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Enerflex(EFXT) - 2025 Q3 - Earnings Call Presentation
2025-11-06 15:00
November 2025 Enerflex Ltd. Corporate Presentation All amounts presented in US Dollars unless otherwise stated Transforming Energy for a Sustainable Future North America Latin America Eastern Hemisphere Enerflex Geographies Enerflex Key Offices Enerflex Manufacturing Facility TSX / NYSE EFX / EFXT Annual dividend CAD$0.17/sh Market Cap (1) US$1.5 B Dividend Yield (1) 1.0% Operating Years 45 Employees ~4,400 Core Countries (2) 7 BOOM Projects (3) 24 1) Based on an EFXT closing share price of $12.65 as of Nov ...
Enerflex(EFXT) - 2025 Q2 - Earnings Call Presentation
2025-08-07 14:00
Company Overview - Enerflex has a market capitalization of CAD$1.4 billion and offers an annual dividend of CAD$0.15 per share, resulting in a dividend yield of 1.3%[3] - The top 10 customers account for approximately 35% of Enerflex's total revenue, while the largest single customer contributes about 5%[7] - Enerflex has repaid $396 million of long-term debt since the beginning of 2023, reducing the leverage ratio from 3.3x at year-end 2022 to 1.3x at the end of Q2/25[39, 42] Market Position and Growth - Global demand for natural gas is forecasted to grow by 15% over the next decade, requiring U S and Canadian supply to increase by approximately 25%[15] - Approximately 20 Bcf/d is expected to be added to North American LNG export capacity by 2030, more than doubling the existing capacity of 14 Bcf/d[22] - Data center power demand is projected to reach approximately 700 Twh by 2035, potentially creating a demand of approximately 5 0 Bcf/d[24, 25] Financial Performance and Strategy - Energy Infrastructure and After-Market Services generated 66% of consolidated gross margin before depreciation and amortization[74] - The Engineered Systems backlog remains strong at $1.2 billion, while the Energy Infrastructure contract backlog is at $1.5 billion[74, 75] - Capital spending for 2025 is targeted at approximately $120 million, including approximately $60 million for growth capital[44, 76]