Talen Energy Corporation · NASDAQ:TLN
Talen Energy — Corporate Update (June 2025)
8 slides from Talen Energy's corporate update, Jun 11, 2025
Slide 1: Executing Our Strategy: Validating The Thesis On Power & Data Intersection
Executing Our Strategy Validating The Thesis On Power & Data Intersection Talen Energy Corporation | June 11, 2025
Slide 2: Disclaimers
Disclaimers The information contained herein, as well as any information that has been supplied orally in connection herewith, speaks only as of the date of this presentation. Talen Energy Corporation (“Talen,” “TEC,” the “Company,” “we,” “our,” or “us”) and our affiliates and representatives expres
Slide 3: Talen & Amazon Expand Collaboration
Talen & Amazon Expand Collaboration Differentiated IPP Model Enhances Value Through Cash Flow Growth & Resiliency Simplified & Expanded Structure Continued Execution Differentiated IPP Expands PPA to 1,920 MW at full Leverages core IPP strengths Visible 50% increase in CFPS contract quantity1
Slide 4: Amazon PPA Amendment: Transaction Highlights
Amazon PPA Amendment: Transaction Highlights Shifts campus to retail “Front-of-the-Meter” after grid connection established; maintains 300 MW “Behind-the-Meter” (“BTM”) status in interim period Unlocks premium value on 2nd Unit by expanding PPA to 1,920 MW at full contract quantity through 2042 (wit
Slide 5: Benefits to the Broader Community
Benefits to the Broader Community Creates Catalyzes Strengthens Enhances Key Susquehanna Stakeholders Full-Time skilled jobs, Significant economic A major employer and Maintains PJM grid with the potential to development, including significant local taxpayer, reliability, benefits PPL attract talent
Slide 6: Enhancing Value Through Cash Flow Per Share Growth
Enhancing Value Through Cash Flow Per Share Growth Illustrative Incremental Impact1 On Adjusted Free Cash Flow Per Share (After Tax) Price escalators $ Per Share through 2042 PPA Growth Impact2,3 – AWS LT Contract Base Generation4 +20% CAGR5 Cash Flow 7.00 – 8.25 > 50% Per Share 15.70 4.00 – 5.75 Ba
Slide 7: Growing Into Long-Term Contracted Gross Margin
Growing Into Long-Term Contracted Gross Margin Margin Composition1 Enhancing Value Through Resiliency 2026 Outlook Midpoint 2029E 2032E PPA enables Talen’s margin to grow to ~50% under long-term contracts 10% 25% 25% 20% ✓ Reduces hedging activity and 30% liquidity needs 50% ✓ Increases balance shee
Slide 8: Powering the Future: Upcoming Events
Powering the Future: Upcoming Events Upcoming Investor Events: Jefferies Energy Conference: June 11th in Kiawah, Investor Update (Virtual) SC Early September JPM Energy, Power and Renewables Conference: June 24th in New York JP Morgan Non-Deal Roadshow: early July in San Francisco and Los Ange