Evergen Infrastructure Corp. · TSXV:EVGN

Evergen Infrastructure — Q1 2026 Earnings Presentation

18 slides from Evergen Infrastructure's earnings presentation, May 29, 2026

  1. Slide 1: Canada's Renewable Natural Gas Infrastructure Platform

    Canada’s Renewable Natural Gas Infrastructure Platform Investor Presentation June 2026 TSXV: EVGN www.evergeninfra.com OTCQB: EVGIF

  2. Slide 2: Positioned for Growth

    POSITIONED FOR GROWTH Building Canada’s RNG Infrastructure Platform “We are focused on optimizing our core asset portfolio while building a disciplined energy infrastructure platform. RNG is a practical, drop-in fuel that integrates directly into existing gas infrastructure, supporting reliable supp

  3. Slide 3: Evergen at a Glance

    EVERGEN AT A GLANCE GEN Infrastructure Corp. Reasons to Invest 01 HIGH QUALITY ASSETS RNG + organics processing with expansion runway 02 CONTRACTED CASH FLOW Long-dated municipal feedstock + utility offtake 03 VISIBLE EBITDA GROWTH RNG optimization + organic expansions 04 POLICY TAILWINDS Federal +

  4. Slide 4: Our Company

    OUR COMPANY Snapshot TSXV: EVGN OTCQB: EVGIF 41% Board & C$10.2M 25.6M C$2.8M Management Market Cap Shares Cash May 26, 2026 Outstanding Position 31% Pensions, Institutional & Family Offices 28% Other (Retail C$17.3M 72% Board, $2.00 & HNW) Primarily Asset Level Median Analyst Target Debt Management

  5. Slide 5: Leadership Team

    LEADERSHIP TEAM Aligned for Project Execution Chase Edgelow Maria O’Sullivan Ron Green Chief Executive Officer Chief Financial Officer Chief Operations Officer Co-founder and CEO of 12+ years’ finance and 30+ years’ experience in EverGen with 20 years’ accounting experience across turnarounds and op

  6. Slide 6: Board of Directors

    BOARD OF DIRECTORS Aligned to Maximize Shareholder Value Chase Edgelow Blake Almond Varun Anand Mischa Zajtmann Director Director Director Director Co-founder and CEO of Brings 17 years’ experience 10+ years’ global investing Co-founder of EverGen with EverGen with 20 years’ in M&A and capital marke

  7. Slide 7: Building Canada's RNG Platform

    BUILDING CANADA’S CORE PORTFOLIO RNG PLATFORM CORE OPERATING ASSETS Fraser Valley Biogas, Pacific 4 Core Operating Assets Coast Renewables, GrowTEC, Sea to Sky Soils 190,000 tonnes per annum Organics Processing Capacity IN DEVELOPMENT Project Radius 2 Core Operating RNG Assets 230,000 GJ per annum R

  8. Slide 8: What We Do

    WHAT WE DO Creating Value From Organic Waste $ Feedstock Revenue OUR RNG INFRASTRUCTURE $ RNG Revenue Fixed price long-term contracts: Green bin waste & yard Biogas is then upgraded Organic waste feedstock Using anaerobic digestion, organic matter is waste is collected and to RNG for use in the coll

  9. Slide 9: Core Portfolio

    CORE PORTFOLIO Operating RNG & Organics Assets FRASER VALLEY GROWTEC PACIFIC COAST SEA TO SKY BIOGAS RENEWABLES SOILS Abbotsford, BC Lethbridge, AB Abbotsford, BC Pemberton, BC • 160,000 GJ of RNG/year • 70,000 GJ of RNG/year • Planned 90-100,000 GJ • 25,000 tonnes of organic RNG Expansion Project w

  10. Slide 10: Our Offtake Advantage

    OUR OFFTAKE GEN Infrastructure Corp. ADVANTAGE Long term offtakes in place or underway underpin robust RNG Value Chain project economics Ability to contract up to $45/GJ in Canada and $60/GJ in the US market Spot 25 60 US Market 20 years 20 years 10 years Canadian Utilities Up to 160,000 GJ Up to 14

  11. Slide 11: Strategy & Path Forward

    STRATEGY & PATH FORWARD BASE OPTIMIZE BUILD GROW STABILIZE & PERFORMANCE & CAPITAL-EFFICIENT PLATFORM STANDARDIZE CASHFLOW EXPANSION CONSOLIDATION • Leverage Canadian • Convert operational • Execute RNG expansions • Acquire and integrate energy-sector operating stability into margin of core asset po

  12. Slide 12: RNG Growth Forecast

    RNG GROWTH FORECAST LONG TERM 500,000+ GJ LEVERS FOR LONG TERM GROWTH MEDIUM TERM • Operational excellence: Improve 330,000 GJ yield, uptime, and throughput via NEAR TERM debottlenecking and reliability. TODAY 230,000 GJ • Expansion capex: Scale with modular adds and targeted 200,000 GJ capacity exp

  13. Slide 13: Building EBITDA & Platform Value

    BUILDING EBITDA & PLATFORM VALUE LONG TERM $20M+ MEDIUM TERM ~$10-15M (+) NEW GREENFIELD NEAR TERM PROJECTS & ~$5-8M (+) ASSET GROWTH & CONSOLIDATION TODAY NEAR-TERM PIPELINE ~$3M (+) ASSET OPTIMIZATION BASE Valuation Range: 8-10x 10-12x 12-14x Implied Enterprise Value: ~$40-80m ~$100-180m ~$240-280

  14. Slide 14: Upside & Tailwinds

    UPSIDE & TAILWINDS Near Term Catalysts for Canadian RNG “We are going to aggressively develop projects that are in the national Energy Transition Support interest – all while reducing emissions” - Canadian Prime Minister, Mark Carney on April 9th, 20251 CFR credit pricing had fallen pre-election but

  15. Slide 15: Milestones & Upcoming Catalysts

    MILESTONES & UPCOMING CATALYSTS Since recapitalization transaction in May 2025 Q1 record RNG Q3 record RNG Q4 Results Q2 Results production of production of released released 43,014 GJ 51,770 GJ April 2026 August 2026 Operational 2025 Results Q2 record RNG Screening 2026 Q1 Results production of bui

  16. Slide 16: Reasons to Invest

    REASONS TO INVEST ꟾ High-quality assets: RNG and organics processing assets with expansion runway ꟾ Contracted long-term cash flows: underpinned by long-term municipal feedstock and utility offtake agreements ꟾ Visible EBITDA growth: driven by increasing RNG production from optimization & expansions

  17. Slide 17: Disclaimer

    DISCLAIMER This presentation includes market, industry and economic data which was obtained from various publicly available sources and other sources believed by the Company to be true. Although the Company believes it to be reliable, neither the Company nor the Underwriters have independently verif

  18. Slide 18: For More Info

    For More Info Chase Edgelow CEO & Co-Founder investors@evergeninfra.com TSXV: EVGN www.evergeninfra.com OTCQB: EVGIF

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