Carlyle Secured Lending, Inc. Quarterly Earnings Presentation December 31, 2025 1 Disclaimer and Forward-Looking Statement This presentation (the "Presentation") has been prepared by Carlyle Secured Lending, Inc. (together with its consolidated subsidiaries, "we," "us," "our," "CGBD" or the "Company") (NASDAQ: CGBD) and may only be used for informational purposes only. This Presentation should be viewed in conjunction with the earnings conference call of the Company held on February 25, 2026 and the Company ...

Core Viewpoint - StandardAero announced the pricing of a secondary offering of 50,000,000 shares of its common stock at a price of $31.00 per share, with the offering expected to close on January 29, 2026 [1][2] Offering Details - The offering is conducted by affiliates of The Carlyle Group Inc. and GIC, with all net proceeds going to the Selling Stockholders, and no shares being sold by the Company itself [1][2] - The underwriters have a 30-day option to purchase up to an additional 7,500,000 shares of common stock [1] - Joint lead book-running managers for the offering include Morgan Stanley & Co. LLC, J.P. Morgan, RBC Capital Markets, BofA Securities, Jefferies, and UBS Investment Bank [1] Share Repurchase Agreement - The Company has entered into a stock purchase agreement to repurchase $50 million of its common stock at the offering price, which is part of its existing stock repurchase program approved in December 2025 [1] - The share repurchase is expected to close concurrently with the offering on January 29, 2026, and the repurchased shares will no longer be outstanding after the offering [1] Financial Performance Estimates - Preliminary estimated results for the year ended December 31, 2025, indicate expected revenue between $6,053 million and $6,083 million, net income between $270 million and $280 million, and adjusted EBITDA between $806 million and $812 million [2]

Core Viewpoint - StandardAero, Inc. announced that two of its stockholders, affiliates of The Carlyle Group Inc. and GIC, plan to offer and sell a total of 50,000,000 shares of the Company's common stock in an underwritten public offering [1] Group 1 - The shares being offered are part of StandardAero's common stock, with a par value of $0.01 per share [1] - The offering is conducted under StandardAero's shelf registration statement filed with the Securities and Exchange Commission [1]

Financial Performance - The company generated net investment income of $0.39 per common share on a GAAP basis and after adjusting for asset acquisition accounting[10] - The company declared a quarterly dividend of $0.40 for 3Q25, equating to an annualized dividend yield of 9.7% on its NAV as of 06/30/25[10] - Total investment income increased to $67.281 million in Q2 2025 from $54.864 million in Q1 2025[11] - Net asset value (NAV) per share was $16.43 as of June 30, 2025, compared to $16.63 as of March 31, 2025[10] Portfolio & Investment Activity - The total fair value of the portfolio increased to $2.3 billion across 148 portfolio companies with a weighted average yield of 10.9%[10] - Record originations resulted in $375.7 million of fundings with a weighted average yield of 10.0%[10] - Total repayments and sales during the quarter were $138.0 million with a weighted average yield of 10.9%[10] - Non-accrual investments represented 3.0% and 2.1% of the total portfolio based on amortized cost and fair value, respectively, as of June 30, 2025[10] Liquidity & Capital - Statutory leverage was 1.10x as of June 30, 2025, compared to 1.04x as of March 31, 2025[10] - Total liquidity as of June 30, 2025, was $613.1 million in cash and undrawn debt capacity[10]

Carlyle Secured Lending, Inc. Quarterly Earnings Presentation March 31, 2025 Disclaimer and Forward-Looking Statement This presentation (the "Presentation") has been prepared by Carlyle Secured Lending, Inc. (together with its consolidated subsidiaries, "we," "us," "our," "CGBD" or the "Company") (NASDAQ: CGBD) and may only be used for informational purposes only. This Presentation should be viewed in conjunction with the earnings conference call of the Company held on May 7, 2025 and the Company's Quarterl ...