Vitesse Energy Inc. · NYSE:VTS
Vitesse Energy — Q4 2025 Earnings Presentation
11 slides from Vitesse Energy's earnings presentation, Mar 3, 2026
Slide 1: Investor Presentation
Investor Presentation March 2026 Vitesse is the French word for velocity. VTS represents the velocity of capital compounding.
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This presentation contains forward-looking statements regarding future events and future results that are subject to the safe harbors created under the Securities Act of 1933 and the Securities Exchange Act of 1934. All statements other than statements of histor
Slide 3: Vitesse is…
Vitesse is… A Long 80%+ of assets comprised Duration of undeveloped resources Asset High 9% fixed dividend yield(1) Yielding Inflation Oil-weighted asset offers Protected outsized beta to inflation Leveraged to Undeveloped locations continue to Technology become more capital efficient over time (1)
Slide 4: Returns-Based Capital Allocation Framework
Returns-Based Capital Allocation Framework Near-Term Fixed Organic Development Asset Share Debt Dividend(1) Capex Acquisitions Acquisition Buybacks Paydown $0.4375 per Share Deep Inventory Strategy Demonstrated Opportunistic Target Quarterly Cash with > 200 Focused on Track Record of $60 Million Sha
Slide 5: Vitesse Asset Overview
Vitesse Asset Overview Vitesse is a predominantly non-operated working and mineral interest owner of oil and natural gas assets primarily in the Bakken oil field in 16.0 – 17.5 $50 – $80 North Dakota MBoe/d(1) MM(1) 2026E Net Production 2026E Capex Asset diversification and strong inventory of undev
Slide 6: Acreage in the Core of the Williston Basin with Exposure to Leading Operators
Acreage in the Core of the Williston Basin with Exposure to Leading Operators Diversification across 30+ operators and 7,800(1)+ producing wells means no single well can make or break Vitesse’s results Historically, Vitesse participates in 30- 55% of the rigs drilling in the basin, effectively cre
Slide 7: Accretive Powder River Basin Acquisition
Accretive Powder River Basin Acquisition Key Statistics Asset Map Acquisition of non-operated Powder River Basin assets in Campbell and Converse Counties, WY for $35 million of Vitesse common stock Primarily operated by EOG and Continental Net acres: 6,205 Net undeveloped locations: 29 202
Slide 8: Luminis
Luminis Our proprietary data system, Luminis, is a central repository of data that serves as the single source of truth for reporting and provides inputs for modeling and guiding financial decisions. DATA AI Our custom-built, scalable AI helps Vitesse quickly software is designed to enable identify
Slide 9: Investment Highlights
Investment Highlights Significant Free Cash Flow(1) Limited capex required to keep production flat, supporting free cash flow Dividend Payer $0.4375 per share quarterly dividend High Quality and Long Duration Asset 80%+ of assets comprised of undeveloped resources History of Economic Transactions Ov
Slide 10: Appendix
Vitesse Appendix
Slide 11: Reconciliation of 1P PV-10 and PDP PV-10 (Non-GAAP Financial Measures)
Reconciliation of 1P PV-10 and PDP PV-10 (Non-GAAP Financial Measures) ($ in thousands) 2025 Standardized measure $438,976 Plus: Future income taxes, discounted at 10% $33,709 1P PV-10 (non-GAAP) $472,685 (Less): Proved developed non-producing PV-10 ($2,539) (Less): Proved undeveloped PV-10 ($57,361