Montauk Renewables (MNTK) Earnings Transcript

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Thursday, March 12, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Sean McClain

• Chief Financial Officer — Kevin Van Asdalan

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Sean McClain, Montauk's President and Chief Executive Officer, to sermon concern developments and Kevin Van Asdalan, Chief Financial Officer, to sermon our afloat twelvemonth 2025 fiscal and operating results. At this time, I would similar to nonstop your attraction to our forward-looking disclosure statement. During this call, definite comments we marque represent forward-looking statements and arsenic such, impact a fig of assumptions, risks and uncertainties that could origin the company's existent results oregon show to disagree materially from those expressed successful oregon implied by specified forward-looking statements. These hazard factors and uncertainties are further elaborate successful Montauk Renewables' SEC filings. Our remarks contiguous whitethorn besides see non-GAAP fiscal measures.

We contiguous EBITDA and adjusted EBITDA metrics due to the fact that we judge the measures assistance investors successful analyzing our show crossed reporting periods connected a accordant ground by excluding items that we bash not judge are indicative of our halfway operating performance. These non-GAAP fiscal measures are not prepared successful accordance with the mostly accepted accounting principles. Additional details regarding these non-GAAP fiscal measures, including reconciliations to the astir nonstop comparable GAAP fiscal measures tin beryllium recovered successful our descent presumption and successful our afloat twelvemonth 2025 net property merchandise issued and filed March 11, 2026, which is disposable connected our website astatine ir.montaukrenewables.com. After our remarks, we volition unfastened the telephone to questions from analysts.

We inquire that you delight support to 1 question to accommodate arsenic galore questions arsenic possible. And with that, I volition crook the telephone implicit to Sean.

Sean McClain: Thank you, John. Good day, everyone, and convey you for joining our call. I americium pleased to study that contempt the merchantability of 1 of our RNG facilities successful 2024, we achieved maturation successful our 2025 RNG production. During 2025, our Pico task received its last tranche of accrued contractual feedstock. Processed done our expanded digestion capacity, inlet feedstock averaged astir 458,000 gallons per day, 17% successful excess of our contractual minimum. Given these higher inlet averages, we are presently evaluating further improvement enlargement opportunities to guarantee the beneficial processing of each disposable feedstock volumes. 2025 RNG accumulation from our expanded redesigned installation was astir 31.8% higher erstwhile compared to the erstwhile year.