INVESTORS PRESENTATIONINVESTORS PRESENTATION

January 2012

Shareholding Structure

64.2% 61.0% 8.0%67.2%

JG Summit Holdings, Inc.

Air TransportationFood Property Telecommunications

Market Cap: US$2.49B Market Cap: US$952M Market Cap: US$1.25B Market Cap: US$13.64B

Market Cap: US$4.03B

70.8%100.0%

Corporate Structure and Market Capitalization (attributable to JGSHI) as of 12 January 2012

36.1%

Petrochemicals International Property Banking

Market Cap: US$2.49B[US$1.60B]

Market Cap: US$952M[US$640M]

Market Cap: US$1.25B[US$760M]

Market Cap: US$13.64B[US$1.09B]

Market Cap: US$2.97B[US$1.07B]

ILOCOS NORTEPANGASINAN

TARLAC

PAMPANGA

METRO MANILA

CAVITE

NUEVA ECIJA

BULACAN

RIZAL

LAGUNA

A Leading Philippine Property Company

BATANGAS

ILOILO

PALAWAN

NEGROS OCCIDENTAL

NEGROS ORIENTAL

LEYTE

CEBU

DAVAO

SOUTH COTABATO

MISAMIS ORIENTAL

Shopping Malls Office Buildings Hotels Residential

Shopping Malls Office Buildings Hotels Residential

Total Assets (PhP M) Shareholder’s Equity (PhP M)

25,56627,737

39,037

51,47953,101

65,119

Return on Equity Current Net Debt to Equity

24%

34%

15%

FY09 FY10 FY11

FY09 FY10 FY11FY09 FY10 FY11

12.8% 13.0%

10.2%

FY09 FY10 FY11

Commercial Center Residential

72.1% 71.4%

FY10 FY11

24.1% 22.2%

FY10 FY11

Office Buildings Hotel

FY10 FY11

96.4% 96.4%

FY10 FY11

30.8% 32.1%

FY10 FY11

EBITDA Margin EBITDA Margin

EBITDA MarginEBITDA Margin

P millions REVENUES %TOTAL RLC YOY YOYYOYEBITDA EBIT

P millions REVENUES %TOTAL RLC YOY YOYYOYEBITDA EBIT

13,345 18%100% 5,031 12%7,145 11%

6,226 47% 8% 2,933 7%4,443 7%

1,351

1,208 9% 5%

10% 14%

4,560 34% 41%

198 30%

923 10%

977 30%

387 10%

1,302 14%

1,012 30%

�One of Philippine’s largest

mall operator with 29 malls

�813,000 sqm gross

leasable space

�94.6% latest occupancy

FY 2011

5,7396,226

4,1404,443

+8%

+7%

+7%

� Same mall revenue

growth is 8%

FY10 FY11 FY10 FY11 FY10 FY11

Q1 Q2 Q3 Q4

Revenue EBITDA EBIT

2,752 2,933

Revenues (PhP B)

2007 2008 2009 2010 2011

3,5393,697

6,226

5,739

4,210

+5%+14%

+36%+8%

EBIT Margins EBITDA EBIT

2007 2008 2009 2010 2011

1,4411,577

2,933

2,752

2,048

2007 2008 2009 2010 2011

2,4792,684

4,443

4,140

3,220

+9%+34%

+23%+7%

8%

+20%

+29%+7%

2007 2008 2009 2010 2011

Manila Metro East Galleria

Major Redevelopment Initiatives in our Top 3 Malls

Land Area : 72,581 sqmGFA : 240,926 sqmGLA : 103,590 sqmOccupancy: 98.43%

Land Area : 25,981 sqmGFA : 119,184 sqmGLA : 54,083 sqm

Occupancy: 96.54%

Land Area : 51,217 sqmGFA : 220,994 sqmGLA : 96,442 sqm

Occupancy: 99.12%

�One of Philippine’s

leading BPO office

space provider with

194,000 sqm net

leasable space

�Total occupancy for 8

completed buildings is

now 99%

FY 2011

1,182

1,351

+14%

1,140

1,302

+14%

842923

+10%

FY10 FY11 FY10 FY11 FY10 FY11

Q1 Q2 Q3 Q4

�We continue to be a

leading provider of

office spaces to BPOs

in the Philippines, with

78% of our office

building space

allocated for BPOs

Revenue EBITDA EBIT

Revenues (PhP B)

+26%+6%

+24%

+14%

2007 2008 2009 2010 2011

714

883

1,351

1,1821,112

EBIT Margins EBITDA MarginsEBIT Margins EBITDA Margins

2007 2008 2009 2010 2011

697

879

1,302

1,140

1,032

EBIT EBITDA

2007 2008 2009 2010 2011

497616

923

842

738

+20%

+10%+14%

+24%

+17%+10%

+26%

+14%

INTERNATIONAL

BRANDS

263 Rooms 285 Rooms

SUMMIT HOTELS

GO HOTELS

108 Rooms 210 Rooms

223 Rooms

FY10 FY11 FY10 FY11 FY10 FY11

Q1 Q2 Q3 Q4Revenue EBITDA EBIT

1,150 1,208

+5%

354 387+10%

153 198

+30%

40%

60%

74% 72%

88%

S ummitRidge

CebuMidtown

HolidayInn

CrowneP laza

GoHote ls

Occupancy Rate

Q1 Q2 Q3 Q4

Go Hotels

Location: Pioneer, Mandaluyong City

Started Operations: May 2010

No. of Rooms: 223

FY 2011: 88% Occupancy Rate

4 Go Hotels under construction (416 rooms):

• Palawan

• Dumaguete• Dumaguete

• Tacloban

• Bacolod

TYPE OF DEVELOPMENT

Iconic ProjectHigh-rise Condo(30-50 storeys)

Low to Mid-rise Condo (10-30 storeys)

• Lots Only

• House and Lot Packages

AVERAGE UNIT SIZE Ranging from Ranging from Ranging from Ranging from

AVERAGE UNIT SIZE Ranging from40-170 sqm

Ranging from30 – 145 sqm

Ranging from20-50 sqm

Ranging from 35– 400 sqm

LOCATION

Very prime locations Within central business districts and prime

locations

At the periphery of central business

districts & suburban locations

Urbanized cities outside of Metro Manila

Sales Take Up

23%

46%

2,617

521

606

2,748

1,377

603

5,092

6,009

21%10% 1,348 1,281

FY 2010 FY2011

� Net pre-sales FY 2011 at PhP 5.877 Billion, 18% higher than last year.

� Launched 15 projects YTD across 4 Residential Brands

Luxuria - 1

Residences - 1

Communities - 7

Homes - 6

� Net pre-sales FY 2011 at PhP 6.009 Billion, 18% higher than last year.

� Launched 15 projects YTD across 4 Residential Brands

Luxuria - 1

Residences - 1

Communities - 7

Homes - 6

704

8951,144

1,448

Q4

Q3

Q2

Q1

Realized Revenues

3,226

4,560

739

888

704

997

971

FY 2010 FY 2011

Q1

� Realized Revenues increased by 41% to P 4.56 B

� EBIT increased by 30% at P 977M

�EBITDA increased by 30% at P 1.012B

Capital Expenditures

3,3673,732

3,439

Investments

Project

8,691

7,0266,227

13,433

2,208

3,116

655

2,270

4,101

1,706

2,780

1,741

6,262

2008 2009 2010 2011

ProjectDevelopmentLandAcquisition

102.39

10.36

1.46

344.41

6.08

As of 30 September 2011

6.08

464.71

11,211,586

4,451,333

1,808,947

771,858

18,334,767

Moving forwardF u t u r e P l a n s & S t r a t e g i e s

Cyberscape Alpha

2 Expansion3 New Malls 2 New Offices

Mall Division Office Division

Cyberscape Beta

• Palawan Palawan Palawan Palawan

• DumagueteDumagueteDumagueteDumaguete

• TaclobanTaclobanTaclobanTacloban

• BacolodBacolodBacolodBacolod

Sustain current sales levels

Hotel Division Residential Division

THANK YOUTHANK YOU