Electric Royalties Ltd. · TSXV:ELEC
Electric Royalties — Investor Presentation (February 2026)
15 slides from Electric Royalties's investor presentation, February 2026
Slide 1: Sustaining the Future: Royalties on Clean-Energy Metals
SUSTAINING THE FUTURE: ROYALTIES ON CLEAN-ENERGY METALS TSX.V : ELEC | OTCQB : ELECF ELECTRICROYALTIES.COM
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT This presentation contains confidential and proprietary information belonging to Electric Royalties Ltd. (“Electric Royalties” or the “Company”). The recipient may not photocopy or otherwise reproduce this document or disclose its contents to anyone other than its authorize
Slide 3: Why Invest in Electric Royalties?
WHY INVEST IN ELECTRIC ROYALTIES? Gain exposure to a growing portfolio of royalties on metals required for the drive to sustainable electrification: COPPER LITHIUM ZINC MANGANESE NICKEL TIN VANADIUM GRAPHITE 43 total royalties across 9 clean energy metals 1 Producing 4 Potential Near-Term Production
Slide 4: Royalty Company Advantages
ROYALTY COMPANY ADVANTAGES COMPETITIVE MINING ROYALTY ADVANTAGES COMPANY COMPANY Royalty/streaming business model has proven to outperform mining companies Leverage to commodity prices No operational mining costs or need for large/highly specialized teams to sustain business Exploration upside Diver
Slide 5: Sample Royalty Revenue Projections
SAMPLE ROYALTY REVENUE PROJECTIONS Project Royalty Rate Projected Annual Metal Price Annual Royalty Metal Project Status Production1 Revenue PUNITAQUI 0.75% GRR 23 million pounds US$5.96/lb2 US$1,028,850 Cu Producing BISSETT CREEK 1.5% GRR 44,200 tonnes3 US$1,800/t3 US$1,193,400 C Feasibility comple
Slide 6: Royalty Company Valuations
Millions 0 100 200 300 ELECTRIC ROYALTIES As of Feb 25, 2026 Market cap 21,610,000 40+ royalties Silver Crown Royalties Market cap 52,776,000 5 royalties Summit Royalties Market cap 117,490,000 45+ royalties Evolve Royalties Market cap 149,334,000 10+ royalties Empress Royalty Market cap 159,021,000
Slide 7: Metals Are the New Oil in an Electrified World
METALS ARE THE NEW OIL IN AN ELECTRIFIED WORLD EV adoption is driving demand for copper, lithium, Global infrastructure and grid upgrades are nickel & graphite supporting sustained copper & zinc demand Battery expansion is creating structural growth We expect AI, electronics and data center growth t
Slide 8: Key Assets | Copper
KEY ASSETS | Copper Punitaqui Copper Mine / Copper Zonia / Copper 0.75% Gross Revenue Royalty 0.5% Gross Revenue Royalty • A past producing copper-gold mine brought back into • Advanced stage copper oxide project with approximately one production in May 2024 billion pounds of contained copper • Copp
Slide 9: Key Assets | Graphite & Manganese
KEY ASSETS | Graphite & Manganese Bissett Creek / Graphite Battery Hill / Manganese 1.5% Gross Revenue Royalty 2% Gross Revenue Royalty • Bissett Creek is operated by Northern Graphite, one of the very • One of the largest carbonate manganese deposits in the world few graphite producers outside of C
Slide 10: Key Assets | Vanadium & Lithium
KEY ASSETS | Vanadium & Lithium Mont Sorcier / Vanadium Seymour Lake / Lithium 1% Gross Revenue Royalty 1.5% Net Smelter Royalty • Advanced stage iron and vanadium project with Glencore as a • Advanced stage lithium project with over $70 million raised for partner fully funding the feasibility to co
Slide 11: Key Assets | Base Metals
KEY ASSETS | Base Metals Kenbridge / Nickel-Copper Middle Tennessee Zinc Mine / Zinc 0.5% Gross Revenue Royalty Effective 0.35% Gross Revenue Royalty • Advanced stage copper-nickel-cobalt project with a small • Production has occurred across a timespan of more than 45 underground footprint which sho
Slide 12: Key Assets | Critical Metals
KEY ASSETS | Critical Metals Graphite Bull / Graphite 0.75% Gross Revenue Royalty Sleitat8 / Tin 1% Net Smelter Royalty • JORC (2025) compliant Inferred Resource of 20.73 Mt @ 10.8 % TGC, above a 7% cut-off grade with 40% Indicated at 7.61 Mt @ 11.6% TGC (a recent 300% increase in resources) • One o
Slide 13: Corporate Structure / Management Team
CORPORATE STRUCTURE MANAGEMENT TEAM CASH & DEBT CASH & CASH C$850K BRENDAN YURIK | CEO & DIRECTOR | B.COM POSITION10 EQUIVALENTS Founder and CEO of Evenor Investments Ltd, a financial advisory group to junior mining companies for alternative financing, debt, equity and M&A with experience in over $2
Slide 14: Contact
TSX.V : ELEC | OTCQB : ELECF CONTACT BRENDAN YURIK | CEO GENERAL ENQUIRIES ELECTRICROYALTIES.COM +1.604.364.3540 +1.604.639.9200 1400 – 1040 WEST GEORGIA STREET BRENDAN.YURIK@ELECTRICROYALTIES.COM INFO@ELECTRICROYALTIES.COM VANCOUVER, B.C. V6E 4H1, CANADA
Slide 15: Appendix
APPENDIX 1. Projected annual production from sources below: • Punitaqui: full annual copper production rate projected at 19 million to 23 million pounds of copper in concentrate (Battery Mineral Resources Corp. news release dated May 13, 2024; Battery Mineral Resources Corp. website https://bmrcorp.
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