2026 Corporate Report

Business performance

Directors' Report

Financial statements

Assurance statements

Security holder information

Introduction

Stakeholders Sustainability Governance and risk

Contents

Section B: Notes to the Group financial statements for the year ended 30 June 2026

B20 Equity accounted investments (continued) Set out below is the reconciliation of the carrying amount of equity accounted investments:

STP JV NWRG Total $M $M $M $M $M TC A25

Carrying amount at 1 July 2025

5,526

68 97 14

3,218

345

9,157

Group's share of (loss)/profit, inclusive of impairment 1,2 Group’s share of other comprehensive income

(259)

82

(9)

(89)

61

2

77

Distributions received Capital contributions

(138)

(65)

(82)

(22)

(307)

— — —

— — —

99 —

99

Disposal

(285)

(285) (186)

Foreign exchange movements

(157)

(29)

Carrying amount at 30 June 2026

5,190

114

3,162

8,466

Carrying amount at 1 July 2024 Group's share of (loss)/profit 1

6,143

34

3,268

375

9,820

(241)

122

55

(17)

(81)

Group’s share of other comprehensive loss

(89)

(16) (72)

(2)

(107) (629)

Distributions received Capital contributions

(287)

(251)

(19)

— —

— — 68

102

102

Foreign exchange movements

46

6

52

Carrying amount at 30 June 2025 9,157 1. The Group’s share of STP JV losses includes losses from STP Project Trust of $105 million (2025: $83 million) and STP Asset Trust of $154 million (2025: $158 million). 2. In FY26, the Group recorded a pre-tax impairment of its A25 equity accounted investment of $13 million, comprising a $10 million impairment of the A25 equity accounted investment and $3 million of transaction costs accrued in connection with the disposal. 5,526 3,218 345

169

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