25/09/2025 - Brookfield Corporation: 2025 Investor Day (2025 bep investor day vf qr)

Brookfield Renewable Partners

September 25, 2025

Built to Outperform

Connor Teskey, Chief Executive Officer

Baseload Power With a Leading Development Franchise

Natalie Adomait, Chief Operating Officer

Differentiated M&A and Capital Recycling Capabilities

Jehangir Vevaina, Chief Investment Officer

Sustainable Cash Flow Growth to Drive Long-Term Value

Patrick Taylor, Chief Financial Officer

Key Messages and Q&A

Connor Teskey, Chief Executive Officer

Built to Outperform

Connor Teskey

Chief Executive Officer

We had another record year

Record Financial Performance

Google Framework Agreement

Record Development & Deployment

Record Capital Recycling & Financings

B R OOK F I E L D .C OM 4

The world needs more power-and needs it now

Digitalization & AI

Electrification

Reindustrialization

B R OOK F I E L D .C OM 5

Renewables are among the best-positioned technologies to deliver on this demand and enable growth

B R OOK F I E L D .C OM 6

Europe $29B

Asia-Pacific $14B

ROOF

H Energy

Australia

Our operating business today is diversified across all major energy markets and technologies

~$138B

Assets Under Management

~48GW

Operating Capacity

~6,000

Operating Employees

Brookfield Renewable China

Carbon Capture Recycling Nuclear RNG SAF

B R OOK F I E L D .C OM 7

We consistently stay ahead of the curve on key themes

Hydros

1900s

2017

2019 2022 2022 2024

Owner & Operator

Today

Renewable Developer

Nuclear & Battery Storage

B R OOK F I E L D .C OM 8

…and have avoided challenged areas of the market

North American Offshore Wind

Residential Solar

Battery & Equipment Manufacturing

B R OOK F I E L D .C OM 9

We are insulated from the sector headwinds in the U.S.

Zero exposure to most impacted technologies	Disciplined operator and developer	Value investment approach	Access to Capital	Globally Diversified
Offshore wind Residential solar	Contracting Procurement	Buy for value Downside focus	Self-funding Partner capital	Platforms Strongest markets

B R OOK F I E L D .C OM 10

And continue to be at the forefront of the most important global energy themes driving demand

U.S. energy dominance

Data center energy demand

Growing demand for grid-stabilizing solutions

B R OOK F I E L D .C OM 11

We are poised to play a key role in delivering

U.S. energy dominance

Largest private operator of hydro assets in U.S.

Own and operate the U.S. nuclear champion

Leading U.S. renewable platform

B R OOK F I E L D .C OM 12

We are one of the largest providers of electricity to corporates-specifically, the hyperscalers

B R OOK F I E L D .C OM 13

We are one of the largest operators and developers of battery storage globally-an increasingly important technology

2022

• <0.1 GW operating battery capacity

  2024

• Acquired

  
  
  

  2025

• ~1.6 GW operating battery capacity

  2027

• ~7.0 GW operating battery capacity

Our Battery Pipeline Today

Americas

21 GW

Europe

15 GW

Asia Pacific

13 GW

B R OOK F I E L D .C OM 14

All of which positions

our business to outperform in today's energy market…

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We are built to outperform and drive sustained growth

Leader in Critical Technologies And Markets

Operating, Development, and M&A Expertise

Scale Partnerships

Diversification, Liquidity and Access to Capital

B R OOK F I E L D .C OM 16

We have a diversified operating fleet and development pipeline

Hydro	Wind	Utility-Scale Solar	Distributed Energy & Other	Storage	Sustainable Solutions
					Nuclear Services
8,300 MW Operational	17,300 MW Operational	14,200 MW Operational	5,500 MW Operational	2,200 MW Operational	Biofuels
					Recycling
2,400 MW Development	44,300 MW Onshore Development	123,200 MW Development	10,300 MW Development	48,700 MW Development
					Carbon Capture
	2,700 MW
	Offshore Development				eFuels

B R OOK F I E L D .C OM 17

We have deep operating and development capabilities

~6,000 Operating Employees

Five Centralized Control Centers

Procurement

Engineering

Grid Optimization

Develop, Build and Operate

Development

Regulatory Expertise

Power Marketing Capabilities

>1,000 Global Creditworthy Customers

Construction Management

B R OOK F I E L D .C OM 18

~150

Investment Professionals Globally

Capabilities Across Technologies

Ability to Invest Through the Lifecyle

Deal Structuring Flexibility

We invest where the best risk-adjusted opportunities are

Differentiated Ability to Source and Execute M&A

B R OOK F I E L D .C OM 19

We are a leading strategic partner to the largest buyers of power globally, including corporates and governments

B R OOK F I E L D .C OM 20

We have strong liquidity, a sector-leading balance sheet and a diverse global business

$4.7B Available liquidity

BBB+ Investment-grade balance sheet

≤10% FFO from any single market

B R OOK F I E L D .C OM 21

Simply put-we are built to outperform

Leader in Critical Technologies and Markets

Deep Operating & Development Expertise

Global Relationships

Differentiated M&A Capabilities

Scale Capital

B R OOK F I E L D .C OM 22

Baseload Power With a Leading Development Franchise

Natalie Adomait

Chief Operating Officer

Electricity demand is increasing-and power is now the bottleneck to global growth

Global Power Consumption

(000' TWh)

64

Total

+3.5%

per annum

Data Centers

8-10%+

per annum

25

18

+2.5%

per annum

ChatGPT

Energy is the fundamental building block to delivering economic growth

2010 2023 2050

B R OOK F I E L D .C OM 24

The first electrons delivered will be…

Lowest Cost

Fastest to Market

Clean

B R OOK F I E L D .C OM 25

Our leading development business is complemented by our strategic baseload capabilities

B R OOK F I E L D .C OM 26

Hydro has never been more critical to energy grids

The foundation of our business

Enhancing Partnerships with the largest buyers

Creating opportunities for value creation

Delivering major recontracting opportunities

B R OOK F I E L D .C OM 27

We own and operate the U.S. Nuclear Champion

Nuclear provides scale, baseload capabilities and clean characteristics

Global Opportunities for Nuclear

~50% of nuclear reactors globally derived from WEC technology

Services ~two-thirds of the global nuclear reactor fleet

Leading reactor technologies

96%

Executive Orders supporting new builds

Of U.S. reactors with life extensions

Europe expects ~€240 billion in nuclear investment by 2050

Growing demand for behind-the-meter

B R OOK F I E L D .C OM 28

Batteries represent the next frontier to provide more baseload

Battery costs have declined 90%+ since 2010

Increasing grid constraints and peak demand requirements

Growing renewables penetration

B R OOK F I E L D .C OM 29

We are now one of the largest battery operators and developers globally

Leading renewables business in France, Australia and the Nordics

7 GW operating capacity including

1.4 GW of battery storage

42 GW development pipeline with

2 GW run rate new project delivery

Our Differentiated Capabilities

Market leader in storage development and commercialization

Contracting with high credit quality customers

Innovative storage contracting solutions

B R OOK F I E L D .C OM 30

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Brookfield Renewable Corporation published this content on September 25, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on September 25, 2025 at 20:06 UTC.