Investor Presentation July 2025 NYSE: MNR machnr.com
Disclaimer and Forward-Looking Statements This presentation is being provided by Mach Natural Resources LP (the Company) for informational purposes only. No persons have been authorized to make any representations regarding the…
Company Overview Mach Resources. All Rights Reserved. 3
Our Four Pillars MAINTAIN FINANCIAL Focused on SUSTAINING FINANCIAL STRENGTH through all STRENGTH UNDERPINNED commodity cycles by maintaining a LOW NET DEBT TO ADJUSTED BY LOW LEVERAGE EBITDA RATIO of 1.0x or less Committed to…
Low Risk Business Model, Built to Deliver Sustainable Value Top Operator in the Mid-Con 6,400 gross operated producing wells 1.7B MARKET CAP(1) 2.2B EV(1) 0.7x net leverage(2) Largest Acreage Holder in the Mid-Con(3) 2.1MM net…
Cash Return on Capital Invested Track Record Track Record of of Strong Strong CROCI CROCI through through Commodity Commodity Cycle Cycle Fluctuations Fluctuations Our LOW BASE DECLINE allows for LOW CAPITAL INTENSITY, allowing…
Mach 18% TXO Diversified SandRidge Through 6/30/2025 Black Stone Vitesse Evolution Granite Ridge Sitio Realized Distribution Yield Since 2024 Berry TotalEnergies Civitas Riley Repsol Equinor BP…
Comstock Texas Pacific Land Sable Antero Through 6/30/2025 Expand EQT Gulfport Range Total Shareholder Return (TSR) Since 2024 Diversified Granite Ridge Vitesse Mach 15% Exxon Shell Magnolia Permian…
Evolution of Contiguous Mid-Con Footprint Focused on low-cost acquisitions that are accretive to FCF Drilling opportunities provide ability to maintain production EXPERIENCED IN ADDING LOW-COST RESERVES and FCF generation Experienced…
Mid-Continent Region Machs Acreage Position: 2.1 MM Net Acres Ability AbilitytotoAdjust Adjustwith withCommodity CommodityPrice PriceEnvironment Environment Mach can tailor its drilling plans to target oil or gas Red Fork and…
Mid-Con Basin Landscape Today NEW FOCUS ON ANADARKO Significant activity fall off during Pandemic, but STEADY RAMP UP SINCE 2022 REVIVAL IN ANADARKO BASIN driven by the increased interest in developing the condensate and dry gas…
Asset Portfolio and History Mach Resources. All Rights Reserved. 12
We Are an Acquisition Company Standalone Mach Assets We are Adept at Adding Reserves New Acquired Assets via Low-Cost Acquisitions All assets to-date acquired at a DISCOUNT TO PDP PV-10 STANDALONE MACH: Historically, the…
Mach Evolution & Acquisition History 3.0 150 Net Daily Production Net Acreage 2.5 22 & 23 125 21 Acquisition IKAV AND SABINAL XTO Q3 2025 April 2025 Public Offering 18 & 19 20 2.0 W. KS & Ardmore Flycatcher 100 Net Daily…
Acquisitions Deliver Significant CAD Accretion Mach is entering into TWO SEPARATE DEFINITIVE AGREEMENTS to purchase oil and gas assets which will ENHANCE SCALE AND ADD 1 IKAV San Juan STRATEGIC MULTI-BASIN POSITIONING. Purchase Price…
Delivering on Machs Core Strategic Pillars Description of Strategic Pillars Application to Transactions MAINTAIN FINANCIAL Focused on SUSTAINING FINANCIAL REINFORCES COMMITMENT to STRENGTH STRENGTH through all commodity cycles strong…
Accretive Across Key Metrics Key Financial and Operational Metrics for Measuring Accretion Metric Accretive Commentary CAD Significantly accretive to distributable cash flow Transaction consideration maintains financial strength…
Appendix Mach Resources. All Rights Reserved. 18
Mach Debt Profile 452MM 293MM 0.7x NET DEBT(1) LIQUIDITY (2) NET DEBT / LTM ADJ. EBITDA(3) RBL Summary 750MM 460MM DRAWN with 750MM BORROWING BASE 290 Interest rate: SOFR (+) 300bps 400bps Bank group includes ten lenders, led…
Q1 2025 Financial Info. and Non-GAAP Reconciliations (1,2,3) 1) Adjusted EBITDA is a non-GAAP financial performance measure. We define Adjusted EBITDA as net income before (1) interest expense, net, (2) depreciation, depletion,…
Q1 2025 Results Q1 2025 Actual Full-Year 2025 Guidance First Quarter 2025 Highlights Total Net Production 80.9 79 - 83 (MBoe/d) Delivered total net production of 80.9 MBOED Oil Production 19.6 18 - 19 (MBbls/d) Lease operating…
2025 Guidance Full-Year 2025e Oil (MBbls/d) 18 19 NGLs (MBbls/d) 18 19 Net Production Natural Gas (MMcf/d) 256 269 Total (MBoe/d) 79 83 Oil (differential to NYMEX WTI) ( / Bbl) (1.50) - (0.50) Price Realizations NGLs (% of WTI)…
Machs Commitment to ESG Initiatives Multifaceted system with direct lines of communication from Environmental, Health and Safety (EH&S) personnel up through EVP of Operations Mach EH&S Function Team currently consists of an EH&S VP,…
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