Re Royalties Ltd. · TSXV:RE
Re Royalties — Investor Presentation (November 2026)
25 slides from Re Royalties's investor presentation, November 2026
Slide 1: Investing in a Cleaner Future
November 2026 Investing in a Cleaner Future RENEWABLE ENERGY ROYALTIES Powering the Future: Renewable Energy Investments TSX.V: RE OTCQB: RROYF FSE: Y2V reroyalties.com
Slide 2: Cautionary Statement
Cautionary Statement This document contains confidential and proprietary information belonging to RE Royalties Ltd. (collectively “RER” or the “Company”). The facts and information provided in this presentation are for informational purposes only. Users should not rely on information contained herei
Slide 3: Our Vision for a Greener Tomorrow
Our Vision for a Greener Tomorrow Our objective is to acquire a portfolio of growing, long-term, stable, and diversified investments that will provide our investors with long-term, sustainable cash flows. reroyalties.com
Slide 4: Pioneering Renewable Energy Royalty Financing
RE Royalties Provides upfront capital in the form of short-term loans Earn an Lend capital at 18% IRR 12-13% interest Interest, Principal, and Pioneering Renewable Royalties Paid to RE Energy Royalty Financing Renewable Energy Developers Build & operate projects RE Royalties is a prominent pioneer i
Slide 5: Who We Are
FIRST-MOVER ROYALTY COMPANY IN THE RENEWABLE AND SUSTAINABLE ENERGY SECTOR Founded in 2016, TSX-V listed in 2018, OTCQX in 2022, OTCQB in 2026 Led by experienced royalty financing executives Management team with development experience that understands client challenges DIVERSIFIED, SECURED ASSET POR
Slide 6: Why Invest in RE Royalties?
Why Invest in RE Royalties? 01 02 03 CAPITAL PROTECTION GROWTH IMPACT Secured loans Increased demand for Offset over 400,000 tonnes Asset backed renewable energy of carbon emissions per Diversified portfolio financing year from our portfolio TSX.V: RE OTCQB: RROYF FSE: Y2V reroyalties.com
Slide 7: A Large and Growing Market Opportunity
A Large and Growing Market Opportunity Record breaking deployment: 90% of new energy capacity added in the U.S. in 2025 came from clean sources, including wind, solar, or batteries, a sign of huge growth in RE Royalties’ addressable market. In 2025 alone, the U.S. added 27 GW of new utility scale so
Slide 8: Canada's Pipeline: Robust and Growing
Canada’s Pipeline: Robust and Growing Canada’s Pipeline Successful Projects Installed Capacity Canada’s combined wind, solar, and 24 GW of new renewable projects Total installed capacity of wind, solar, storage capacity grew 56% from 2020 to announced or in development across and storage in Canada i
Slide 9: Canada Requires Massive Capital Injections to Build Renewables
Canada Requires Massive Capital Injections to Build Renewables This new development will require: Electricity Annual Investment CanREA and Dunsky’s 2025 Supply Investment Opportunity market outlook report anticipates Increase the share of wind Represent an annual Create a total investment at least 5
Slide 10: Heightened Focus: Energy Security
Heightened Focus: Energy Security Recent geopolitical instability in the Middle East has reinforced the strategic importance of domestic, diversified energy supply, accelerating policy and capital support for renewable generation as governments and utilities prioritize resilient, locally sourced pow
Slide 11: Market Size + Growth momentum
Market Size + Growth momentum Environmental Impact The North American clean energy finance market reached $120B in 2025 (+5.8% YoY), with meaningful growth from mid-market and Small and mid-sized developers are driving an increasing share of emerging developers. renewable growth across North America
Slide 12: Policy Tailwinds Opening the Door for Smaller Developers
POLICY FRAMEWORK Policy Tailwinds Canada has adopted a policy framework supportive of accelerated renewable energy development, including the introduction of a 30% federal Clean Technology Tax Credit available through 2034, which is Opening the Door for driving increased investment by small and medi
Slide 13: Surging Global Energy Demand
Surging Global Energy Demand Growing Demand Is Pulling Mid-Market Developers In Canada's top 100 companies need an additional 7.7 GW of renewables by 2040; corporate procurement demand ideally suited to mid- market developers. Surging demand from AI, data centers, electrification, and manufacturing
Slide 14: A Clear Financing Gap Exists
TRADITIONAL FINANCING Traditional financing favors large, established companies; mid-market developers struggle to secure non-dilutive capital. A Clear Financing US LENDERS Gap Exists U.S. lenders demand higher coverage ratios and equity contributions, disproportionately disadvantaging smaller playe
Slide 15: RE Royalties Opportunity
RE Royalties Opportunity RE Royalties is uniquely positioned for growth, and you can get involved as an investor. 01 02 03 Revenue-based financing Bridge lending is the fastest- Mid-market developers are favored by market projected to more than growing U.S. clean energy procurement programs, corpora
Slide 16: Investing in Renewables
Investing in Renewables Annual global investment in energy transition in 2025⁽¹⁾ $2.3 Trillion $690 billion in renewable energy ⁽¹⁾ 8% Growth rate of energy transition investment over the past year⁽¹⁾ Number of ETPs listed on the TSX and TSX Venture Exchange ⁽²⁾ 1,412 How much exposure in the energy
Slide 17: Our Portfolio
Our Portfolio $86+ million invested 28 Completed Transactions Where We Invest CANADA EUROPE 22 Storage 120+ 92 Solar U.S.A. royalties MEXICO PHILIPPINES MALDIVES 2 Efficiency 18 Wind CHILE 1 Biogas 4 Hydro reroyalties.com As of November 2026
Slide 18: Our Current Clients
Our Current Clients reroyalties.com
Slide 19: Diversified + Secured Asset Portfolio
Diversified + Secured Asset Portfolio Renewables Offsets Proven Operating Only renewable and Strong ability to offset Only commercially Projects operating or sustainable energy, no GHG proven technology near operating, with fossil fuel-based long-term revenue off- projects takes Diversified by desig
Slide 20: Our Value Driven Business Model
COMPOUNDING EFFECT OF TARGET Our Value Driven ROYALTY AND LOAN STRUCTURE Business Model Royalty #7 Royalty #6 Royalty #5 wolF hsaC ytlayoR Royalty #4 Short-Term Secure Loans Royalty #3 Royalty #2 Royalty #1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Long-Term Royalties Re-investment of Capit
Slide 21: Selected Financial Information
Selected Financial Information $ 0.28 $12.19 Million $6.2 Million 20.1% Current Market Revenue 2025 Insider Share Price capitalization ownership (% of total shares) 1.Please refer to our financial statements and MD&A for the year ended December 31, 2025, available on our website. 2.Also refer to our
Slide 22: Proven History
Proven history of strong PROVEN portfolio returns with HISTORY significant cash yield Proven, high yielding portfolio: RE Royalties has deployed $86M+ across 28 closed transactions on 130+ projects, RE Royalties generating a since inception weighted repeatable model IRR of 15%, and a 1.54x MOIC. gen
Slide 23: Management
Management 100+ years of financial and renewable energy experience Canada Clean50 winner; Globe & Mail Top Growing Companies Small team – keep costs low while scaling Strong mix of royalty, renewable energy, and engineering Bernard Tan Peter Leighton Luqman Khan experience. CEO & DIRECTOR CHIEF OPER
Slide 24: Board of Directors (Non-Executive)
Board of Directors (Non-Executive) Stephen Cheeseman President of Chinook Power, where he developed 142 MW Quality Wind Project Current Director of Clean Energy BC Director (Independent) Winner of Canada Clean 16 award for his dedication and contribution to sustainability and clean capitalism Presid
Slide 25: Thank You!
Thank You! TSX.V: RE OTCQB: RROYF FSE: Y2V RE Royalties is working to advance renewable energy. (1) 778-374-2000 [email protected] reroyalties.com