2026 Corporate Report

Business performance

Directors' Report

Financial statements

Assurance statements

Security holder information

Introduction

Stakeholders Sustainability Governance and risk

Contents

Section D: Notes to the THT and TIL financial statements for the year ended 30 June 2026

D11 Financial risk management and derivative financial instruments (continued) Market risk (continued) Interest rate risk (continued) Sensitivity

Sensitivity analysis on the impacts to profit after tax from movements in benchmark interest rates on floating rate instruments after hedging is presented in the table below. A sensitivity range of plus and minus 100 basis points has been selected as a reasonably possible shift in interest rates. This is not a forecast or prediction of future market conditions. Movements in post-tax profit THT TIL 2026 2025 2026 2025 $M $M $M $M Interest rates +100bps (11) 2 2 3 Interest rates –100bps 11 (2) (2) (3) Effects of hedge accounting Financial instruments designated as hedging instruments of foreign currency and interest rate risk and the effects of hedge accounting relationship are as follows: THT 2026 2025 Cross-currency interest rate swaps hedging borrowings denominated in foreign currencies $M $M

Cash flow hedge

Cash flow hedge

Hedging relationship Hedging instrument Notional amount AUD

CCIRS 3,157

CCIRS 3,630

1:1

1:1

Hedge ratio

November 2026 to May 2034

September 2025 to May 2034

Maturity dates

At 30 June Carrying amount of hedging instruments

412

684

During the year Change in fair value of hedging instrument used for calculating hedge effectiveness Change in fair value of hedged item used for calculating hedge effectiveness

(270)

180

273 270

(173) (173)

Effective portion of hedging instrument recognised in OCI Hedge ineffectiveness recognised in profit and loss

THT

2026

2025

$M

$M

Hedges of fair value interest rate risk

Hedges of cash flow interest rate risk

Hedges of fair value interest rate risk

Hedges of cash flow interest rate risk

Cross-currency interest rate swaps hedging borrowings in foreign currency - bifurcated accounting designation

Fair value hedge

Cash flow hedge

Fair value hedge

Cash flow hedge

Hedging relationship Hedging instrument Notional amount AUD

CCIRS

CCIRS

N/A

N/A

225

225

225

225

1:1

1:1

N/A

Hedge ratio

N/A

August 2033 August 2033 August 2033 August 2033

Maturity dates

At 30 June Carrying amount of hedging instruments

(12)

3

1

During the year Change in fair value of hedging instrument used for calculating hedge effectiveness Change in fair value of hedged item used for calculating hedge effectiveness

(14)

(1)

4

1

14

1

(4)

— — —

N/A

Effective portion of hedging instrument recognised in OCI Hedge ineffectiveness recognised in profit and loss

N/A

1

203

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