ACWA Power · TADAWUL:2082
ACWA Power — Acwa — 9M 2026 Earnings Presentation
14 slides from ACWA Power's earnings presentation, Nov 5, 2026
Slide 1: Acwa 3Q & 9M 2026 Earnings Call
ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com Acwa 3Q & 9M 2026 Earnings Call www.acwapower.com For the period ending and as of 30 September 2026 05 November 2026
Slide 2: Disclaimer
Disclaimer This document and the information contained therein (the "Information") has been prepared by Acwa (the "Company“ or “Acwa”) for background purposes only and does not purport to be full, accurate or complete. No reliance may be placed for any purpose on the Information or its accuracy, fai
Slide 3: Today's Presenters
TODAY’S PRESENTERS ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com www.acwapower.com CEO CFO Head of IR & Strategy Dr. Samir Serhan Mr. Abdulhameed Al Mr. Ozgur Serin Muhaidib 3
Slide 4: Business update
ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com www.acwapower.com Business update
Slide 5: Resilient Portfolio and Growth Momentum Support Long-Term Value Creation
Business update Resilient Portfolio and Growth Momentum Support Long -Term Value Creation Despite Near -Term Headwinds Nine-month achievements Headwinds Geopolitics 5.2 GW (2 PPAs) SAR 19.2 Bn 2.9 GW Certain group facilities in the Middle East impacted by 4 financial closes security incidents; ope
Slide 6: Portfolio grew to 98.2 GW, with BESS more than doubling
Business update Portfolio grew to 98.2 GW and SAR 478 Bn AUM, with BESS more than doubling Portfolio snapshot: YE2025 vs. Today Power Water Green Hydrogen BESS Renewables AUM GW Million m³/day Million tonnes/year GWh % of gross GW SAR billion 98.2 9.7 0.2 11.6 53% 478 ACWA INVESTOR RELATIONS | www.a
Slide 7: Project pipeline | as at 3Q 2026
Business update Project pipeline | as at 3Q 2026 Power (GW) BESS (GWh) Water (Mm³/day) GH2 (MTPA) 96.3 Current Active Pipeline 69.1 Current Active Pipeline 5.1 Current Active Pipeline 1.3 Current Active Pipeline ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com NEAR-TER
Slide 8: Financial Performance
ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com www.acwapower.com Financial Performance
Slide 9: 9M 2026 Financial Performance
Financial Performance 9M 2026 Financial Performance Noor Energy 1 refinancing SAR 2,550 Mn SAR 1,288 Mn SAR 0.46 Operating income Net profit 2025 cash dividend per share −8.8% vs. 9M25 +0.6% vs. 9M25 Distributed SAR 9.7 Bn Debt refinanced for a critical CSP asset in the UAE, executed within 10 month
Slide 10: Operating Income variance 9M2026 vs 9M2025
Financial Performance Operating Income (before impairment loss and other expenses) Variance 9M2026 v 9M2025 - Million Contribution from existing and new projects coming 1 into operations and improved operating efficiency netted off with certain outages 290 344 2 (464) 2 Contribution from the acquisi
Slide 11: Net Profit variance 9M2025 vs 9M2026
Financial Performance Net Profit (Attributable to equity holders of the parent ) Variance 9M2025 v 9M2026 - Mn 92 Higher impairment losses recognized in 231 1 (70) 9M2025 pertaining to Noor 3 CSP 2 3 (245) 1,280 1,288 Others, mainly Non-Controlling Interest 1 4 (NCI) on subsidiaries on settlements a
Slide 12: Q&A
ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com www.acwapower.com Q&A
Slide 13: Thank You!
ACWA INVESTOR RELATIONS | www.acwapower.com | ir@acwapower.com ir@acwapower.com www.acwapower.com www.acwapower.com THANK YOU!
Slide 14: Appendix – Glossary
Appendices Appendix 1 – Glossary • POCF – Parent Operating Cash Flow • O – Operational • MTM – Mark To Market • MTPA – Million Tonnes Per Annum • PPA – Power Purchase Agreement • Mm³/day – Million cubic meters per day • PWPA – Power and Water Purchase Agreement • GH2 – Green Hydrogen • WPA – Water P