Transalta Corporation · TSX:TA
Transalta — Investor Day (March 2026)
5 slides from Transalta's investor day presentation, Mar 24, 2026
Slide 1: 2026 Investor Day Supplemental Information
2026 Investor Day Supplemental Information MARCH 24, 2026
Slide 2: Forward-looking statements and non-IFRS measures
Forward-looking statements and non-IFRS measures This presentation includes "forward-looking information," within the meaning of applicable Canadian securities laws, and "forward-looking statements," within the meaning of applicable United States securities laws, including the Private Securities Lit
Slide 3: Potential Alberta Supply and Demand Changes 2025 to 2029
Potential Alberta Supply and Demand Changes 2025 to 2029 3,500 3,000 200 480 2,500 2,250 -600 1,100 MW Net 2,000 Change in Load MW 1,500 1,130 -1,200 1,000 500 0 2 2 2025 Firm Supply Less Existing Unit Upgrades Intertie Restoration Demand Growth Data Centre Growth 2029 Firm Supply 2 2 Peak Demand 1
Slide 4: Potential Impact of Alberta Load Growth and Centralia to 2029 Adjusted EBITDA
Potential Impact of Alberta Load Growth and Centralia to 2029 Adjusted EBITDA Centralia and Phase I data centre would increase 2029 Potential Adjusted EBITDA Uplift1 contracted cashflows ~$300 Million ~1,300 MW ~$150 Million ~1,100 MW ~$200 Million ~900 MW ~$150 Million ~$1 Billion Potential for mer
Slide 5: TransAlta Assumptions in 2029 Adjusted EBITDA Sensitivity to Alberta Net Change in Load
TransAlta Assumptions in 2029 Adjusted EBITDA Sensitivity to Alberta Net Change in Load TransAlta Alberta Portfolio Assumptions Assuming 1,100 MW Change in Net Load 2025 Actuals1 2029 Key Production Assumptions: Merchant Gas (GWh) 3,262 ~65% increase2 + Data Centre MOU 230MW Alberta Spot Price Avera