Triple Flag Precious Metals (TFPM) Corporate presentation summary

Strategic overview and growth outlook

• Market capitalization stands at $7.3B with 239 assets, including 34 producing streams and royalties, and annualized dividend of $0.23 per share.

• 2026 gold equivalent ounces (GEOs) guidance is 95-105 koz, with a 2030 outlook of 140-150 koz, supported by a robust pipeline and organic growth.

• Portfolio is anchored by cornerstone assets in Australia and the Americas, with 92% precious metals exposure and 81% gold and copper.

• Management and board have significant insider ownership, aligning interests with shareholders.

• Leading ESG ratings and $1.0B in available liquidity position the company for further accretive acquisitions.

Financial performance and capital allocation

• Operating cash flow reached $313M in 2025, with consistent growth in cash flow per share (CFPS) and net asset value per share (NAVPS) since IPO.

• Share capital base of $1.9B supports robust cash flow yield and NAV accretion, with a market cap of $7.3B as of March 2026.

• Successful investments in assets like Northparkes, Cerro Lindo, Buritica, and Impala Bafokeng have generated strong returns and cash flows.

• The company remains debt-free with a strong balance sheet and $1.0B in available capital.

Asset portfolio and diversification

• Asset base includes 239 total assets: 34 producing, 50 in development, and 155 in exploration or other stages.

• Portfolio is diversified across top-tier jurisdictions, with 77% of consensus NAV in the Americas and Australia.

• Partnerships with leading operators such as Evolution, AngloGold Ashanti, Agnico Eagle, and others enhance asset quality and growth potential.

• Key producing assets include Northparkes, Beta Hunt, Cerro Lindo, Impala Bafokeng, Fosterville, and Buritica.