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1 Investor Meetings August - September 2013 Disclaimer This release may contain statements which are subject to risks and uncertainties that could cause actual results to differ materially from such statements. You are cautioned not to place undue reliance on such statements, which are based on the current views of Management on future developments and events. 2 2

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Page 1: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

1

Investor Meetings

August - September 2013

Disclaimer This release may contain statements which are subject to risks and uncertainties that could cause actual results to differ materially from such statements. You are cautioned not to place undue reliance on such statements, which are based on the current views of Management on future developments and events.

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Page 2: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Introduction

Strategy

Key Updates

Market Outlook

3

Contents

3

Introduction

4

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Page 3: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Share Price : $3.43 (26 Aug 2013)

Market Capitalisation : $5.3b (26 Aug 2013)

Total Number of Issued Shares : About 1.5b (as at end-Jun 2013)

Total Assets : $12.4b (as at end-Jun 2013)

Key Indices : FTSE ST Real Estate Index FTSE Asia Pacific ex-Japan Index FTSE All-World Index FTSE EPRA/NAREIT Global Real Estate Index FTSE ST China Top Index FTSE RAFI Index EPRA/NAREIT Index Dow Jones Sustainability Asia Pacific and World Indices

Key Statistics

5

5

Core Businesses

Property Development for Sale

• Lifestyle residential developments and townships, Investment-grade offices, mixed-developments

Property Fund Management

• Total AUM of $17b^

­ - Pan-Asia commercial REIT : $6.6b

­ - Manager of 5 private equity funds : $10.4b

6

^ When fully leveraged and invested

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Page 4: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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7

Competitive Strengths

Extensive Network in Asia

Good Track Record

Strong Financial Profile

Strong Commitment in Corporate Social Responsibility

In 10 countries and more than 30 cities

Local presence and sound market knowledge

Experienced management team

Proven execution skills and masterplanning expertise

Healthy balance sheet

Diverse sources of funding and loan facilities

High environmental, social and governance (ESG) standards

Benchmarked against International standards

7

Strategy

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Page 5: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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9

Focus on core markets and growth markets

Expand commercial portfolio overseas

Grow recurring fee income through fund management business

Compete on quality, innovation and branding

Strategy

9

Focus on Core and Growth Markets

10

10

Deepen presence in core markets

• Singapore

• China : Focus on Shanghai, Beijing, Tianjin, Chengdu, Wuxi

Strengthen position in growth markets

• Vietnam : Focus on Ho Chi Minh City

• Indonesia : Focus on Jakarta

Page 6: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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11

Reinforce Brand Identity

New Branding Campaign : Thinking Unboxed - 思无限, 创非凡

Commitment to continually innovate and shape the future

Key Updates

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Page 7: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Investments Year-to-Date Effective

Stake Amount Invested

Singapore

Tiong Bahru site 100% $550.3m

China

Life Hub @ Jinqiao, Shanghai 34% $157m

Prime residential site, Sheshan, Shanghai 100% $266m

Total $973.3m

Invested Close to $1 billion YTD

Strengthen Position in Core Markets

13

14

First JV project : Vanke took 30% stake in The Glades in Singapore

Exploring similar collaborations in China

Learn Best Practices

Tap on Extensive Network • Well-diversified in Asia

with presence in 10 cities in China

• China’s largest residential developer with presence in about 60 cities

Scale Up in Growth Cities

Strategic Alliance with China Vanke

14

Page 8: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Key Updates – Singapore

15

15

Singapore

16

Launching The Glades Soon

Tap on demand for suburban homes with good amenities

Next to Tanah Merah MRT station : Near airport, SUTD^, East Coast Park, Changi Business Park, golf courses and malls

Benefit from the development of Changi Airport into a lifestyle destination :

• Retail mall, restaurants and indoor garden

Features 726 units : Loft apartments, SOHOs*, dual-key and 1- to 4- bedroom units

16

The Glades

^ Singapore University of Technology and Design * Small Office/ Home Office

Page 9: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Singapore

17

Encouraging Sales at Corals at Keppel Bay

Sold over 93% (148 units) of 160 launched units since end-May 13

ASP : $2,200 psf

Near Harbourfront MRT station

Close to CBD, VivoCity and Resorts World Sentosa

17

Corals at Keppel Bay

Singapore

Design Development of Prime City-fringe Site

18

Near Tiong Bahru MRT station

Close to : CBD, Orchard Road, Great World City, Tiong Bahru Plaza, Crescent Girls’ School and Conservation Area

Features about 500 homes : Mostly 1- to 4-bedrooms (500-1,350 sf)

Expected launch : 1Q14

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Page 10: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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About 90% committed as at end-Jun 13

60%:40% mix of tenants from financial and non-financial sectors

• Non-financial sectors include legal, oil and gas, resources and business services

Tenants include : Wong Partnership, Clifford Chance, Rio Tinto, Mead Johnson, McGraw-Hill, Milbank

19

Singapore

MBFC Tower 3 : Capitalise on Demand from Diverse Sectors

Marina Bay Financial Centre 19

Key Updates – Overseas

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Page 11: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Expand Commercial Presence in Key Growth Cities

International Financial Centre Jakarta Tower 2 GFA : 64,000 sm Est. Completion : 2015

Saigon Centre Ph 2, Ho Chi Minh City GFA : 100,000 sm Est. Completion : 2015 (retail podium)

Seasons City, Tianjin Eco-City GFA : 162,000 sm Est. Completion : 2017 (Phase 1)

Commercial Development, Beijing GFA : 100,000 sm Est. Completion : 2015

21

Overseas

21

22

China

Foray into Shanghai’s Retail Market

Life Hub @ Jinqiao

Location Pudong District, next to Metro Line 6 Jinqiao Station

GFA Retail : 98,630 sm Office : 16,102 sm

Occupancy

97% Leading brands : Uniqlo, Nike, Mercedes Benz and Lexus

Acquisition Price

About RMB28,800 psm^

^ Includes net debt

Life Hub @ Jinqiao

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Page 12: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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China

23

Secured Prime Site in Shanghai’s Prestigious Landed Enclave

Near international airport, international schools and national park

Location Sheshan, Shanghai

No. of Units 200 landed homes

Expected Launch

2H14

23

Jan-Jul : Sold about 2,270 units; Jul : 325 units

Good sales at The Botanica and The Springdale

• Average 100 units sold per month at each development

24

Project Units Sold

YTD end-Jul 13 ASP

(RMB psm)

8 Park Avenue, Shanghai 63 70,000

Park Avenue Heights, Chengdu 161 14,500

The Botanica Ph 7, Chengdu 946 8,200

The Springdale Ph 2 and 3, Shanghai 777 12,100

Strong Sales Momentum

China

24

8 Park Avenue

Park Avenue Heights

Page 13: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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China

Potential New Launches in 2H13

^ Nantong Economic & Technological Development Area

Seasons Residence, Nanxiang, Shanghai

Waterfront Residence, Nantong

Hill Crest Villa, Mumashan, Chengdu

• 1,187 apartments • In a mature satellite town • Accessible to city centre

• 236 landed homes • In NETDA^ town centre

• 274 landed homes • In established villa enclave • Near airport and future CBD

25

Unlock Value in Jakarta Garden City

Indonesia

Capitalise on opportunity to divest 51% stake to partner^

• JV with Modernland since 2004

• Net proceeds: About $275m

• Divestment gain: About $186m

Remains committed in Indonesia, with a focus on Jakarta

• Recycle capital for other development and investment opportunities

Jakarta Garden City

26

^ Subject to Modernland obtaining approval from its shareholders in an EGM and the necessary funding

Page 14: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Key Updates – Fund Management

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^ When fully leveraged and invested

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Fund Management

Continued Growth in Total AUM to $17b^

$9.8b $11.2b $14.8b $15.3b $17.0b $9.8b $6.1b $3.7b

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Page 15: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Fund Management

Steady Growth with Acquisitions and Closing of AAMTF II

Keppel REIT

• Higher liquidity: Free float increased to 48.5%

• Acquired 50% stake in prime office building in Melbourne’s CBD in 1H13

Alpha Investment Partners

• AAMTF II^ : Closed at US$1.65b

­ Acquired Hotel ibis Singapore Novena and stake in Life Hub @ Jinqiao, Shanghai

• ACPREF* : Divested 135 Cecil Street 8 Exhibition Street, Melbourne

^ AAMTF II : Alpha Asia Macro Trends Fund II *ACPREF : Alpha Core Plus Real Estate Fund

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Market Outlook

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Page 16: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Singapore R

esi

de

nti

al

(1) URA (2) JLL (3) CBRE

Co

mm

erc

ial Office take-up : About 0.47m sf(1) in 1H13

• Mainly from non-financial sectors eg. legal, energy and business services

Grade A rents remained stable : $9.55 psf in 2Q13(3)

Limited new Grade A supply over the next 2 years

Home sales affected by Total Debt Servicing Ratio, the latest cooling measure

• 481 units sold in Jul 13 vs 1,806 units in Jun 13(1) amid fewer launches

• Slower purchasing process : Banks take longer time to assess loan quantum(2)

Sales volume for 2013 likely to be lower than 2012

31

Overseas

Ch

ina

Vie

tnam

Residential market remains firm despite slowing economic growth

• Home prices continue to rise in most cities in Jul 13(1)

• GDP growth of 7.6% in 1H13 vs 7.8% in 1H12(1)

Residential market may take a while to see sustained recovery

Stable prime office take-up and rentals with limited supply and steady FDI flow

Ind

on

esia

Low interest rates and rising demand support home sales

Strong office demand in Jakarta with corporate expansion and limited supply(2)

(1) National Bureau of Statistics of China (2) JLL 32

Page 17: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Additional Slides

33

FY2012 FY2011^ FY2010^ FY2009 FY2008 FY2007

Turnover ($m) 938.9 949.0 685.4 923.9 842.2 1407.9

Pre-tax Profit ($m) 987.3 1,477.0 1,176.8 358.6 314.0 988.7

Net Profit ($m) 838.4 1,374.7(1) 1,052.9(2) 280.4 227.7 779.7(3)

Overseas Earnings (% of Net Profit)

19.1 24 39.5 31.5 29.5 39.7

EPS (¢) 55.5 93.8 73.3 24.2 22.4 76.9

NTA/Share ($) 3.99 3.74 2.95 2.36 3.39 3.18

Net Debt/Equity Ratio (x) 0.22 0.10 0.21 0.23 0.52 0.41

ROE (%)* 14.8 32.1 31.0 10.1 9.9 46.2

Total Dividend / Share (¢) 12 20 18 8 8 20

^Restated *Average ROE : 19.6% (past 5 years), 24% (past 6 years) (1) Includes corporate restructuring surplus of $480.3m from sale of 87.5% interest in OFC (2) Includes corporate restructuring surplus of $363.8m from sale of 1/3 interest in MBFC Phase 1 (3) Includes corporate restructuring surplus of $235.2m from sale of 1/3 interest in ORQ

Financial Profile

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Page 18: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Financial Highlights

1H2013 1H2012 % Chg

Turnover ($m) 537.4 300.5 78.8

EBITDA ($m) 104 67.2 54.8

Pre-tax Profit ($m) 211.3 288.1 (26.7)

Net Profit ($m) 192.1 236.6 (18.8)

35

Asset Breakdown

Total Assets of $12.4b as at end-Jun 13

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Page 19: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Balance Sheet Profile Healthy cash position : About $1b as at end-Jun 2013

Strong financial capacity of over US$3b unutilised from :

• US$3b MTN programme : US$2.75b unutilised

• US$800m MTN programme : US$332m unutilised

Additional debt headroom of about $1.4b if gear up to 0.6x

End-Jun 13 End-Dec 12

Net Debt $2.7b $1.5b

Net Debt/ Equity Ratio 0.4x 0.22x

Avg Interest Rate of Borrowings 2.6% 2.4%

Interest Cover Ratio(1) 16.6x 51.4x

(1) Interest Cover Ratio =

Profit Before Interest and Tax

Net Interest Cost on External Borrowings 37

Loan Maturity Profile

2%

4%

5%

9%

22%

3%

9%

36%^

9%

1%

Rolling

2024

2022

2019

2018

2017

2016

2015

2014

2013

Total Debt : $3.7b as at end-Jun 13

Debt maturing in 2013: 1% from 23% as at end-Dec 2012

Weighted avg. debt maturity : 3.9 years vs 3.4 years as at end-Dec 2012

Fixed rate debt : 42% vs 62% as at end-Dec 2012

^ Includes convertible bonds maturing 29 November 2015

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Page 20: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Source : Land Transport Authority, 26 March 2012

Reflections at Keppel Bay

Sentosa Island

Proposed redevelopment of

KTGE Towers

Marina Bay Suites

The Glades

The Luxurie

Corals at Keppel Bay

Residential Development at

Tiong Bahru

Singapore

Developments Located Near MRT Stations

39

Shenyang

Beijing

Tianjin

Nantong

Jiangyin

Wuxi

Shanghai

Chengdu

Kunming

Zhongshan

3 mega-regions : Western Region Greater Bohai Rim Region Yangtze River Delta Region

China

40

Over 21,000 homes sold since 2000

Focus on condominiums, villas, townships, waterfront homes and eco-developments

Completed over 20,000 homes

Assets size of $5.1b as at end-Jun 2013

Up 27.5% since end-2012

Comprises About 42% of total assets

Over 20 projects across 10 cities

17 projects in six emerging megacities*

About 41,000 homes in the pipeline

* EIU : Megacities include Beijing, Shanghai, Tianjin, Shenyang, Chengdu, Guangzhou

40

Extensive Presence

Page 21: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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41

Shareholding Structure

• KLL : 55% ; KCL : 45%

Keppel Land’s developments in the Start-Up Area (SUA)

• Residential : 4,354 units to be developed over several phases

• Seasons Park (1,672 units) : About 71% of 1,105 launched units sold as at end-Jul 13

• Commercial : GFA of 162,000 sm at Seasons City

Sustainable Eco-Township : Sino-Singapore Tianjin Eco-City

China

41

KLL owns an effective 15.75% stake in Tianjin Eco-City project

More than 900 companies have invested, with total registered capital of RMB60b

* Summarised graphical representation and not the legal representation of the shareholding structure

Tianjin Eco-City Shareholding Structure*

Tianjin Eco-City (JV)

50% 50%

45% 35% 20%

Registered Capital : RMB 4 billion

Singapore Consortium

Keppel Integrated Engineering Keppel Corporation Keppel Land

Chinese Consortium

Singbridge Int’l S’pore

90% 10%

China

42

Page 22: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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(1) As at end-Jul 13 (2) Exclude about 150 units set aside for corporate residences (3) Estimated no. of units

43

Project KLL’s Stake

Tenure Attributable Land

Area (sf) Attributable

GFA (sf) Total Units

Remaining Units(1)

Launched Projects

Corals at Keppel Bay 30% 99-yr 125,366 152,999 366 218

Reflections at Keppel Bay 30% 99-yr 269,759 624,527 1,129 74(2)

Marina Bay Suites 33.3% 99-yr 19,016 156,462 221 23

Upcoming Projects

Keppel Bay Plot 4 11.7% 99-yr 35,992 40,300 234(3) 234

Keppel Bay Plot 6 30% 99-yr 141,120 67,813 86(3) 86

Keppel Towers & GE Tower 100% Freehold 85,305 477,706 590(3) 590

The Glades 70% 99-yr 240,220 384,357 726 726

Tiong Bahru Devt 100% 99-yr 118,303 473,218 500(3) 500

Total 1,035,081 2,377,382 3,852 2,451

Residential Landbank - Singapore

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Project Location KLL's Stake Total Land Area

(sm) Total GFA

(sm)

Remaining Area For Sale (sm)

Remaining Units

For Sale*

8 Park Avenue Shanghai 99% 33,432 136,893 58,256 315

Park Avenue Central Shanghai 99% 28,488 99,708 99,708 708

The Springdale Shanghai 99.4% 264,090 328,792 # 120,394 ^ 716

Seasons Residence Shanghai 99.9% 71,621 128,917 128,917 1,187

Landed Devt, Sheshan Shanghai 100% 175,000 + + +

Waterfront Residence Nantong 100% 172,215 189,437 # 189,437 # 1,199

Central Park City Wuxi 49.7% 352,534 670,931 # 298,635 ^ 2,130

Waterfront Residence Wuxi 100% 215,230 322,844 322,844 2,500

Mixed-Use Devt Wuxi 100% 66,010 165,025 # 165,025 1,135

Stamford City Jiangyin 99.4% 82,987 305,728 # 224,913 1,109

The Botanica Chengdu 44.05% 419,775 1,049,438 ^ 91,803 ^ 748

Park Avenue Heights Chengdu 100% 50,782 203,129 191,765 1,394

Hill Crest Villa Chengdu 100% 249,330 163,147 163,147 274

Landed Devt Chengdu 100% 286,667 243,100 243,100 573

The Seasons Shenyang 100% 348,312 365,186 # 348,342 ^ 2,577

Hunnan Township Development Shenyang 99.8% 302,681 756,580 756,580 7,026

Serenity Villa Tianjin 100% 128,685 80,000 79,588 340

Mixed-use Devt Tianjin 100% 1,666,665 1,358,202 1,358,202 11,299

Tianjin Eco-City Tianjin 55% 365,722 633,798 # 557,908 # 3,564

Integrated Marina Lifestyle Devt Zhongshan 80% 857,753 443,177 443,177 1,647

Hill Crest Residence (Ph 1) Kunming 68.8% 71,920 20,193 3,466 23

Hill Crest Residence (Ph 2) Kunming 68.8% 99,759 24,428 24,428 130

La Quinta II Kunming 68.8% 23,034 10,928 2,223 15

Total 6,332,692 7,699,581 5,871,858 40,609

* As at end-Jul 13 # Includes commercial area ^Excludes commercial area

Residential Landbank - China

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Page 23: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Residential Landbank - Other Overseas

* As at end-Jul 13 # Includes commercial area ^Excludes commercial area

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Country Project KLL's stake Total Land Area

(sm) Total GFA

(sm)

Remaining Area for Sale (sm)

Remaining Units

for Sale* Vietnam

Saigon Sports City, HCMC 90% 640,477 688,180 # 289,850 ^ 2,622 The Estella, HCMC 55% 47,906 233,595 137,315 ^ 867 Riviera Point, Dist. 7, HCMC 78% 89,712 438,814 # 278,987 ^ 2,286 Dong Nai Waterfront City , Dong Nai 50% 3,667,127 2,046,955 # 1,293,500 ^ 7,850 Condominium Devt, Dist. 2, HCMC 60% 51,000 244,800 166,464 1,500 Riviera Cove, Dist. 9, HCMC 60% 97,000 34,711 15,961 26 South Rach Chiec, Dist 2, HCMC 42% 302,093 755,000 # 641,067 ^ 6,699 Riviera Gardens, Dist. 12, HCMC 60% 113,098 40,715 56,549 174 Villa Devt, Saigon South, HCMC 50% 135,000 67,500 67,500 225 Casuarina Cove, Dist 9, HCMC 60% 93,368 39,807 46,684 120

Sub-total 5,236,781 4,590,077 2,993,877 22,369 Indonesia Jakarta Garden City - Phase 1 51% 266,939 140,658 2,209 8

Jakarta Garden City - Phase 2 190,587 63,542 67,017 215 - Remaining phases 814,567 442,387 574,241 3,023

Sub-total 1,272,093 646,587 643,467 3,246

India

Elita Horizon 51% 79,927 174,815 174,815 1,419

Elita Garden Vista 37.74% 99,957 214,275 122,640 655

Sub-total 179,884 389,090 279,455 2,074 Thailand Villa Arcadia Srinakarin 45.5% 159,706 76,626 53,424 163

Villa Arcadia Watcharapol 66.7% 124,912 68,314 76,592 244

Sub-total 284,618 144,940 130,016 407 Sri Lanka Residential Devt, Colombo 60% 5,058 68,283 42,103 270 Middle East Residential Devt, Jeddah, Saudi Arabia 51% 36,236 - - - Philippines SM-KL Residential Devt, Manila 24.2% 12,932 122,343 - -

Total 7,027,602 5,961,320 4,088,918 28,366 45

Residential Launches - China

Project Location Units to Launch

2H2013 2014 2015

8 Park Avenue* Shanghai 96 169 59 The Springdale* Shanghai 202 633 - Seasons Residence^ Shanghai 240 461 486 Waterfront Residence^ Nantong 75 96 243 Central Park City* Wuxi 349 1,033 754 Waterfront Residence^ Wuxi - 118 300 Mixed-use Devt^ Wuxi - 223 663 Stamford City^ Jiangyin 293 472 346 The Botanica* Chengdu 739 164 - Park Avenue Heights^ Chengdu 236 598 597 Hill Crest Villa^ Chengdu 31 71 75 Landed Devt^ Chengdu - 59 80 The Seasons* Shenyang 113 260 309 Serenity Villa^ Tianjin 67 205 68 Eco-City* Tianjin 187 693 874 Integrated Marina Lifestyle Devt^ Zhongshan - 12 48

Hill Crest Residence (Ph 1)* Kunming 18 4 -

Hill Crest Residence (Ph 2)^ Kunming 33 65 32

La Quinta II* Kunming 15 - - Total 2,694 5,336 4,934

*Balance units ^New launches

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Page 24: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Residential Launches – Other Overseas

*Balance units ^New launches

Project Location Units to Launch

2H2013 2014 2015

Vietnam Saigon Sports City^ HCMC - - - The Estella (Phase 1), Dist 2* HCMC 82 100 48 Riviera Point, Dist 7* HCMC 60 220 224 Dong Nai Waterfront City ^ Dong Nai - - 100 Riviera Cove, Dist 9* HCMC 4 5 17 South Rach Chiec, Dist 2^ HCMC - - 100 Riviera Gardens, Dist 12^ HCMC - - - Villa Development, Saigon South^ HCMC - - 80 Casuarina Cove, Dist 9^ HCMC - - 50 Indonesia Jakarta Garden City* Jakarta 165 350 450 Thailand Villa Arcadia Srinakarin (Phase 1)* Bangkok 17 - - Villa Arcadia Srinakarin (Phase 2)^ Bangkok 55 54 47 Villa Arcadia Watcharapol (Phase 1)* Bangkok 20 - - Villa Arcadia Watcharapol (Phase 2)^ Bangkok - 35 72 India Elita Garden Vista* Kolkata 177 240 243 Elita Horizon^ Bangalore - 300 240 Sri Lanka Residential Development^ Colombo - 135 67 Total 580 1,439 1,738 47

Completed Projects – Overseas

Projects Completed in 2013 Units Completed Units Sold as at

end-Jul 2013

2Q2013

8 Park Avenue Ph 4 and 5 – Shanghai, China 260 63

1Q2013

The Botanica Ph 6 - Chengdu, China 1,248 1,248

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Page 25: Investor Meetings - keppelland.com · Investor Meetings August - September 2013 ... Share Price : $3.43 ... Good sales at The Botanica and The Springdale

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Expected Completion - Launched Projects Projects/ phases launched

Total Units

Expected Period of Completion

Units Sold as at end-Jun 2013

Area Sold as at end-Jun 2013 (sm)

China The Springdale, Shanghai, Plot 3-4 252 4Q 2013 245 22,000 The Springdale, Shanghai, Plot 2-1 502 3Q 2013 302 28,358 The Botanica, Chengdu, Ph 7 2,084 1Q 2014 1,184 106,949 Stamford City, Jiangyin, Ph 2 (Blk 5) 155 4Q 2013 12 3,265 Park Avenue Heights, Chengdu, Ph 1 575 3Q 2014 124 11,364 Vietnam Riviera Point – Phase 1A 549 4Q 2014 111 13,720

Indonesia Jakarta Garden City

- Phase 1 956 2009 -2012 949 162,435 15 3Q 2013 13 2,133

- Phase 2 - Cluster E 43 2012 31 11,816 91 4Q 2013 83 21,297

- Phase 2 - Cluster F 71 4Q 2013 7 2,435

165 4Q 2014 31 7,464 India

Elita Garden Vista, Phase 1 688 4Q2013 618 91,635

Thailand

Villa Arcadia Srinakarin Ph 1 209 2Q2014 192 60,018

Villa Arcadia Srinakarin Ph 2 156 2Q2017 4 1,390

Villa Arcadia Watcharapol Ph 1 45 2Q2015 25 8,189

49

Expected Completion - Upcoming Launches Projects/ phases to be launched

Location No. of Units Expected to be Completed*

2H2013 2014 2015

China

8 Park Avenue Shanghai - - 118

The Springdale Shanghai - 444 131

Seasons Residence Shanghai - 701 486

Waterfront Residence Nantong 79 78 388

Central Park City Wuxi - 364 1,743

Waterfront Residence Wuxi - - 366

Stamford City Jiangyin - 208 760

Park Avenue Heights Chengdu - - 980

Hill Crest Villa Chengdu - 98 65

Landed Devt Chengdu - - 84

Serenity Villa Tianjin 340 - -

Seasons Park Tianjin Eco-City - 567 -

Seasons Garden Tianjin Eco-City 210 270 -

The Seasons Shenyang - - 154

Integrated Marina Lifestyle Devt Zhongshan - 60 30

Hill Crest Residence 2 Kunming 33 97 -

Indonesia

Jakarta Garden City Ph 3 – Landed Houses (Site B)

Jakarta - - 115

*Subject to changes 50

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Alpha Investment Partners

Funds Committed

Equity %

Invested No. of Countries

Invested In

Asia No. 1 Property Fund $400m 100% 4

Alpha Core Plus Real Estate Fund $720m 100% 3

AIB Alpha Japan Fund $259m 100% 1

Alpha Asia Macro Trends Fund $1.7b 100% 6

Alpha Asia Macro Trends Fund II $2.08b 34% 3

Funds under Alpha as at end-Jun 2013

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Governance and Transparency Index 2013 Ranked 5th out of 664 companies assessed

Euromoney Real Estate Awards 2012

Best Office Developer in Singapore Best Developer, Best Residential Developer and Best Mixed-Use

Developer in Vietnam

South East Asia Property Awards 2012

Highly Commended Best Developer Singapore Jakarta Garden City Phase 1 : Best Villa (Indonesia) and Highly

Commended Green Development

IR Magazine South East Asia Awards 2012 Grand Prix winner for Best Overall Investor Relations for small or

mid cap companies

APREA Best Practices Awards 2012 Mature Markets – Best Property Development Organisation

(Merit)

SIAS Investors’ Choice Awards 2012 Most Transparent Company (Real Estate category) – Runner-up Singapore Corporate Governance Award – Merit

Corporate Awards

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Product Excellence Awards National Parks LEAF Award 2013 Corals at Keppel Bay : LEAF certification

FIABCI Prix d'Excellence Awards 2013 Reflections at Keppel Bay : Gold Winner (Residential High-Rise)

Marina Industries Association Australia Awards 2013

Marina at Keppel Bay : International Marina of 2013–2014 and Best Environmental Initiative

FIABCI Singapore Property Awards 2012 Reflections at Keppel Bay: Winner - Residential High Rise category

International Property Awards 2012 Ocean Financial Centre : Best Commercial High-rise Development

Asia Pacific Property Awards 2012 Ocean Financial Centre : Best Commercial High-rise Development

(Asia Pacific region), Best Office Architecture and Best Office Development in Singapore

International Architecture Award 2012 Reflections at Keppel Bay : One of only 2 Singapore projects to win

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CSR Awards Singapore Environmental Achievement Awards 2013 Winner in the Services category

ASEAN Business Awards 2013 Most Admired ASEAN Enterprise in the CSR category

Workplace Safety and Health Awards 2013 Workplace Safety and Health Developer Award

The Sustainability Yearbook 2013 Features the top 15% of about 3,000 companies

worldwide in sustainability leadership

Dow Jones Sustainability Index (DJSI) 2012 World Index and Asia Pacific Index

One of three Singapore companies in World Index

Global Real Estate Sustainability Benchmark 2012 Regional Sector Leader - Office

Singapore Human Resources Institute Awards 2012 HR Advocate Award for CSR

38 BCA Green Mark Awards Latest : GoldPLUS - The Glades and Corals at Keppel Bay

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Thank You