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Vermilion Energy (VET) investor relations material
Vermilion Energy Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary10 Dec, 2025
Strategic direction and portfolio focus
85% of capital from 2026–2030 will be allocated to Deep Basin, Montney, and European gas assets, with Germany as a key driver for free cash flow growth.
The company expects to generate CAD 1.7 billion in excess free cash flow from 2026 to 2030, nearly 90% of its current market cap, with a significant inflection in 2028.
Portfolio streamlining and divestment of non-core assets have increased production per share by over 40% and reduced capital intensity by 30% compared to 2024.
Inventory depth supports 20+ years of drilling in Montney and Deep Basin, and 10+ years in Germany, providing long-term growth and flexibility.
The company will continue to harvest cash from mature assets in Ireland, France, and Australia, funding growth in core areas.
Operational excellence and asset performance
Operational improvements have led to lower costs, with drilling costs in Deep Basin and Montney down over 30% and production exceeding type curves.
Deep Basin wells have IP30 rates nearly double previous programs, and Montney DCET costs have dropped by over CAD 1 million per well.
Montney production is targeted to reach 28,000 BOE/d by 2028, with infrastructure investments nearly complete and sustainable free cash flow of CAD 125–150 million annually for 20 years.
Germany's deep gas program is expected to double production by 2030, with recent discoveries adding over 20% to European gas reserves.
Batch drilling and modular facilities in Germany are reducing capital and cycle times, enhancing project economics.
Financial guidance and capital allocation
Average E&D investment is guided at CAD 600–630 million annually, with a peak in 2027 for Australia drilling.
By 2030, net debt is projected to be CAD 700 million lower, with over 40 million shares bought back and a significantly higher base dividend at a payout ratio around 10%.
The company targets per-share excess free cash flow of CAD 2.75 by 2028, more than doubling from current levels.
Capital allocation will balance debt reduction, organic growth, share buybacks, and dividends, with flexibility to adapt to market cycles.
Net debt to FFO ratio targeted below 1.0x, with 60% of EFCF allocated to debt repayment and 40% to shareholder returns.
Germany deep gas well economics vs Deep Basin
Montney EFCF generation post-target rate
Capital allocation for debt vs shareholder returns
Detail the EFCF contribution timeline for key assets?
Quantify Germany's cost advantage over LNG imports?
What are 2030 net debt and share count targets?
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Next Vermilion Energy earnings date
Q4 20255 Mar, 2026
Next Vermilion Energy earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
Vermilion Energy Inc is engaged in the acquisition, exploration, development, and production of oil and natural gas properties. The company's operations are geographically diversified across North America, Europe, and Australia, serving energy markets with both conventional and unconventional resource production. Vermilion Energy is headquartered in Calgary, Canada, and its shares are listed on the TSX.
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