Enerflex Ltd.

Yesterday, Enerflex hosted our virtual Investor Update, where President & CEO Paul Mahoney shared a clear view of our strategic priorities – grounded in operational excellence, strong market fundamentals, and a business model built for resilience and growth.

The message was clear: Enerflex is focused, disciplined, and positioned for long-term value creation.
• Clear strategy focused on operational ex*****on and disciplined growth: Enerflex aims to “compete intentionally and improve relentlessly,” prioritizing operational excellence, the highest value growth opportunities in markets where we can win, and disciplined capital allocation to drive value creation for shareholders.
• Exposure to attractive, growing end markets: Enerflex competes in a US$20B+ global market that is forecasted to grow at a CAGR of ~6% through 2030. End market growth is supported by increasing natural gas production, LNG exports, and power generation demand (including data centers) across North America, LATAM, and the Middle East.
• Strong, resilient business model with recurring revenue: Approximately 65% of our adjusted gross margin is generated from recurring sources, supported by Enerflex’s integrated equipment, infrastructure, and services platform across core global markets.
• Improving financial performance and disciplined capital allocation: The Company’s objective is to increase each of adjusted EBITDA margin, cash conversion ratio and ROCE by 200+ bps on a full cycle basis through operational excellence, targeted growth and disciplined capital allocation.

Enerflex is building from a position of strength – and we are confident in our ability to deliver the products, services, and technical expertise that will drive value creation and support the world’s energy needs today and tomorrow.

To hear the full discussion, including Q&A, click here https://loom.ly/AXefv9Q