Tadiran Group Ltd · TASE:TDRN
Tadiran — Q2 2026 Earnings Presentation
28 slides from Tadiran's earnings presentation, August 2026
Slide 1: Investor Presentation, August 2026
TADIRAN GROUP INVESTOR PRESENTATION, AUGUST 2026
Slide 2: Forward looking information
Forward looking information This presentation was prepared by Tadiran exchange. This presentation includes a estimates and information regarding future company's assessments regarding the trends Group Ltd. (hereinafter: "the company" summary of the issues described in the events. The forward-looking
Slide 3: 65 years of industry leadership in Israel
65 years of industry Air Conditioning Energy leadership in Israel A leading Long -term business Engineering excellence consumer brand development in Israel and from development abroad to production across industries
Slide 4: Group: Consumer Goods and New Energy
GROUP CONSUMER GOODS NEW ENERGY Residential and Water Heating Consumer Data Center Solar systems Energy storage EV charging Aluminium Building skin Passive fire Commercial AC Solutions Electronics solutions systems stations profiles solutions protection extrusion products
Slide 5: Approx. 700 employees, 32,500 m2 of manufacturing
Approx.700 International employees Israeli Standards industry 32,500 M2 R&D of manufacturing Labs
Slide 6: Consumer Goods
ne t ANS ~TADIRAN Consumer Goods
Slide 7: Tadiran: the most reliable, Midrag 2025 survey
a” MIDRAG* - — 2025 — = TADIRA TADIRAN | THE MOST = RELIABLE! 2 YEAR AFTER YEAR, PROVEN TIME AND AGAIN. sia EB: ie 15.65% A F ACCORDING TO A SURVEY CONDUCTED BY MIDRAG AMONG roy 6.09% 183K 7.83 1.74% AIR CONDITIONING INSTALLERS, JULY 2025. oe oe || =
Slide 8: AC Solutions for All Segments
AC Solutions for All Segments Chillers and Hybrid Systems Water Heating Wall-mounted AC Mini-split VRF, MINI VRF Commercial AC Solutions Systems Systems AC and Heating Systems Development and Identification Advanced Local Production for the Private and Business Sectors of Technologies for New Produc
Slide 9: Leading Value Chain
Leading Value Chain Innovation and Growth Service Manufacturing Wide Range Supply Chain of Solutions Israeli R&D Industry-leading customer Manufacturing plant Department service for both consumer in Israel that meets Advanced import, and professional audiences. Representation international standards
Slide 10: Tadiran Update Your Life
ETTADIRAN S22. NS UPDATE. = YOUR LIFE
Slide 11: New Energy
. TADIRAN ~ «NEW ENERGY
Slide 12: Energy Sector
Energy Sector Tadiran Solar Tadiran Aluminum Solar energy systems Aluminum profile extrusion Tadiran Tadiran Arava Energy Solutions Design, engineering, Data center solutions, and installation of cladding and energy storage systems, curtain walls UPS products, vehicle VP Solar charging Solar energy
Slide 13: The group's strengths in the New Energy sector
The group's strengths in the New Energy sector Broad portfolio Management of Advanced supply Solutions for data of services complex chain for centers and products projects thousands Planning and Leading engineering of Management and Leading service international energy storage software systems brand
Slide 14: Tadiran Solar
Tadiran Solar Expertise: Import, design, distribution, and sale of products for assembling photovoltaic (PV) systems Products: Solar systems: Solar panels, aluminum mounting systems, current inverters and optimizers and storage systems.
Slide 15: Tadiran Energy Solutions
Tadiran Energy Solutions Expertise: • Products for Data Centers • Design, import, and distribution of energy storage systems • UPS systems • Charging solutions for electric vehicles. • 24/7 service Products: Storage Systems Data Center Solutions (Cooling, High and Low Voltage Electrical Panels, Busb
Slide 16: Tadiran Aluminum
Tadiran Aluminum Expertise and products: Factory & paint shop area approximately 5,000 m2 Extrusion of aluminum profiles for Manufacturing capacity approximately 650 tons per month the industrial sector. Specializing in Green factory: The manufacturing process uses natural gas profiles for the const
Slide 17: Tadiran Arava
Tadiran Arava Expertise: A comprehensive solution for building envelopes. Design, engineering, procurement, and installation of various dry-hanging systems.
Slide 18: Fire protection and ventilation solutions
Fire protection and ventilation solutions Factory expertise: Development, manufacture, installation, and distribution of passive fire protection products, smoke management, and related products for air ducts – with Israeli, European, and American standards. Products: Fire and smoke racks, silencers,
Slide 19: Distributor in Europe: VP Solar
Distributor in Europe: VP SOLAR was founded in 1999in Italy Expertise: Products: • Design, import, distribution, and trade Solar panels, inverters, energy storage systems, of energy solutions for the private and industrial market. construction systems, heat pumps, and electric • Photovoltaic systems
Slide 20: Cooperation with Schneider Electric in Data Centers
Cooperation with Schneider Electric in the field of Data Centers ▪ Tadiran is an EcoXpert partner of Schneider Electric . ▪ Authorized distributor and marketer of: ▪ Energy Systems - High-Voltage and Low-Voltage Switchboards ▪ UninterruptiblePower Supply (UPS) Systems ▪ Busbar Systems ▪ Cooling Syst
Slide 21: Financial results Q2-2026
Financial results NIS in millions Q2-2026 Revenues Gross profit Operating profit * Net profit (loss) EBITDA 551.7 479.3 103.4 89.9 52.3 35.0 39.9 23.9 18.8% 18.7% 17.6 9.5% 6.4% (43.7) 8.3% 5.0% 3.2% Q2-2025 Q2-2026 Q2-2025 Q2-2026 Q2-2025 Q2-2026 Q2-2025 Q2-2026 Q2-2025 Q2-2026 -9.1% *Operating pro
Slide 22: Financial results H1-2026
Financial results NIS in millions H1-2026 Revenues Gross profit Operating profit * Net profit (loss) EBITDA 961.0 872.4 178.0 163.2 81.4 71.0 18.7% 18.5% 50.3 39.9 22.3 8.5% 4.6% 5.2% (52.0) 8.1% 2.3% H1-2025 H1-2026 H1-2025 H1-2026 H1-2025 H1-2026 H1-2025 H1-2026 H1-2025 H1-2026 -6.0% *Operating pr
Slide 23: Results – Consumer Goods Division Q2-2026
Results – Consumer Goods Division NIS in millions Q2-2026 Revenues Q2-26 vs Q2-25 Gross profit Q2-26 vs Q2-25 Operating profit before other income (expenses) 228.9 Q2-26 vs Q2-25 216.1 -5.6% 63.7 59.1 7.8% 29.5% 25.8% 20.7 18.6 11.0% 8.1% 9.6% Q2-2025 Q2-2026 Q2-2025 Q2-2026 Q2-2025 Q2-2026
Slide 24: Results – Consumer Goods Division H1-2026
Results – Consumer Goods Division NIS in millions H1-2026 Revenues H1-26 vs H1-25 Gross profit H1-26 vs H1-25 Operating profit before other income (expenses) 410.3 H1-26 vs H1-25 387.0 -5.7% 109.4 102.7 6.5% 28.3% 31.6 25.0% 28.0 13.1% 8.2% 6.8% H1-2025 H1-2026 H1-2025 H1-2026 H1-2025 H1-2026
Slide 25: Results – Energy division Q2-2026
Results – Energy division NIS in millions Q2-2026 Revenues Q2-26 vs Q2-25 Gross profit Q2-26 vs Q2-25 Operating profit before other income (expenses) Q2-26 vs Q2-25 335.4 34.0% 250.3 39.6 30.7 28.8% 14.2 12.3% 11.7% 5.2 175.8% 4.2% 2.1% Q2-2025 Q2-2026 Q2-2025 Q2-2026 Q2-2025 Q2-2026 Order backlog o
Slide 26: Results – Energy division H1-2026
Results – Energy division NIS in millions H1-2026 Revenues H1-26 vs H1-25 Gross profit H1-26 vs H1-25 Operating profit before other income (expenses) 573.7 H1-26 vs H1-25 461.9 24.2% 68.3 18.4 60.3 13.4% 11.7 57.0% 13.0% 11.9% 3.2% 2.5% H1-2025 H1-2026 H1-2025 H1-2026 H1-2025 H1-2026 Order backlog o
Slide 27: Growth drivers
Growth drivers HVAC Data Centers Energy Residential and Comprehensive end -to-end Growing demand for commercial air solutions energy conditioning in Israel and Italy Israel’s EV charging market Israel’s energy storage is expected to grow to market is expected to ~1.5 GW by 2031, grow to ~30 GWh by r
Slide 28: Tadiran Group
TADIRAN GROUP INVESTOR PRESENTATION, AUGUST 2026