Evolution Petroleum Corporation (EPM) Discusses Asset Base Growth Strategy and Role of Royalty Acquisitions in Enhancing Shareholder Returns Transcript

Jeffrey Robertson
Water Tower Research LLC

Thank you for joining us for today’s fireside chat with Evolution Petroleum’s Chief Executive Officer, Kelly Loyd; Chief Financial Officer, Ryan Stash; and Chief Operating Officer, Mark Bunch.

Before we begin, I would like to remind participants that our discussion could contain forward-looking statements as of today, June 10, 2026. Disclosures regarding forward-looking statements can be found under the Investor Relations tab of Evolution’s homepage.

Evolution’s asset base includes a diverse mix of producing properties located in multiple regions, including Northeast Louisiana, North Texas, the Mid-Continent, the Permian Basin, Wyoming and in North Dakota. The company’s strategy is built on growing its long-lived asset base through producing property acquisitions and low-risk organic investment while maintaining a conservative balance sheet and returning cash to shareholders. For the fiscal third quarter, which ended March 31, Evolution reported adjusted EBITDA of $3.1 million and average production of approximately 6,700 BOEs per day.

Kelly, Ryan, Mark, thanks for joining us today.

Ryan Stash
Senior VP, CFO, Secretary, Compliance Officer & Treasurer

Yes. Thanks, Jeff. Good to see you.