Slide 1: First Quarter Earnings Call
First Quarter Earnings Call May 5, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements that reflect, when made, Versigent’s current views with respect to current events, business plans and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating
Slide 3: Versigent at a Glance
Versigent at a Glance Industry-leading provider of low and high voltage power, signal, and data distribution 2025 Revenue | $8.8B 2026 Key Metrics Product Groups Regions End Markets High North Commercial Other Revenue guidance $9,100 – $9,400 Voltage America Vehicle Industrials 11% 40% 10% <1% Rest
Slide 4: Versigent's Advanced Electrical Architectures
Versigent’s Advanced Electrical Architectures Feature Trusted Engineered Content Enabling Partner for Impact Driven Growth High demand for greater Versigent's advanced Proprietary tools, Versigent's growth is driven features, power and data. solutions are featured combined with disciplined by increa
Slide 5: Business Priorities
Business Priorities Unlocking value for shareholders as an independent company Further strengthen market leading position • Increase share by leveraging full-service capabilities and best-in-class operating model • Leverage scale and capabilities in Automotive and other high-value end markets Contin
Slide 6: Highlights
Highlights NYSE Listing & Strong Book of Complex Premium Adjacent Market Public Launch Business Platform Expansion Launched as an independent $2.6 B in bookings in Q1 In Q1, successfully started Began production on energy public company on April 1st, production on a highly storage-related program, m
Slide 7: First Quarter Regional Highlights
First Quarter Regional Highlights REVENUE: +9% YoY, $2,212 million; Adjusted revenue growth(1) +3% YoY AMERICAS ASIA-PACIFIC EMEA • +6% YoY adjusted revenue growth • +12% YoY adjusted revenue growth • (-12%) YoY Adjusted revenue growth • New business wins: Major SUV • New business wins: Multiple OEM
Slide 8: First Quarter Financial Results
First Quarter Financial Results
Slide 9: First Quarter Results
First Quarter Results Q1 2026 Q1 2025 YoY Commentary ($ Millions) • Adjusted revenue growth(1) +3% • Growth driven by higher volumes in North America Revenue $2,212 $2,024 +9% and Asia Pacific • Results achieved despite lower global automotive production • Reflects disciplined operating execution an
Slide 10: First Quarter 2026 Revenue
First Quarter 2026 Revenue Revenue Revenue +9% YoY to $2,212 million $ Millions • Growth driven by volume / higher foreign exchange and +9% commodities pass-throughs +3% adj • Strong growth achieved despite lower global automotive production $122,0 $2212,0 • Adjusted revenue growth(1) +3% $66,0 Regi
Slide 11: First Quarter 2026 Adjusted EBITDA
First Quarter 2026 Adjusted EBITDA(1) Adjusted EBITDA Adjusted EBITDA +3% YoY to $203 million $ Millions • Driven by operating execution and higher volumes • Partially mitigated by higher commodity cost and foreign currency impacts +3% Operational Drivers $20,0 • Volume driven Adjusted EBITDA contri
Slide 12: Cash Flow & Financial Position
Cash Flow & Financial Position Cash Flow Q1 2026 Q1 2025 Strong Q1 2026 Financial Position ($ in millions) Cash from Operations $36 $40 • Solid corporate credit rating Less: CapEx $66 $37 • S&P BB │ Moody BB+ │ Fitch BB+ Free Cash Flow (1) $(30) $3 • $1.1 billion total Liquidity available • $282 mil
Slide 13: Re-affirming Our 2026 Financial Guidance
Re-affirming Our 2026 Financial Guidance ($ Millions) FY 2026 FY 2025 Carve Out REPORTED REVENUE $9,100 – $9,400 $8,818 Adjusted Revenue Growth %(1) 2% 4% ADJUSTED EBITDA(1) $950 – $1,030 $893 Adjusted EBITDA Margin 10.7% 10.1% $200 – $300 FREE CASH FLOW(1) Inclusive of ~$70M of $481 separation cost
Slide 14: Capital Allocation Strategy
Capital Allocation Strategy Capital Allocation Framework Free Cash Flow(1) Dividend policy ~$1B • Board approved dividend policy targeting $0.13 per share, per quarter • Initial dividend to be declared and paid at future date as, when, and if, declared Cumulative Share repurchase program FCF Generat
Slide 15: Summary
Summary Continued strong execution in a dynamic environment Delivered solid 1Q performance with strong revenue growth and resilient operating execution in a dynamic environment Successfully completed separation, now an independent industry leader with a differentiated operating model and strong fina
Slide 16: Versigent Investment Thesis
Versigent Investment Thesis Secular trends driving demands for higher speed, data, and power distribution across vehicles Differentiated as a full-service solutions provider for OEMs across comprehensive product portfolio Industry-leading scale in automotive with rigorous and best-in-class operating
Slide 17: Appendix
Appendix OW Versigent
Slide 18: Definitions of Non-GAAP Financial Measures
Definitions of Non-GAAP Financial Measures Adjusted Revenue Growth Adjusted Revenue Growth is presented as a supplemental measure of the Company’s financial performance which management believes is useful to investors in assessing the Company’s ongoing financial performance that, when reconciled to
Slide 19: Non-GAAP Financial Metrics: Adjusted Revenue Growth
Non-GAAP Financial Metrics: Adjusted Revenue Growth Q1 2026 FY 2026(1) Reported net sales % change 9% 5% Less: foreign currency exchange and commodities 6% 3% Adjusted revenue growth 3% 2% Reported Net Adjusted Q1 2026 FX/Comm Adj. % Sales % Change Revenue Growth Americas 10% (4%) 6% Asia-Pacific 16
Slide 20: Non-GAAP Financial Metrics: Adjusted EBITDA
Non-GAAP Financial Metrics: Adjusted EBITDA ($ millions) Q1 2025 Q1 2026 FY 2026(1) Net income attributable to Versigent 95 78 345 Interest expense 2 5 105 Income tax (benefit) expense 29 (9) 100 Net income attributable to noncontrolling interest 1 3 15 Depreciation and amortization 52 61 235 EBITDA
Slide 21: Non-GAAP Financial Guidance Metrics: Free Cash Flow
Non-GAAP Financial Guidance Metrics: Free Cash Flow ($ millions) Q1 2025 Q1 2026 FY 2026(1) Net cash provided by operating activities 40 36 490 Less: capital expenditures (37) (66) (240) Total Free Cash Flow 3 (30) 250
Slide 22: Non-GAAP Financial Metrics: Net Debt and Net Leverage
Non-GAAP Financial Metrics: Net Debt and Net Leverage ($ millions) March 31, 2026 Short-term Debt 67 Long-term Debt 2,074 Total Debt 2,141 Less: Cash and Cash Equivalents 282 Net Debt at end of period 1,859 Adjusted TTM EBITDA 898 Net Leverage 2.1x
Slide 23: Non-GAAP Financial Metrics: Trailing Twelve Months of Adjusted EBITDA
Non-GAAP Financial Metrics: Trailing Twelve Months (TTM) of Adjusted EBITDA TTM ($ millions) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Adjusted EBITDA Net income attributable to Versigent 107 109 217 78 511 Interest (income) expense - (3) (1) 5 1 Income tax (benefit) expense 21 54 (110) (9) (44) Net income at
Slide 24: Versigent
) Versigent