Title: Factsheet March 2024 URL Source: https://is.gd/owHtQY Markdown Content: £1.8bn Portfolio value # £118.5m Passing annualised rent # 88p EPRA NTA per share # 6.0% Net initial yield ** # 82 Supermarkets * # 12 years WAULT * # 39% EPRA loan to value # 3.0% Average rental uplift KEY HIGHLIGHTS FACTSHEET, MARCH 2025 Supermarket Income REIT plc is a real estate investment trust dedicated to investing in supermarket property forming a key part of the future model of grocery. The Company’s assets earn long-dated, secure, inflation- linked, growing income. The Company targets a progressive dividend and the potential for capital appreciation over the longer term. INVESTMENT POLICY Highly focused investment strategy in omnichannel stores: TRADITIONAL IN-STORE CLICK & COLLECT AT STORE HOME DELIVERY FROM STORE With attractive lease terms: LONG LEASES INDEX LINKED RENTS STRONG TENANTS Targeting a progressive dividend: 6.06 PENCE 6.12 PENCE 8.4 PERCENT 12 YEARS AVERAGE LEASE LENGTH * 81% INFLATION LINKED RENT REVIEWS* INSTITUTIONAL GRADE GROCERY OPERATORS DIVIDEND PAID FY24 DIVIDEND TARGET FY 25 DIVIDEND YIELD * FINANCIAL AND OPERATING PERFORMANCE Portfolio summary*: Acquired eighty two supermarkets across UK and Europe to date that operate as physical supermarkets and as online fulfilment centres 79% exposure to investment-grade tenant covenants Tesco, Sainsbury’s and Carrefour (by rental income) Target returns: Full year dividend target 6.12p FY25 Forecasts are not indicative of future performance and past performance is not a reliable indicator of future results. OUR PORTFOLIO Map key and supermarket exposure by value (1) > Map locations are > for illustrative > purposes only Figures disclosed are as at 31 December 2024 unless otherwise stated *As at 10 March 2025 **As at 31 December 2024 plus post balance sheet events Ticker # SUPR Listing London Stock Exchange (FTSE 250) Johannesburg Stock Exchange Market cap # £1bn AT A GLANCE We invest in future-proofed stores; modern, flexible buildings providing both physical retailing and last mile online distribution. > (1) THE OMNICHANNEL MODEL RATIONALE Omnichannel stores are: Large, modern buildings adapted to operate both in store and online grocery operations Located in strategic locations close to major road networks and within large catchment areas The principal method of online grocery distribution in the UK: 80% of Tesco’s 1.1 million weekly online orders are now fulfilled from omnichannel supermarkets A typical omnichannel store will operate as many as 25 home delivery vans, with c.200 employees dedicated to online fulfilment, accounting for up to 30% of store turnover. The model being adopted by major online retailers including Amazon through Whole Foods and Alibaba to HEMA > (2) > (3) > OMNICHANNEL > SUPERMARKET > TRADITIONAL > IN-STORE > HOME > DELIVERY > FROM STORE > CLICK & > COLLECT AT > STORE > CONSUMERS SUPERMARKET PROPERTY – THE INVESTMENT CASE Stable Predictable Income: Grocery is a non-cyclical, low volatility sub sector of real estate with a 30 year track record of delivering stable, predictable income. Institutional grade tenants – Tesco, Sainsbury’s, have c.45% of the UK grocery market share Supermarkets offer attractive relative value: Past performance is not indicative of future results > Source: Property yields sourced from MSCI for the period December 2004 to December 2024 Disclaimer: This document has been prepared by Atrato Capital Limited, an appointed representative of Atrato Partners Limited, a firm which is authorised and regulated by the Financial Conduct Authority (FRN 830613). This document is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment whatsoever. It is intended for information purposes only and does not constitute investment advice. Past performance is not in any way indicative of future results. The value of any investment or the income deriving from them may go down as well as up and you may not get back the full amount invested. If you are in any doubt about the contents of this document or the investment to which it relates, you should seek independent professional advice. (1) Portfolio weighted by value based on 31 December 2024 valuation. (2) Operator website and Atrato estimates which are derived from third party sources believed to be reliable. No warranty or representation regarding the accuracy, validity or completeness of the information is given. (3) IGD Channel forecasts 2022- 2025. (4) Kantar December 2024 grocery market share data. Nick Hewson Vince Prior Jon Austen Investment Adviser: Atrato Capital Ltd ir@atratocapital.com AIFM: JTC Global AIFM Solutions Ltd +44 (0)1481 704 173 Company Secretary: Atrato Partners Limited +44 (0)7407 825 603 Public Relations: FTI Consulting +(0)20 3727 1000 Registrar: MUFG Pension & Market Services +44 (0)871 664 0300 Cathryn Vanderspar Frances Davies Sapna Shah Roger Blundell Board of Directors: