A Compelling Investment Opportunity slide image

A Compelling Investment Opportunity

KMI GAAP Reconciliation $ in millions KINDER MORGAN Reconciliation of DCF Net Income Noncontrolling interests (a) Preferred stock dividends Net Income available to common stockholders Total Certain Items Adjusted Earnings DD&A JV DD&A(b) Total book taxes (c) Yr. Ended 12/31/18 $ 1,919 (310) (128) 1,481 501 JV DD&A (i) 1,982 Book taxes (c,j) 2,392 Interest, net before Certain Items 360 Adjusted EBITDA Reconciliation of Adjusted EBITDA Net Income Total Certain Items Noncontrolling interests (h) DD&A Yr. Ended 12/31/18 $ 1,919 501 (252) 2,392 390 727 1,891 $ 7,568 710 Cash taxes (d) (77) Certain Items Sustaining capex (e) (652) Fair value amortization Other(f) 15 Legal and environmental reserves Distributable Cash Flow (DCF) $ 4,730 Change in fair market value of derivative contracts Reconciliation of Segment EBDA before Certain Items Segment EBDA $ 7,403 Certain Items impacting segments Segment EBDA before Certain Items 269 7,672 Losses on impairments and divestitures, net Hurricane damage Refund and reserve adjustment of taxes, other than income taxes Noncontrolling interests' portion of Certain Items Other Subtotal Reconciliation of net debt Book tax Certain Items Outstanding long-term debt(g) Current portion of debt Foreign exchange impact on hedges for Euro debt outstanding 50% KML preferred equity Less: cash & cash equivalents Net Debt KML distribution to restricted voting shareholders Foreign exchange gain on hedge for our share of TMPL sale proceeds Adjusted Net Debt $ 33,105 3,388 (76) 215 (3,280) 33,352 890 (91) $ 34,151 Impact of 2017 Tax Cuts and Jobs Act Total Certain Items (34) 63 80 317 (24) (51) 240 4 595 (58) (36) $ 501 a) Represents net income allocated to third-party ownership interests in consolidated subsidiaries, including ($240) million of noncontrolling interests' portion of Certain Items. b) Reduced by the noncontrolling interests' portion of KML DD&A of ($30) million. c) Includes KMI share of unconsolidated C corp JVs' book taxes, net of the noncontrolling interests' portion of KML book taxes of $65 million, and excludes book tax certain items of $58 million. d) Includes cash taxes for our share of unconsolidated C corp JVs (Citrus, Plantation, NGPL) and state taxes. e) Includes JV Sustaining Capex of $105 million. Excludes the noncontrolling interests' portion of KML sustaining capital expenditures. f) Primarily non-cash compensation associated with our restricted stock program partially offset by pension and retiree medical contributions. g) Excludes Kinder Morgan G.P. Inc.'s $100 million preferred stock due 2057 and debt fair value adjustments. h) Represents 3rd party share of consolidated JVs excluding KML noncontrolling interests of ($58) million, and including ($240) million of noncontrolling interests' portion of Certain Items. i) JV DD&A is not reduced by the noncontrolling interests' portion of KML DD&A of ($30) million. j) Represents Total book taxes plus noncontrolling interests' portion of KML book taxes of $17 million. 46
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