Atkinsrealis Group Inc. · TSX:ATRL
Atkinsrealis — Investor Presentation (August 2026)
36 slides from Atkinsrealis's investor presentation, August 2026
Slide 1: A World-Class Engineering Services and Nuclear Company
A World-Class Engineering Services and Nuclear Company Investors Presentation August 2026
Slide 2: Forward-Looking Statements, Forward-Looking Financial Information and Outlook
Forward-Looking Statements, Forward-Looking Financial Information and Outlook References in this presentation to the “Company”, “AtkinsRéalis”, “we”, “us” and “our” mean, as the context may require, AtkinsRéalis Group Inc. and all or some of its subsidiaries or joint arrangements or associates, or A
Slide 3: Non-IFRS Financial Measures and Ratios, Supplementary Financial Measures
Non-IFRS Financial Measures and Ratios, Supplementary Financial Measures, Total of Segments Measures and Non-Financial Information The Company reports its financial results in accordance with IFRS® Accounting Standards (“IFRS”). However, the following non-IFRS financial measures and ratios, suppleme
Slide 4: AtkinsRéalis (TSX: ATRL)
Revenue AtkinsRéalis (TSX: ATRL) (for the trailing twelve-month period ended June 30, 2026) 67% Engineering Services Regions4 Montréal, Canada 1911 ~$15B 25% UKI Headquarters Year founded Market Cap2 $12B 18% USLA By Segment 13% Canada Top 225 ~41,500 › International #4 #1 #5 11% AMEA Total Employee
Slide 5: A World-Class Engineering Services and Nuclear Company
A World-Class Engineering Services and Nuclear Company Four Engineering Services Regions Nuclear Canada USLA UKI AMEA Providing end-to-end capabilities to lead projects at every stage: Consulting, Engineering Project & program Project Operations & Capital Decommissioning strategy & design management
Slide 6: Operating in Four Regions Across the World
Operating in Four Regions Across the World We create sustainable solutions that connect people, data and technology to design, deliver and operate the most complex projects around the world AtkinsRéalis Regions AtkinsRéalis Europe ~14,000 Global Technology Centre (GTC) Americas # of AtkinsRéalis ~16
Slide 7: Driven by Our Purpose, Vision and Values
Driven by Our Purpose, Vision and Values PURPOSE Engineering a better future for our planet and its people VISION We create sustainable solutions that connect people, data and technology to design, deliver and operate the most complex projects VALUES Safety | Integrity | Collaboration | Innovation |
Slide 8: Authentic and Collaborative Culture
Authentic and Industry-Leading Culture of Excellence Focus on Safety Engagement Collaborative Culture Attract and retain top talent Difference is a business Committed to safety of ▪ 92% of employees are proud to asset all employees work with us and 90% would ▪ Different views, experiences and ▪ 86%
Slide 9: Highly Knowledgeable Executive Team with Deep Industry Experiences
Highly Knowledgeable Executive Team with Deep Industry Experiences Ian L. Edwards Jeff Bell Chris Ball Andrée-Claude Byron Bright James Cullens President and Chief Financial President, UK and Bérubé President, Chief Human Chief Executive Officer Officer Ireland United States Resources Officer Genera
Slide 10: Strategy 2025-2027: Delivering Excellence, Driving Growth
2025-2027 Strategy “Delivering Excellence, Driving Growth” 10
Slide 11: Delivering Excellence, Driving Growth Strategy Pillars
Delivering Excellence, Driving Growth Strategy Pillars OPTIMIZE ACCELERATE EXPLORE OUR BUSINESS VALUE CREATION UNTAPPED POTENTIAL Drive industry-leading Expand investment in Identify next phase of performance rapidly growing markets major value-creation opportunities ▪ Leverage COO office for ▪ Exec
Slide 12: Distinctly Advantaged to Capture Growth from Key Secular Trends
Distinctly Advantaged to Capture Growth from Key Secular Trends Meeting Global Demand Decarbonizing Built Building Resiliency to Delivering New and for low carbon Energy Environment Climate Change Repairing Aging Infrastructure The AtkinsRéalis Advantage ▪ Decades of pioneering ▪ Industry-leading ca
Slide 13: Path to Achieving 200-300 bps Margin Expansion
Path to Achieving 200-300 bps Margin Expansion Engineering Services Regions Segment Adjusted EBITDA to Segment Net Revenue Ratio1 ▪ Refining pricing strategies optimizes 2026 Outlook: 17% – 18% returns and expanding service mix drives 16.5% to 17.5% growth in higher-margin, lower-risk 2025 Actual: c
Slide 14: 2025-2027 Financial Targets (Revised)
2025-2027 Financial Targets (Revised*) Engineering Services Regions1 5% – 7%* 17% – 18% Organic Revenue Growth3 Segment Adj. EBITDA to CAGR Segment Net Revenue Actual Organic Revenue Ratio3 by 2027 Growth2 2025 vs 2024: Actual 2025: 0.9% 16.3% Nuclear $2.6B – $3.0B* 11% – 13%* Annual Revenue by 2027
Slide 15: Capital Allocation Framework
Capital Allocation Framework Maintain strong Invest in the business Return capital to shareholders balance sheet Accelerate strategy Opportunistic share buybacks Improve net debt leverage ratio to through organic and achieve investment grade inorganic investments Normalized dividends ▪ Enable contin
Slide 16: Engineering a Better Future for our Planet and its People
Engineering a Better Future for our Planet and its People 16
Slide 17: Focused Approach to Engineering Sustainable Solutions
Focused Approach to Engineering Sustainable Solutions to Help Customers Achieve their Long-Term Goals Delivering in Our Global Challenges AtkinsRéalis’ Advantage End Markets Meeting global demand Expertise in nuclear new build and life extensions, hydroelectric power, Power & for lower carbon energy
Slide 18: Leading Sustainability and Integrity Programs
Leading Sustainability and Integrity Programs Embedding Integrity Robust Enterprise Risk › Recognitions Our Advantages into Operations Management ▪ World-class integrity program ▪ Mandatory annual Training and Reports by Sustainalytics ▪ Global third-party Code of Conduct certification underlines th
Slide 19: Using our Foundation to Generate Long-term Profitability
Using our Foundation to Generate Long-term Profitability 19
Slide 20: Engineering Services Regions
Revenue5,6 Engineering Services Regions (for the trailing twelve-month period ended June 30, 2026) Note: Certain totals and subtotals may not reconcile due to rounding A diversified, growing and resilient business underpinned by our talent and people COMPETITIVE ADVANTAGES $7.8B By Region By Custome
Slide 21: Engineering Services Regions
Engineering Services Regions Well-diversified across regions and end markets CANADA UNITED KINGDOM UNITED STATES & ASIA, MIDDLE EAST, & IRELAND (UKI) LATIN AMERICA (USLA) & AUSTRALIA (AMEA) TTM1 Revenue: $1.6B TTM1 Revenue: $2.9B TTM1 Revenue: $2.1B TTM1 Revenue: $1.2B Backlog2 : $7.6B Backlog2: $2.
Slide 22: Nuclear
Local Expertise on a Global Scale Nuclear Canada ▪ Support customers across Nuclear lifecycle with full spectrum of services: consultancy, Engineering, Procurement and Construction Management (EPCM) services, field services, technology services, tooling, spare parts, 23 Romania South 2 China 4 Korea
Slide 23: CANDU Services
Nuclear Expertise supports evolution towards low carbon, affordable and secure energy Exclusive rights of proprietary 8 unique technologies across Large CANDU® technologies Reactors, Small Modular Reactors Developing 1 GW CANDU® (SMRs), Fusion Reactors and MONARK Submarine Propulsion Reactors Life W
Slide 24: Nuclear: CANDU and CANDU MONARK
Nuclear: CANDU® and CANDU® MONARKTM Exclusive rights to Leading Global Technologies for Large Reactors CANDU® CANDU® MONARK ▪ Record-setting performance – ability to operate ▪ CANDU® is one of six OEM1 technologies in operation for years without maintenance outages today ▪ Medical isotope production
Slide 25: CANDU Delivers Revenue Today and into the Future
CANDU® Delivers Revenue Today and into the Future Total $0.9B $1.9B $3.2B $5.0B $4.2B Dec. 31 Dec. 31 Dec.31 Dec. 31 June 30 Bright Future Nuclear Backlog 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Darlington 1 to 4 Life Extension Bruce 3 to 8 Projects Pickering 5 to 8 Phase 1 Phase
Slide 26: Financial Information
Financial Cc = aa) a) & = O coe Cc H
Slide 27: Historical Financial Overview
Historical Financial Overview Revenue ($M) Segment Adj. EBIT ($M) +11% CAGR 11,003 +19% CAGR 973 9,668 845 8,634 766 7,371 7,549 489 413 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 Backlog ($M) +68% 21,207 17,455 14,133 12,597 12,551 31-Dec-21 31-Dec-22 31-Dec-23 31-Dec-24 31-Dec-25 27 AtkinsR
Slide 28: Operating Cash Flow Generation Trajectory
Operating Cash Flow Generation Trajectory Net Cash Generated from Operating Activities ($M) Operating Cash Flow to Note: 2026 – 2027 data is illustrative. Free Cash Flow ▪ Operating cash flow has ~$500M structurally improved and is 526 expected to remain strong, 461 providing a solid foundation for
Slide 29: Strengthened Balance Sheet Resulting in Strong Foundation for Growth
Strengthened Balance Sheet Resulting in Strong Foundation for Growth Net Limited Recourse & Recourse Debt to Adjusted EBITDA Ratio2 As at June 30, 2026: • Cash and cash equivalents $833M 2025-2027 Target 1.8x • Total recourse debt $696M1 1.0 – 2.0x 1.1x (0.3)x (0.5)x (0.1)x • Revolving credit facili
Slide 30: 2026 Revised Outlook
2026 Revised Outlook1 Growth Pillars Other Metrics 5 - 7% 16.5 - 17.5% $125M - 135M $175M - 200M Organic Segment Adjusted Corporate selling, Acquisition of revenue EBITDA to segment general and property and equipment growth2 net revenue ratio2 administrative expenses and additions to Engineering int
Slide 31: Key Takeaways
Key Takeaways 31
Slide 32: Why Invest in AtkinsRéalis
Why Invest in AtkinsRéalis World-class 2025-2027 Highly connected Engineering Services Free cash flow Engineering “Delivering global organization and Nuclear well acceleration to Services and Excellence, Driving reinforced by positioned to benefit invest for growth Nuclear company Growth” strategy c
Slide 33: Capital Market Profile and Analysts' Coverage
Capital Market Profile and Analysts’ Coverage Denis Jasmin CPA, F.CIRI Tel.: 514-393-8000 Ext. 57553 Vice-President, E-mail: denis.jasmin@atkinsrealis.com Investor Relations www.atkinsrealis.com Or book a call here Firm Analyst Rec. 1 Tel. ATB Capital Markets Chris Murray Buy 647-776-8246 BMO Capita
Slide 34: Endnotes
Endnotes (See also the cautionary statement regarding non-IFRS financial measures and ratios, supplementary financial measures, total of segments measures and non-financial information at slide 3 of this presentation.) 1. Organic revenue growth (contraction) ratio is a non-IFRS ratio comparing organ
Slide 35: Reconciliation Tables
Reconciliation Tables (in $M except otherwise indicated) (Note: Certain totals and subtotals may not reconcile due to rounding) A. Organic Revenue Growth (Contraction) 2025 Organic revenue Revenue Revenue Foreign exchange Acquisition / Variance growth 2025 2024 impact Disposal impact (contraction) C
Slide 36: Reconciliation Tables
Reconciliation Tables (in $M except otherwise indicated) (Note: Certain totals and subtotals may not reconcile due to rounding) C. Net limited recourse and recourse debt to Adjusted EBITDA ratio in $M, except ratio June 30, 2026 December 31, 2025 June 30, 2025 December 31, 2024 December 31, 2023 Lim
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