Opc Energy Ltd. · TASE:OPCE
Opc Energy — Investor Presentation (November 2025)
34 slides from Opc Energy's investor presentation, November 2025
Slide 1: Corporate Presentation November 2025
Corporate Presentation NOVEMBER 2025
Slide 2: Disclaimer
Disclaimer Receipt of information from OPC Energy Ltd. (hereinafter - the “Company”) is subject to this legal disclaimer. This presentation is provided solely for the purpose of delivering condensed information for convenience purposes, and it should not be copied or distributed, or used for any oth
Slide 3: Introduction to OPC
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Introduction to OPC
Slide 4: OPC Energy at a Glance
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix OPC Energy at a Glance IPP with robust Global platform with Diversified energy portfolio development capabilities operating projects in Israel in natural gas (with across the entire value and i
Slide 5: Substantial Growth Portfolio of 14.2 GW and 4.6 GWh
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Substantial Growth Portfolio of 14.2 GW(1) and 4.6 GWh* Generation in GW, storage in GWh Natural gas with future carbon capture potential(2) 7.8 14.2 Renewable energy (wind and solar) Natural g
Slide 6: OPC Energy Evolution
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix OPC Energy Evolution* OPC has a proven track record as a global diversified IPP and greenfield developer Harrison Street invests $300 million OPC expects to reach NTP on at a pre-money valuatio
Slide 7: Complementary Regional Segments to Execute OPC's Mission
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Complementary Regional Segments to Execute OPC’s Mission* OPC’s Israel and U.S. segments align seamlessly, providing a diversified revenue profile and staggered development timelines Israel Uni
Slide 8: Recent U.S. Consolidation Activities
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Recent U.S. Consolidation Activities* OPC creates significant value through its fully integrated strategy with high quality development underpinning its growing asset base, with a focus on cons
Slide 9: Basin Ranch – Combined Cycle with Capacity of 1.35 GW
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Basin Ranch(1) – Combined Cycle with Capacity of 1.35 GW* Construction of CPV’s flagship project in Texas has begun Ownership Schedule 70% CPV and 30% GEV Expected operation: 2029 An agreement
Slide 10: Basin Ranch – Key Project Highlights
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Basin Ranch – Key Project Highlights* Strategic Location in West Texas (Permian Basin), ERCOT • The electricity market: accelerated growth in demand and high electricity prices • Gas market: ab
Slide 11: Experienced Management Team With Deep Industry Knowledge
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Experienced Management Team With Deep Industry Knowledge OPC Energy’s management team has deep experience in the planning, development, construction and operation of power generation assets Ded
Slide 12: Israel
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Israel
Slide 13: Israel Market Tailwinds
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Israel Market Tailwinds* Increasing Demand and Electrifying Economy Accelerated Growth in Renewable Energy Strong and sustained growth in electricity demand driven by rapid population expansi
Slide 14: Israel Market Tailwinds (Cont'd)
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Israel Market Tailwinds (Cont’d)* Need for Additional Conventional Power Plants(1) Shift to Private Production(2) The recent reform in the electricity sector reduced the Israel Electricity Co
Slide 15: Large Pipeline With Several Advanced Projects
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Large Pipeline With Several Advanced Projects* OPC’s operating portfolio is expected to grow significantly in the coming years, further supported by numerous advanced projects Key Projects Targ
Slide 16: Realizing the Growth Potential
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Realizing the Growth Potential EBITDA (ILS Million)(1) 639 620 562 367 352 2021 2022 2023 2024 Q3 2025 LTM 16 1) 2021 and 2022 reflect adjusted EBITDA figures.
Slide 17: U.S.
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix U.S
Slide 18: U.S. Market Tailwinds
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix U.S. Market Tailwinds* Accelerating investment in data centers and reshoring of manufacturing is driving unprecedented load growth and creating tremendous demand for power Power Infrastructure
Slide 19: Existing Gas Resources are Well Positioned
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Existing Gas Resources are Well Positioned* Traditional IPPs and gas-fired generators benefit from a shifting generation mix as accelerated thermal retirements expose the limitations of intermi
Slide 20: Strong Tailwinds from the Business Environment
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Strong Tailwinds from the Business Environment* Record capacity prices and high forecasted spark spreads for CPV’s active gas portfolio create an attractive environment for OPC Energy and are e
Slide 21: CPV Natural Gas Projects Development Pipeline
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix CPV Natural Gas Projects (With Potential for Carbon Capture) Development Pipeline* Pipeline Portfolio Highlights Portfolio Geographic Footprint Continuing with the company’s tradition of power
Slide 22: Strong Growth Over the Years
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Strong Growth Over the Years EBITDA (ILS Million)(1) 887 589 564 477 303 2021 2022 2023 2024 Q3 2025 LTM 22 1) 2021 and 2022 reflect adjusted EBITDA figures.
Slide 23: Financials
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Financials
Slide 24: Strong Financial Position With Successful Track Record of Equity Issuance
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Strong Financial Position With Successful Track Record of Equity Issuance Demonstrated History of Successful Equity Issuance in the Sum of ILS 6.2 Billion OPC Energy OPC Energy OPC Energy 2017
Slide 25: Robust Growth Trajectory
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Robust Growth Trajectory EBITDA (ILS Million)(1) Highlights 1,483 1,208 28% 1,099 YoY increase in Q3 YTD EBITDA(2) 818 634 USD ~5.8 billion Market Cap(3) 58% 2021 2022 2023 2024 Q3 2025 LTM Equ
Slide 26: Debt and Financial Profile
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Debt and Financial Profile Robust Financial Profile Net Financial Debt and Leverage Ratio (ILS million) Initial rating by Midroog: ‘A1.il’ for the Company and its debentures, with a stable outl
Slide 27: Key Investment Highlights
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Key Investment Highlights
Slide 28: Key Investment Highlights
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Key Investment Highlights 1 IPP with strong development capabilities 2 Diversified energy streams across technologies and geographies 3 Large pipeline with significant advanced and derisked pro
Slide 29: Appendix
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Appendix
Slide 30: Company Structure and Business Segments
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Company Structure and Business Segments 3.6 GW operating projects and significant growth pipeline 4 80%(1) 70%(2) 67%(3) Highly Efficient Renewables Highly Efficient Low-carbon Renewables Natur
Slide 31: Portfolio Overview
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Portfolio Overview* Portfolio Highlights Portfolio Geographic Footprint OPC plans, develops, constructs and operates power generation across the country, currently Commercial Operation managing
Slide 32: CPV Natural Gas-Fired Generation Operating Portfolio
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix CPV Natural Gas-Fired Generation Operating Portfolio Operating Portfolio Highlights Portfolio Geographic Footprint CPV is a leading developer and operator of gas-fired generation facilities in
Slide 33: Renewable Operating and Development Portfolio Overview
Introduction to OPC Israel U.S. – Competitive Power Ventures Financials Key Investment Highlights Appendix Renewable Operating and Development Portfolio Overview* Operating / Development Portfolio Highlights Portfolio Geographic Footprint Portfolio highlights: 0.8 GW total operating and under cons
Slide 34: Thank You!
OPCENERGY ENERGY Thank You!