Exterran Corporation Investor Presentation October 2018 Photo courtesy of Marathon Petroleum Corporation 2018 Exterran Corporation. All rights reserved. www.exterran.com
Forward Looking Statements All statements in this presentation (and oral statements made regarding the subjects of this presentation) other than historical facts are forward looking statements within the meaning of Section 21E of the…
Company Overview Exterran Corporation (NYSE: EXTN) Systems and Process Company for oil, gas, Financial Performance water and power 250% 200% Manufactures, owns and operates 150% hydrocarbon processing facilities along…
Key Investment Highlights Leveraged to Production Amidst Global Infrastructure Build-out Integrated Business Model to Deliver Value Proposition Significant Exposure to Recurring Revenue with Stable Margins World-wide…
A Systems Approach Oil Gas Water Power Gathering & Gas Dehydration Processing of water On-site generator Transmission Systems Gas Conditioning for recycling packages, controls and Oil Treating & De-Sanding site distribution…
An Integrated Business Model Product & Technology development Installed base drives AMS growth opportunities Highly-scalable, limited capital requirements Speed to production / Modular, flexible designs that monetization of…
Value Proposition for ECO Month 1 Full-suite project design, manufacturing, operations and maintenance expertise drive stickiness of customer relationships Large scale infrastructure in the field with significant switching costs…
Aftermarket Services Providing Customers With Reliable Expert Knowledge Dedicated to providing services and Strategically located shops for in- parts for customer-owned house maintenance and repair equipment Centralized parts…
Product Sales Opportunity U.S. U.S. Nat Gas Production (Bcf/d) Key Demand Factors Gas-fired power demand, compounded with coal plant closures LNG exports 110.6 Pipeline exports to Mexico +31.4 104.6 Industrial demand driven by the…
Exterran Water Solution Application/Field Primary Secondary Tertiary Services Treatment Treatment Treatment Field Studies De-sanding De-oiling Oil & solids Water analysis Iron removal Site analysis ORP* Solution PH…
Exterran Water Solution Our Value Proposition Complete produced water treatment Mobile units solution Lower capex costs potential Wide operating band (flow & water Lower operating costs potential quality handling) Potential for…
Visibility Into Future Performance Product bookings generating continuous revenue streams and raising backlog position Product Sales Backlog and Bookings (MM) 888 Bookings 0.9B products bookings in 2017 and Backlog 633 635 0.6B…
Global Business, Local Expertise 2Q18 Revenue 1 Regional Headquarters 5% 9% Engineering and Manufacturing Centers Other Major International Locations 21% 343 MM 65% North America United States Latin America China Middle…
Blue-Chip Customer Relationships 2018 Exterran Corporation. All rights reserved. 15
Key Investment Highlights Leveraged to Production Amidst Global Infrastructure Build-out Integrated Business Model to Deliver Value Proposition Significant Exposure to Recurring Revenue with Stable Margins World-wide…