TransAlta publishes Q3 2026 results conference call transcript
TAC•TransAlta reported quarterly adjusted EBITDA of CAD 264 million and free cash flow of CAD 93 million, reaffirming full-year guidance. Definitive agreements for its Boreal data center project likely will shift to early 2027.
1. Quarterly results
TransAlta’s November 3 earnings call included CEO Joel Hunter, CFO Mike Politeski and COO Chris Fralick. Adjusted EBITDA was CAD 264 million and free cash flow was CAD 93 million; the company reaffirmed full-year guidance.
2. Projects and transactions
Definitive agreements for the Boreal data center project likely will shift to early 2027, pending clarity on available generation capacity. Battle River units will be mothballed, and the mothball outage for Sundance 6 will be extended, preserving capacity for potential data center demand. October transactions included a USD 1 billion Colorado acquisition and the USD 305 million sale of a 49% stake in the Oklahoma wind portfolio.
