Uranium Energy (UEC) Corporate presentation summary

Strategic positioning and integration

• Positioned as the only vertically integrated U.S. uranium company, covering mining, refining, and conversion to support domestic enrichment and nuclear fuel security.

• Launched U.S. Uranium Refining & Conversion Corp (UR&C) to advance American nuclear fuel capabilities and meet government requirements for unobligated U.S.-origin uranium.

• Over $1 billion in accretive acquisitions since 2017, creating the largest licensed production capacity in the U.S. at 12.1 million lbs U3O8 per year.

• Maintains a strong balance sheet with $753 million in liquid assets and no debt.

Operational and financial performance

• Fiscal 2026 revenue reached $37.3 million with a gross profit of $16.9 million; 400,000 lbs sold at a peer-leading realized price of $93.13/lb.

• Production increased by 157% year-over-year, with 229,294 lbs produced in fiscal 2026 and 359,260 lbs since commissioning.

• Total cash cost per pound averaged $34.24 and total cost per pound $39.94 for fiscal 2026.

• Production ramp-up ongoing at Christensen Ranch and Burke Hollow, with costs down 33% at Christensen Ranch.

Resource base and project pipeline

• Holds 230.1 million lbs measured & indicated and 100 million lbs inferred U3O8 resources, plus 175 million lbs historical.

• Operates scalable hub-and-spoke platforms in Wyoming and Texas, with additional growth in the Athabasca Basin, Canada.

• Sweetwater project added to the FAST-41 permitting dashboard, supporting flexible production scaling.

• Roughrider project in Canada progressing with a 36,000-meter drill program and strong economic assessment: $946M post-tax NPV, 40% IRR, 1.4-year payback at $85/lb uranium.