Act Energy Technologies Ltd. · TSX:ACX
Act Energy Technologies — Investor Presentation (January 2026)
13 slides from Act Energy Technologies's investor presentation, Jan 5, 2026
Slide 1: Corporate Presentation January 2026
Corporate Presentation January 2026
Slide 2: Overview of ACT Energy Technologies
Overview of ACT Energy Technologies Significant Canadian & U.S. footprint with focus on adding size and scale Fully integrated supplier of premium downhole directional technology Comprehensive suite of services, including high-performance mud motors, MWD & RSS Strong alignment of Board and Managemen
Slide 3: Overview of Operating Locations
Overview of Operating Locations Revenue by Country(1) United States Canada 38% 62% 1. Represents revenue by country for the nine months ended September 30, 2025. ACT CORPORATE PRESENTATION JANUARY 2026 33
Slide 4: Executing on the Strategy
Executing on the Strategy Key Focus Areas Core Technology Expand Current Energy Technology Rental Offerings ▪ Flexibility with multiple mud motor High product lines ▪ Enables evolving “a la carte” direct-to-customer market Performance ▪ Focus on durability and reliability ▪ Further room for expansio
Slide 5: Why Size and Scale Matters in Directional Drilling
Why Size and Scale Matters in Directional Drilling 1 Improved margins through economies of scale 2 Customer and market diversification 3 Capacity to sustain differentiation through technology advancement and distribution 4 Increased downcycle resiliency 5 Strategic moat around the business 6 Opportu
Slide 6: Overview of Acquisitions (2021 – Present)
Overview of Acquisitions (2021 – Present) June 2022 October 2022 January 2026 9 July 2021 June 2022 $2.0 Million Acquisitions $6.4 Million $9.5 Million $5.0 Million $34.0 Million MWD in Since 2021 MWD, Motors MWD, Motors MWD, Motors RSS, MWD development ~$269 2021 2022 2023 2026 Million Total Transa
Slide 7: Stryker Acquisition Highlights
Stryker Acquisition Highlights 1 Stryker focuses on southern U.S. market and increases U.S. market presence 2 CAD $34 million transaction value; 52% cash in keeping with prior transaction history 3 15-year old company. Experienced management subscribed into ACT equity 4 Averaged 17 daily active jobs
Slide 8: Financial Performance – What Has Changed in Four Years
Financial Performance – What Has Changed in Four Years Revenues Net Income 700,000 70,000 600,000 60,000 500,000 50,000 40,000 ($000's) 400,000 ($000's) 30,000 300,000 20,000 200,000 10,000 100,000 - - (10,000) 2021 2022 2023 2024 2021 2022 2023 2024 (20,000) Adjusted EBITDAS North American Operatin
Slide 9: Balance Sheet Strength a Priority
Balance Sheet Strength a Priority Loans and borrowings less Cash ($CAD mm) 100 Rime Acquisition Altitude Acquisition 81.8 80 75.6 Stryker Acquisition 71.5 69.4 67.9 57.7 55.7 60 49.9 50.7 50.6 41.7 42.0 40.0 38.1 ($MM) 40 20 -2.1 0 Q2/22 Q3/22 Q4/22 Q1/23 Q2/23 Q3/23 Q4/23 Q1/24 Q2/24 Q3/24 Q4/24 Q1
Slide 10: Investment Summary
Investment Summary 1 Focused on premier North American resource plays and high-quality Producers 2 Maximizing margins through vertically-integrated directional drilling offering 3 Disciplined approach to M&A and capital allocation 4 Lower capital intensity relative to other OFS verticals and attract
Slide 11: Management Team
Management Team Corporate Management Team Tom Connors Lee Harns President, Chief Executive Officer, & Director Chief Operating Officer Rob Skilnick Suzanne Davies Chief Financial Officer Vice President Legal & Corporate Secretary Operations Management Vaugn Spengler Tyler Clark SVP, Altitude Energy
Slide 12: Forward Looking Statements & Disclaimers
FORWARD LOOKING STATEMENTS & DISCLAIMERS Forward-Looking Information This presentation contains statements and information that may constitute "forward-looking information" within the meaning of applicable securities legislation, including statements identified by the use of words such as "will", "e
Slide 13: ACT Energy Technologies
ENERGY TECHNOLOGIES ZA ACT
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