Cameco Corporation · TSX:CCO
Cameco — Q3 2026 Earnings Presentation
14 slides from Cameco's earnings presentation, Oct 30, 2026
Slide 1: 2026 Q3 Conference Call
2026 Q3 Conference Call October 30, 2026
Slide 2: Forward-Looking Information Caution
Forward-Looking Information Caution This presentation includes forward-looking information or forward-looking statements under Canadian and U.S. securities laws, which we refer to as “forward-looking information”. Forward-looking information can generally be identified by the use of words such as “a
Slide 3: 2026 Q3 Conference Call
2026 Q3 Conference Call October 30, 2026
Slide 4: 2026 YTD / Third Quarter Highlights
2026 YTD / Third Quarter Highlights Disciplined strategy, performance as expected Solid first nine months of Uranium Fuel Services Westinghouse 2026 Segment Segment Segment (Million lb. U3O8) (Million kgU) Reported solid financial In September, the US DOC performance for Q3, consistent announced a n
Slide 5: Global Nuclear Reactors
Global Nuclear Reactors Reactor units in operation Total Operable Reactors: 438* * 417 operating - Includes reactors in suspended operations (19 in Japan and 2 in India) 5
Slide 6: Continued Support for Nuclear
Continued Support for Nuclear Restarts, life extensions and new builds driving fuel demand growth 6
Slide 7: Nuclear Fuel Cycle
Nuclear Fuel Cycle From ground-to-grid, we’re working towards a safe, secure, reliable and low-carbon energy future 7
Slide 8: Cameco's Nuclear Platform
Cameco’s Nuclear Platform Operating and strategically invested across the nuclear fuel and reactor life cycles TIER-ONE URANIUM OPERATIONS FUEL SERVICES WESTINGHOUSE ELECTRIC COMPANY (49%) Cigar Lake (57.4%) McArthur River (69.8%) Inkai (40%) Blind River Refinery Provider of specialized, mission-cri
Slide 9: Balanced and Disciplined Strategy
Balanced and Disciplined Strategy Contract portfolio informs supply decisions Strategically aligned Operationally flexible Leading Sustainability contracting discipline supply discipline Performance • Strategically patient long-term • Align production with contracting contract portfolio • Balanced p
Slide 10: Contracting Strategy
Contracting Strategy Framework — delivering long-term value Ongoing long-term contracting with utilities, maintaining discipline Principles: Layer Reliable future earnings and cash flow, with a view to the industry's growing annual uncovered requirements Pricing mechanisms that provide exposure to r
Slide 11: Global AP1000 Reactor Pipeline
Global AP1000® Reactor Pipeline Operating: In Construction: Pipeline: 6 14 91units ~105 GWe As of July 30, 2026. COD timeframe is illustrative only. Up to Projects may not progress through all milestones, and/or may progress at different rates. In addition, a project may leave the pipeline at any po
Slide 12: AP1000: The world's only commercially proven, fleet-scale Gen III+ reactor
AP1000® The world’s only commercially proven, fleet-scale Gen III+ reactor 6 14 ~$6tn $1tn+ Operating AP1000 Estimated GDP estimated to be AP1000® reactors total global generated from deployment reactors under addressable of a ten-reactor AP1000 construction market by 20501 fleet2 Learn more >> 1. W
Slide 13: Cameco's Nuclear Platform
Cameco’s Nuclear Platform Operating and strategically invested across the nuclear fuel and reactor life cycles TIER-ONE URANIUM OPERATIONS FUEL SERVICES WESTINGHOUSE ELECTRIC COMPANY (49%) Cigar Lake (57.4%) McArthur River (69.8%) Inkai (40%) Blind River Refinery Provider of specialized, mission-cri
Slide 14: Q&A Investor Relations
Q&A Investor Relations [email protected] 2121 11th Street West Saskatoon, Saskatchewan, Canada cameco.com Cameco Corporation - Q3 2026 Conference Call