INVESTOR PRESENTATION - CREATING ENERGY CREATING VALUE slide image

INVESTOR PRESENTATION - CREATING ENERGY CREATING VALUE

H2/2023 RETURN OF CAPITAL Share repurchases accelerated in Q4/2023 ($ H2/2023 annualized free cash flow (1)> $1.1 billion H2/2023 Forecast Return of Capital Adjusted Funds Flow (2)(3) Less: Exploration and Development Expenditures Less: Abandonment / Leasing Expenditures $1.213 billion $631 million $24 million Free Cash Flow Yield (3)(4) ~22% Yield ~11% 2 Yield Free Cash Flow Yield (H2 2023 Annualized) Direct Shareholder Return (50% of Free Cash Flow) - ~ $558 million Free Cash Flow(1) $279 million Balance Sheet $279 million Direct Shareholder Return $241 million Share Repurchases $38 million Base Dividend (1) Specified financial measure that does not have any standardized meaning prescribed by IFRS and may not be comparable with the calculation of similar measures presented by other entities. Refer to the Specified Financial Measures section in this presentation for further information. (2) Capital management measure. Refer to the Capital Management Measures section in this presentation for further information. (3) (4) H2/2023 commodity prices: WTI - US$83/bbl; WCS differential - US$17/bbl; NYMEX Gas - US$2.80/MMbtu; Exchange Rate (CAD/USD) -1.36. Free cash flow yield represents H2/2023 annualized free cash flow divided by market capitalization as at October 31, 2023. BAYTEX ENERGY NYSE TSX BTE 12
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