Act Energy Technologies Ltd. · TSX:ACX
Act Energy Technologies — Investor Presentation (September 2026)
18 slides from Act Energy Technologies's investor presentation, September 2026
Slide 1: Corporate Presentation
1 OUR OPERATING BRANDS Corporate Presentation September 2026 | TSX: ACX
Slide 2: ACT at a Glance
ACT at a Glance Directional drilling technology and services. We supply the tools and the people that steer the wellbore. ~C$300M $550M $91M 27,800 Market capitalization (1) LTM revenue to Jun 30, 2026 (2) LTM Adjusted EBITDAS (2)(3) LTM North American operating days (2) 60% / 40% 10 ~11% MWD · Moto
Slide 3: What We Do
What We Do We don't own the rig. We steer the well. MWD = the down-hole GPS Measurement-While-Drilling tells the driller where the bit is, in real time, thousands of metres from surface. Steering = the wheel Every ACT string runs a mud motor to power the bit. On conventional jobs the motor also stee
Slide 4: How We Make Money
How We Make Money Paid by the operator, for every day our tools and crews are in the hole. WHO HIRES US The numbers to watch — H1 2026 E&P OPERATOR (the producer) — our customer Operating days The volume metric: one tool string on one well for one day 16,462 operating days, +35% y/y Drilling contrac
Slide 5: Where We Operate
Where We Operate Two countries, the major North American resource plays, one platform. Revenue by country — LTM to Jun 30, 2026 40% 60% United States Canada KEY BASINS Canada: Clearwater, Montney, Deep Basin and the wider WCSB (Cardium, Duvernay, Viking, Bakken) United States: Permian, Anadarko, Eag
Slide 6: What We've Built – Comparison to 2019
What We've Built – Comparison to 2019 From a small-cap directional provider to a North American platform, since 2020. FY2019 FY2020 LTM Jun 30, 2026 Change vs 2019 pre-COVID Revenue $120M $41M $550M 4.6x Adjusted EBITDAS (1) $3.9M ($0.1M) $91M 23x Adjusted EBITDAS margin (1) 3% – 17% +14 pts Net inc
Slide 7: What the Acquisitions Brought
What the Acquisitions Brought Ten acquisitions since 2021. What we acquired was people, markets and technology. PEOPLE MARKETS TECHNOLOGY • Operating leadership retained in • Entry to the Permian, Anadarko, • Rotary steerable systems (RSS) 10 every business we wanted to keep Eagle Ford, Haynesville,
Slide 8: Financial Performance
Financial Performance Five years of growth through a soft industry cycle; 2026 acquisitions now showing in the run-rate (1). Revenue ($ millions) Adjusted EBITDAS (1) ($ millions) 90.9 93.8 91.1 76.3 545 572 550 68.2 475 319 63 4.5 2021 2022 2023 2024 2025 LTM Q2/26 2021 2022 2023 2024 2025 LTM Q2/2
Slide 9: Balance Sheet & Capital Allocation
Balance Sheet & Capital Allocation Acquire, de-lever, repeat. Net debt, C$ millions (1) Capital allocation priorities 142.1 1 Integrate Stryker and SB; convert to cash 100.2 95.6 91.8 91.3 81.8 80.9 77.7 77.8 75.0 69.4 64.2 68.6 2 Reduce leverage from the Q2 peak 57.7 53.6 40.0 High IRR Organic cape
Slide 10: Why Scale Wins in Directional Drilling
Why Scale Wins in Directional Drilling Three things we are doing, and one number that shows each is working. Full-suite directional Own the technology Consolidator of choice • MWD, mud motors and RSS from one • In-house MWD electronics, pulser and • Limited competing buyers for directional provider
Slide 11: Directional Drilling Out-Earns the Other OFS Verticals
Directional Drilling Out-Earns the Other OFS Verticals Over 2023–2025, scaled directional providers earned about four times contract drillers’ return on capital and converted more EBITDA to cash, on less than half the capital intensity. REPORTED RESULTS, FISCAL 2023–2025 · THREE-YEAR AVERAGE FOR EAC
Slide 12: Investment Summary
Investment Summary Five reasons to own ACT, each with a number attached. Technology-led directional platform $91M LTM Adjusted EBITDAS on $550M revenue; in-house MWD, pulser software and RSS. Lower capital intensity than most OFS verticals ~4.5% Net capital expenditures (1) as a percentage of revenu
Slide 13: Appendix
Appendix A1 Core technology A2 Multilateral & complex wells A3 Acquisition timeline A4 Forward-looking information & non-GAAP measures
Slide 14: A1 · Core Technology
A1 · Core Technology Three primary directional drilling product lines, designed and maintained in-house. • Multiple product lines for different applications High-performance mud • Focus on durability and reliability motors • Consistently improved rates of penetration • Best-in-breed reliability and
Slide 15: A2 · Multilateral & Complex Wells
A2 · Multilateral & Complex Wells How complex does it get? One surface location, many reservoir contacts. What it takes downhole • Real-time positioning (MWD) to re-enter and steer each lateral from a single main bore • Steering precision to hold thin pay zones over long laterals, plus specialized d
Slide 16: A3 · Acquisition Timeline (2021 – Present)
A3 · Acquisition Timeline (2021 – Present) Ten acquisitions, ~$334 million total transaction value, ~59% cash consideration. Closed Business Country Product lines Consideration (C$) Jul 2021 Precision Drilling (directional assets) Canada MWD, motors $6.4M Sep 2021 Valiant Energy Services Canada MWD,
Slide 17: A4 · Forward-Looking Information & Non-GAAP
A4 · Forward-Looking Information & Non-GAAP Forward-Looking Information This presentation contains statements and information that may constitute "forward-looking information" within the meaning of applicable Canadian securities legislation, including statements identified by words such as "will", "
Slide 18: actenergy.com
A ACT actenergy.com | TSX: ACX
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