Slide 1: Roth Conference: Powering & Cooling Through Precision Solutions
Roth Conference Investor Presentation March 2026 Powering & Cooling Through Precision Solutions
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS 2 This presentation contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our financial outlook forthe full year of fiscal2026, the impact of, and our ability to ex
Slide 3: NN Leaders in Attendance
Harold Bevis Chief Executive Officer Joe Caminiti Investor Relations NN Leaders in Attendance 3
Slide 4: We Deliver Precision
4 We Deliver Precision ▪ Recently transformed 45-year-young company that is entering a growth phase ▪ Produces high-end specialized metal components and utilizes a common manufacturing platform ▪ Top 2 markets are Global Automotive and Electric Grid & Data Center ➢ NN can produce many of the product
Slide 5: Global Footprint Matches Auto, Grid, Data Center Markets
5 ▪ Global footprint to serve both local customers and global customers ▪ Top end markets are auto and electric grid / data center ▪ Top geographic markets are North America and China ▪ NN footprint matches the global supply chain for data center, electric grid and automotive very well ▪ ~700 custom
Slide 6: 2026 Guidance Calls for Record Year
6 Sales Guidance: $445 - $465M Adj. EBITDA Guidance: $50 - $60M • Market recovery, 100+ growth programs launching • Very high capex level for growth programs • Growth will drive extra margins • $10m cost-out and CI program 1 2 New Business Wins: $70 - $80m • Focused on target areas • 2026 will also
Slide 7: NN Directly Serves This Market with Multiple Products
7 NN Directly Serves This Market with Multiple Products NN is a Hardware Company that Delivers Critical Solutions from Grid-Edge to Rack-Mounted We Provide Hardware Solutions for Powering and Cooling the Grid and Data Centers Smart Meter Electrical Components Electric Circuit Breaker Components Elec
Slide 8: End Market Commentary and NN Outlook
8 End Market Market Commentary NN, Inc. Outlook Share of 2025 Revenue Americas & Europe Auto • Auto part manufacturing is the largest industry in the US, with suppliers accounting for 77% of a car's value • Global light vehicle production was flat in 2025 as markets adjusted to geopolitical changes
Slide 9: New Win Program Focused on Gaining Share with New Products
9 New Win Program is Focused on Gaining Share with New Products Transforming Sales Profile • Sales growth begins in 2026 • Secured initial round of >$200M new business wins 2023-2025 • Focus on defense & electronics, electrical grid & distribution, high-end global auto components 2026 and Beyond: Co
Slide 10: New Business Growth is Accelerating in 2026
▪ $200M of new business wins over trailing 3 years ▪ 27% average gross margin % on new wins ▪ >$800M pipeline pursued by global team of ~40 people ▪ Noteworthy wins in defense, weapons, medical, data center, electronics New Business Growth is Accelerating in 2026 >$200M 0 50 100 150 200 250 $0M $25M
Slide 11: 2026 Market Outlooks are Strengthening vs 2025
2026 Market Outlooks are Strengthening vs 2025 11 Market % Sales* NN Outlook Comments Electrical Grid & Data Center 16% • Market growing strongly • NN will see growth during 2026 Auto – China 13% • Production & sales remain solid • Indigenous supply and China auto export Commercial Vehicle 13% • Exp
Slide 12: 2023-2025 Transformation Highlights
12 • Transformed footprint to be more globally competitive – closed 4 plants, reduced ~700 people, revamping new business approach, improving on-time performance • GrewAdjusted EBITDA 41% in 10 quarters and removed itself from new business holds with most customers (some remain due to credit holds)
Slide 13: Running Ahead of Long-Term Goals
Running Ahead of Long-Term Goals 13 20% 2025 2030 Net Sales & Adjusted Gross Margin 12.3% 13% 2025 2030 Adj. EBITDA & Margin $49M ▪ Commercially focused on powerful pivot into high-margin, high-growth areas ▪ Adding next-generation equipment that can make products for multiple end-markets ▪ 2026 is
Slide 14: Financial Structure & Strategic Options Review
14 Engaged with advisors for financial and strategic options review • Need an improved capital structure for both the company and for common stock shareholders Strategic committee ongoing • Open to ideas 1 2 3 • Pace and magnitude of improvement is constrained by capital structure Financial Structur
Slide 15: 2026 Outlook & Guidance
2026 Outlook & Guidance 15 Net Sales of $445 - $465 million • Reflects benefit ofstrengthening markets, new wins, data center infrastructure explosion • Sales growth is occuring throughout the year, beginning in Q1 Adjusted EBITDA of $50 - $60 million • Highercontribution margins from volume growth
Slide 16: Appendix
>>> Appendix KK
Slide 17: Non-GAAP financial measures
17 The Company discloses in this presentation the non-GAAP financial measures of adjusted gross margin, adjusted income (loss) from operations, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss), adjusted net income (loss) per diluted share and free cash flow. Each of these non-GAAP
Slide 18: Reconciliation of GAAP Gross Profit to Non-GAAP Gross Profit and Gross Margin
18 Reconciliation of GAAP Gross Profit to Non-GAAP Gross Profit and Gross Margin
Slide 19: Reconciliation of GAAP Income from Operations to Adjusted EBITDA
19 Consolidated reconciliation of GAAP Income (Loss) from Operations to Non-GAAP Adjusted Income (Loss) from Operations and Non-GAAP Adjusted EBITDA
Slide 20: Reconciliation of GAAP Net Loss to Adjusted Net Income (Loss)
20 Reconciliation of GAAP Net Loss to Non-GAAP Adjusted Net Income (Loss) and GAAP Net Loss per Diluted Common Share to Non-GAAP Adjusted Net Income (Loss) per Diluted Common Share
Slide 21: Thank You
Thank You 21 Joe Caminiti or Abe Plimpton NNBR@alpha-ir.com 312-445-2870 Investor & Media Contacts
Slide 22: Slide 22