Earnings Call Q4 25 November 13, 2025 Dan Batrack, Chairman & CEO Steve Burdick, Executive VP & CFO Roger Argus, President Forward-Looking Statements & Non-GAAP Financial Measures All statements in this communication other than statements of historical fact are "forward-looking statements" for purposes of federal and state securities laws, including any statements of the plans, strategies and objectives for future operations, profitability, strategic value creation, risk profile and investment strategies, a ...

Financial Performance & Portfolio - FrontView raised full-year 2025 AFFO per share guidance by $0.01 at the midpoint[9] - Quarter-end occupancy reached 98%, a 20 bps increase due to active asset management[9] - The company bought $16 million in assets at a 7.5% capitalization rate and sold $32.9 million at a 6.8% capitalization rate[9] - The company's annualized base rent (ABR) is $61.3 million[11] Capital Structure & Liquidity - FrontView secured a $75 million delayed-draw convertible preferred equity investment led by Maewyn Capital Partners, featuring a 6.75% dividend yield and a $17.00 conversion price[9] - The investment is projected to provide ~3% AFFO per-share accretion when fully drawn[9] - The company has $230 million+ in liquidity, with Net Debt to Adj Ann EBITDAre at 5.3x and LTV < 35%[9] - Pro forma liquidity increases to $236.1 million including the $75 million delayed-draw Convertible Perpetual Preferred closed post quarter[12] Valuation & Growth - The company is trading at an ~9% implied cap rate, while asset-sale cap rates (~6.8%) and peer valuations imply over a ~200-basis-point spread[9] - Initial AFFO per share guidance for 2026 is $1.26 to $1.30, representing 3.2% growth at the midpoint[9] - The acquisition capacity funds ~$100 million 2026 pipeline[70]

Financial Performance - Broadwind's total revenue for 3Q25 increased by 25% year-over-year to $44.2 million[10] - Gross margin decreased year-over-year to 10.2% in 3Q25[10] - Adjusted EBITDA was $2.4 million, excluding an $8.2 million gain from the sale of the Manitowoc industrial fabrication operations[10] - GAAP Net Income was $7.5 million in 3Q25, compared to $0.1 million in 3Q24[10] Segment Performance - Heavy Fabrications segment revenue increased by 43% year-over-year to $29.4 million in 3Q25[16] - Gearing segment orders increased by 261% year-over-year to $15.9 million in 3Q25[21] - Industrial Solutions segment revenue increased by 37% year-over-year to $7.9 million in 3Q25[27] Orders and Backlog - Total orders increased 90% year-over-year, driven by growth across each reporting segment[8] - Industrial Solutions segment orders and backlog increased 86% and 125% year-over-year, respectively[27] Balance Sheet and Guidance - The company received $13.5 million from the sale of the Manitowoc industrial fabrication operations[34] - Full-year 2025 revenue guidance was increased from a range of $145 to $155 million to a range of $155 to $160 million[41]

Q3 2025 Financial Performance - Integra Resources Corp achieved record revenue of $70.7 million[16] - Adjusted earnings reached $16.3 million, or $0.10 per share[16, 55] - The company's operating cash flow was $35.6 million[16] - Integra's cash balance stood at $81.2 million as of September 30, 2025[16, 55] - The operating profit margin for Q3 2025 was approximately 40%[55, 68] Florida Canyon Mine Operations - Gold production totaled 20,653 ounces in Q3 2025[16, 19] - Gold was sold at a mine-site AISC (All-in Sustaining Cost) of $2,647 per ounce[16, 19] - The company is targeting 70,000 to 75,000 ounces of gold production for the full year 2025[22] DeLamar Project - The Bureau of Land Management (BLM) deemed the Mine Plan of Operations (MPO) complete[16, 38, 43] - A feasibility study for the DeLamar Project is expected in Q4 2025[38, 43] - Integra executed a historical Relationship Agreement with the Shoshone-Paiute, establishing a long-term partnership for the development of DeLamar[42, 44] Nevada North Project - Integra plans to begin work on an updated technical report for Nevada North in 2026, targeting a release in early 2027[49]

Financial Highlights - Net income reached R$336 million[21], with a return on equity (ROE) of 142%[21] - Loan portfolio grew by 30% year-over-year[21] - Total Payment Volume (TPV) run rate reached R$16 trillion[21] - Efficiency ratio improved to 452%[21] Client Growth and Engagement - Added 12 million new active clients[21] - Total client base reached 413 million[21] - Daily logins averaged 201 million, a 43% increase year-over-year[46] - Daily financial transactions averaged 28 million, a 27% increase year-over-year[46] Loan Portfolio and Credit Performance - Private payroll loan portfolio increased by 30% year-over-year[57] - Total loan portfolio grew by 30% year-over-year[57] - Credit card portfolio saw significant growth in installments with interest, increasing by 114% year-over-year[57] Revenue and Funding - Total gross revenue increased by 48% year-over-year[93] to R$2162 million[93] - Total net revenue increased by 29% year-over-year[93] - Cost of funding increased to 102% of CDI[91]

Financial Performance - Record Attributable free cash flow of $251.7 million was achieved in Q3 2025[12] - Adjusted earnings reached $181.0 million, or $0.48 per share[13] - The company has a strong financial position with $1.7 billion in Total Available Liquidity[14] Production Results - Attributable silver production was 5.5 million ounces in Q3 2025[12] - Attributable gold production was 183.5 thousand ounces in Q3 2025[12] Costs - Silver Segment AISC was $15.43 per ounce in Q3 2025[12] - Gold Segment AISC was $1,697 per ounce in Q3 2025[12] Operational Updates - Successful integration of the 44% interest in Juanicipio mine[12] - Increased attributable 2025 silver production guidance and reduced Silver Segment AISC guidance[12] - Discovery of multiple high-grade silver zones at La Colorada[14]

2 0 2 5 G L O B A L I N D U S T R I A L C O N F E R E N C E N O V E M B E R 1 3 , 2 0 2 5 Joe Hayek – CEO Colin Souza - CFO 000000 0072CE D29F13 333333 666666 880000 NEGATIVES CPG BPG W O R T H I N G T O N E N T E R P R I S E S : P O W E R P O I N T T E M P L A T E V 2 . 0 J A N U A R Y 2 0 2 5 Notes to Investors FORWARD-LOOKING STATEMENTS. Selected statements in this presentation constitute "forward-looking statements," as that term is used in the Private Securities Litigation Reform Act of 1995 (the "Act" ...

Disclaimers Forward-Looking Statements The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, commercial opportunities, plans and objectives of mana ...

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Consolidated Financial Results (Q3 2025) - Revenue increased by 301% to $480 million compared to $369 million in Q3 2024[9] - Gross Profit increased by 109% to $206 million compared to $186 million in Q3 2024[9] - Adjusted EBITDA increased significantly by 558% to $13 million compared to $08 million in Q3 2024[9] - Pro Forma Adjusted EBITDA increased dramatically by 4087% to $31 million compared to $06 million in Q3 2024[9] - Net Loss increased by 1085% to $(18) million compared to $(08) million in Q3 2024[9] Consolidated Financial Results (Q3 YTD 2025) - Revenue increased by 84% to $1154 million compared to $1065 million in Q3 YTD 2024[12] - Gross Profit increased by 59% to $557 million compared to $525 million in Q3 YTD 2024[12] - Adjusted EBITDA increased substantially by 45107% to $20 million compared to approximately $0 million in Q3 YTD 2024[12] - Net Loss slightly increased by 05% remaining nearly constant at $(42) million compared to $(42) million in Q3 YTD 2024[12] Building Solutions (Q3 2025 Pro Forma) - Revenue increased significantly by 565% to $214 million compared to $137 million in Q3 2024[19] - Gross Profit increased substantially by 875% to $53 million compared to $28 million in Q3 2024[19] - Adjusted EBITDA increased dramatically by 287% to $26 million compared to $07 million in Q3 2024[19]