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Available presets: Col1 col2 col3 col4 col5 col6 col7 col8 col9 col10 col11 Col121cm margin 1cm margin Each column 2cm wide, 1cm gutter and margins. Activate guides for help. Bridgepoint Master PPT theme v11 Date box conventional structure: Month YY | Confidential DD Month YY | Confidential Col1 col2 col3 col4 col5 col6 col7 col8 col9 col10 col11 Col121cm margin 1cm margin Each column 2cm wide, 1cm gutter and margins. Activate guides for help. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Whenever possible use actual swatches from the colours panel instead of using the colour picker Bridgepoint Rg. Newsreader Rg. 12pt Notes Newsreader Rg. 12pt 10pt 8pt* Primary+Secondary blend Tertiary Bridgepoint 2023 Master PPT theme v1 / 080323 Available presets: Single title line Double title line LAYOUT: BLANK SLIDE (SINGLE TITLE LINE) Continued strong fund performance delivering consistent PRE compounded by exceptional performance of ECP V 5 PRE guidance upgraded PRE guidance upgraded to 25-30% of total income over the medium term, and likely to be materially higher in 2026 Historic PRE (£m) 38.7 12.7 56.9 57.6 120.726.2 42.6 81.6 94.0 64.9 55.3 138.5 151.6 120.7 2022 2023 2024 2025 H1 26 H1 H2 Total Previous guidance range Updated guidance range 20-25% 25-30% 21% 17% 26% 26% PRE as % of total income Increasing carry allocations to plc and increasing number of funds in carry Larger and more diversified portfolio of funds across strategies Strong ECP V performance, providing potential upside in 26-27 beyond current valuation of ProEnergy 2027+ 32% Short-term outperformance of upgraded range possible due to Upgrade to 25-30% driven by
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Available presets: Single title line Double title line LAYOUT: BLANK SLIDE (SINGLE TITLE LINE) 6 PRE cash generation and capital allocation policy Cash generation from investments (£’bn)2 Cash from existing investments to 2030 Inc next fund vintages Balance sheet investments (at Dec-25) PRE from existing funds (2026 to 2030) Total value from existing funds (to 2030) PRE from next vintage of funds Total value including next vintage of funds Capital allocation policy PRE is converting into significant cash generation Support organic growth and seeding new funds Capital distributions M&A Increased cash from PRE enables step up in shareholder distributions 1.1 1.3 2.4 1.3 3.7 ECP V included at Q3 valuation; potential further upside not reflected Actual cash generation 2021-25: c.£0.5bn Projected cash generation 2026-30: c.£2.4bn
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Available presets: Single title line Double title line LAYOUT: BLANK SLIDE (SINGLE TITLE LINE) Fundraising Bridgepoint Group existing perimeter: update on recent activity PE Infra Credit • BE VIII has raised €7.8bn to date. Expected to be fully allocated later this year at €8.65bn hard cap • BE VIII became fee paying on 9th June 2026 • BDL IV final close at €5.1bn • Successful pricing of CLO X and XI • ECP VI closed at $8.1bn • ECP VI became fee paying in May 2025 • ECP VII now expected to start in 2029 to allow for deployment of larger ECP VI M&A PRE Newbury secondaries closed on 6-Feb-26, expected to breakeven in first two years Expected to be 25%-30% of total income in medium term and above this range in 2026 between 37% and 39%3 Management fees 13%-16% management fee growth on a rolling 3-year basis Expenses High-single digit growth in 2026, mid-single digit from 2027 onwards EBITDA margin Expected to be around 60% in 2026/27 8 Activity Guidance
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Available presets: Col1 col2 col3 col4 col5 col6 col7 col8 col9 col10 col11 Col121cm margin 1cm margin Each column 2cm wide, 1cm gutter and margins. Activate guides for help. Bridgepoint Master PPT theme v11 Date box conventional structure: Month YY | Confidential DD Month YY | Confidential Col1 col2 col3 col4 col5 col6 col7 col8 col9 col10 col11 Col121cm margin 1cm margin Each column 2cm wide, 1cm gutter and margins. Activate guides for help. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Whenever possible use actual swatches from the colours panel instead of using the colour picker Bridgepoint Rg. Newsreader Rg. 12pt Notes Newsreader Rg. 12pt 10pt 8pt* Primary+Secondary blend Tertiary Bridgepoint 2023 Master PPT theme v1 / 080323 Available presets: Single title line Double title line LAYOUT: BLANK SLIDE (SINGLE TITLE LINE) Fund performance at Q2 Vintage DPI Size MOIC BE VI 2019 1.0x $5.8bn 2.0x BE VII 2022 - €7.0bn 1.4x9 BDC III 2016 2.6x £0.6bn 4.5x BDC IV 2021 - £1.6bn 1.2x Vintage DPI Size MOIC BDL II 2017 0.9x €2.3bn 1.3x BDL III 2021 0.2x €2.9bn 1.2x Vintage DPI Size MOIC ECP IV 2018 1.0x $3.3bn 2.1x ECP V 2022 0.5x $4.4bn 3.2x Vintage DPI Size MOIC KAREP VI 2021 0.2x $2.8bn 1.6x KARED IV 2021 0.8x $1.9bn 1.3x KAROD II 2025 0.1x $1.7bn 1.1x CreditPrivate equity InfrastructureReal Estate Investment performance continues to be a strong differentiator on an absolute and relative basis 9 9 9 10 1010 10 11 13
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