver the attached presentation, electronically or otherwise, to any other person or reproduce such presentation in any manner whatsoever, nor may you disclose the information contained in the attached presentation to any third-party or use it for any other purpose. Any forwarding, distribution, publication or reproduction of the attached presentation in whole or in part or disclosure of any information contained therein or any use of such information for any other purpose is unauthorized. This presentation contains forward-looking statements and forward-looking information that are, by their nature, subject to significant risks and uncertainties. These forward- looking statements include, without limitation, statements relating to known and unknown risks; uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from expected future results; performance or achievements expressed or implied by forward-looking statements; our overall future business, financial condition, and results of operations, including, but not limited to financial position or cash flow; our goals for or estimates of future operational performance or results; and changes in the regulatory environment including, but not limited to, policies, decisions, and determinations of governmental or regulatory authorities. Although RLC has extensive experience and that the forward-looking statements may be reasonable, nothing herein the disclosure should be relied upon as a commitment as we cannot guarantee future events due to various risks and uncertainties. This presentation is for information purposes only and does not constitute or form part of an offer, solicitation, recommendation or invitation of any offer, to buy or subscribe for any securities, nor should it or any part of it form the basis of, or be relied in any connection with, any contract or commitment whatsoever. This presentation does not constitute or form part of and should not be construed as an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the Company or any of its affiliates or as an inducement to enter into investment activity. Nothing in this presentation is a financial, legal, tax or other product advice. This presentation has been prepared by the Company based on information available to them for information purposes only and does not constitute a recommendation regarding any securities of the Company. The information has not been independently verified. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or the opinions contained herein. None of the Company or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with the presentation. The statements contained in the presentation speak only as at the date as of which they are made, and the Company expressly disclaims any obligation or undertaking to supplement, amend or disseminate any updates or revisions to any statements contained herein to reflect any change in events, conditions or circumstances on which any such statements are based. By preparing this presentation, none of the Company, its management, and their respective advisers undertakes any obligation to provide the recipient with access to any additional information or to update this presentation or any additional information or to correct any inaccuracies in any such information which may become apparent. DISCLAIMER Important Notice
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BUSINESS PORTFOLIO As of 1H CY2026 INVESTMENT PORTFOLIO DEVELOPMENT PORTFOLIO 57 MALLS 34 OFFICES 27 HOTELS & RESORTS 17 work.able CENTERS 15 INDUSTRIAL FACILITIES 134 RESIDENTIAL DEVELOPMENTS 33 DESTINATION ESTATES from 16 as of 1Q26
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1H CY2026 FINANCIAL HIGHLIGHTS PERFORMANCE & PROFITABILITY CASH FLOW & EARNINGS BALANCE SHEET & CAPITAL STRENGTH ₱280.74B Total Assets | +2% vs CY2025 ₱33.57B Total Interest-Bearing Debt | -15% vs CY2025 Total Liabilities | ₱86.87 B | -4% vs CY2025 ₱193.87B Total Equity | +5% vs CY2025 Parent Equity | ₱183.81 B | +5% vs CY2025 10.95% Net Debt to Equity | -5% vs CY2025 Note: Unaudited figures for 1H CY2026 ₱13.44B Cash and Cash Equivalents ₱7.00B Total Gross Proceeds From Block Placements ₱7.53B CAPEX Spent ₱8.02B Free Cash Flow ₱25.42B Revenues | +9% QoQ | +10% YoY ₱13.48B EBITDA | 10% QoQ | +8% YoY ₱9.02B Net Income | +16% QoQ | +12% YoY ₱7.21B Net Income to Parent | +8% QoQ | +5% YoY
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1H/2Q CY2026 Financial Results YoY Note: Unaudited figures for 1H/2Q CY2026 (in Php Mn) YEAR-ON-YEAR COMPARISON QUARTER-ON- QUARTER 1H26 1H25 Variance YoY% 2Q26 2Q25 Variance YoY% 1Q26 QoQ% Cost and Expenses Depreciation & Amortization Income Tax Attributable to minority Attributable to Parent ➢ Revenues grew from solid performance of both the investment and development portfolios. ➢ EBIT growth tempered by higher utilities expense and additional depreciation from newly opened properties. ➢ Net Income rose, supported by a lower interest expense and lower effective income tax rate QoQ ➢ Revenue growth driven by higher residential sales recognition and JV income. ➢ EBIT growth tempered by higher sales commissions from increased realized sales. ➢ Net Income rose, supported by a lower interest expense and lower effective income tax rate. 5 | ROBINSONS LAND CORPORATION
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Disciplined Debt Maturity Profile ❑ Total Debt: ₱33.69 Bn (gross of bond issuance costs) ❑ Paid ₱6.00 Bn Matured Debt ➢ Bonds: ₱18.00Bn; Long Term Bank Loans: ₱15.70Bn ➢ Weighted Average Loan Maturity: 1.7 years ➢ Effective Interest Rate: 5.7% ₱6.00Bn ₱9.00Bn ₱9.00Bn ₱4.46Bn ₱4.94Bn ₱6.30Bn 2026 2027 2028 2029 Maturing Long term Bank Loans Maturing Bonds 6 | ROBINSONS LAND CORPORATION Loan Type Amount (In ₱ Bn) % Effective Interest % Fixed Interest Rate 22.45 67% 5.8% Floating Interest Rate 11.24 33% 5.4% Total 33.69 100% 5.7%
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Per BU Financial Performance Highlights (1H CY2026) ❑ NIAT to Parent rose to ₱7.21B, reflecting strong earnings performance. (In PhP Mn) REVENUE EBITDA EBIT 1H 2026 % to RLC YoY 1H 2026 % to RLC YoY 1H 2026 % to RLC YoY TOTAL RLC 25,420 100% 10% 13,475 100% 8% 10,285 100% 8% Malls 10,031 39% 6% 5,977 44% 3% 4,129 40% 3% Offices 4,365 17% 6% 3,424 26% 5% 2,784 27% 4% Hotels 3,412 14% 10% 1,081 8% 13% 588 6% 13% Logistics 561 2% 25% 517 4% 27% 405 4% 35% INVESTMENT PORTFOLIO 18,368 72% 7% 10,999 82% 6% 7,906 77% 6% Residential 5,807 23% 23% 1,437 11% 24% 1,359 13% 25% Joint ventures 729 3% 3% 729 5% 3% 729 7% 3% Destination Estates 517 2% 9% 310 2% 11% 291 3% 5% DEVELOPMENT PORTFOLIO 7,052 28% 19% 2,476 18% 16% 2,379 23% 15% Note: Unaudited figures for 1H CY2026 7 | ROBINSONS LAND CORPORATION
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3,180 2,462 4,031 4,416 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 1H CY26 1H CY25 in PHP Mn RLC Parent Income RCR Other BUs 56% 44% 64% 36% 7,212 6,878 6,829 4,573 18,591 18,459 0 5,000 10,000 15,000 20,000 25,000 30,000 1H CY26 1H CY25 in PHP Mn RLC Consolidated Revenues RCR Other BUs 73% 27% 80% 20% 25,420 23,032 RCR Financial Performance (1H CY2026) ❑ 38 Premium Assets (17 Offices + 21 Malls), 25 Key Unique Locations; 1,151,915 sqm in Total GLA ❑ Revenues surged 49% YoY, driven by strong mall and office performance and the infusion of assets. ❑ EBITDA and Net Income jumped 43% and 39% YoY, respectively. ❑ RCR’s NIAT contribution rose to 39% vs LY, underscoring its significant and growing share in RLC’s earnings mix. in PHP Mn 1H CY2026 1H CY2025 CHNG% Revenues 6,829 4,573 49% Offices 3,249 3,180 2% Malls 3,579 1,393 158% EBITDA 5,729 4,005 43% Offices 2,962 2,934 1% Malls 2,768 1,072 160% Net income 4,981 3,589 39% No. of Assets 38 29 31% Total GLA (‘000, sqm) 1,152 828 39% 1H CY2026 *RCR Net income contribution is net of minority +10% 8 | ROBINSONS LAND CORPORATIONNote: Unaudited figures for 1H CY2026 +5%
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Lipa City Metric As of June 30, 2026 Occupancy Rate 96% Occupancy Rate (Offices) 97% Occupancy Rate (Malls) 96% Weighted Average Lease Expiry (WALE) 4.03 years WALE (Offices) 4.60 years WALE (Malls) 3.79 yearsMandaluyong City • Robinsons Cabanatuan Pasig City Cabanatuan City Quezon City Taguig City Imus City Bacolod City Davao City Makati City • Tera Tower • Exxa-Zeta Towers • Giga Tower • Robinsons Novaliches • Robinsons Magnolia • Robinsons Equitable Tower • Robinsons Cyberscape Alpha • Robinsons Cyberscape Beta • Robinsons Cyberscape Gamma • Robinsons Cybergate Center 2 • Robinsons Cybergate Center 3 • Robinsons Summit Center • Robinsons Cyber Sigma • Robinsons Imus • Robinsons Cybergate Bacolod • Robinsons Cybergate Delta 1 • Robinsons Cybergate Delta 2 • Robinsons Cybergate Davao • Luisita BTS 1 • Robinsons Luisita Tarlac City • Robinsons Cybergate Cebu (Office) • Robinsons Galleria Cebu (Office) • Robinsons Cybergate Cebu (Mall) Naga City • Robinsons Cybergate Naga Cainta, Rizal • Robinsons Cainta • Robinsons Lipa Sta. Rosa City • Robinsons Sta. Rosa Los Baños, Laguna • Robinsons Los Baños Puerto Princesa City • Robinsons Palawan Ormoc City • Robinsons Ormoc OFFICES MALLS Cebu City Tacloban City • Robinsons Tacloban Dasmariñas City • Robinsons Dasmariñas Pampanga • Robinsons Starmills • Robinsons General Trias Bulacan • Robinsons Malolos Tuguegarao • Robinsons TuguegaraoIsabela City • Robinsons Santiago RCR’s 4th Asset Infusion +9 Mall Assets worth ₱30.67B +7 Key Locations +324K sqm of GLA --2.7x growth from IPO General Trias City BPO 46% Retail Tenants 47% Office Traditional 4% Office Seat Leasing 3% RCR TENANT MIX A CONSTITUENT OF: 9 | ROBINSONS LAND CORPORATION RCR Current Portfolio (1H CY2026) ❑ 38 Premium Assets (17 Offices + 21 Malls), 25 Key Unique Locations; 1,151,915 sqm in Total GLA
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MALLS RESIDENTIALOFFICES HOTELS DESTINATION ESTATESLOGISTICS Operational Highlights (1H CY2026) Performance across business segments
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Malls recorded 6% YoY revenue growth, driven by solid rental revenue growth. MALLS 11 | ROBINSONS LAND CORPORATIONOpus Mall 10,031 9,463 1H CY26 1H CY25 REVENUES (Php Mn) EBITDA (Php Mn) EBIT (Php Mn) 5,977 5,776 1H CY26 1H CY25 +6% 4,129 4,002 1H CY26 1H CY25 +3% +3% RENTAL REVENUES (Php Mn) 7,318 6,947 1H CY26 1H CY25 +5% 57 Malls nationwide (10 in Metro Manila) 3.3 Mn sqm Gross Floor Area (with parking) 94% Occupancy Rate 1.7 Mn sqm Gross Leasable Area
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REVENUES (Php Mn) EBITDA (Php Mn) EBIT (Php Mn) 3,424 3,253 1H CY26 1H CY25 4,365 4,111 1H CY26 1H CY25 +6% 12 | ROBINSONS LAND CORPORATION +5% 2,784 2,665 1H CY26 1H CY25 +4% Office revenue delivered 6% YoY growth, supported by higher occupancy of 87%, continuing to outperform industry levels. GBF Centers 1 and 2 OFFICES 34 Office Buildings 17 work.able centers (4,434 work.able seats) 87% Occupancy Rate (From 86% 1Q26) (90% Same-Office-Space Occupancy Rate) 897k sqm Gross Leasable Area
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• First ultra-luxury Filipino hotel brand, launched 2025 • 223 rooms within the 9-hectare NUSTAR Integrated Resort • Offers guests an exclusive sanctuary for leisure, dining, and wellness • Refined luxury meets authentic Filipino hospitality NUSTAR Hotel New work.able Center 400 Total New Seats GBF Center 1 Bridgetowne 13 | ROBINSONS LAND CORPORATION 4,434 Total work.able Seats 17 Total work.able Centers
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588 520 1H CY26 1H CY25 REVENUES (Php Mn) EBITDA (Php Mn) EBIT (Php Mn) 1,081 955 1H CY26 1H CY25 3,412 3,099 1H CY26 1H CY25 +10% 14 | ROBINSONS LAND CORPORATIONNUSTAR Hotel REVENUES (Php Mn) EBITDA (Php Mn) EBIT (Php Mn) +13% +13% Hotels posted 10% revenue growth YoY, driven by higher average daily rate and growth across all hotel brands. COMPANY-OWNED BRANDS INTERNATIONAL BRANDS HOTELS & RESORTS 27 Owned Hotel Properties 10 Hotel Brands 65% Occupancy Rate 4,000+ Room keys
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Logistics achieved robust 25% YoY revenue growth, reflecting contributions from new warehouses. 561 451 1H CY26 1H CY25 517 408 1H CY26 1H CY25 15 | ROBINSONS LAND CORPORATIONRLX Taytay 2 LOGISTICS AND INDUSTRIAL FACILITIES EBITDA (Php Mn) EBIT (Php Mn) 405 300 1H CY26 1H CY25 REVENUES (Php Mn) EBITDA (Php Mn) EBIT (Php Mn) +25% +27% +35% 15 industrial facilities One of the leading industrial facility providers 328,000 sqm Gross Leasable Area
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RESIDENTIAL BUYER PROFILE NATIONALITY 16 | ROBINSONS LAND CORPORATION Mantawi Residences, Cebu INVENTORY(in Php Mn) 2Q26 UNIT (vs 1Q26) 2Q26 VALUE (vs 1Q26) VERTICAL 2,299 (8%↓) 29,137 (7%↓) RFO 948(36%↑) 7,727(36%↑) HORIZONTAL 920 (7%↑) 5,687 (0%) PARKING SLOTS 1,402 (4%↓) 1,640 (1%↓) TOTAL 5,569 (1%↑) 44,191(1%↓) STANDBY REVENUE 42,352 5,807 4,727 729 706 1H CY26 1H CY25 w/o JV Equity +23% 1,359 1,087 729 706 1H CY26 1H CY25 1,793 RLC & JV NET SALES TAKE-UP (Php Mn) RESIDENTIAL REVENUES (Php Mn) EBIT (Php Mn) 5,432 +20% +16% 2,088 w/o JV Equity +25% 6,535 • 1H CY26 net sales surged 32% YoY • Realized revenues grew - driven by higher revenue recognition 1,362 3,201 3,632 571 1H CY26 1H CY25 4,994 RLC 1HCY25 Joint VenturesRLC 1HCY26 3,772 +32% RLC 1HCY25 Joint VenturesRLC 1HCY26 65% 17% 18% FILIPINOS AMERICANS OTHER NATIONALITIES
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291 276 1H CY26 1H CY25 Destination Estates continued to create value, supported by higher realization of deferred gains from land sales to JVs. REVENUES (Php Mn) EBITDA (Php Mn) EBIT (Php Mn) 310 278 1H CY26 1H CY25 517 475 1H CY26 1H CY25 17 | ROBINSONS LAND CORPORATION DESTINATION ESTATES Bridgetowne Destination Estate Montclair, Pampanga Sierra Valley, Rizal Bonifacio South Pointe +9% +11% +5% ➢ a long-term value driver, with developments driving growth across key locations.
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18 | ROBINSONS LAND CORPORATION SPORTS AND LEISURE NUSTAR GRAND THEATER Q1 2028 ➢ RLC is growing its sports and leisure portfolio anchored by tournament-grade pickleball courts in Bridgetowne, and new destination concepts in fitness, entertainments, and live events. GX Sports HYROX x Pickleball in Galleria Helios Beta 13 Tournament-grade pickleball courts in Bridgetowne, beside the football field; home to PPA tournaments Helios Pickleball Center 25 Courts in a 7-storey dedicated facility NUSTAR Grand Theater Premium live entertainment venue at NUSTAR Q4 2026 Q4 2026 Q1 2028 Q1 2028 HELIOS BETA Q4 2026 HELIOS PICKLEBALL CENTER Q1 2028
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39% 18% 9% 3% 28% 3% Capital Expenditure Program for Philippine Operations remains in line with overall corporate strategy 5,948 9,024 2,551 7,087 5,667 6,168 5,858 8,116 6,972 5,549 2,322 12,700 10,979 9,936 7,924 7,659 5,153 CY2021 CY2022 CY2023 CY2024 CY2025 1H CY2026 ₱18,875 ₱ 21,983 ₱ 24,816 ₱ 25,862 HISTORICAL CAPEX Land Acquisition Development Capex Investment Capex ₱ 20,603 In Php millions 19 | ROBINSONS LAND CORPORATION CY2025 CAPEX WITHOUT LANDBANK ₱7,528 1H CY2026 CAPEX BREAKDOWN MALLS RESIDENTIAL OFFICES HOTELS DESTINATION ESTATES LOGISTICS 39% 28% 18% 9% 3% 3% Investment & Development (ex-Landbank) Note: ₱53Mn was allocated for Land Acquisition in 1H CY2026 ₱7,475M
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MALLS RESIDENTIALOFFICES HOTELS DESTINATION ESTATESLOGISTICS Future Plans & Strategies (1H CY2026) Performance across business segments
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4,243 4,463 4,463 5,162 5,262 5,480 5,680 CY2024 CY2025 CY2026 CY2027 CY2028 CY2029 CY2030 +16% 0% No. of Hotel rooms +5% +2% +4% GLA (thousand sqm) 1,668 1,694 1,714 1,761 1,922 2,096 2,402 CY2024 CY2025 CY2026 CY2027 CY2028 CY2029 CY2030 +2% +1% FUTURE PLANS AND STRATEGIES 793 890 897 923 1,097 1,189 1,266 CY2024 CY2025 CY2026 CY2027 CY2028 CY2029 CY2030 +1% +3% +3% +9% +19% Note: Plans are subject to change, and actual outcomes may differ due to various factors. +8% +6% +9% +15% +12% GLA (thousand sqm) 21 | ROBINSONS LAND CORPORATION CY2024 CY2025 CY2026 CY2027 CY2028 CY2029 CY2030 +11% 379 295 +15% 328 436 +15% 499 +15% 556 +11% 619 +11% GLA (thousand sqm) +4% Sustaining growth through a strong and diversified development pipeline
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• The FedEx facility of 70,000 sqm which is not included in the pipeline. • The logistics pipeline includes additional capacity at Montclair for Shopee, comprising 20,000 sqm plus a further 10,000 sqm expansion. FEDEX GROUNDBREAKING & MONTCLAIR EXPANSION DUMAGUETE & THE JEWEL • Manila Redevelopment • The Robinsons Galleria redevelopment will enhance the mall experience without disrupting revenues, while optimizing space through the reduction of affiliate- occupied areas to drive higher productivity per square meter. UPCOMING OPENINGS • RLC is growing its hospitality footprint with upcoming hotel developments in Siargao & Bridgetowne, which is targeted to open in 2027. MALL REDEVELOPMENTS & EXPANSIONS THE JEWEL CYBERGATE DUMAGUETE FILI HOTEL BRIDGETOWNE SUMMIT SIARGAO VILLASFEDEX (ARTIST’S PERSPECTIVE) ROBINSONS DUMAGUETEMANILA REDEV ROBINSONS BACOLOD FUTURE PLAN UPDATES RLC’s growth pipeline through ongoing developments, upcoming launches, and key project milestones. • The Jewel Asscher Tower Secured tenancy of one of the biggest BPO companies in the country • Cybergate Dumaguete Construction 98% complete • On-going Manila Redevelopment • The Robinsons Galleria will enhance the mall experience without disrupting revenues MALL EXPANSIONS & REDEVELOPMENTS • FedEx Regional Hub - CRK >70,000 sqm GLA which is not yet included in the pipeline • Montclair Expansion 20,000 sqm secured for a leading e-commerce platform, with a further 10,000 sqm expansion planned PIPELINED • Robinsons Galleria to enhance the mall experience without disrupting revenues ON-GOING • Robinsons Manila • Robinsons Dumaguete 22 | ROBINSONS LAND CORPORATION • Summit Siargao Villas (2027) Management Agreement for 19 villas • Fili Hotel Bridgetowne (2027) 309 room keys ROBINSONS GALLERIA ROBINSONS DUMAGUETEROBINSONS MANILA REDEV
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FUTURE PLAN UPDATES 23 | ROBINSONS LAND CORPORATION RLC’s Potential Asset Infusion Pipeline for RCR Over 900k sqm GLA More than 360k sqm GLA 328k sqm GLA Approx. 4k Room Keys INFUSED IN RCR RLC OWNED 100% Still in RLC 56% Still in RLC 44% Infused in RCR 40% Still in RLC 60% Infused in RCR 92% Still in RLC8% POTENTIAL INFUSIONASSETS ADDITONAL GROWTH ON RLC’S EXISTING ASSET BASE > 1.6 Mn sqm Combined GLA of: (Malls, Offices, Logistics) To be built & under construction > 1,000 Hotel Room Keys In the development pipeline Provides additional long- term growth for future potential infusion into RCR Note: 8% of hotel room keys are currently leased to RCR.
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Q&A EMAIL WEBSITE Investor.relations@robinsonsland.com www.robinsonsland.com
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Our strong first-half performance reflects the resilience of our diversified portfolio and the strategic execution of our growth strategy across all business segments. Despite a challenging operating environment, we delivered double-digit growth in revenues and consolidated net income while maintaining a strong balance sheet and healthy cash reserves. As we continue to see strong demand across our recurring income businesses and development portfolio, we remain focused on creating long-term value for our stakeholders through prudent investments and operational excellence. President and Chief Executive Officer Ms. MybelleAragon-GoBio *Recognized as one of the two Filipinas included in Forbes Asia’s 2025 Power Businesswomen list and conferred the title of Fe llow in Real Estate Management by FIABCI Philippines. “
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THANK YOU EMAIL WEBSITE Investor.relations@robinsonsland.com www.robinsonsland.com
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ANALYST BRIEFING 1H CY2026