Brookfield Renewable (BEPC) Company presentation summary

Business overview and strategy

• Operates a global portfolio of over 250,000 MW in renewable power and transition assets, spanning hydro, wind, solar, storage, nuclear, and sustainable solutions.

• Generates durable, inflation-indexed cash flows, with 90% of revenues contracted for an average of 12 years and 75% of FFO from developed markets.

• Strategic partnerships with major corporations and governments, including Microsoft, Google, and the U.S. Government for nuclear technology.

• Value creation through disciplined asset acquisition, development, operation, and recurring capital recycling.

• Positioned for outsized earnings growth, targeting 12-15% total returns and 5-9% annual distribution growth.

Financial strength and capital management

• Maintains a BBB+ investment grade balance sheet, with 96% fixed-rate debt and an average maturity over 10 years.

• No near-term debt maturities and $4.7B in available liquidity as of March 2026.

• Diverse funding sources include preferred equity, corporate debt, asset-level financings, strategic equity, and asset sales, totaling $8.9B over five years.

• Enhanced capital recycling strategy with private renewable vehicles and recurring asset monetizations.

Global scale, development pipeline, and expertise

• Operates in ~25 countries with $145B in assets under management and a 47 GW operating fleet.

• Over 200 GW development pipeline, with 80% in developed markets and 98% in cost-competitive technologies.

• Deep operating and development capabilities, leveraging local platforms and centralized expertise across the value chain.