Vermilion Energy Inc. (VET:CA) Analyst/Investor Day December 10, 2025 11:00 AM EST

Company Participants

Travis Thorgeirson - Director of Investor Relations & Corporate Planning Anthony Hatcher - President, CEO & Director Geoff MacDonald - Vice President of Geosciences Darcy Kerwin - Vice President of International & HSE Lee Ernest McQuaig - Vice President of North America Lara Conrad Lars Glemser - VP & CFO

Presentation

Travis Thorgeirson Director of Investor Relations & Corporate Planning

Good morning, everyone, and thank you for joining us for the 2025 Vermilion Energy Investor Day presentation. I’m Travis Thorgeirson, Director of Investor Relations and Corporate Planning, and I’m excited to tell you what we have planned for today. We will cover our corporate overview and strategic advantages as we spotlight the depth, quality and duration of our growth assets in both Europe and Canada.

We’ll discuss portfolio management and review our near-term outlook, along with the capital allocation principles that guide our decision-making. Please refer to the advisory on forward-looking statements provided at the end of this presentation [Technical Difficulty] forward-looking information, non-GAAP measures and oil and gas today and outline [Technical Difficulty] and assumptions relevant to this discussion.

As we near the end of a highly impactful year in 2025, we are looking ahead to a bright future as a global gas producer. Vermilion is focused on investing in our global gas assets over the next 5 years with approximately 85% of our capital expenditure plan to be allocated to our Deep Basin, Montney and onshore European Gas assets, particularly in Germany, as they will be the key drivers of a step change in excess free cash flow generation for the company.

As a reminder, we define excess free cash flow or EFCF as our fund flows less capital expenditures and abandonment and lease obligations. We’ll also continue to harvest cash from

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