Consus Enerji Isletmeciligi Ve Hizmetleri A.s. · BIST:CONSE
Consus Enerji Isletmeciligi Ve Hizmetleri A.s — Q2 2026 Earnings Presentation
30 slides from Consus Enerji Isletmeciligi Ve Hizmetleri A.s's earnings presentation, 2026
Slide 1: Consus Enerji Investor Presentation 2Q 2026
Consus Enerji İşletmeciliği ve Hizmetleri A.Ş. Investor Presentation 2Q 2026
Slide 2: A Quick Look At Consus Enerji
About Consus Financials Investments Appendix Sector Quick Look Sector About Consus Financials Investments Appendix A Quick Look At Consus Enerji:
Slide 3: Quick Look: 110.5 MW, 259 mn kWh, 868.5 mn TL
Investor Presentation / Quick Look Installed Capacity 110.5 MW As of June 30,, 2026 22% 29% 76% 6% Sales Volume 259 mn kWh 6M 2026 1,117.0 868.5 Sales Revenue 868.5 mn TL EBITDA 274.7 273.9 258.5 193.8 mn TL 193.8 95.5 22.8 Sales Revenue EBIDTA Net Profit Sales Volume Net Profit (mn TL) (mn TL) (mn
Slide 4: Shareholding Structure and Stock Information
Investor Presentation / Quick Look Shareholding Structure Distribution in Türkiye As of June 30, 2026 As June 30, 2026 50.99% 49.01% Consus Energy Other (Publicly Europe B.V. (*) Traded) (*) Wholly-Owned Subsidiary of Global Investment Holdings Stock Information As June 30, 2026 Stock ticker: CONSE
Slide 5: Notes From the Turkish Energy Market
Quick Look About Consus Financials Investments Appendix Quick Look Sector About Consus Financials Investments Appendix Notes From the Turkish Energy Market:
Slide 6: Distribution of installed capacity by source
Investor Presentation / Sector Distribution of installed capacity by source As of 30 June 2026, MW 32,314 24,778 Share of renewable energy in installed capacity 22,026 15,311 (As of June 30,2026 According to the installed 62.7 % 27.222 capacity data, as of June 30, 2,437 2026, the shares of EÜAŞ (31
Slide 7: Distribution of generation by source
Investor Presentation/ Sector Distribution of generation by source As of 30 June 2026, GWh 44,925 Share of renewable energy 56,981 in generation volume 22,451 As of June 30, 2026 46,551 61.6% As of June 30, 2025 share 47.5%) 365 5,171 According to generation data, in 6M 2026, the shares have been as
Slide 8: Türkiye Electricity Consumption and Spot Market Prices
Investor Presentation / Sector Türkiye Electricity Consumption by Year (‘000 GWh) 3% 349 357 367 330 326 326 304 303 306 266 279 297 367 257 357 230 242 246 210 175 190 198 194 150 161 CAGR 4.05% 6M 2025* 6M 2026* The 6M 2025 and 6M 2026 figures cover the trailing 12-month period. Development of Spo
Slide 9: A Closer Look At Consus Enerji
Quick Look Sector Investments Appendix Financials Quick Look Sector About Consus Financials Investments Appendix A Closer Look At Consus Enerji
Slide 10: Fields of Activity and Installed Capacity Distribution as of 2Q 2026
Investor Presentation / About Consus Consus Enerji’s Fields of Activity and Installed Capacity Distribution as of 2Q 2026 110.5 (MW) Current Installed Capacity+110.0 MW Ongoing Investments (*) Biomass Power Licensed Solar Distributed Electricity Investments Plants Power Plants Power Trading Overseas
Slide 11: Consus Enerji Milestones
Investor Presentation / About Consus Consus Enerji Milestones 2015 2015 2015-2017 2018 2020 2023 2025 All energy-generating Tres Enerji became one of the The first solar power plant Investments and Biomass project Tres Enerji started Power Purchase assets merged under major players in the sector by
Slide 12: Consus Enerji Today
Investor Presentation / About Consus Consus Enerji Today As of 2Q 2026, total installed capacity reached 110.5 MW, while total energy generation for 6M 2026 was 258.5 GWh. Consus Enerji continues to grow. It has become Türkiye's leading distributed energy portfolio and one of the largest biomass por
Slide 13: Biomass Business Model
Investor Presentation / About Consus Biomass Business Model The process of energy generation from biomass continues with biomass collection, transportation, and storage and concludes with the electricity generation at the facility. Consus Enerji is one of the leading energy companies bringing biomas
Slide 14: Distributed Power Business Model
Investor Presentation / About Consus Distributed Power Business Model The distributed energy model consists of a series of sequential processes. These are: analysis, design, financing & system installation, operation, maintenance & repair, and efficiency-oriented management stages. Areas of Applicat
Slide 15: Financial Comparison and Outputs
Quick Look Sector About Consus Investments Appendix Quick Look Sector About Consus Financials Investments Appendix Financial Comparison and Outputs:
Slide 16: Adverse Weather and Lower Prices Negatively Impacted Sales and Profitability
Investor Presentation / Financial Comparison Adverse Weather Conditions and the decline in market clearing prices (PTF Negatively impacted Sales and Profitability Above-seasonal rainfall in the first quarter of 2026 negatively A significant decline in financing expenses compared to the same impacted
Slide 17: USD-denominated EBITDA and Net Debt/EBITDA
Investor Presentation / Financial Comparison USD-denominated EBITDA decreased by 22% y-o-y. While the decline in generation volume and sales Consolidated gross debt increased due to the issuance of a USD 75 revenues put pressure on EBITDA, operational cost- million bond with a 20-year maturity and a
Slide 18: Breakdown of Revenues and Generation by Business Line
Investor Presentation / Financial Comparison Across business segments, revenues are predominantly driven by renewable energy (biomass and solar). Breakdown of Revenues by Business Line Breakdown of Generation Amount by Business Line Total Generation Units (GW) (GW) (mn TL) (mn USD) 6% 6% 6M 2025 6M
Slide 19: EBITDA Breakdown Based on Business Line
Investor Presentation / Financial Comparison Unusual weather conditions and low irradiation negatively impacted biomass and solar power plants. In Distributed Power, however, EBITDA growth was achieved thanks to cost-saving measures and lower-than- expected maintenance and repair expenses. EBITDA Br
Slide 20: Operations of Biomass Business Line
Investor Presentation / Financial Comparison Operations of Biomass Business Line Amount of Electricity Generation (‘000 Mwh) Above-seasonal rainfall particularly in the first quarter of 2026 81 81 88 84 90 negatively impacted electricity 47 86 generation at biomass power 79 82 78 86 81 67 67 41 40 p
Slide 21: Operations of Distributed Power Business Line
Investor Presentation / Financial Comparison Operations of Distributed Power Business Line Amount of Generation (‘000 MWh) Electricity generation in the Distributed Power business segment 495 461 volumes fell by %6 y-o-y, as a result of 409 364 the decreasing customer demand 320 296 282 due to low d
Slide 22: Operations of Solar Energy Business Line
Investor Presentation / Financial Comparison Operations of Solar Energy Business Line Amount of Generation (‘000 MWh) (*) 22.1 21.1 21.7 20.8 21.0 Lower irradiation levels due to 20.1 unfavorable weather conditions in the first quarter resulted in lower electricity generation 10.9 9.8 compared to th
Slide 23: Ongoing Investments in 2026
Quick Look Sector About Consus Financials Appendix Quick Look Sector About Consus Financials Investments Appendix Ongoing Investments in 2026
Slide 24: New Projects Focused on Overseas Opportunities in addition to SPPs
Investor Presentation / Ongoing Investments New Projects Focused on Overseas Opportunities in addition to SPPs Project development activities are underway in the distributed power business line. In 2024, as part of our international expansion and growth strategy, our indirect subsidiary EA Energy Li
Slide 25: Developments After the Reporting Date
Investor Presentation / Developments After the Reporting Date The Corporate Governance Principles Consus Enerji has been included in Compliance Rating has been revised the BIST Sustainability Index. upward once again. Consus Enerji has been included in the Borsa İstanbul Our Corporate Governance Pri
Slide 26: Appendix
Quick Look Sector About Consus Financials Investments Quick Look Sector About Consus Financials Investments Appendix Appendix:
Slide 27: Financial Statements
Investor Presentation / Appendix TL 31 December 2025 30 June 2026 TL 1 January–30 June, 2025 1 January–30 June, 2026 Current Assets 5,529,576,987 1,921,938,797 Revenue 1,117,033,310 868,513,704 Cash and Cash Equivalents 4,061,894,173 1,188,488,562 Cost of Sales (956,263,212) (811,617,189) Trade Rece
Slide 28: Terminology
Combined Heat and Power (CHP) – Cogeneration Plant: Facilities Terminology that are designed to generate electricity and heat from a single heat source. Biomass: Biological in origin, non-fossil, organic and renewable Net Electricity Generation: The net amount obtained by subtracting energy source m
Slide 29: Disclaimer
Disclaimer This presentation has been shared for informational purposes only and does not constitute investment advice. Financial reports and tables disclosed by Consus Enerji İşletmeciliği ve Hizmetleri A.Ş. to the public and relevant institutions are to be considered as the only reliable source. C
Slide 30: Contact / Investor Relations
Contact / Investor Relations Ekin Biçen Investor Relations Manager ekinb@consusenerji.com.tr Phone: +90 212 244 60 00 Address: Consus Enerji Büyükdere Caddesi 193 Levent, 34394 Istanbul Türkiye consusenerji.com.tr consusenerji.com.tr linkedin.com/company/consus-enerji/ linkedin.com/company/consus-en
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