Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Investor Presentation (November 2025)
17 slides from Baylin Technologies's investor presentation, November 2025
Slide 1: Investor Presentation November 2025
WHEN CONNECTIONS COUNT Invest or Present at ion November 2025 Confidential © 2025 Baylin Technologies. All rights reserved. 1
Slide 2: Forward-Looking Statements
WHEN CONNECTIONS COUNT FORWARD-LOOKING STATEMENTS This presentation may include “forward-looking information” and “forward-looking statements” (together, “forward-looking statements”) within the meaning of applicable securities laws. Forward-looking statements are not statements of historical fact.
Slide 3: Baylin Technologies company overview
WHEN CONNECTIONS COUNT Baylin Technologies designs and manufactures equipment that is critical to enabling global communications. The Company is Satellite Connectivity Infrastructure Antennas Embedded Antennas positioned as a leader in specialized, high-powered solutions that leading companies and N
Slide 4: Wireless Infrastructure Example Deployments
WHEN CONNECTIONS COUNT Wireless Infrastructure Example Deployments Key Facts: • Sales across every major North American carrier (one of only two approved vendors) • Momentum breaking open European market • Awarded Manhattan and all of NYC for outdoor small cells by two major companies • Major Stadiu
Slide 5: Embedded Antennas
WHEN CONNECTIONS COUNT Embedded Home Automation IOT Antennas When RF quality matters, we Home & Enterprise Networking M2M Custom Engineered IOT engineer and manufacture products which are embedded Public Safety Embedded Infrastructure into our customer’s end products for use by their customers. Cons
Slide 6: Satcom high power satellite communications
WHEN CONNECTIONS COUNT Satcom high power satellite communications We do not put things in space. We do not make satellite dishes. We engineer and manufacture high powered RF equipment which makes satellite communications work. Example Uses: • The NFL Super Bowl & the Masters golf tournament broadcas
Slide 7: We work with the world's largest communications companies
WHEN CONNECTIONS COUNT We work with the world’s largest communications companies Infrastructure Antennas Embedded Antennas Satellite Communications Distribution Partners Confidential © 2025 Baylin Technologies. All rights reserved. 7
Slide 8: Market Momentum
WHEN CONNECTIONS COUNT M ARKET M OMENTUM Key Items • ‘24 was the lowest capital spend in North America in the last 6, and dollar adjusted in the last 10 • Infrastructure grew 40% (outlier) • Embedded grew 23% • Satcom was flat • ‘25 • Infrastructure continues growth • Satcom lower due to US Gov • ‘2
Slide 9: Turnaround & Growth
WHEN CONNECTIONS COUNT T URNAROUND & G ROWTH Baylin Historical FInancial Performance adjusted for Mobile Business Divestiture 100.0 Leadership Mobile 50.0% Transition Divestiture 42.7% 41.5% 80.0 37.0% 38.9% 40.0% Key Items 28.9% • Retired legacy products while launching multiple new higher margin p
Slide 10: Declining Debt
WHEN CONNECTIONS COUNT DECLINING DEBT Debt/Net Debt Progress 45,000 40,000 35,000 30,000 25,000 • Net Debt, decreased from $24.2 20,000 million to $13.2 million 15,000 10,000 5,000 - Jun/20 Dec/20 Jun/21 Dec/21 Jun/22 Dec/22 Jun/23 Dec/23 Jun/24 Dec/24 Jun/25 Debt Net Debt Poly. (Debt) Poly. (Net De
Slide 11: Future Growth
Future Growth Inorganic Growth through M&A Organic Growth & New Margin Products Expansion New New Logos & Markets Expansion within Existing Relationships
Slide 12: Why Invest?
WHEN CONNECTIONS COUNT WHY INVEST? • Baylin is well positioned to benefit from the improving investment cycle • Infrastructure – growing share in a down year (‘24) leading to further growth in higher spending years (‘25 and ‘26) • Embedded – growing in a market that has a CAGR of 7-10%/year • Satcom
Slide 13: Appendix
WHEN CONNECTIONS COUNT Appendix Confidential Confidential © 2025 © 2023 Baylin Baylin Technologies. Technologies All All rights rights reserved. reserved. 13
Slide 14: Management Team
Management Team Leighton Carroll John Dakas Whit Martin Cliff Gary John Restivo CEO and Director VP Embedded VP Wireless Infrastructure Chief Financial Officer President , Advantech Antenna Group Wireless Leighton was appointed Whit joined the Company in 2018 Cliff has a solid financial CEO of Bayli
Slide 15: Board of Directors
Board of Directors Barry J. Reiter | Lead Director Jeffrey C. Royer | Chairman Mr. Reiter is a senior partner of Bennett Jones LLP, and acts as the Chair of both the Mr. Royer is a private investor with interests in telecommunications, Technology, Media & Entertainment Group and the Corporate Govern
Slide 16: Capital Structure
Capital Structure CAPITALIZATION SHAREHOLDERS Shares outstanding1 152.5 M Options1 (average exercise price CAD 8.1 M Retail $.30) Investors Share price1 CAD $.31 26% Market cap1 $47.3 M Cash and Cash Equivalents2 $5.3 M Management & Total Debt2 $16.7 M Board… Enterprise Value $58.7 M 2024 Gross Marg
Slide 17: Thank You
WHEN CONNECTIONS COUNT Thank You For more information, please contact: investor.relations@baylintech.com © 2024 Galtronics Corporation Ltd. All rights reserved. 17
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