Evolution PowerX (E) Planet MicroCap Showcase: Toronto 2026 summary

Operating foundation

• Since 2021, revenue grew ~18% CAGR; adjusted EBITDA margins were in the mid-30s while investing in the power fleet. More than 40 MW of mobile generating capacity and nearly 500 GWh generated to date.

• More than two decades of industrial services experience, established customers, operating teams, cash flow, and exclusive Canadian turbine relationships support expansion into power generation.

• More than 12 million shares have been retired through the buyback program; insider ownership exceeds 30%.

Power platform and customer value

• Site infrastructure and power solutions divisions combine generation, electrical distribution, field operations, and supporting infrastructure into a turnkey customer offering.

• Turbines can be synchronized into scalable microgrids and use on-site or nearby natural gas, reducing diesel logistics and enabling centralized site power.

• Turbine uptime exceeds 99%; fuel savings can reach ~60% vs. diesel, potentially nearing 100% when using otherwise flared gas, subject to fuel availability and assumptions.

• Systems offer extended continuous operation, limited scheduled maintenance, remote monitoring, and reduced particulate emissions and noise vs. diesel generation.

Market opportunity

• AI, data centers, manufacturing, electrification, and constrained grid access are increasing demand for reliable, rapidly deployable power near the point of use.

• Western Canadian gas development and announced Canadian LNG projects representing more than CAD 100 billion in capital investment could support decades of upstream activity and related electrification demand.

• Growth can come from more activity in established energy markets, greater power infrastructure per site, and expansion into data centers, mining, remote communities, and industrial facilities.

• The 3.2-MW SPG4 platform complements smaller Flex turbines and expands the range of customer power requirements that can be served.