Q1 2026 Evolution Petroleum Corp Earnings Call Transcript

Nov 12, 2025 / 04:00 PM GMT

Release Date Price: €3.9 (+1.56%)

Transcript 10-Q8-K

Key Points

Positve

Evolution Petroleum Corp (EPM) reported a 43% increase in natural gas pricing, which partially offset declines in oil and NGL prices.
The company successfully closed its first acquisition of minerals and royalties in the scoop stack, expanding exposure to high-quality, long-lived reserves.
EPM declared its 49th consecutive quarterly cash dividend, maintaining a consistent return of capital to shareholders.
The company maintains a strong financial foundation with ample liquidity and low leverage, supported by a credit facility expansion.
Operational consistency was observed across EPM's portfolio, with flexibility to adjust development activity based on market conditions.

Negative

Total revenue for the quarter was $21.3 million, a modest decline from the prior year period due to lower realized oil and NGL prices.
Net income for the quarter decreased to $0.8 million from $2.1 million in the same period last year.
Adjusted EBITDA fell to $7.3 million from $8.1 million last year, impacted by lower oil and NGL prices and higher lease operating costs.
Delhi production was impacted by downtime related to an unscheduled turbine repair and higher summer temperatures.
Higher operating costs were noted at the Tex-Mex asset due to the transition to a new operator, affecting the quarter's financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EPM.A - Evolution Petroleum Corp
Q1 2026 Evolution Petroleum Corp Earnings Call
Nov 12, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Evolution Petroleum first quarter and fiscal year 2026 earnings release conference call.

All participants are in Nanolimode.

Please also note that today's event is being recorded.

At this time, I would like to turn the conference over to Brandy Herson, Investor Relations Manager. Please go ahead.

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Unidentified_2 [2]
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Thank you. Welcome to Evolution Petroleum's fiscal Q1 2026 earnings call. I'm joined by Kelly Lloyd, President and Chief Executive Officer, Mark Bunch, Chief Operating

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