Slide 1: Fiscal 2025 – Q3 Earnings Presentation
Fiscal 2025 – Q3 Earnings Presentation August 6, 2025
Slide 2: Safe Harbor Statements and Important Information
Safe Harbor Statements and Important Information Magnera Corporation (NYSE: MAGN) serves 1,000+ customers worldwide, offering a wide range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products
Slide 3: Today's Presenters
Today’s Presenters Curt Begle Jim Till Robert Weilminster Chief Executive Officer Chief Financial Officer EVP, Investor Relations 3
Slide 4: Agenda
Agenda 1. Magnera Update 2. Quarter Highlights 3. Consolidated Performance 4. Region Performance 5. Q&A 4
Slide 5: A Global Leader
A Global Leader 57% 51% Revenue by 49% Revenue by Global Capabilities Category Division 43% Serving Customers Around the World with Our Expansive Global Capabilities Innovation Expertise Consumer Solutions Personal Care Americas Rest of World Solutions to Accelerate our Customers’ Goals by Solving E
Slide 6: Global Leadership Across Key Product Categories
Global Leadership Across Key Product Categories Mission Critical Products That Improve Everyday Lives Wipes Home, Food & Beverage Infrastructure Critical wipe solutions to keep Leading filtration and packaging Rugged, high-performance solutions for people healthy products to protect and store food b
Slide 7: Manufacturing Sites and Global Centers of Excellence
Manufacturing Sites and Global Centers of Excellence Broad global facility network, well-positioned to serve global CPGs and regional customers NORTH AMERICA • Gatineau, Canada • North Bay, Canada • Asheville, NC USA • Augusta, KY USA • Benson, NC USA • Fort Smith, AR USA • Madison, TN USA • McAlest
Slide 8: Product Innovation Spotlight - Sontara EcoRE Bags
Product Innovation Spotlight - Sontara EcoRE Bags IDEA® Long-Life Innovation Achievement Award Winner • Compostable(1) – Leveraging our proprietary technology, we created a first of its kind home compostable bag. • Strength and Performance – EcoRE’s value in use offers a cost-effective compostable a
Slide 9: Product Innovation Spotlight - Typar Liquid Flashing
Product Innovation Spotlight - Typar Liquid Flashing Innovation for superior weather protection • Easy Installation - maintains good workability even in cold conditions • Multi-Surface Compatibility - works on wood products (OSB, plywood), masonry (concrete), plastics (PVC), glass, metals, and archi
Slide 10: Our Path to Success
Our Path to Success Building a specialty materials business leader positioned for growth Stabilize Optimize Grow • Successful integration • Strategic • Value creation and • Exceptional customer transformation growth service • Operational excellence • Innovation excellence • Brand launch • Organizati
Slide 11: Q3 2025 Highlights
Q3 2025 Highlights • FY2025 Guidance confirmed • Optimization of the business continues • Pockets of resilience in our portfolio validating our scale as a product leader • Market remains tempered Nanhai, China 11
Slide 12: Fiscal 3rd Quarter Financial Performance
Fiscal 3rd Quarter Financial Performance Revenue -5% -9% $883 $839 $100 $91 • Stable volumes in Consumer Solutions offset with competitive pressures from imports in South America and general market softness in Europe Adjusted EBITDA Revenue Adjusted EBITDA • Softer volumes along with unfavorable Q3
Slide 13: Americas Performance
Americas Performance -13% Revenue -7% $506 $70 $473 $61 • Personal Care volumes primarily being impacted by softness in South America Adjusted EBITDA • Cost discipline offset with softer volumes and negative price/cost from Revenue Adjusted EBITDA unfavorable product mix Q3 24 Q3 25 13 Note: $ in mi
Slide 14: Rest of World Performance
Rest of World Performance Revenue -3% $377 $366 $30 $30 • General market softness Adjusted EBITDA • Favorable price/cost resulting from energy Revenue Adjusted EBITDA inflation recovery and cost reduction Q3 24 Q3 25 efforts 14 Note: $ in millions; prior year metrics are presented on a comparable ba
Slide 15: Capital Allocation Approach
Capital Allocation Approach Cash Flow • Focus on deleveraging towards target From Operations Capex • No near-term debt maturities Portfolio Improvement 2-3% near term • Execution on portfolio rationalization Leverage Target 3X 15
Slide 16: Contact Us
Contact Us Investors: Robert Weilminster ir@magnera.com
Slide 17: Appendix
MAGN So Magnera LISTED NYSE Appendix
Slide 18: Fiscal 3rd Quarter: Net Sales and Adjusted EBITDA Bridges
Fiscal 3rd Quarter: Net Sales and Adjusted EBITDA Bridges Consolidated Revenue Americas EBITDA $900 $327 $883 $80 $839 -$9 $75 $800 -$28 -$7 $11 $70 $70 $700 $65 -$1 $61 $59 $60 -$3 $600 $556 -$5 $55 $500 $50 Q3 2024 Adjustments Q3 2024 M&A Volume Price Q3 2025 Q3 2024 Adjustments Q3 2024 M&A Volume
Slide 19: Reconciliation of Non-GAAP Measures and Estimates
Reconciliation of Non-GAAP Measures and Estimates Reconciliation of Net sales and Adjusted EBITDA on a supplemental comparable basis by segment 19 Note: $ in millions; adjustments include acquisition/merger and FX
Slide 20: Reconciliation Footnotes
Reconciliation Footnotes 20
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