Perma-pipe International Holdings, Inc. · NASDAQ:PPIH
Perma-pipe International — Q2 2026 Earnings Presentation
9 slides from Perma-pipe International's earnings presentation, Sep 9, 2026
Slide 1: Second Quarter Fiscal 2026 Earnings Conference Call
Second Quarter Fiscal 2026 Earnings Conference Call NASDAQ: PPIH
Slide 2: Forward-Looking Statements and Use of Non-GAAP Measures
Forward-Looking Statements and Use of Non-GAAP Measures Chuck Heaton | Vice President, Human Resources Certain statements contained in this presentation, which can be identified by the use of forward-looking terminology such as “may,” “will,” “expect,” “continue,” “remains,” “intend,” “aim,” “should
Slide 3: Second Quarter Highlights
Second Quarter Highlights Saleh Sagr | President, Chief Executive Officer, and Director A global leader in pre-insulated piping, anti-corrosion coatings, and leak detection systems. Perma-Pipe delivers mission-critical infrastructure that moves, monitors, and protects energy, water, and thermal syst
Slide 4: Second Quarter and First Half Fiscal 2026 Performance
Second Quarter and First Half Fiscal 2026 Performance Matthew Lewicki | Chief Financial Officer FY2026 FY2025 All comparisons against the same period in the prior year. Source: Form 10-Q for the quarter ended July 31, 2026. Net sales ($M) Gross margin (%) Income from operations ($M) 109.8 32.9% 94.6
Slide 5: Balance Sheet, Liquidity, and Cash Flow
Balance Sheet, Liquidity, and Cash Flow Matthew Lewicki | Chief Financial Officer $31.8M $4.3M $13.3M New Global Credit Facility Cash and cash equivalents Net debt Operating cash flow, six months JPMorgan Chase | Closed August 25, 2026 From $18.7M at year-end From $13.8M at year-end Versus a $1.3M u
Slide 6: Momentum into the Second Half
Momentum into the Second Half Saleh Sagr | President, Chief Executive Officer, and Director The opportunities before Perma-Pipe are broader and greater than ever before, as is the company’s capacity to pursue and win them. We are confident in our ability to convert them into sustainable growth and l
Slide 7: Question and Answer Session
? Question and Answer Session Perma-Pipe International Holdings, Inc. | Nasdaq: PPIH 6
Slide 8: Thank You!
Thank You! Saleh Sagr | President, Chief Executive Officer, and Director Our Employees Our Customers and Partners Our Shareholders For their hard work and dedication around the For their trust in Perma-Pipe. For their continued confidence in the company. world. “Together, we are building a company t
Slide 9: Appendix: Adjusted Income Before Income Tax (Non-GAAP)
Appendix: Adjusted Income Before Income Tax (Non-GAAP) Reconciliation of GAAP to non-GAAP (in thousands) Q2 FY2026 Q2 FY2025 1H FY2026 1H FY2025 Income before income taxes (GAAP) 3,869 2,751 7,790 10,187 Non-recurring customer charge 3,952 — 3,952 — Ohio start-up costs 512 — 731 — Acceleration of ex
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