1、October 30th,2025/12:00PM GMT,TotalEnergies 3Q2025 Earnings Call CORPORATE PARTICIPANTS Patrick Pouyann-TotalEnergies SE-Chairman&CEO Jean-Pierre Sbraire-TotalEnergies SE-CFO Q&A PARTICIPANTS Lydia Rainforth-Barclays Michele Della Vigna-Goldman Sachs Douglas Leggate-Wolfe Research Biraj Borkhataria-

2、RBC Martijn Rats-Morgan Stanley Kim Fustier-HSBC Matt Lofting-JPMorgan Irene Himona-Bernstein Christopher Kuplent-Bank of America Lucas Herrmann BNP Paribas Exane Peter Low-Rothschild&Co.Redburn Paul Cheng-Scotiabank Henri Patricot-UBS Jason Gabelman-TD Cowen October 30th,2025/12:00PM GMT,TotalEnerg

3、ies 3Q2025 Earnings Call PRESENTATION Patrick Pouyann-TotalEnergies SE-Chairman&CEO Good afternoon,good morning,everyone.Before Jean-Pierre goes through the details of the third quarter results,I would like to make a few opening comments.Almost exactly one month ago,we updated you with our strategy

4、during our Capital Markets Day in New York.And we had four key messages:consistency and resilience of our two-pillar strategy;strong and secure production growth in our Oil and Gas business;accretive cash flow generation;and capital discipline.I believe that these Companys strong third quarter resul

5、ts,Jean-Pierre will detail with you,perfectly illustrate these key catalysts and highlights of the value proposition of our consistent and profitable growth model.Strategy is clearly in motion and is translating into more cash flow even in a more challenging environment.Indeed,despite oil pricing dr

6、opping by more than$10/b year-on-year,the cash flow for the third quarter increased by 4%and adjusted net income for the third quarter held steady.Why?Primarily for two reasons.First,the hydrocarbon production growth is a reality and is highly accretive.The new project barrels coming online,such as