Maurel & Prom 公布 2025 年年度业绩

来源:www.gulfoilandgas.com,2026年3月12日,地点:非洲

稳健的运营和财务业绩
o 2025 年 M&P 工作权益产量:37,096 桶油当量/日,增长 2%
o 范围 1 和 2 排放量:每桶油当量 14.4 公斤二氧化碳当量
o 较低的油价环境:石油销售价格为 69.4 美元/桶,而 2024 年为 80.3 美元/桶
o 销售额为 5.78 亿美元,EBITDA 为 2.49 亿美元,合并净收入为 4.28 亿美元,集团应占净收入为 4.1 亿美元;自由现金流达2.36亿美元。

委内瑞拉资产潜力得到确认,加上美国财政部外国资产控制办公室(OFAC)颁发50A号通用许可证后新的监管框架。
2025年产量将大幅增长34%,即M&P Iberoamerica权益产量达到8194桶/日。2P
储量显著增加,从2024年底的8000万桶增至1.48亿桶
。50A号通用许可证颁发后,预计很快将恢复开采;将开展密集的工作计划,以充分发挥该资产的潜力。

不断扩大的资产组合中,开发和勘探活动水平很高。
开发资本支出:2025年为1.69亿美元;2026年预算为2.4亿美元。

o 勘探资本支出:2025 年为 1500 万美元; 2026年预算4200万美元
:在哥伦比亚开展6口井的钻探活动:首口井Hechicero-1X正在钻探中
;在坦桑尼亚开展3口井的钻探活动:MB-5井钻探完成,
该油田的潜在产量为1.3亿立方英尺/日(总产量);在加蓬,Etekamba油田的Mouletsi-2井展现出2500万立方英尺/日的产量潜力

。通过外部增长扩大投资组合
:收购哥伦比亚Sinu-9天然气许可证61%的权益并接管作业权;
进入安哥拉3/24区块,该区块与3/05和3/05A区块相邻。

财务结构显著增强,尤其得益于出售Seplat Energy 20.07%的股份
:截至2025年12月31日,现金4.6亿美元,净现金头寸为1.79亿美元;
并购影响前的财务状况。 2026年1月:新增净现金1.7亿美元(2.48亿美元来自出售Seplat Energy,减去完成Sinu-9项目所需的7800万美元)

增长与股东回报增加相结合
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o 2025年派发7700万美元股息(每股0.33美元)
o 向股东大会提议派发每股0.38美元股息(约9000万美元),将于2026年8月支付,较上年同期增长15% M&P将于今天上午10点通过网络直播以法语和英语举行

分析师
/投资者会议,随后进行问答环节。

如需参与直播或录制的网络直播,请点击以下链接:
https://maureletprom.engagestream.euronext.com/2026-03-12-resultats-annuels

Maurel & Prom 集团(閿熺祫&P閿燂拷,閿熺但集团閿燂拷)董事会于 2026 年 3 月 11 日召开会议,由 Wisnu Santoso 主持,批准了截至 2025 年 12 月 31 日止年度的财务报表¹,以供发布。


M&P首席执行官Olivier de Langavant表示:“2026年开启了M&P发展史上一个激动人心的新篇章。出售我们在Seplat Energy的股份显著增强了我们的资产负债表,充裕的现金流为我们加速发展提供了充足的资金。委内瑞拉的巨大潜力持续得到证实,产量和储量均大幅增长,我们对这一优质资产的前景毫不怀疑。在此背景下,美国财政部外国资产控制办公室(OFAC)颁发的GL 50A通用许可证为我们在不断变化的委内瑞拉开展真正的增长和发展奠定了稳定的基础,并拓宽了我们在委内瑞拉能源领域的参与机会。在哥伦比亚,Sinu-9标志着我们重返优质天然气资产的运营,我们对该资产的未来发展充满信心,并已启动了Hechicero-1X井的勘探钻井作业。我们也没有忘记我们在加蓬和坦桑尼亚的其他资产,目前正在进行开发和勘探钻井作业。”我们在外部增长方面也雄心勃勃,旨在大幅提升集团氮产量。鉴于我们非常稳健的财务状况,我们很高兴地提议派发每股0.38元的股息,较去年增长15%。这清晰地表明了我们力求在实现雄心勃勃的增长的同时,为股东带来可观回报的决心。M&P正迈入增长和价值创造的新阶段,我们对未来充满信心和决心。

财务状况:2025

财年合并销售额预计
为5.78亿美元。平均原油售价下降(2025年为69.4美元/桶,而2024年为80.3美元/桶),以及因提货失衡和库存重估而进行的财务重述(2025年为负面影响4200万美元,而2024年为正面影响5100万美元),导致2025年利润较2024年显著下降29%(8.08亿美元)。

运营和管理费用为2.12亿美元,而2024年为2.02亿美元。由于特许权使用费和生产税与售价成正比,因此降至6400万美元,而2024年为7200万美元。提货量超额/不足的调整为正值5000万美元。
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2025年,集团从第三方采购石油(作为集团天然气贸易活动的一部分)的金额为1.02亿美元。

息税折旧摊销前利润(EBITDA)为2.49亿美元。折旧及摊销费用为1.08亿美元,而2024年为1.12亿美元。集团本年度录得勘探费用1500万美元。其他收入和支出尤其包括出售Seplat Energy 20.07%股份确认的2.87亿美元收益。因此,营业收入为4.03亿美元。

净财务费用为1400万美元。2025财年的所得税总额为1.17亿美元。

来自权益法核算实体的收入份额为1.56亿美元,其中包括截至2025年12月底持有的Seplat Energy 20.07%股份产生的2400万美元收入,以及委内瑞拉Petroregional del Lago(閿熺祰RDL閿燂拷)40%股份产生的1.32亿美元收入。此外,2024年和2023年的收入份额分别为

4.1亿美元和4.1亿美元,较2024年的历史最高水平(2.46亿美元和2.33亿美元)分别增长74%和72%。

未计入营运资本变动的经营现金流为1.35亿美元(2024年为2.85亿美元)。营运资本变动带来2800万美元的积极影响。因此,经营现金流为1.62亿美元。


开发投资额达1.69亿美元,高于上年的1.23亿美元。其中包括在加蓬的开发活动相关投资1.15亿美元,在安哥拉的投资4000万美元,在坦桑尼亚的投资1200万美元,以及为钻井子公司Caroil投资的200万美元。勘探投资额达1500万美元,其中包括在加蓬的投资1200万美元和在坦桑尼亚的投资200万美元。

收购和处置活动产生了1.97亿美元的净现金流入,这相当于2025年出售Seplat Energy 20.07%股份所得的2.48亿美元,减去已宣布的在哥伦比亚(4300万美元)和安哥拉(800万美元)收购项目已支付的定金。

2025年,M&P共收到6100万美元股息,其中包括从其持有的PRDL 40%股份中获得的3200万美元(扣除支付给M&P Iberoamerica少数股东的20%股份)以及从其持有的Seplat Energy 20.07%股份中获得的2800万美元。

因此,自由现金流为2.36亿美元,与上年(2.41亿美元)相比保持稳定。就融资流动而言,净偿债额为1.09亿美元,其中包括:

提取的1.8亿美元债务,其中5000万美元对应于2025年下半年提取的摊销递延贷款,以及截至2025年12月31日根据循环信贷额度提取的1.3亿美元;
偿还的5800万美元摊销到期债务;以及
该年度的净债务成本1300万美元。此外,

M&P在2025财年还派发了7700万美元的股息,相当于2025年8月支付的每股0.33美元。

因此,该年​​度现金变动为2.67亿美元。

借款及融资
截至2025年12月31日,集团净现金头寸为1.79亿美元,而2024年12月底为3400万美元,反映出集团财务结构的显著增强。

截至12月底,现金余额为4.6亿美元。总债务达2.82亿美元,其中包括2.4亿美元的银行债务(包括1.1亿美元的定期贷款和根据循环信贷额度(RCF)提取的1.3亿美元),以及4200万美元的股东贷款。

这一现金状况主要得益于2025年12月31日收到的与M&P出售其在Seplat Energy的股份相关的首笔款项2.48亿美元。但需要注意的是,该现金状况不包括:

1月初支付的7800万美元,该款项与完成对Sinu-9 61%股权的收购有关; 2
月初收到第二笔2.48亿美元的款项,相当于出售Seplat Energy股份的剩余款项。

关于银行贷款再融资的讨论已进入后期阶段,目标是增加贷款金额并将贷款期限延长至2027年7月之后。

2026年运营和财务预测:
集团预计2026年产量(M&P份额)将达到42,700桶油当量/日,其中:
加蓬14,800桶油当量/日(相当于Ezanga油田100%产量的18,500桶油当量/日);
安哥拉4,300桶油当量/日(相当于3/05区块100%产量的21,000桶油当量/日和3/05A区块100%产量的500桶油当量/日);
委内瑞拉10,000桶油当量/日(相当于Urdaneta油田100%产量的25,000桶油当量/日)。坦桑尼亚Oeste
油田日产量6600万立方英尺(相当于Mnazi Bay油田100%产能下的日产量1.1亿立方英尺),
哥伦比亚Sinu-9油田日产量1530万立方英尺(相当于Sinu-9油田100%产能下的日产量2500万立方英尺)。

基于这些产量假设,2026年不同布伦特原油价格假设下的运营现金流预测如下:
50美元/桶:1.9亿美元;
60美元/桶:2.4亿美元;
70美元/桶:2.9亿美元;
80美元/桶:3.4亿美元。M

&P还预计将于2026年从其在委内瑞拉PRDL公司持有的40%股份中获得1亿美元的股息(扣除已支付给M&P的20%股份)。伊比利亚美洲的少数股东),但前提是起重作业恢复。

本年度预算中的其他重要现金流动:
开发投资:2.4亿美元,具体分配如下:
o 加蓬1.3亿美元
o 安哥拉3000万美元
o 坦桑尼亚4000万美元
o 哥伦比亚4000万美元

勘探投资:4200万美元,具体分配如下:
o 加蓬2000万美元,用于埃赞加许可证的勘探钻井和地震勘探活动
o 哥伦比亚1000万美元
o 意大利1200万美元,用于2026年下半年在菲乌梅泰拉罗许可证上可能进行的勘探钻井(或有)

收购和处置:带来3100万美元的积极影响,具体分配如下:
o 1.9亿美元用于完成对Sinu-9 61%股权的收购,其中7800万美元已于1月初完成支付
o 2.58亿美元流入,相当于出售剩余股权的款项Seplat Energy公司已于2026年2月初收到2.48亿美元款项,其中包括
:若对已宣布收购14号和14K区块权益行使优先购买权,则偿还安哥拉600万美元的保证金。

融资:3.08亿美元,具体分配如下:

o 2.08亿美元用于偿还债务(不包括再融资),其中包括2026年1月偿还的1.3亿美元循环信贷额度;
o 1000万美元的净债务成本;
o 9000万美元的股息。

拟议股息:
经审查集团2025年的财务状况和业绩,董事会提议于2026年8月派发每股0.38美元的股息,总额约为9000万美元。

2025年活动
环境、健康、安全和安保绩效(EHS-S)²
2025年,安全绩效显著提升,这反映了2024年事故发生后实施的纠正措施的有效性。集团未发生任何工时损失事故,工时损失伤害频率(LTIR)降至0。

2025年每百万工时总可记录事故率(TRIR)为0.34,较2024年的2.41大幅下降。

这一显著改善反映了预防政策的加强、培训举措的增加以及团队(尤其是在加蓬)的积极动员。集团将继续努力保持最高的健康和安全标准,并确保这一绩效能够长期持续。

集团运营生产的碳排放强度(范围1和范围2)为每桶油当量14.4公斤二氧化碳当量,较2024年(12.7公斤)增长14%。这一增长主要归因于加蓬较高的碳排放强度(2024年为27.2千克二氧化碳当量/桶油当量,而2024年为23.2千克),这是由于燃烧天然气的数量增加所致。坦桑尼亚的天然气生产仍然保持极低的碳排放水平(2025年为0.3千克二氧化碳当量/桶油当量)。集团

运营资产每桶温室气体排放量及强度:
2025年集团M&P权益总产量(包括委内瑞拉)为37,096桶油当量/日,较2024年增长2%。集团M&P权益合并产量(不包括委内瑞拉,未计入销售额)为28,902桶油当量/日,较2024年下降4%。

在加蓬,由于下半年石油出口面临挑战,集团M&P权益在埃赞加油田的石油产量(占80%)在2025年为14,662桶油当量/日,较2024年下降6%。

在坦桑尼亚,M&P公司在姆纳齐湾许可证上的权益天然气产量(60%)在2025年达到5970万立方英尺/天,比2024年下降3%。

在安哥拉,M&P公司在3/05区块(20%)和3/05A区块(26.7%)的权益天然气产量在2025年达到4289桶/天,与2024年基本持平。

在委内瑞拉,M&P Iberoamerica公司在乌尔达内塔西油田的权益权益(40%)在2025年的石油日产量为8,194桶,同比增长34%。M&P全资钻井服务子公司Caroil在加蓬使用C3、C16和C18 Magh钻井平台开展作业。该子公司在2025


创造了900万美元的外部收入(不包括集团内部服务)。C18

Magh钻井平台在2025年于埃赞加油田钻探了12口井。C16钻井平台已部署到埃特坎巴油田,并于12月开始钻探作业。C3钻井平台在当年没有作业。

在委内瑞拉,技术援助子公司M&P SIUW全年为合资企业PRDL提供支持,创造了400万美元的收入。

今年的其他亮点:
出售 Seplat Energy 20.07% 的股份。2025
年 12 月 30 日,M&P 达成最终协议,将其持有的 Seplat Energy Plc(Seplat Energy Plc)的全部 1.204 亿股股份(占股本的 20.07%)出售给 Heirs Energies Ltd(Heirs Energies Ltd)。Seplat Energy Plc 是尼日利亚领先的独立能源生产商之一,在伦敦证券交易所和尼日利亚证券交易所上市。

此次交易以每股305便士的价格完成,总对价为4.96亿美元,其中包括于2025年12月31日收到的2.48亿美元的首付款,以及于2026年2月初收到的2.48亿美元的第二付款。此外,还有1000万美元的款项将于2026年2月中旬到期。M

&P是Seplat的三位创始人之一,自2010年Seplat成立以来一直是其最大股东。M&P

集团在Seplat的发展历程中始终给予支持,助力其成为尼日利亚能源领域的领军企业,拥有多元化的油气资产组合,并在尼日利亚的能源安全中发挥着关键作用。M

&P认为,此次交易正值出售其持有的股份并将资源重新配置到油气资产直接投资之际,这与集团决心加快增长的战略相符。 M&P欣然将其股份转让给领先的泛非投资集团Heirs Holdings旗下子公司Heirs Energies,并对Seplat在实力雄厚且长期稳定的股东支持下继续发展的能力充满信心。

收购哥伦比亚Sinu-9天然气许可证61%的权益
M&P于2026年1月5日成功完成对哥伦比亚Sinu-9天然气许可证61%的作业权益和运营权的收购。

该交易包含两项收购,总对价为2.29亿美元:
从MKMS Enerji Anonim Sirketi SA(NG Energy International Corp的子公司)收购了40%的作业权益。该协议于2025年2月9日签署,经济生效日期为2025年2月1日;
从Desarrolladora Oleum SA de CV和Clean Energy Resources SAS收购了另外21%的作业权益,其中包括运营权的转让。这些协议于2025年7月2日签署,经济生效日期为交割日。

考虑到M&P已支付的预付款,未付总额为1.85亿美元。其中,7800万美元已在交割时支付,剩余的1.08亿美元将于2026年分期支付。M

&P目前持有Sinu-9许可证61%的作业权益,并承担该资产的运营权。 M&P 还保留一项选择权,可在 12 个月内以 1875 万美元的价格从 NG Energy 收购 Sinu-9 油井 5% 的额外作业权益,但需根据 2025 年 2 月 1 日生效日期的现金流进行调整。Sinu

-9 油井于 2024 年 11 月投产,是 Magico-1X 和 Brujo-1X 油井长期测试的一部分。目前已建成可支持 3000 万立方英尺/日(mmcfd)总产量的输气基础设施,预计到 2026 年第二季度将增至 4000 万立方英尺/日。截至 2026 年 1 月,该油井的当前产量约为 1400 万立方英尺/日(总产量)。

六口井的勘探活动于2026年2月下旬启动。

进入安哥拉3/24区块:
2025年9月初,M&P与安哥拉国家石油、天然气和生物燃料管理局(NPG)签署了风险服务合同(RSC)的意向书,该合同涵盖海上3/24区块。该RSC于2025年10月8日经总统令正式批准。根据协议条款,Maurel & Prom Angola SAS将持有3/24区块40%的权益,Afentra Plc(作业者,40%)和Sonangol P&P(20%)也将持有该区块40%的权益。3

/24区块的意向书规定,初始五年用于评估现有发现和勘探前景的开发潜力,之后将根据发现的油气资源的开发情况授予25年的生产权。

关于收购 Azule Energy 在安哥拉近海 14 号和 14K 号区块权益的 SPA 信息 2025 年 12 月 10 日,M&P 与 BW Energy Limited (閿熺垂W Energy閿燂拷) 组成财团,与 Azule Energy Angola BV (閿熺锤zule Energy閿燂拷) 签署了一份买卖协议 (閿熺祳PA閿燂拷),共同收购位于安哥拉近海的 14 号区块 20% 的权益(M&P 净得 10%)和 14K 号区块 10% 的权益(M&P 净得 5%)。

这些联合交易的完成取决于获得必要的监管批准、满足若干惯例先决条件以及可能行使适用的优先购买权。

在此背景下,安哥拉14号和14K区块的现有合作伙伴之一于2026年2月初发出通知,表示拟行使其优先购买权。

该通知明确指出,M&P、BW Energy和Azule Energy之间签订的股份购买协议(SPA)在优先购买权持有人与卖方之间最终签署新的买卖协议之前仍然有效。

关于委内瑞拉业务活动及集团被列入美国财政部
外国资产控制办公室(OFAC)第50A号通用许可证的信息 2026年2月18日,美国财政部外国资产控制办公室(OFAC)发布了第50A号通用许可证(GL 50A),授权部分国际运营商恢复在委内瑞拉的油气作业,并特别将M&P列入获授权实体之列。GL

50A授权其附件中所列实体(包括M&P)从事委内瑞拉制裁条例禁止的与油气作业相关的交易。实际上,GL 50A:

允许M&P恢复在委内瑞拉的油气作业,包括涉及委内瑞拉政府和委内瑞拉国家石油公司(PdVSA)的交易;
要求M&P修改其与PdVSA的协议,使其受美国法律管辖,并在美国境内进行争议解决;要求
向委内瑞拉政府或PdVSA支付款项(包括税款和特许权使用费),并按照美国当局规定的机制进行。

这一进展为M&P在委内瑞拉的活动提供了一个稳定的监管框架。集团将继续与其合作伙伴和相关当局密切合作,推进由PRDL运营的Urdaneta Oeste油田的作业,M&P Iberoamerica(M&P的持股80%的子公司)持有该油田40%的股份。

M&P也对委内瑞拉当局近期投票通过的油气行业改革及其相关税收条款表示欢迎,这些改革将加速油气行业发展,旨在最大限度地提高产量,同时加强运营自主性并支持该行业的投资。

关于正在进行的开发和勘探活动,

加蓬
埃特坎巴天然气许可证上的穆莱齐-2井已于2026年2月底完成钻探。该井在甘巴组和丹塔莱组地层中发现了43米的净含气层;经测试,该井的日产量为2500万立方英尺。预计将于2026年底开始投产。

坦桑尼亚:
在姆纳齐湾(Mnazi Bay)区块,自2014年以来在该区块钻探的第一口井——MB-5井于2026年2月6日开钻。该井钻遇了预期的储层。目前正在进行完井作业,完井后将使该气田的天然气产量潜力从1亿立方英尺/天(mmcfd)提升至1.3亿立方英尺/天(mmcfd)(100%)。钻井作业将继续进行,首先是MS-2X开发井,随后是KASA-1X勘探井。

哥伦比亚:
在Sinu-9区块,六口井的勘探作业于2026年2月24日启动。Hechicero-1X井的钻探进展顺利。该井已成功钻穿CDO地层,证实了其天然气潜力,并完全符合预期。目前结果正在等待评估。

意大利:
M&P公司预计很快将获得环境许可证,这将允许在Fiume Tellaro区块钻探一口勘探井。

截至2025年12月31日,集团储量
为技术上可采的油气储量,代表集团在已投产区块以及勘探井和圈定井中发现的、可进行商业开发的区块的权益份额。这些截至2025年12月31日的储量已由DeGolyer和MacNaughton认证。截至

2025年12月31日,集团2P储量为2.948亿桶油当量(mmboe),其中包括1.673亿桶油当量的已探明储量(1P)。M

&P工作权益2P储量:

加蓬。
委内瑞拉储量的显著增长得益于2025年开展的地质科学研究,这些研究基本证实了此前被认为未探明区域的潜力。

这些储量不包括哥伦比亚Sinu-9资产的储量,因为该收购已于1月初完成。

加蓬经济/金融分析新闻 >>



埃塞俄比亚 >> 2026年3月9日 - 联合国非洲经济委员会(非经委)即将发布其旗舰报告《2026年非洲经济报告》(ERA 2026),题为《通过……实现增长》。
希腊 >> 2026年3月9日 - 财报发布:2026年3月12日星期四,纽约股市开盘前;
电话会议和网络直播:2026年3月12日星期四,美国东部时间上午10:00...


希腊 >> 2026 年 3 月 9 日 - 液化天然气运输船的所有者和运营商 Dynagas LNG Partners LP(“Dynagas LNG Partners LP”)(“Dynagas LNG Partners”或“artnership”)宣布将发布其财务...
菲律宾 >> 2026年3月9日 - 受停运风电资产、日照量减少和现货市场价格疲软的影响,年度财务业绩下滑
……





原文链接/GulfOilandGas

Maurel & Prom Announces 2025 annual results

Source: www.gulfoilandgas.com 3/12/2026, Location: Africa

锟� Solid operational and financial performance
o M&P working interest production in 2025: 37,096 boepd, up 2%
o Scope 1 and 2 emissions: 14.4 kg of CO2 equivalent per barrel of oil equivalent
o Lower oil price environment: oil sale price of $69.4/bbl vs. $80.3/bbl in 2024
o Sales of $578 million, EBITDA of $249 million, consolidated net income of $428 million and Group share of net income of $410 million; free cash flow of $236 million

锟� Confirmation of the asset potential in Venezuela, and new regulatory framework following the issue of General License 50A by OFAC
o Production up sharply by 34% in 2025, or 8,194 bopd for the M&P Iberoamerica working interest
o Significant increase in 2P reserves, standing at 148 mmbbls vs. 80 mmbbls at the end of 2024
o Resumption of liftings expected soon following the issuance of General License 50A; intensive work programme to deliver the asset锟絪 full potential

锟� High level of development and exploration activity across an expanding portfolio
o Development capex: $169 million in 2025; $240 million budgeted for 2026

o Exploration capex: $15 million in 2025; $42 million budgeted for 2026
o 6-well campaign in Colombia: drilling of first well Hechicero-1X in progress
o 3-well campaign in Tanzania: MB-5 drilling completed, field potential at 130 mmcfd (gross)
o In Gabon, the Mouletsi-2 well on Etekamba demonstrated a production potential of 25 mmcfd

锟� Expanding portfolio through external growth
o Acquisition of a 61% interest in the Sinu-9 gas licence in Colombia and takeover of operatorship
o Entry into Block 3/24 in Angola, adjacent to Blocks 3/05 and 3/05A

锟� Considerably strengthened financial structure, notably thanks to the sale of the 20.07% stake in Seplat Energy
o Cash of $460 million and a positive net cash position of $179 million at 31 December 2025
o Position before the impact of M&A in January 2026: $170 million of additional net cash ($248 million from the sale of Seplat Energy, less $78 million for completion of Sinu-9)

锟� Growth combined with increased shareholder returns
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o Dividend of $77 million (锟�0.33 per share) paid in 2025
o Dividend of 锟�0.38 per share (approximately $90 million) proposed to the General Meeting for payment in August 2026, an increase of 15%

Audio conference for analysts and investors
M&P will hold an analyst/investor conference today at 10 a.m. via a webcast in French and English, followed by a question and answer session.

To take part in the live or recorded webcast, please click on the following link:
https://maureletprom.engagestream.euronext.com/2026-03-12-resultats-annuels

The Board of Directors of the Maurel & Prom Group (锟組&P锟�, 锟絫he Group锟�), meeting on 11 March 2026, chaired by Wisnu Santoso, approved the financial statements1 for the year ended 31 December 2025 for publication.


Olivier de Langavant, Chief Executive Officer of M&P, declared: 锟�2026 opens a particularly exciting chapter in M&P锟絪 history. The sale of our stake in Seplat Energy has significantly strengthened our balance sheet, with a cash position giving us considerable means to accelerate our development. The potential of Venezuela continues to be confirmed with a strong increase in production and a significant increase in reserves, which we had no doubt about for this high-quality asset. In this context, the issuance of General License GL 50A by OFAC provides a stable framework to undertake a real phase of growth and development in a changing Venezuela, broadening opportunities for engagement in its energy sector. In Colombia, Sinu-9 marks our return as operator of a high-quality gas asset, for which we are very confident about future development and on which we have begun our exploration drilling campaign with the Hechicero-1X well. We do not forget our other assets, with development and exploration drilling underway in Gabon and Tanzania. We also have significant ambitions in terms of external growth, in order to materially increase the Group锟絪 production. Given our very strong financial position, we are pleased to propose a dividend of 锟�0.38 per share, up 15% compared with last year. This clearly illustrates our intention to combine ambitious growth with attractive returns for shareholders. M&P is entering a new phase of growth and value creation, and we look to the future with confidence and determination.锟�

Financial position

Comments on FY25
Consolidated sales for 2025 amounted to $578 million. The fall in the average oil selling price ($69.4/bbl compared with $80.3/bbl in 2024), as well as the effect of restatement for lifting imbalances and inventory revaluation (negative impact of $42 million in 2025 compared with a positive impact of $51 million in 2024), explain the marked decline of 29% compared with 2024 ($808 million).

Operating and administrative expenses were $212 million, compared with $202 million in 2024. Royalties and production taxes decreased to $64 million, compared with $72 million in 2024, due to their proportionality to the selling price. The change in the over/underlift position was positive at $50 million.
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Purchases of oil from third parties as part of the Group锟絪 trading activities amounted to $102 million in 2025.

EBITDA amounted to $249 million. Depreciation and amortisation charges amounted to $108 million, compared with $112 million in 2024. The Group recorded $15 million in exploration expenses during the year. Other income and expenses include in particular a $287 million gain recognised on the sale of the 20.07% stake in Seplat Energy. Operating income therefore amounted to $403 million.

Net financial expenses amounted to $14 million. Income tax totalled $117 million for the 2025 financial year.

The share of income from equity-accounted entities amounted to $156 million, including $24 million from the 20.07% stake held in Seplat Energy until the end of December 2025, and $132 million corresponding to the 40% stake in Petroregional del Lago (锟絇RDL锟�) in Venezuela.

and $410 million, up 74% and 72% compared with their record levels in 2024 ($246 million and $233 million).

Operating cash flow before changes in working capital amounted to $135 million (compared with $285 million in 2024). The change in working capital had a positive impact of $28 million. Operating cash flow therefore amounted to $162 million.


Development investments amounted to $169 million, compared with $123 million in the previous year. These include $115 million related to development activities in Gabon, $40 million in Angola, $12 million in Tanzania, and $2 million for the drilling subsidiary Caroil. Exploration investments amounted to $15 million, including $12 million in Gabon and $2 million in Tanzania.

Acquisitions and disposals generated a net cash inflow of $197 million, corresponding to the $248 million received in 2025 from the sale of the 20.07% stake in Seplat Energy, less deposits paid in connection with announced acquisitions in Colombia ($43 million) and Angola ($8 million).

In 2025, M&P received a total of $61 million in dividends, including $32 million from its 40% stake in PRDL (net of the 20% paid to the minority shareholder of M&P Iberoamerica) and $28 million from its 20.07% stake in Seplat Energy.

Free cash flow therefore amounted to $236 million, stable compared with the previous year ($241 million). In terms of financing flows, net debt service was positive at $109 million, and includes:

锟� $180 million of debt drawn, including $50 million corresponding to the amortising accordion tranche drawn in the second half of 2025, and $130 million drawn under the RCF as at 31 December 2025
锟� $58 million repaid in respect of amortising debt maturities
锟� $13 million net cost of debt for the year

M&P also distributed $77 million in dividends during the 2025 financial year, corresponding to 锟�0.33 per share paid in August 2025.

The change in cash during the year was therefore positive at $267 million.

Borrowings and financing
The Group posted a positive net cash position of $179 million as at 31 December 2025, compared with $34 million at the end of December 2024, reflecting a significant strengthening of its financial structure.

Cash amounted to $460 million at the end of December. Gross debt reached $282 million, including $240 million of bank debt, comprising $110 million in term loans and $130 million drawn under the revolving credit facility (RCF), as well as $42 million in shareholder loans.

This cash position is explained in particular by the receipt on 31 December 2025 of a first payment of $248 million relating to the sale by M&P of its stake in Seplat Energy. It should be noted however that this position does not include:

锟� The $78 million payment made in early January in connection with the completion of the acquisition of the 61% interest in Sinu-9; and
锟� The receipt of a second payment of $248 million in early February, corresponding to the balance of the sale of the stake in Seplat Energy.

Discussions regarding the refinancing of the bank loan are at an advanced stage, with the objective of increasing the amount and extending its maturity beyond the current maturity in July 2027.

Operating and financial forecasts for 2026
The Group expects production (M&P share) to reach 42,700 boepd in 2026, of which:
锟� 14,800 bopd in Gabon (equivalent to 18,500 bopd of 100% production on Ezanga)
锟� 4,300 bopd in Angola (equivalent to 21,000 bopd of 100% production on Block 3/05 and 500 bopd of 100% production on Block 3/05A)
锟� 10,000 bopd in Venezuela (equivalent to 25,000 bopd of 100% production at Urdaneta Oeste)
锟� 66.0 mmcfd in Tanzania (equivalent to 110.0 mmcfd of 100% production on Mnazi Bay)
锟� 15.3 mmcfd in Colombia (equivalent to 25.0 mmcfd of 100% production on Sinu-9)

With these production assumptions, operating cash flow forecasts for 2026 under various Brent price assumptions are as follows:
锟� At $50/bbl: $190 million
锟� At $60/bbl: $240 million
锟� At $70/bbl: $290 million
锟� At $80/bbl: $340 million

M&P also expects to receive $100 million in dividends in 2026 from its 40% stake in PRDL in Venezuela (net of the 20% paid to M&P Iberoamerica's minority shareholder), subject to the resumption of liftings.

Other significant cash movements budgeted for the year:
锟� Development investments: $240 million, broken down as follows:
o $130 million in Gabon
o $30 million in Angola
o $40 million in Tanzania
o $40 million in Colombia

锟� Exploration investments: $42 million, broken down as follows:
o $20 million in Gabon for exploration drilling and a seismic campaign on the Ezanga permit
o $10 million in Colombia
o $12 million in Italy for possible exploration drilling on the Fiume Tellaro permit in the second half of 2026 (contingent)

锟� Acquisitions and disposal: Positive impact of $31 million, broken down as follows:
o $190 million for the completion of the acquisition of the 61% interest in Sinu-9, of which $78 million was already paid at completion in early January
o $258 million inflow, corresponding to the balance of the sale of the stake in Seplat Energy, of which $248 million had already been received in early February 2026
o Reimbursement of a $6 million deposit in Angola in the event of the exercise of a preemption right on the announced acquisition of an interest in Blocks 14 & 14K

锟� Financing: $ 308 million, split as follows:

o $208 million in debt repayments (excluding refinancing), including $130 million of RCF repaid in January 2026
o $10 million net cost of debt
o $90 million in dividends

Proposed dividend
After reviewing the Group锟絪 financial position and performance in 2025, the Board of Directors proposes the payment of a dividend of 锟�0.38 per share in August 2026, corresponding to a total amount of approximately $90 million.

2025 activity
Environmental, health, safety and security performance (EHS-S)2
In 2025, safety performance improved significantly, reflecting the effectiveness of the corrective measures implemented following the incidents that occurred in 2024. The Group recorded no lost-time incidents, bringing the Lost Time Injury Frequency Rate (LTIR) to 0.

The Total Recordable Incident Rate (TRIR) per million hours worked was 0.34 in 2025, a sharp decrease compared with 2.41 in 2024.

This significant improvement reflects strengthened prevention policies, increased training initiatives and strong mobilisation of teams, particularly in Gabon. The Group continues its efforts to maintain the highest standards in health and safety and to ensure that this performance is sustained over time.

The carbon intensity (Scope 1 and 2) of the Group锟絪 operated production amounted to 14.4 kg of CO2 equivalent per barrel of oil equivalent, an increase of 14% compared with 2024 (12.7 kg). This increase is mainly explained by higher carbon intensity in Gabon (27.2 kg CO2e/boe vs. 23.2 kg in 2024) due to higher volumes of flared gas. Gas production in Tanzania remains very low-carbon (0.3 kg CO2e/boe in 2025).

Greenhouse gas emissions and intensity per barrel for operated assets in production:
The Group's total M&P working interest production (including Venezuela) amounted to 37,096 boepd for 2025, up 2% compared with 2024. The Group's consolidated M&P working interest production (excluding Venezuela, not consolidated in sales) was 28,902 boepd, down 4% compared with 2024.

In Gabon, M&P锟絪 working interest oil production (80%) on the Ezanga permit was 14,662 bopd in 2025, down 6% from 2024 due to challenges on the oil export line during the second half of the year.

In Tanzania, M&P锟絪 working interest gas production (60%) on the Mnazi Bay permit amounted to 59.7 mmcfd in 2025, down 3% from 2024.

In Angola, M&P锟絪 working interest production from Blocks 3/05 (20%) and 3/05A (26.7%) amounted to 4,289 bopd in 2025, virtually unchanged from 2024.

In Venezuela, M&P Iberoamerica锟絪 working interest oil production (40%) at the Urdaneta Oeste field was 8,194 bopd in 2025, up 34%.

Service activities
Caroil, M&P锟絪 wholly owned drilling services subsidiary, operated in Gabon with the C3, C16 and C18 Magh锟絥a drilling rigs. The subsidiary generated $9 million in external revenues (excluding intra-group services) in 2025.

The C18 Magh锟絥a rig drilled 12 wells on Ezanga in 2025. The C16 rig was mobilised on the Etekamba permit, where drilling began in December. The C3 rig had no activity during the year.

In Venezuela, the technical assistance subsidiary M&P SIUW supported the joint venture PRDL throughout the year, generating $4 million in revenues.

Other highlights of the year
Sale of the 20.07% stake in Seplat Energy
On 30 December 2025, M&P entered into a definitive agreement to sell its entire holding of 120.4 million shares, representing 20.07% of the share capital, in Seplat Energy Plc (锟絊eplat锟�), one of Nigeria's leading independent energy producers, listed on the London Stock Exchange and the Nigerian Exchange, to Heirs Energies Ltd (锟紿eirs Energies锟�).

The sale was completed at a price of 305 pence per share, corresponding to a total consideration of $496 million, including an initial payment of $248 million received on 31 December 2025, with a second payment of $248 million received in early February 2026. An additional payment of $10 million also became due in mid-February 2026.

M&P is one of the three founders of Seplat and has been its largest shareholder since its creation in 2010.

The Group has supported Seplat throughout its development, helping to make it a leading player in the Nigerian energy sector, with a diversified portfolio in oil and gas, and playing a key role in Nigeria's energy security.

This transaction comes at a time that M&P considers particularly opportune to monetise this stake and reallocate resources towards direct investments in oil and gas assets, in line with the growth strategy that the Group is determined to step up. M&P also welcomes the transfer of its stake to Heirs Energies, a subsidiary of leading pan-African investment group Heirs Holdings, and expresses its confidence in Seplat's ability to continue its development with the support of a strong and committed long-term shareholder.

Acquisition of a 61% interest in the Sinu-9 gas licence in Colombia
The acquisition by M&P of a total 61% working interest and operatorship in the Sinu-9 gas licence in Colombia was successfully completed on 5 January 2026.

The transactions comprise two acquisitions, for a total consideration of $229 million:
锟� A 40% working interest acquired from MKMS Enerji Anonim Sirketi S.A. (a subsidiary of NG Energy International Corp). The agreement was signed on 9 February 2025, with effective economic date of 1 February 2025;
锟� An additional 21% working interest acquired from Desarrolladora Oleum S.A. de C.V. and Clean Energy Resources S.A.S, which includes the transfer of operatorship. The agreements were signed on 2 July 2025, with effective economic date at closing.

Taking into account the advance payments already made by M&P, the total outstanding consideration amounted to $185 million. Of this amount, $78 million was paid at completion, with the balance of $108 million payable in instalments during 2026.

M&P now holds a 61% working interest in the Sinu-9 licence and assumes operatorship of the asset. M&P also retains an option to acquire an additional 5% working interest in Sinu-9 from NG Energy for a consideration of $18.75 million within 12 months, subject to adjustments for cash flows from the effective date on 1 February 2025.

Sinu-9 started production in November 2024 as part of the ongoing long-term test of the Magico-1X and Brujo-1X wells. Evacuation infrastructure is in place today for gross production of 30 mmcfd, which will be increased to 40 mmcfd by Q2 2026. Current production (January 2026) stands at around 14 mmcfd (gross).

The six-well exploration campaign began in late February 2026.

Entry into Block 3/24 in Angola
In early September 2025, M&P signed heads of terms with Angola's National Oil, Gas and Biofuels Agency (锟紸NPG锟�) for the risk service contract (锟絉SC锟�) covering offshore Block 3/24. The RSC was formally approved by presidential decree on 8 October 2025. Under the agreed terms, Maurel & Prom Angola S.A.S. will hold a 40% interest in Block 3/24, alongside Afentra Plc (operator, 40%) and Sonangol P&P (20%).

The heads of terms for Block 3/24 set out an initial five-year period to review the development potential of existing discoveries and exploration prospects, followed by a 25-year production period that would subsequently be awarded when a discovery is developed.

Information on SPA for the acquisition of Azule Energy's interests in Blocks 14 & 14K offshore Angola On 10 December 2025, M&P signed, together in a consortium with BW Energy Limited (锟紹W Energy锟�), a Sale and Purchase Agreement (锟絊PA锟�) with Azule Energy Angola B.V. (锟紸zule Energy锟�) for the joint acquisition of a 20% interest in Block 14 (10% net to M&P) and a 10% interest in Block 14K (5% net to M&P), both located offshore Angola.

Completion of these joint transactions is subject to receipt of the requisite regulatory approvals, the fulfilment of a number of customary conditions precedent and the possible exercise of applicable pre-emption rights.

In this context, one of the existing partners in Blocks 14 and 14K in Angola gave notice at the beginning of February 2026 of its intention to exercise its right of pre-emption.

It is specified that the SPA entered into between M&P, BW Energy, and Azule Energy remains effective until the definitive execution of a new sale and purchase agreement between the holder of the pre-emption right and the seller.

Information on activities in Venezuela and the Group's inclusion in OFAC's General License 50A
On 18 February 2026, the Office of Foreign Assets Control (锟絆FAC锟�) of the United States Department of the Treasury issued General License 50A (锟紾L 50A锟�) authorising certain international operators to resume oil and gas operations in Venezuela and specifically mentioning M&P among the authorised entities.

GL 50A authorises the entities listed in its annex, including M&P, to engage in transactions otherwise prohibited under the Venezuela Sanctions Regulations relating to oil and gas operations. In practical terms, GL 50A:

锟� Allows M&P to resume and conduct oil and gas operations in Venezuela, including transactions involving the Government of Venezuela and Petr锟絣eos de Venezuela S.A. (锟絇dVSA锟�) entities;
锟� Requires M&P to amend its agreements with PdVSA to be governed by U.S. law and dispute resolution within the U.S.;
锟� Requires payments (including taxes and royalties) to the Government of Venezuela or PdVSA to be made in accordance with the mechanisms specified by U.S. authorities.

This development provides a stable regulatory framework for M&P's activities in Venezuela. The Group will continue to work closely with its partners and the relevant authorities to advance operations in the Urdaneta Oeste field, operated by PRDL, in which M&P Iberoamerica (an 80% subsidiary of M&P) holds a 40% interest.

M&P also welcomes the recent reform of the hydrocarbon sector voted by the Venezuelan authorities and the associated tax provisions, enabling accelerated development aimed at maximising production, while strengthening operational autonomy and supporting investment in the sector.

Update on ongoing development and exploration activities

Gabon
Drilling of the Mouletsi-2 well on the Etekamba gas permit was completed at the end of February 2026. The well encountered 43 metres of net gas pay in the Gamba and Dentale formations; it was tested and demonstrated a production capacity of 25 mmcfd. Start-up of production is expected by the end of 2026.

Tanzania
On the Mnazi Bay permit, drilling of the MB-5 well, the first well drilled on the licence since 2014, began on 6 February 2026. The well encountered the expected reservoir. It is currently being completed and will increase the field锟絪 production potential from 100 to 130 mmcfd (100%). The drilling campaign will continue with the MS-2X development well, which will be followed by the KASA-1X exploration well.

Colombia
On the Sinu-9 permit, the six-well exploration campaign began on 24 February 2026. Drilling of the Hechicero-1X well is progressing well. The well has successfully drilled through the CDO formation, confirming its gas potential and fully in line with expectations. The results are now pending evaluation.

Italy
M&P expects to obtain the environmental licence very shortly, which will allow the drilling of an exploration well on the Fiume Tellaro permit.

Group reserves at 31 December 2025
The Group锟絪 reserves correspond to technically recoverable hydrocarbon volumes representing the Group锟絪 share of interests in permits already in production and those revealed by discovery and delineation wells that can be commercially exploited. These reserves at 31 December 2025 were certified by DeGolyer and MacNaughton.

The Group锟絪 2P reserves amounted to 294.8 mmboe at 31 December 2025, including 167.3 mmboe of proven reserves (1P).

M&P working interest 2P reserves:

Gabon
The significant increase in reserves in Venezuela is due to geoscience studies carried out during 2025, which largely confirm the potential of zones previously considered unproven.

These reserves do not include reserves for the Sinu-9 asset in Colombia, as the acquisition was completed in early January.

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