M-tron Industries, Inc. · AMEX:MPTI
M-tron Industries — Investor Presentation (August 2023)
19 slides from M-tron Industries's investor presentation, Aug 17, 2023
Slide 1: MtronPTI Investor Update Webinar
MeronPTI Investor Update Webinar an Pee Ne August 17, 2023 and Solutions
Slide 2: Safe Harbor Statement
MéronPTy Safe Harbor Statement ‘ona Seutons Information included or incorporated by reference in this presentation may contain forward- looking statements. This information may involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievem
Slide 3: Agenda
Agenda Introduction/Company overview Products and Markets Financials Summary
Slide 4: MtronPTI at a Glance
MeronPTy MtronPTI (NYSE: MPTI) at a Glance Your Destination for Radio Frequency Components and Solutions since 1965 Defense/Aerospace rial, Computing, Telephony 1 Instrumentation ‘Rolling 12 months ended June 30, 2023 2Five year CAGR was 8.2% from 2017-2022 3% Raytheon Technologies LOcKHEED winavi V
Slide 5: Why MtronPTI?
Why MtronPTI? x Y 3, ey» o9 o9 Oo eran ren ie cen Growing Customer Base Growing Attractive Robust R&D Backlog Markets Pipeline i i 1 I I I e @ e@ Space 260 New $51.6M Aerospace at 6/30/2023 Defense Products 12' Avionics Launched opi Inst tati Annuall From 12/31/2022 Instrumentation ly (5 Year Averag
Slide 6: MtronPTI Global Footprint
MtronPT} Global Footprint Multiple Design and Manufacturing Sites Over 125,000 sq ft of Design and Manufacturing Space in Three Sites Orlando, FL.75,000 sq ft ‘AS91000 Design and Manufacturing facility, (TAR Registered Yankton, SD 35,000 sq ft facility AS9100D Design and Manufacturing facility, ITAR
Slide 7: A History of Leadership and Innovation
MéronPTy A History of Leadership and Innovation ee For over 58 Years, MtronPTI has distinguished itself as a leader, innovator, and valued partner within the Aerospace & Defense Industry. 1985 2001 2017 PTlisthe frst organization to_| | Mtron introduces 5x7 oscillator |_| MitronPTI introduces its re
Slide 8: Defense, Avionics and Space Communications Trends
Defense Avionics Space Communications ‘Autonomous Vehicles, Global fleet increasing by 80% Internet access via satellite ‘Bandwidth demands growing 50 Hypersonic Missiles, Electronic through 2041 compared to 2019 predicted to account for up to percent per year Warfare (EW), Drone and Missile 70% of
Slide 9: Diverse End Markets
MtronPT Diverse End Markets “ite ®, @ Aaoal Defense and Space and Instrumentation, _a ‘Aerospace SATCOM Industry, Computing i i i . 1 I ! ' © © @) © Qescene ij Raytheon Noptaroe— BAMDA is Technologies RUM WW KEYSIGHT AIRBUS @ LOCKHEED MARTIN heed oe VEGA Hon vell NORTHROP | GENERAL DYNAMICS| @ nt Eo
Slide 10: Case Study — Space and SATCOM
MéronPTy Case Study — Space and SATCOM eee Timing _ + _ Crystal Resonator Timing = * OCXO, OCXO with PLL, I VCTCXO, VCXO, TCX, Crystal Filter Front End Receiver + Crystal Filter, Cavity Filter, LC Filter a, Front End Receiver + Crystal Filter, Cavity Filter, LC Front End Transmitter —_Fijter, Diplex
Slide 11: Case Study — Precision-Guided Munitions
MeronPTy Case Study — Precision-Guided Munitions veurgutnatonte A eee e---""" Radar Guided * OCXO, TCXO and LC Filter Laser and Electro-Optically Guided * Clock Oscillator and TCXO Missile Data Links «Lc Filter and Crystal Filter Missiles & Munitions ‘Annual Budget Request $0 35, nr 2S 23 0 $8 as ms
Slide 12: Case Study — Electronic Warfare
MerdnP Ty Case Study — Electronic Warfare Path to Antenna Transmitter * Duplexer, Diplexer, + LC Filter, Cavity Filter, Multiplexer, Cavity Filter, Waveguide Filter, Waveguide Filter, LC Filter Power Amplifier Ss. i i J I *, Receiver == + LC Filter and Crystal Filter = =e, =" Seas: -—-- Master Clock
Slide 13: Recent and Upcoming Innovations
MtronPT! Recent and Upcoming Innovations a Hi-Power Cavity and M6904 Series, low-g sensitivity LC Filters for Space (<1ppb/g), excellent aging TCXO L-Band frequency reference Integrated with g-compensation Electronically Compensated OCXO, XO5503-100 MHz Hi-Power Space Diplexer MtronPT! Confidential
Slide 14: Fully Integrated Capabilities
MtronPT! Fully Integrated Capabilities ‘ona Seutons 4 Design Design Process ‘Manufacturing Quality epartrership foeieed on long tenn x0, x0, World-class FOD \\ + 4s91000 and s0 9001:2015 relationships with suppliers and I 3 Control, Laser weld, + Extensive in-house testing customers Planar and Waveg
Slide 15: Pro Forma Financial Summary
iN ; MéronPYJ Pro Forma Financial Summary Y__tatcurenssesotsicimiion | 5 ___reninocisser | 5 secwaeseanvorsernion | 9 EEE 5 seogorsromionsmneso ms | 5 _vecrnutctsnsnen | 5 cntneros | Source: M-tron Industries, Inc. 10-Q, 8-K and Press Release dated August 10, 2023. Figures are Unaudited.
Slide 16: Financial Trends
Yeur Bainter Mi PTY tro: tronPY) Gna Solutions Financial Trends s1s0 Results reflect strong underlying fundamentals as Defense market improvement outpaces Space and Aerospace markets 2023 Q2 TTM of $36.6 million revenue versus Q2 2022 TTM of $28.8 million with 2023 Q2 TTM margin of 36.2%, in line wi
Slide 17: Order Backlog Trend
Yeur Bainter Mi PTY tro: tronPY) Gna Solutions Order Backlog Trend Record $51.6 million of backlog Driven by: > Defense orders to build and replenish inventory > Market and customer share gains with expanded product offering > Product line expansion with Cavity Filters and Integrated Microwave Assem
Slide 18: Multi-Pronged Strategy for Sustained Growth
MtronPTy Multi-Pronged Strategy for Sustained Growth a ,o~ > Positioned for Organic Growth | \ i ‘ + Industry Tailwinds — Backlog of $51.6 million q | \ ant ] * Continuous Product Line expansion A ae —y + Gaining market share Year Sales - History or * Long running “sticky” Defense programs Legacy Mi
Slide 19: Your Questions
MeronPTy Your Questions MtronPTI Contact Information Visit us: www.MtronPTI.com Contact us: email: ir@mtronpti.com
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