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TransAlta Corporation (TA:CA) Analyst/Investor Day Transcript

Seeking Alpha
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TransAlta hosted its 2026 Investor Day on March 23 in Toronto, led by CEO John Kousinioris and CFO Joel Hunter, outlining strategic priorities and financial projections for analysts and investors. The event emphasized forward-looking statements with risks disclosed, focusing on non-IFRS metrics like adjusted EBITDA and free cash flow, all reported in Canadian dollars unless specified otherwise. Executives discussed Alberta’s energy transition, highlighting TransAlta’s role in generation and asset optimization amid evolving market conditions and regulatory landscapes. Key participants included Scotiabank, RBC, and BMO analysts, who engaged leadership on operational performance, growth plans, and financial health during the Q&A session. A recorded replay and transcript were made available post-event on the company’s website for broader stakeholder access.
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SA Transcripts159.09K FollowersFollow5ShareSaveComments TransAlta Corporation (TA:CA) Analyst/Investor Day March 23, 2026 9:00 AM EDT Company Participants Stephanie Paris - Vice President of Investor Relations & Corporate StrategyJohn Kousinioris - President, CEO & DirectorJoel Hunter - Executive VP of Finance & CFOChris Fralick - Executive Vice President of GenerationBen Harris Conference Call Participants Robert Hope - Scotiabank Global Banking and Markets, Research DivisionMaurice Choy - RBC Capital Markets, Research DivisionBenjamin Pham - BMO Capital Markets Equity ResearchMark Jarvi - CIBC Capital Markets, Research DivisionJohn Mould - TD Cowen, Research Division Presentation Stephanie ParisVice President of Investor Relations & Corporate Strategy Good morning, everyone, and welcome to TransAlta's 2026 Investor Day. My name is Stephanie Paris, and I'm the Vice President of Investor Relations and Corporate Strategy. We're very pleased to have you all here with us in Toronto and joining us virtually as well. Today's presentation is being recorded, and a replay of the event and transcript will be posted on our website. As we begin our session, please note that this presentation includes forward-looking statements which are subject to risks and uncertainties, many of which are set forth on this slide. I encourage you to read the statements at your own convenience. This presentation also contains references to non-IFRS measures, including adjusted EBITDA and free cash flow. Such measures may not be comparable to those presented by other companies. Please refer to our MD&A for more information. All amounts referenced during this presentation are in Canadian dollars, unless noted otherwise. With us here today is a subset of the broader leadership team of TransAlta, including John Kousinioris, President and Chief Executive Officer; Joel Hunter, Executive Vice President, Finance and Chief Financial Officer; Chris Fralick, Executive Vice President, Generation; and Nancy Brennan, Executive Vice President, Legal and External Affairs. We're excited to discuss our strategic plan, the role of our assets in Alberta and key

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