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Talos Energy (TALO) investor relations material
Talos Energy Pareto Securities' 32nd Annual Energy Conference Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pareto Securities' 32nd Annual Energy Conference Presentation summary10 Sep, 2025
Strategic transformation and operational highlights
Transitioning into a leading pure-play deepwater E&P with high-margin, oil-weighted production and a stable asset base focused on the Gulf of America and Mexico.
Emphasizing capital discipline, infrastructure focus, and short-cycle offshore drilling inventory to generate free cash flow and maintain low leverage.
Targeting $100 million in additional free cash flow in 2026 through capital efficiency, margin enhancement, commercial opportunities, and organizational improvements.
Delivered strong financial and operational results in 1H 2025, advancing major projects and maintaining a robust balance sheet.
Committed to returning up to 50% of annual free cash flow to shareholders and maintaining a long-term leverage target of 1.0x or lower.
Key asset and project developments
Katmai West #2 and Sunspear discoveries delivered production at the high end of expectations, with Katmai field producing 35 MBOE/D (71% oil) and Sunspear tied into the Prince facility.
Daenerys and Monument represent high-impact subsalt discoveries, with Daenerys drilled ahead of schedule and under budget, and Monument increasing working interest to 29.76%.
Ewing Bank 953 (Megalodon) discovery with 127 ft net hydrocarbon pay, targeting production in mid-2026 via a short tieback.
2025-1H 2026 drilling calendar includes development and appraisal wells across multiple key fields, supporting production growth and resource expansion.
Financial performance and guidance
2025 production guidance set at 91-95 MBOE/D, with 69% oil and 78% liquids, reflecting higher production and lower operating expenses and capital expenditures.
Over 38% of 2025 oil production hedged at ~$71.50/BBL, with a mark-to-market hedge position of $56 million as of June 30, 2025.
Paid down $550 million of debt in 2024, improved leverage ratio to 0.7x, and repurchased ~6% of outstanding stock for ~$100 million.
Cash at quarter-end of $357 million and liquidity over $1.0 billion, with no drawn credit facility.
Adjusted EBITDA for the quarter ended June 30, 2025, was $294 million, with adjusted free cash flow of $98.5 million.
What is the target long-term leverage ratio?
When is the Sunspear well expected back online?
What is the largest 2026 cash flow improvement category?
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Next Talos Energy earnings date
Q3 202511 Nov, 2025
Next Talos Energy earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
Talos Energy Inc is an independent oil and gas company engaged in exploration and production in the Gulf of Mexico and along the U.S. Gulf Coast. The company focuses on offshore assets, employing modern seismic technology and redevelopment strategies. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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