ALAFCO Aviation Lease and Finance K S C P : Analysts Conference Presentation - Q4 2022

FY 2022 Earnings Call

Full year period ending on September 30, 2022

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Agenda

1. ALAFCO Highlights
2. Industry Update
3. Operational Review
4. Financial Review
5. Sustainability Strategy
6. Outlook

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AACO Highlights

As of 30th September 2022

76	68	AIRCRAFT COMPOSITION	AIRLINE DISTRIBUTION
B737 NG
Aircraft in Portfolio	Aircraft on Order	10%	A320ceo
			15%

23 17

Customers	Countries
Presently	Presently
5years	8.4years

Portfolio Weighted	Average Lease
Average Age	Remaining

B777-300ER		Middle East	Americas
	17%
13%		17%
		Europe
		23%
			Asia Pacific
A350-900	A320neo		43%
21%	41%

84% SERVICES:

Single aisle	LEASING	AIRCRAFT	SALE &	AIRCRAFT LEASING
in Committed Fleet	TRADING	LEASEBACK	MANAGEMENT

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AACO Position

Global Benchmarking

Committed Fleet of Lessors

Committed Fleet of Lessors

25	21
20
15
10	9
	5
5	3	2
0

Fleet Age of Lessors

14.7

13.3

																							8.9	9.6	10.0 10.2 10.5
																				7.7	7.8	8.0
																	6.5	6.6	7.3
															6.2	6.2
									5.0	5.1	5.4	5.4	5.7	5.8
	4.1	4.1	4.3	4.3	4.5	4.5	4.6	4.7
3.6

-tier player ranked 27th overall in terms of aircraft portfolio value and 17th overall when firm orders are included. ALAFCO is one of nine lessors with committed portfolio valued in the $5 to $10 billion range.

ALAFCO has one of the youngest fleets amongst the top lessors globally, representing a competitive advantage to offer the most efficient aircraft for the airlines around the world.

1. Source for Committed Fleet: Cirium. Data as of November 2022
2. Source for Fleet Age: Source: Average age figures sourced from Cirium (Nov 2022). Cirium averages are weighted averages..

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iven concerning such information.

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