Esentia Energy Development SAB de CV Series -II- Unitary · BMV:ESENTIA/II
Esentia Energy Development SAB de CV Series -II- Unitary — Esentia Energy Development — Q2 2026 Earnings Presentation
15 slides from Esentia Energy Development SAB de CV Series -II- Unitary's earnings presentation, July 2026
Slide 1: 2Q26 Earnings Presentation
2Q26 Earnings Presentation July 2026 ESENTIA Powering Mexico’s Growth with U.S. Natural Gas
Slide 2: Disclaimer
Disclaimer This Presentation does not constitute an offer to sell or a solicitation of an offer to buy our shares or any other security. The information contained herein has been prepared solely to convey some of the aspects of ESENTIA’s business. In all cases, the reader should consult their own pr
Slide 3: Today's Presenters
Today’s Presenters Daniel Bustos Stephen Griffiths Chief Executive Officer Chief Financial Officer • 29 years of experience in • >29 years of financial and private development and commercial roles equity experience • Previously CCO of Esentia, CCO of • Previous CFO of various companies Excelerate En
Slide 4: Consistent Execution While Expanding Our Platform and Supporting Shareholder Value
Consistent Execution While Expanding Our Platform and Supporting Shareholder Value 2Q26 Highlights • Technical progress: Phase I and Phase II continue advancing as planned – Phase I: Completed relocation of turbo compressor from Villa de Reyes to new Aguascalientes Compression Station Advancing – Ph
Slide 5: Advancing: Phase I & Phase II Progress
Advancing: Phase I & Phase II Progress Key execution milestones have been achieved across both phases, supporting the planned CODs in Q1 2027 and Q2 2028 Key Highlights Phase I: • Permits secured CS AGS: FOUNDATIONS COMPRESSION UNIT RELOCATION CS VDR • Major construction contracts awarded • Long-lea
Slide 6: Unlocking: ESENTIA USA (continued)
Unlocking: ESENTIA USA (continued) ESENTIA USA enables the Company’s next phase of growth by securing an advantaged Permian gas supply Permian gas supply growth is migrating west into the Delaware sub-plays that overlap ESENTIA´s existing Northern Corridor1… Permian United States EL Paso Delaware Me
Slide 7: Unlocking: ESENTIA USA
Unlocking: ESENTIA USA ESENTIA USA secures direct access to natural gas from the Delaware Basin through to the El Paso cross-border import point El Paso (CD Juarez) is Strategic Cross- Schematic location, not to scale. Border Import Point… Delaware El Paso Permian Ojinaga Permian Basin (Delaware) El
Slide 8: Unlocking: ESENTIA Power
Unlocking: ESENTIA Power ESENTIA Power has acquired a 250 acres industrial plot, with unmatched access to our Villa de Reyes Compression Station Power Generation and Integrated Industrial Development in One Location ̴ 600 MW Safe, Competitive Gas Access Behind-the-meter power generation Reliable acc
Slide 9: Delivering: Continued Disciplined Performance
Delivering: Continued Disciplined Performance ESENTIA’s Key Financial Highlights | US$mm US$mm 2Q 2026 2Q 2025 Change ($) Change (%) YTD 2026 YTD 2025 Change ($) Change (%) Adjusted Revenue1 $118.5 $108.3 $10.2 9.4% $227.6 $214.5 $13.1 6.1% Income Adjusted OPEX (excl. non-recurring items) 1 $17.8 $1
Slide 10: Financial Summary
Financial Summary ESENTIA’s • Key Financial Highlights | US$mm US$mm Q2 2025 vs Q2 2026 YTD: June 2025 vs June 2026 +9% +6% 118.5 214 228 108.3 16.4 37 32 18.7 16.9 28.3 35 47 Adjusted Revenues1 72.8 73.8 143 148 2Q2025 2Q2026 June YTD 2025 June YTD 2026 3 4 3 4 CFE 2 Sales natural of gas - net IT,
Slide 11: Gas Sales Performance
Gas Sales Performance Contribution • margin - ESENTIA Gas Q2 2025 vs Q2 2026 YTD: June 2025 vs June 2026 +20% +20% 18.6 35.2 15.5 29.3 +20% +20% Gas Sales Volumes 170,429 204,261 161,570 194,292 2Q2025 2Q2026 June 2025 YTD June 2026 YTD Volume (MMBTUd) Total Volume (BCF) Volume (MMBTUd) Total Volume
Slide 12: Refinancing Process
Refinancing Process ESENTIA successfully completed the refinancing on May 14, 2026, delivering upfront savings and enabling additional savings of up to US $5.5m per year TRANSACTION HIGHLIGHTS • US $2.0bn inaugural 144A/Reg S senior unsecured notes offering • Two tranches: US$1.0bn 6.125% notes due
Slide 13: Q&A
2a Q&A
Slide 14: Appendix
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Slide 15: Financial Reconciliation
Financial Reconciliation US$mm US$mm Q2 2026 Q2 2025 Change ($) Change (%) YTD 2026 YTD 2025 Change ($) Change (%) Net income (IFRS) $28.3 $11.9 $16.4 138.6% $41.3 $27.2 $14.2 52.1% (+) Income tax expense (IFRS) $0.6 $19.4 ($18.8) (96.9%) $18.6 $33.0 ($14.4) (43.8%) (+) Net financing cost (IFRS) $40
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