Slide 1: Earnings Release Presentation Q4 2025
Earnings Release Presentation Q4 2025 TSX: MATR
Slide 2: Forward Looking Information
Forward Looking Information Q4 2025 This presentation contains forward-looking information within the meaning Additional information on the risks and uncertainties on the Company’s of applicable securities laws. Words such as "may", "will", "should", business can be found in the Company’s current An
Slide 3: Highlights – Q4 2025
Highlights – Q4 2025 REVENUE $315M $312M Growth $208M ► Adjusted EBITDA more than doubled year-over-year ► Strong contribution from AmerCable ► Strengthening performance in Composites Technologies segment ► Rising wire & cable participation in US data center and utility markets ► Typical seasonal cy
Slide 4: Highlights – FY 2025
Highlights – FY 2025 REVENUE $1.3B Growth ► Significant year-over-year revenue & Adjusted EBITDA expansion $0.9B ► EBITDA growth in both segments ► Strong first-year results from AmerCable acquisition ► Rising wire & cable participation in US data center and utility markets ► Increased sales and mar
Slide 5: Financial Results – Q4 2025
Financial Results – Q4 2025 Total Continuing Connection Composite Operations Technologies Technologies Revenue Revenue Revenue $312.5M $190.7M $121.8M + 50% + 118% + 1% Adj. EBITDA Adj. EBITDA Adj. EBITDA $31.8M $24.2M $14.8M + 150% + 143% + 57% Adj. EBITDA Margin: Adj. EBITDA Margin: Adj. EBITDA Ma
Slide 6: Financial Results – FY 2025
Financial Results – FY 2025 Total Continuing Connection Composite Operations Technologies Technologies Revenue Revenue Revenue $1.3B $738.7M $529.8M + 43% + 107% - 0% Adj. EBITDA Adj. EBITDA Adj. EBITDA $154.8M $96.2M $80.5M + 43% + 69% + 11% Adj. EBITDA Margin: Adj. EBITDA Margin: Adj. EBITDA Margi
Slide 7: Cashflow and Net Debt – Q4 2025
Cashflow and Net Debt – Q4 2025 Net-Debt-to- Adjusted EBITDA Ratio 3.11x Including Lease Obligations CAPEX $52.3M FY 2025 $35-$45M Estimated FY 2026 Strong cash generation in Q4 2025. Excess cash primarily allocated to debt repayment Q4 ‘25 EARNINGS RELEASE PRESENTATION 7
Slide 8: 2026 Market Assumptions – Rapidly Changing Macro-Environment Persists
2026 Market Assumptions – Rapidly Changing Macro-Environment Persists CONNECTION TECHNOLOGIES COMPOSITE TECHNOLOGIES North American Power Generation and Distribution Activity North American Retail Fuel Station Construction Activity Continued expansion Continued expansion Global Mining Activity N
Slide 9: 2026 Outlook and Priorities
2026 Outlook and Priorities 2026 vs 2025 Adjusted EBITDA Outlook 2026 Strategic and Operational Priorities Total Mattr Growth Execution Similar to or slightly below Capturing growth in Xerxes Levering improved fuel and water markets manufacturing footprint to deliver rising efficiency Connection
Slide 10: Positioned to Deliver Long-Term Value
Positioned to Deliver Long-Term Value Serving critical infrastructure markets through highly respected brands & differentiated technologies Operating from a modernized manufacturing footprint with rising productivity & efficiency Benefitting from long-term critical infrastructure fundamentals
Slide 11: Thank you.
@ = Thank you. Infrastructure Technologies