ARC Resources (ARX) Investor presentation summary

Corporate profile and financial highlights

• Premium Montney asset exposure with 571 million shares outstanding and $14.0 billion market capitalization.

• Net debt stands at $2.9 billion, with an enterprise value of $16.9 billion.

• Quarterly dividend of $0.21/share, yielding 3.4%.

• Production guidance for 2026 is 405,000–420,000 boe/day.

Strategic positioning and growth

• Largest Montney and condensate producer in Canada, with over 1.1 million Montney acres.

• Recent acquisition consolidates Kakwa core area, extending inventory and efficiency.

• Integration with Shell enhances LNG export strategy and margin expansion.

• Over 20 years of high-quality inventory and ability to sustain >500 Mboe/d for a decade.

Capital allocation and operational efficiency

• 2026 capital expenditures guided at $1.8–$1.9 billion, with 65% allocated to Alberta and 35% to BC.

• Attachie, Kakwa, and Greater Dawson are key focus areas for capital deployment.

• Owned infrastructure avoids ~$300 million in annual costs and supports 2.0 Bcf/d processing capacity.

• Top-quartile drilling and completions efficiency across core assets.