ContourGlobal — Debt Investor Presentation (July 2026)
22 slides from ContourGlobal's debt investor presentation, July 2026
Slide 1: Bondholder Presentation Half-year results
Bondholder Presentation Half-year results July 2026
Slide 2: Disclaimer
Disclaimer The information contained in these materials has been provided by ContourGlobal Limited (“ContourGlobal” or the “Company”) solely for use at the presentation of the Company’s results in respect of the half year ended 30 June 2026 and has not been independently verified. For the purposes o
Slide 3: Proposed Agenda
Proposed Agenda •1 Key Highlights for H1 2026 •2 Operations •3 Financial results •4 ESG at the heart of CG Strategy 3
Slide 4: 2026 – Delivering on growth objectives with key construction projects reaching COD
2026 – Delivering on growth objectives with key construction projects reaching COD and new growth projects LTIR1 EAF%2 HY Adjusted EBITDA LTM CFADS 0.09 91.3% $381m $397m 0.07 in FY25 94.0% in FY25 $417m in HY25 $356m in FY25 CG has continued executing on its next chapter of growth based on clearl
Slide 5: 2. Operations
2. Operations
Slide 6: Good Operational Performance
Good Operational Performance • Thermal EAF impacted by forced outages in Hobbs (Q1) and Mexico, and the extension of planned outage in Arrubal. All outages resolved and limited impact on Adjusted EBITDA. Significant improvement in Hobbs asset in the US in Q2 with 100% EAF and the expectation that fo
Slide 7: Renewable fleet capacity factors
Renewable fleet capacity factors Consistent year-on-year performance for in Austria wind and Solar, Peru wind and Vorotan impacted by lower resources in 2026 Renewable fleet capacity factors – 2026 vs. 2025 44.9% 33.5% 26.6% 24.3% 25.0% 25.0% 24.1% 21.5% 16.7% 16.3% 12.4% 11.8% 2025 2026 2025 2026 2
Slide 8: 3. Financial results
3. Financial results
Slide 9: Continued strong cash generation being utilised for growth, coal exit in H2
Continued strong cash generation being utilised for growth, coal exit in H2 Consistent EBITDA performance as the Group executes on its strategy on renewables, strategic disposals continue including SPA signing to dispose of Maritsa Coal • Adjusted EBITDA in H1 2026 has been impacted by strategic gro
Slide 10: Adjusted EBITDA of $381m driven by timing of portfolio change
Adjusted EBITDA(1) of $381m driven by timing of portfolio change with increased EBITDA from Chile, BHS and Bulgaria BESS to positively impact further in H2 440 22 420 417 (26) 400 (27) 381 380 (5) ↓$26.1m mainly driven ↑$22.0m mainly due to 360 Chile due to COD last year by Arrubal (-$31.5m) mainly
Slide 11: Liquidity and Net corporate leverage
Liquidity and Net corporate leverage Net Debt/Adj. EBITDA is 5.3x(5) as of June 30 (adjusted to reflect the full year impact of acquisitions and disposals or to reflect the full contribution of construction projects) and Net Corporate leverage is 4.5x. June-26 liquidity ($m) June-26 liquidity ($m) P
Slide 12: Key 2026 growth events and Recent Developments
Key 2026 growth events and Recent Developments Continued focus on growth strategy, completing construction projects, converting pipeline and disposing non core assets (including coal) Key Developments of H1 2026 Outlook H2 2026 • Key transactions reflect the new strategy including portfolio decarbon
Slide 13: 4. ESG at the heart of CG strategy
4. ESG at the heart of CG strategy
Slide 14: ESG alignment and organizational responsibility
ESG alignment and organizational responsibility (incl. Reporting standards) Embedding sustainability in our governance, operations and growth *+ Final investment selections are submitted to the Board of bach idee Directors for approval through the existing Investment 5.7 TWh/yr ene ecien ii Committe
Slide 15: Decarbonisation strategy and Environmental management systems
Decarbonisation strategy and Environmental management systems Coal fully phased out by 2027 977 MW of coal related capacity divested 40% reduction in Adj. EBITDA split by technology (%) 2022A o ME Coal mm Renewables 77 Brazil assets? CO2 Total Energy intensity » . Gas & Co-Gen (Illustrative only) 20
Slide 16: Appendix
Appendix
Slide 17: Financial Highlights
Financial Highlights Key financial metrics Financial Highlights ($m) H1 2026 H1 2025 Var Var % Revenue 754 804 -50 -6% Gross profit 203 226 -23 -10% Adjusted EBITDA1 381 417 -36 -9% Proportionate EBITDA1 331 371 -40 -11% Income from operations 189 227 -38 -17% Net finance cost -197 -132 -65 49% Prof
Slide 18: Contributors to Adjusted Ebitda
Contributors to Adjusted Ebitda Contributors to Adj. EBITDA 2023A 2024A 2025A H1 2026 H1 2025 Contributors from the Americas Brazil Wind 49 15 - - - Caribbean 39 32 31 21 15 Colombia 54 124 39 12 27 Mexico CHP 120 130 136 62 71 Peru Wind 32 41 40 14 17 Chile - - 27 41 7 US Assets 87 71 109 53 50 Con
Slide 19: Contributors to Proportionate Adjusted Ebitda
Contributors to Proportionate Adjusted Ebitda Contributors to Prop. Adj. EBITDA 2023A 2024A 2025A H1 2026 H1 2025 Contributors from the Americas Brazil Wind 32 8 - - - Caribbean 39 32 31 21 17 Colombia 45 107 29 7 21 Mexico CHP 120 130 136 62 71 Peru Wind 32 41 40 14 17 Chile - - 27 41 7 US Assets 8
Slide 20: ContourGlobal Portfolio
ContourGlobal Portfolio Facility / Project Name Location Gross Cap. (MW) Number o Assets Fuel Type1 Ownership COD Power Purchaser PPA Expiration Arrubal Spain 800 1 Natural Gas 100% 2005 Merchant plant Expired Hobbs United States 604 1 Natural Gas 100% 2008 Southwestern Public Service 2033 TermoemCa
Slide 21: Definition on Non-IFRS metrics
Definition on Non-IFRS metrics • Adjusted EBTIDA is a non-IFRS measure and is defined as profit for the period from continuing operations before income taxes, net finance costs, depreciation and amortisation, acquisition, disposal and other transaction related items, project development costs, restr
Slide 22: For further information please visit www.contourglobal.com
For further information please visit www.contourglobal.com
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