Slides
Page 1
TECHNIP T.EN ENERGIES Investor Relations Overview T.EN in 10 slides 2026
Page 2
Disclaimer 2 This presentation contains forward-looking statements that reflect Technip Energies’ (the “Company”) intentions, beliefs or current expectations and projections about the Company’s future results of operations, anticipated revenues, earnings, cashflows, financial condition, liquidity, performance, prospects, anticipated growth, strategies and opportunities and the markets in which the Company operates. Forward-looking statements are often identified by the words “believe”, “expect”, “anticipate”, “plan”, “intend”, “foresee”, “should”, “would”, “could”, “may”, “estimate”, “outlook”, and similar expressions, including the negative thereof. The absence of these words, however, does not mean that the statements are not forward-looking. These forward- looking statements are based on the Company’s current expectations, beliefs and assumptions concerning future developments and business conditions and their potential effect on the Company. While the Company believes that these forward-looking statements are reasonable as and when made, there can be no assurance that future developments affecting the Company will be those that the Company anticipates. All of the Company’s forward-looking statements involve risks and uncertainties, some of which are significant or beyond the Company’s control, and assumptions that could cause actual results to differ materially from the Company’s historical experience and the Company’s present expectations or projections. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those set forth in the forward-looking statements. For information regarding known material factors that could cause actual results to differ from projected results, please see the Company’s risk factors set forth in the Company’s 2025 Annual Financial Report filed on March 10, 2026, with the Dutch Autoriteit Financiële Markten (AFM) and the French Autorité des Marchés Financiers (AMF), which includes a discussion of factors that could affect the Company’s future performance and the markets in which the Company operates. Forward-looking statements involve inherent risks and uncertainties and speak only as of the date they are made. The Company undertakes no duty to and will not necessarily update any of the forward-looking statements in light of new information or future events, except to the extent required by applicable law.
Page 3
Revenue dedicated to R&D ~1% Outstanding TSR2 >200% Years of operation 65+ Investment grade rating BBB Recurring EBITDA-to- FCF conversion1 70 – 85% Global talents across 35 countries 18,000+ Free cash flow1 €578m Best-in-class Recurring EBITDA % ~9% Revenue, +5% Y/Y €7.2bn FY 2025 Financial Highlights3 1 FCF excluding working capital, provisions and non-recurring items. 2 TSR calculated from the average first 10 days of trading in TE security from February 16, 2021, through December 31, 2025, considering dividends reinvested in security. Data source: Bloomberg. 3 Financial information is presented under adjusted IFRS 3 leading in energy & decarbonization infrastructure Technology & Engineering powerhouse
Page 4
4 Our goal – bridging prosperity & sustainability TECHNOLOGYSCALE UP ECOSYSTEMS PHYSICAL INFRASTRUCTURE Securing access to sustainable energy • Best-in-class Project Delivery • Frontrunner in decarbonization Breaking boundaries • Track record of First-Of-A-Kinds • Expertise in complex process technology Thriving in any transition scenario • Broad portfolio of undisputed solutions • Complementary business models Winning the affordability battle • New partnerships to unlock new markets • Productizing and scaling technologies OUR EXPERTISE 4 OUR GOAL Prosperity Sustainability
Page 5
An asset-light company with complementary business models 5 High predictable cash generation Negative capital employed Accretive margins Higher growth Pull-through to Project Delivery Diversified & de-risked PROJECT DELIVERY TECHNOLOGY, PRODUCTS & SERVICES
Page 6
6 Our expansive offerings SHORT (6-30 MONTHS) TECHNOLOGY PRODUCTS SERVICES HIGH DOUBLE-DIGIT EBITDA% DOUBLE-DIGIT EBITDA% HIGH SINGLE-TO- LOW DOUBLE-DIGIT EBITDA% €1.8bn Revenue, 2025 OFFERINGS ATTRIBUTES BUSINESS CYCLE • Licensing / PDP1 • Catalysts • Integrated technology in products & projects • Loading arms • Proprietary equipment • Plant-as-a-Product & Modules • Consulting • Studies • EPsCm2 • PMC3 1 Process Design Package 2 Engineering & Procurement services and Construction management 3 Project Management Consultancy PROJECT DELIVERY LONG (3-8 YEARS) HIGH SINGLE-DIGIT EBITDA% €5.4bn Revenue, 2025 • Engineering, Procurement & Construction • Engineering & Procurement • Engineering, Procurement & Fabrication
Page 7
Our markets are growing 7 ENERGY DERIVATIVES ENERGY CIRCULARITY DECARBONIZATION LNG1 & decarbonized LNG1 Gas & others Ethylene & decarbonized ethylene Chemicals & others Hydrogen Blue & green hydrogen, and derivatives Carbon capture management SAF2 & other sustainable fuels Plastic & polyester MARKETS MARKET TREND CAGR 2023-2040 FLAGSHIP PROJECTS NFE (LNG) / 2021 YAMAL (LNG) / 2014 CORAL SUL (FLNG) / 2022 BOROUGE 4 (PetChem) / 2021 MIDOR (Refinery) / 2019 LONG SON (PetChem) / 2018 BLUE POINT (Ammonia) / 2025 NZT (Carbon capture) / 2024 ROTTERDAM (SAF2) / 2021 REJU DEMO PLANT (Textile) / 2024 +4% LNG +2% Ethylene +42% Circularity +16% Blue hydrogen / ammonia +22% Carbon capture +47% Green hydrogen / ammonia +27% SAF2 1 Liquified Natural Gas 2 Sustainable Aviation Fuel
Page 8
8 Our global execution capabilities • Large & diversified markets • High value backlog AGILE & BROAD FOOTPRINT • Improved performance • Project cost-competitiveness CROSS-FERTILIZATION • De-risking • Excellence in execution ROBUST WORK PROCESSES Cluster Operating centers R&D Labs Cross-fertilization between centers (illustrative) 35 Countries In operation PARIS KUALA LUMPUR LONDON ROME ABU DHABI INDIA HOUSTON ~75% OF PROJECTS ARE MULTI-CENTER Strategic assets • Fabrication & manufacturing • Facilities in India and France PRODUCTIZATION ENABLERS
Page 9
9 Prioritizing shareholder returns and strategic investments 70% – 85% EBITDA-to-Free cash flow conversion2 Providing capital allocation flexibility ROBUST BALANCE SHEET & FCF GENERATION 1 T.EN’s net cash adjusted for project-associated cash, June 30, 2026. 2 FCF, excluding working capital, provisions and non-recurring items, and post IFRS 16 lease repayment. PRIORITIES #1 Dividend #2 Value accretive investments Minimum 25% - 35% of FCF2 Growth aligned to earnings trajectory M&A Adjacent business models > €900m T.EN net cash1
Page 10
10 Attractive total shareholder returns 1 Cash dividend of €1.00 per outstanding common share for the 2025 financial year. Dividend payment took place on May 20, 2026.. 2 On July 1, 2026, the Company announced the completion of its €150 million share buy-back program, which was launched following the announcement on March 18, 2026. Between March 18, 2026, and June 30, 2026, the Company acquired 4,246,851 of its own shares (2.38% of the share capital), at an average price per share of €36.64. 3 TSR calculated from the average first 10 days of trading in TE security from February 16, 2021, through December 31, 2025, considering dividends reinvested in security. Dividend1 • 2025 dividend: €1.00 share • Cash cost: ~€176m 0.45 0.52 0.57 0.85 1.001 2021 2022 2023 2024 2025 Dividend (€ / share) +18% Y/Y Share Buyback2 • Supplemental return of capital to shareholders • Supported by strong balance sheet and business outlook Share buyback (€m) €150m TSR3 since inception • Compelling TSR since company listing • Strong performance exceeding market indices • STOXX Europe 600 Energy: +104% • SBF 120: + 56% >200% 30 100 45 150 2022 2023 2024 2025 2026 Market performance +22% CAGR
Page 11
11 Updated conditional 2026 segment guidance PROJECT DELIVERY TECHNOLOGY, PRODUCTS & SERVICES REVENUE €5.7 – 6.3bn EBITDA MARGIN >5.0% REVENUE €1.9 – 2.2bn EBITDA MARGIN ~15% FY CONDITIONAL GUIDANCE EFFECTIVE TAX RATE1 30% - 32% CORPORATE COSTS2 €65 - 75m R&D SPEND ~€70m ADJACENT BUSINESS MODEL INVESTMENT3 <€50m OTHER ITEMS PRIOR GUIDANCE (Apr 26, 2026) €5.7 - 6.3bn 6.5% - 7.5% €1.9 - 2.2bn ~14.5% PRIOR GUIDANCE (Apr 26, 2026) 26% - 30% €50 - 60m ~€70m <€50m Financial information is presented under adjusted IFRS. 1 Effective tax rate has increased, primarily reflecting unfavorable earnings mix, including negative taxable results in lower-tax jurisdictions for which deferred tax assets could not be fully recognized. 2 Corporate costs include the impact of “ESOP 2026”, the Company’s Employee Share Offering, announced on April 13, 2026. The expected cost (non-cash) associated with ESOP 2026 is ~€16m. 3 As part of its capital allocation framework for long-term value creation, the Company may invest in adjacent business models including Build Own Operate (BOO) and co- development. Since Q3 2024, these investment costs are recorded as non-recurring items. Current operating conditions persist throughout the remainder of the year.ASSUMPTIONS
Page 12
12 Our through-cycle ambition for a leading TSR beyond 2028 STRUCTURAL MEGATRENDS T .EN STRATEGY EXECUTION & SELECTIVITY COMPELLING TOTAL SHAREHOLDER RETURN GROWTH ORGANIC GROWTH INCREMENTAL GROWTH REVENUES +5% TO +7% CAGR FURTHER EBITDA % EXPANSION ORGANIC EPS GROWTH % HIGH SINGLE-DIGIT REINVESTMENT OF SURPLUS CASH ACCRETIVE M&A INCREMENTAL EPS GROWTH % MID-TO-HIGH SINGLE-DIGIT ADJACENTBUSINESS MODELS
Page 13
13 Useful links 2025 Annual Report 2025 Sustainability Report 2024 Capital Markets Day Press releases & News Financial Results Link here Technip Energies’ website Link here Link here Link here Link here Link here
Page 14
Appendix
Page 15
15 Backlog schedule 2026 (6M) 2027 2028+ + + + Adjusted backlog at June 30, 2026, has been positively impacted by foreign exchange of €195.1 million. → → → €3.7bn €6.9bn €14.4bn €3.0bn €6.5bn €14bn €0.7bn €0.4bn €0.4bn FULL COMPANYPROJECT DELIVERY TECHNOLOGY, PRODUCTS & SERVICES €25bn€23.5bn €1.5bn
Page 16
16 Delivering robust results since T.EN inception 2022 2023 2024 REVENUE (m€) 6,667 6,424 6,015 6,855 7,187 2021 RECURRING EBITDA (m€) 540 560 540 608 638 RECURRING EBIT (m€) 431 451 445 496 515 EARNINGS PER SHARE (m€) 1.4 1.8 1.6 2.2 2.0 FREE CASH FLOW excl. Working capital (m€) 316 420 543 519 497 +2% CAGR +4% CAGR +5% CAGR +9% CAGR +12% CAGR 2025 2022 2023 20242021 2025 2022 2023 20242021 2025 2022 2023 20242021 2025 2022 2023 20242021 2025
Page 17
17 Half year review A balanced shareholder structure Source: S&P Global shareholder analysis, June 30, 2026 Full Equity Split As a % of Shares Outstanding T.EN treasury Retail Other incl. hedge funds Strategic shareholders Institutional Investors Regional split 56.5% 27.1% 3.1% 7.1% 6.2% 25.4% 29.3% 30.6% 11.0% 3.8%Europe Rest of World Institutional (long only) UK & Ireland North America France
Page 18
18 Stock information and ADR Listing: Euronext Paris / CAC Next 20 & CAC Large 60 indices Ticker code: TE / ISIN code: NL0014559478 Exchange: Over-the-Counter Ratio: 1 ADR : 1 ORD • DR ISIN: US87854Y1091 • Symbol: THNPY • CUSIP number: 87854Y109 • American Depositary Receipt (ADR) Program: Sponsored Level I • Sponsor of ADR program: J.P. Morgan Chase Bank, N.A. • For further information: https://www.adr.com/drprofile/87854Y109 Market Capitalization, June 30, 2026: €5.9 billion Free float: 130.0 million / Outstanding shares: 178.4 million Source: Bloomberg. Volume Share price € ADR ProgramStock 15 20 25 30 35 40 45 0 200,000 400,000 600,000 800,000 1,000,000 5-day ave. volume Closing share price