Positioned for Sustained Growth and Value Creation Recent Highlights Continuing significant year-over-year growth: Revenue up 83% Adjusted EBITDA up 81%1 Record 34.2 MM in Surface Use Royalties and Revenues driven by our recent…
Commercial Update: Devon Pore Space Reservation & CCGT Power Project Devon Pore Space Reservation CCGT Power Project Devon Energy and LandBridge entered into a 10-year pore space LandBridge and a large public IPP executed an option…
Diversified Revenue Streams YTD 2025 % of Revenue Surface Use Royalties and Revenues Royalties include produced water transportation and handling 34.2 Surface Use operations, skim oil recovery and waste reclamation Royalties Based…
LandBridge is Critical to Energy and Broader Industrial Development Diversified Revenue Streams Driving Long-Term Value With Substantial Free Cash LandBridge Overview and Strategy Flow Growth We own and actively manage 277,000 surface…
LandBridges Advantaged Combination of High Margins and Growth LandBridge Business Model Highlights 100 % Royalty business model for revenue generation LandBridge that scales with producer activity 90 % 53 % 2% Demonstrated…
LandBridge Offers the Industry a Differentiated Pore Space Solution LandBridge Offers a Responsible Development Solution that Maintains Long-Term Pore Space Integrity LandBridge offers ideally located contiguous pore space that is…
Disciplined Capital Allocation We intend to use our significant and growing Free Cash Flow base in a balanced and sustainable manner to create value for our shareholders over the long term. Our Free Cash Flow will generally be…
Appendix 11
LandBridges History and Disciplined Growth LandBridge has grown through disciplined acquisitions and attractive commercial agreements to become a leading actively managed land management business Strategic Acquisitions Oct Commercial…
Active Land Management Activity Active & High Potential Land Use Opportunities Drivers Areas Oil and Gas Activities Drilling and completions activity Fresh/Brackish Water Sand mining Across all acreage Cryptocurrency mining…
Strategically Positioned to Capture Data Center Buildout In November 2024 we executed a lease development agreement for the Our contiguous acreage and abundant water resources strategically development of a data center and related…
LandBridge / WaterBridge Relationship Active surface manager that promotes efficient A leading water management solutions provider industrial development of our land and to the energy industry resources LandCo / OpCo Land Company…
LandBridge Corporate Governance Processes 1 2 3 Board of Directors Audit Committee Conflicts Committee 7 insiders, including CEO + 4 3 independent directors Consists of 3 independent, Independent directors disinterested…
LandBridges Delaware Basin Footprint The Northern and Stateline regions in which our land is located represent some of the most productive acreage in the Delaware Basin with a high concentration of hydrocarbons and growing drilling and…
LandBridge Corporate Structure LandBridge Management and Five Point Sponsors are Meaningfully Aligned with LandBridge Public Shareholders Incentive Units provide LBH Incentive meaningful alignment Funds affiliated Units between…
Non-GAAP Financial Measures Adjusted EBITDA and Adjusted EBITDA Margin Qu ar ter E n ded Ju n e 30, M ar ch 31, Decem ber 31, Septem ber 30, Ju n e 30, 2025 2025 2024 2024 2024 (in th ou s an ds ) (u n au dited) Net income (loss)…
Non-GAAP Financial Measures Contd Adjusted EBITDA and Adjusted EBITDA Margin Year End ed Decem b er 31, 2024 2023 2022 ( in t housand s) Net (loss) income (41,479) 63,172 (6,361) Adjustments: Depreciation, depletion, amortization…
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