Tadiran Group Ltd · TASE:TDRN
Tadiran — Q3 2025 Earnings Presentation
28 slides from Tadiran's earnings presentation, November 2025
Slide 1: Investor Presentation November 2025
INVESTOR PRESENTATION GROUP NOVEMBER2025
Slide 2: Forward looking information
Forward looking information This presentation was prepared by Tadiran the Securities Authority and the stock reasonable, that are inherently uncertain, are based, among other things, on the Group Ltd. (hereinafter: "the company" exchange. This presentation includes a estimates and information regard
Slide 3: 65 years of industry leadership in Israel
65 years of industry Air Conditioning Renewable Energy leadership in Israel A leading Long -term business Engineering excellence consumer brand development in Israel and from development abroad to production across industries
Slide 4: Group: Consumer and New Energy
GROUP + CONSUMER NEW ENERGY GOODS Residential and Water Heating Consumer Solar systems Energy storage EV charging Aluminium Building skin Production, Commercial AC Solutions Electronics systems stations profiles (painted solutions installation and and unpainted) sale of passive fire protection produ
Slide 5: Israeli industry, employees, manufacturing and R&D labs
Over 700 International employees Israeli Standards industry 37,500 M2 R&D of manufacturing Labs
Slide 6: Tadiran Consumer Goods
-TADIRAN Consumer Goods
Slide 7: Midrag 2025: Tadiran most reliable
” MIDRAG" — 2025 — = 4 TADIRAN TADIRAN i THE MOST | RELIABLE! FUIITSU DAKIN 17.78% 19.65% Rl YEAR AFTER YEAR, PROVEN TIME AND AGAIN. sarong MSIE TE ACCORDING TO A SURVEY CONDUCTED BY MIDRAG AMONG bo GD TET 1Jhy Ys AIR CONDITIONING INSTALLERS, JULY 2025. oe oe al |
Slide 8: Schneider Electric - Strategic Partnership in Data Center Solutions
Schneider Electric - Strategic Partnership in Data Center Solutions In 2025, Tadiran signed a cooperation agreement with Schneider Electric Israel, the representative of Schneider Electric Global, a leading multinational corporation in the fields of energy management and automation. Under the agreem
Slide 9: AC Solutions for All Segments
AC Solutions for All Segments Advanced Cooling Chillers and Hybrid Systems Water Heating Wall-mounted AC Mini-split VRF, MINI VRF Solutions for Data Commercial AC Solutions Systems Centers Systems AC and Heating Systems Development and Identification Advanced Local Production for the Private and Bus
Slide 10: Leading Value Chain
Leading Value Chain Innovation and Growth Service Manufacturing Wide Range Supply Chain of Solutions Israeli R&D Industry-leading customer Manufacturing plant Department service for both consumer in Israel that meets Advanced import, and professional audiences. Representation international standards
Slide 11: My Tadiran
MY TADIRAN THE NEW WAY TO CONTROL YOUR AIR CONDITIONING AT HOME
Slide 12: New Energy
_. TADIRAN NEW ENERGY
Slide 13: Steady Business Growth In the New Energy Sector
Steady Business Growth In the New Energy Sector Tadiran Solar Tadiran Aluminum Complete solution for solar Aluminum profile energy systems manufacturing and painting factories Tadiran Tadiran Arava Energy Solutions Design, engineering, Energy storage systems, and installation of cladding, UPS produc
Slide 14: Fields of expertise
Fields of expertise Energy Storage Solar Systems Electric Vehicle Charging UPS Systems Segments: Residential, Commercial, Import, sale, and distribution DC+AC charging stations Systems to provide critical backup and Solar Fields of solar systems: panels, inverters and mounting systems Aluminium Prof
Slide 15: The group's strengths in the New Energy sector
The group's strengths in the New Energy sector Broad portfolio Management of Advanced supply of services complex chain for and products projects thousands Planning and Leading engineering of Management and Leading service international energy storage software systems energy brands solutions
Slide 16: Tadiran Solar
Tadiran Solar Expertise: Import, design, distribution, and sale of products for assembling photovoltaic (PV) systems that enable direct conversion of solar energy into electricity. Products: Solar systems: Solar panels, aluminum mounting systems, current inverters and optimizers and storage systems.
Slide 17: Tadiran Energy Solutions
Tadiran Energy Solutions Expertise: Design, import, and distribution of energy storage systems for segments: • Home, commercial, and solar fields. • Many years of expertise in UPS systems for data centers • 24/7 service. • Charging solutions for electric vehicles. Products: Energy storage, vehicle c
Slide 18: Tadiran Aluminum
Tadiran Aluminum Expertise: Manufacturing and painting of Factory & paint shop area approximately 10,000 m2 aluminum profiles for the industrial Manufacturing capacity approximately 700 tons per month sector. Specializing in profiles for Green factory: The manufacturing process uses natural gas the
Slide 19: Tadiran Arava
Tadiran Arava Expertise: A comprehensive solution for building envelopes. Design, engineering, procurement, and installation of various dry-hanging systems. The cladding is primarily performed using various high-durability component materials, unique curtain wall systems, and BIPV (building-integrat
Slide 20: Fire protection and ventilation solutions
Fire protection and ventilation solutions Factory expertise: Development, manufacture, installation, and distribution of passive fire protection products, smoke management, and related products for air ducts – with Israeli, European, and American standards. Products: Fire and smoke racks, silencers,
Slide 21: Distributor in Europe: VP Solar
Distributor in Europe: VP SOLAR was founded in 1999in Italy Expertise: Products: • Design, import, distribution, and trade Solar panels, inverters, energy storage systems, of energy solutions for the private and industrial market. construction systems, heat pumps, and electric • Photovoltaic systems
Slide 22: Financial results Q3-2025
Financial results NIS in millions Q3-2025 Revenues Gross profit Operating profit * Net profit EBITDA 599.0 523.4 124.7 67.2 104.6 53.7 55.8 40.4 32.8 20.8% 20.0% 22.2 9.0% 11.2% 7.7% 10.7% 5.5% 4.2% Q3-2024 Q3-2025 Q3-2024 Q3-2025 Q3-2024 Q3-2025 Q3-2024 Q3-2025 Q3-2024 Q3-2025 * Operating profit be
Slide 23: Financial results 9M-2025
Financial results NIS in millions 9M-2025 Revenues Gross profit Operating profit * Net profit EBITDA 1,416.1 1,395.9 281.4 267.8 135.2 126.8 94.5 80.3 42.6 19.9% 19.2% 9.5% 9.1% 6.7% 5.8% 3.0% 9M-2024 9M-2025 9M-2024 9M-2025 9M-2024 9M-2025 9M-2024 9M-2025 9M-2024 9M-2025 -2.1% -29.8 * Operating pro
Slide 24: Results – Consumer Goods division
Results – Consumer Goods division NIS in millions Revenues Q3-25 and Q3-24 Gross profit Q3-25 and Q3-24 Operating profit Q3-25 and Q3-24 318.4 265.8 -16.5% 84.9 -17.0% 70.5 35.4 30.8 26.7% 26.5% 11.1% -12.8% 11.6% Q3-2024 Q3-2025 Q3-2024 Q3-2025 Q3-2024 Q3-2025 Revenues 9M-25 and 9M-24 Gross profit
Slide 25: Results – Energy division
Results – Energy division NIS in millions Revenues Q3-25 and Q3-24 Gross profit Q3-25 and Q3-24 Operating profit before other expenses Q3-25 and Q3-24 280.4 257.5 39.7 -8.2% 34.0 -14.3% 18.2 14.1% 13.2% 9.5 6.5% -47.9% 3.7% Q3-2024 Q3-2025 Q3-2024 Q3-2025 Q3-2024 Q3-2025 Revenues 9M-25 and 9M-24 Gro
Slide 26: Results – Energy division
Results – Energy division NIS in millions Revenues Q3 2025/2024 Revenues 9M 2025/2024 214.9 -29.1% 496.9 -12.0% 437.3 152.2 60.4% 45.8% 105.2 282.1 193.5 65.6 Energy - Israel Energy - Europe Energy - Israel Energy - Europe Q3-2024 Q3-2025 9M-2024 9M-2025 Operating profit – VP Solar Operating profit
Slide 27: Strategic plan Tadiran 2026
Strategic plan Tadiran 2026 2026 NIS Revenues 2026: Energy 2.5 billion Consumer Goods Revenues 2026: NIS 1.4 billion NIS 1.1 billion Target operating profit margin: 8-10% The information detailed above regarding the Group's goals and business strategy and the Company' s estimates regarding the dates
Slide 28: Tadiran Group
INVESTOR PRESENTATION, AUGUST 2025 TADIRAN GROUP