Consus Enerji Isletmeciligi Ve Hizmetleri A.s. · BIST:CONSE
Consus Enerji Isletmeciligi Ve Hizmetleri A.s — Investor Presentation (2026)
29 slides from Consus Enerji Isletmeciligi Ve Hizmetleri A.s's investor presentation, 2026
Slide 1: Consus Enerji İşletmeciliği ve Hizmetleri A.Ş. Investor Presentation 1Q 2026
Consus Enerji İşletmeciliği ve Hizmetleri A.Ş. Investor Presentation 1Q 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
Investor Presentation / Quick Look Installed Capacity 110.5 MW As of March 31, 2026 25% 12% 33% 3% Sales Volume 136 mn kWh 3M 2026 590.2 Sales Revenue 444.9 444.9 mn TL EBITDA 141.1 94.5 mn TL 136.3 107.9 94.5 48.4 32.2 Sales Revenue EBIDTA Net Profit Sales Volume Net Profit (mn TL) (mn TL) (mn TL)
Slide 4: 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 5: Distribution of installed capacity by source
Investor Presentation / Sector Distribution of installed capacity by source As of 31 March 2026, MW 32,304 24,748 Share of renewable energy 22,012 in installed capacity 15,069 (As of March 31, 2026) 26,535 According to the installed 62.4 % 2,379 capacity data, as of March 1,798 31, 2026, the shares
Slide 6: Distribution of generation by source
Investor Presentation/ Sector Distribution of generation by source As of 31 March 2026, GWh 28,085 Share of renewable energy 23,074 in generation volume 13,963 According to generation data, As of March 31, 2026 22,861 in 3M 2026, the shares have 53.5% 31 March 2025 share 40.7%) 183 2,631 been as: EÜ
Slide 7: Türkiye Electricity Consumption and Spot Market Electricity Prices
Investor Presentation / Sector Türkiye Electricity Consumption by Year (‘000 GWh) 3% 349 353 365 330 326 326 297 304 303 306 257 266 279 365 230 242 246 353 210 175 190 198 194 150 161 CAGR 4.08% 3M 2025* 3M 2026* The 3M 2025 and 3M 2026 figures cover the trailing 12-month period. Development of Spo
Slide 8: 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 9: Fields of Activity and Installed Capacity Distribution as of 1Q 2026
Investor Presentation / About Consus Consus Enerji’s Fields of Activity and Installed Capacity Distribution as of 1Q 2026 110.5 (MW) Current Installed Capacity+110.0 MW Ongoing Investments (*) Biomass Power Solar Distributed Electricity Investments Plants Power Plants Power Trading Overseas (BPP) (S
Slide 10: 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 11: Consus Enerji Today
Investor Presentation / About Consus Consus Enerji Today As of 1Q 2026, total installed capacity reached 110.5 MW, while total energy generation for 3M 2026 was 136.3 GWh. Consus Enerji continues to grow. It has become Türkiye's leading distributed energy portfolio and one of the largest biomass por
Slide 12: 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 13: 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 14: Financial Comparison and Outputs
Quick Look Sector About Consus Investments Appendix Quick Look Sector About Consus Financials Investments Appendix Financial Comparison and Outputs:
Slide 15: Adverse Weather Conditions Negatively Impacted First-Quarter Sales and Profitability
Investor Presentation / Financial Comparison Adverse Weather Conditions Negatively impacted First-Quarter Sales and Profitability A significant decline in financing expenses compared to the same Above-seasonal rainfall in the first quarter of 2026 negatively period of the previous year, together wit
Slide 16: USD-denominated EBITDA decreased y-o-y
Investor Presentation / Financial Comparison USD-denominated EBITDA decreased by 3% 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 17: Revenues by business segment driven by renewable energy
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) 0.3% 94.2 93.9 3%
Slide 18: EBITDA Breakdown Based on Business Line
Investor Presentation / Financial Comparison Unusual weather conditions 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 Breakdown Based on Busi
Slide 19: Operations of Biomass Business Line
Investor Presentation / Financial Comparison Operations of Biomass Business Line Amount of Electricity Generation (‘000 Mwh) Above-seasonal rainfall in the first quarter of 2026 negatively 81 84 90 impacted electricity generation at 47 81 88 86 biomass power plants. 79 82 78 86 81 67 67 23 21 20 19
Slide 20: 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 495 Distributed Power business segment 409 461 364 remained in line with the same period 320 296 282 of the previous year. 94 94 2019 2020 2021 202
Slide 21: Operations of Solar Energy Business Line
Investor Presentation / Financial Comparison Operations of Solar Energy Business Line Amount of Generation (‘000 MWh) (*) 22.1 21.7 20.8 21.1 21.0 20.1 Lower irradiation levels due to unfavorable weather conditions in the first quarter resulted in lower electricity generation compared to the same pe
Slide 22: Ongoing Investments in 2026
Quick Look Sector About Consus Financials Appendix Quick Look Sector About Consus Financials Investments Appendix Ongoing Investments in 2026
Slide 23: 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 24: 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. Our Corporate Governance Principles Compliance rating Consus Enerji has been inclu
Slide 25: Appendix
Quick Look Sector About Consus Financials Investments Quick Look Sector About Consus Financials Investments Appendix Appendix:
Slide 26: Appendix: Financial Statements
Investor Presentation / Appendix TL 31 December 2025 31 March 2026 TL 1 January–31 March, 2025 1 January–31 March, 2026 Revenue 590,200,303 444,903,950 Current Assets 5,167,149,142 3,856,872,674 Cash and Cash Equivalents 3,795,663,399 2,338,965,758 Cost of Sales (531,247,535) (415,309,209) Trade Rec
Slide 27: 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 28: 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 29: 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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