Triple Flag Precious Metals (TFPM) Corporate presentation summary

Strategic overview and growth

• Portfolio includes 239 assets with 34 producing, diversified across streams and royalties, and a market cap of $6.7B as of March 2026.

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

• Strong capital position with ~$1.0B in available liquidity and leading ESG ratings, supporting future acquisitions and sustainability.

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

Financial performance and capital allocation

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

• Share capital base of $1.9B and market cap of $6.7B as of March 2026, with consensus asset NAV at $4.5B.

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

Asset portfolio and diversification

• 92% of consensus NAV is from precious metals, with 81% gold and copper exposure and 77% of assets in the Americas and Australia.

• Portfolio includes 34 producing, 50 development, and 155 exploration/other assets, with partnerships with leading operators.

• Key assets include Northparkes, Impala Bafokeng, Buritica, Cerro Lindo, and Arthur, providing diversified production and development pipeline.