Greenfirst Forest Products Inc · TSX:GFP

Greenfirst Forest Products — Q2 2026 Earnings Presentation

14 slides from Greenfirst Forest Products's earnings presentation, Aug 11, 2026

  1. Slide 1: Q2 2026 Investor Presentation

    Q2 2026 Investor Presentation August 11, 2026

  2. Slide 2: Legal Disclaimer

    Legal Disclaimer 2 This Presentation is being provided to you by GreenFirst Forest Products Inc. (“GreenFirst” or the “Company”) for informational purposes only. Cautionary Note Regarding Forward-Looking Information This Presentation includes information, statements, beliefs and opinions which are f

  3. Slide 3: Overview

    Overview Joel Fournier, Chief Executive Officer

  4. Slide 4: Q2'26 Highlights

    Q2’26 Highlights 4 ▪ Adjusted EBITDA of $11.7M for Q2’26 ▪ Average realized lumber selling price of $764/mfbm for Q2’26 ▪ Q2’26 sales volumes of 119,055 MFbm ▪ Q2’26 production volumes of 110,866 MFbm ▪ Net sales for Q2’26 was $96.1 million, the highest for the Company in 8-quarters ▪ Production Man

  5. Slide 5: Q2'26 Highlights (cont.)

    Q2’26 Highlights (cont.) 5 ▪ During Q2’26, the Company received $3.2 million from the provincial government through the Ontario Sawmill Chip Support Program ▪ The Company continues to work closely with both the federal and provincial governments to take advantage of recently announced programs avail

  6. Slide 6: US Housing Starts Forecast

    US Housing Starts Forecast 6 Source: FEA

  7. Slide 7: Financial Summary

    7 Financial Summary Peter Ferrante, CFO

  8. Slide 8: Q2'26 Financial Comparison

    Q2’26 Financial Comparison 8 1Adjusted EBITDA is a Non‐GAAP measure and does not have standardized meaning under GAAP or IFRS. As a result, it may not be comparable to information presented by other companies. For an explanation and reconciliation of Adjusted EBITDA to related comparable financial i

  9. Slide 9: Net Income Change – Q2'26

    Net Income Change – Q2’26 9 Q2'26 vs Q1’26 Net Income Change 40,000 35,000 23,126 30,000 86 (6,677) (132) (12) (654) 25,000 (50) (29) 20,000 15,000 EBITDA = $26,929 Net Income 3,123 10,000 = $26,184 7,404 5,000 -

  10. Slide 10: Cash Flow Breakdown Q2'26

    Cash Flow Breakdown Q2’26 10 Q2'26 Cashflow Waterfall 20,000 Cashflow from Ops = $2,384 16,132 15,000 10,000 Cashflow used in Investing = ($936) Cashflow used in 5,000 Financing = ($5,139) (12,954) (1,027) (936) 3,859 - Total Cash Increase (4,000) = $3,037 (3,626) (753) (386) (5,000) 10

  11. Slide 11: Maximum Availability Year-over-Year

    Maximum Availability Year-over-Year 11

  12. Slide 12: GreenFirst Vision and Mission

    GreenFirst Vision and Mission 12 Vision GreenFirst Forest Products aims to grow its business in the lumber sector and become one of the largest wood producer in Ontario. Mission To become one of the top quartile lumber producers in North America by prioritizing continuous improvement, strategic capi

  13. Slide 13: Thank You

    PRODUITS FORESTIERS GREENFIRST FOREST PRODUCTS [& GREENFIRST

  14. Slide 14: Questions & Answer

    Questions & Answer [& GREENFIRST

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