Transcontinental Inc. Class A · TSX:TCL.A
Transcontinental Inc. Class A — Investor Presentation (March 2026)
14 slides from Transcontinental Inc. Class A's investor presentation, March 2026
Slide 1: Transcontinental Inc. Presentation to Investors
Transcontinental Inc. Presentation to Investors March 2026 www.tc.tc
Slide 2: Notes to readers
Notes to readers In this presentation, unless otherwise indicated, all financial data are prepared in accordance with International Financial Reporting Standards (IFRS) and the term ‘‘dollars’’ as well as the symbol ‘‘$’’ designate Canadian dollars. In this document, we also use non-IFRS financial m
Slide 3: Table of Contents
Table of Contents I. Pro forma Company Overview II. Our Operating Sectors III. Our Growth Strategy www.tc.tc
Slide 4: Investment Thesis: Strong Cash Flow Generation & Long-Term Vision
Our Operating Our Growth Pro Forma TC Sectors Strategy INVESTMENT THESIS: STRONG CASH FLOW GENERATION & LONG-TERM VISION Diversified operations in Retail Services & Printing and Media (Educational Publishing) sectors Leadership position in most of our segments driven by deep customer relationships a
Slide 5: Pro Forma Transcontinental At-a-Glance
Our Operating Our Growth Pro Forma TC Sectors Strategy PRO FORMA TRANSCONTINENTAL AT-A-GLANCE Core Value Proposition Net Sales Breakdown Retail Services & Printing Net by Sector Sales Composition by Segment Family-controlled business founded in 1976 9% 10% 5% 7% $1.2B 17% $1.1B Market leader in core
Slide 6: Pro Forma Transcontinental At-a-Glance (Cont'd)
Our Operating Our Growth Pro Forma TC Sectors Strategy PRO FORMA TRANSCONTINENTAL AT-A-GLANCE (CONT’D) We successfully shifted our portfolio towards growing market segments with favourable and actionable opportunities • Most notably, net sales for our high-growth ISM segment has expanded from $114M
Slide 7: Overview of Retail Services & Printing
Our Operating Our Growth Pro Forma TC Sectors Strategy OVERVIEW OF RETAIL SERVICES & PRINTING The Retail Services and Printing sector leverages advanced printing technologies and large capabilities to efficiently handle a combination of long and short runs for all types of publishers. High flyer pen
Slide 8: Overview of Retail Services & Printing (Cont'd): In-Store Marketing
Our Operating Our Growth Pro Forma TC Sectors Strategy OVERVIEW OF RETAIL SERVICES & PRINTING (CONT’D) IN-STORE MARKETING (ISM) We deliver Canada’s most comprehensive in-store marketing solutions, encompassing content creation, digital asset management, direct mail, specialty packaging, promotional
Slide 9: Overview of Media (Educational Publishing)
Our Operating Our Growth Pro Forma TC Sectors Strategy OVERVIEW OF MEDIA (EDUCATIONAL PUBLISHING) We are the #1 Canadian French-language educational publisher and distributor with a strong digital and EdTech presence • Extensive catalogue of nearly 17,500 educational titles • Coverage of all grade l
Slide 10: Strong Financial Position to Accelerate Growth Strategy
Our Operating Our Growth Pro Forma TC Sectors Strategy STRONG FINANCIAL POSITION TO ACCELERATE GROWTH STRATEGY Strong Financial Position Strategic Acquisitions • Pro forma FY2025 Adjusted EBITDA margin of • Drive continued acceleration of growth in the approximately 18% ISM segment and Media (Educat
Slide 11: Acceleration of Acquisition-Driven Growth
Our Operating Our Growth Pro Forma TC Sectors Strategy ACCELERATION OF ACQUISITION-DRIVEN GROWTH Industry-leading platform built Invested >$250M since 2013 Robust pipeline of actionable through strategic acquisitions over primarily to support growth activities ISM targets identified to support the p
Slide 12: Near-Term Value Creation Initiatives
Our Operating Our Growth Pro Forma TC Sectors Strategy NEAR-TERM VALUE CREATION INITIATIVES • Product & Service Expansion: Launch new offerings in ISM, expanded studio services, and AI-enabled workflows • Customer Penetration: Deepen engagement with existing clients Strategic Priorities • Cross-Sell
Slide 13: Our Long-Term Plan Remains Unchanged
Our Operating Our Growth Pro Forma TC Sectors Strategy OUR LONG-TERM PLAN REMAINS UNCHANGED Our Top Priorities Grow profits through accretive M&A People & Culture Transformation Diversification Deliver strong return on assets Cultivate a positive and Further solidify a leading Continue to diversify
Slide 14: Contact Information
Contact Information Yan Lapointe Senior Director, Investor Relations & Treasury Transcontinental Inc. 1 Place Ville Marie, Suite 3240 Montréal (QC) H3B 0G1 Telephone: 514 954-3574 yan.lapointe@tc.tc www.tc.tc
Transcontinental — Investor Presentation (March 2026) on 6ix