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]

15th Annual East Coast Ideas Conference June 12, 2025 New York City Forward-looking statements and Non-GAAP information This presentation contains forward-looking statements with predictions, projections and other statements about future events. These statements are made on the basis of management's views and assumptions regarding future events and business performance. We use words such as "believe," "expect," "anticipate," "intends," "estimate," "forecast," "project," "will," "plan," "should" and similar ...