Gibson Energy (OTCPK:GBNX.F) 2025 Earnings Call Presentation

Company Strategy and Performance - Gibson Energy aims for a total shareholder return of over 100% by 2030[53] - The company targets a 7%+ average annual Infrastructure EBITDA per share growth[74, 107] - Gibson Energy's cost focus initiative drove operational excellence, recognizing $25 million in run-rate cost savings in 2025[31] - The company returned over $1.4 billion to shareholders since 2021[51, 87] Infrastructure and Operations - Gibson Energy has >25 mmbbl tankage capacity in North America[7] - The company achieved record throughput of 2.3 mmbbl/d across Canadian and U S terminals in 2025[30] - >95% of Q3 2025 Segment Profit came from Infrastructure[7] - >85% of Terminals Revenue is from Investment Grade customers[7] Financial Position and Outlook - The company targets capital investment of $100-150 million at 5–7x build multiples[33] - Gibson Energy expects to deploy up to $1 billion of growth capital over the next five years[66] - The company's dividend yield is 6.9%[7]