Enerpac Tool Group Corp. · NYSE:EPAC
Enerpac Tool — Investor Presentation (August 2026)
37 slides from Enerpac Tool's investor presentation, August 2026
Slide 1: Investor Overview August 2026
INVESTOR OVERVIEW AUGUST 2026
Slide 2: Forward-Looking Statements and Non-GAAP Measures
FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES Statements made in this presentation that are not historical are forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties. In addition to statements with re
Slide 3: Strong Investment Potential
STRONG INVESTMENT POTENTIAL Premier industrial solutions provider with top-tier margin profile serving a broad and diverse set of customers globally for mission-critical applications, operating in a large, growing, fragmented addressable market Exceptional channel partner network built over decades,
Slide 4: History of Enerpac Tool Group
HISTORY OF ENERPAC TOOL GROUP Actuant was a small cap diversified industrial, with Enerpac as the crown jewel 2019 2021+ 2000 Paul Sternlieb joins Enerpac as CEO • Transformed the company 1927 via the ASCEND program 2016-2021 • Developed and launched new organic growth strategy Focused On: • Execute
Slide 5: Delivering Above Market Growth & Significant Margin Expansion
DELIVERING ABOVE MARKET GROWTH & SIGNIFICANT MARGIN EXPANSION NET SALES ADJUSTED EBITDA MARGIN* $617 $598 $154 $590 $147 $571 $136 $529 25.0% 24.9% 22.8% $83 $75 14.5% 14.1% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 * Adjusted EBITDA and adjusted EBITDA margin are non-GAAP measures and exclu
Slide 6: Premier Industrial Solutions Partner
PREMIER INDUSTRIAL SOLUTIONS PARTNER OUR MISSION OUR VALUES WE MAKE COMPLEX SAFETY OFTEN HAZARDOUS Safety is our highest priority and is at the heart of everything we do JOBS POSSIBLE AGILITY We will act with purpose and speed, and we will adapt to changing circumstances SAFELY AND INTEGRITY EFFICIE
Slide 7: Geographic Diversity
GEOGRAPHIC DIVERSITY 7 12% 38% IT&SSALESOF 30% $596M INFISCAL 2025 <1% 7% 13% Americas Product Americas Service APAC Product APAC Service EMEA Product EMEA Service Global Plant Office Other Headquarters Manufacturing / Assembly General / Sales Service Center / Warehouse / Other GLOBAL COVERAGE Faste
Slide 8: Large, Fragmented Vertical Markets Provide Growth Opportunities
LARGE, FRAGMENTED VERTICAL MARKETS PROVIDE GROWTH OPPORTUNITIES FY25 Estimated End-Market Exposure* General Industrial ~25% Refining Petrochemical ~20% Industrial MRO, Machining & Mfg. ~13% Power Generation ~13% Infrastructure ~12% Mining ~9% Other ~8% *Represents the Company’s best estimate of end
Slide 9: Globally-Recognized Leader in Industrial Tools and Services
GLOBALLY-RECOGNIZED LEADER IN INDUSTRIAL TOOLS AND SERVICES STRONG BRAND FY25 RECOGNITION PRODUCTS SERVICE & RENTAL REVENUE • Cylinders/Jacks • Bolting MIX • Pumps • Machining Premium Industrial Tools Product Service • Bolting Tools • Joint Integrity • Presses Heavy Lifting Technologies • Pullers •
Slide 10: Offering a Wide Array of Durable and Reliable Products
OFFERING A WIDE ARRAY OF DURABLE AND RELIABLE PRODUCTS TO ADDRESS MISSION-CRITICAL APPLICATIONS PUMPS CYLINDERS BOLTING PULLERS SPREADERS CUTTERS PRESSES WORK HOLDING HEAVY LIFTING MACHINING 10
Slide 11: Our Service Business
OUR SERVICE BUSINESS HIGHLY COMPLEMENTARY TO OUR PRODUCT BUSINESS Puts our tools in the field Sells our products Feeds R&D directly At scale, in front of the engineers and technicians to A sales channel in itself, to drive continued market Enerpac technicians and field service engineers on make comp
Slide 12: Enerpac's Competitive Advantage
ENERPAC’S COMPETITIVE ADVANTAGE BREADTH OF CHANNEL PARTNER SERVES MISSION- STRENGTH OF NETWORK; NO CRITICAL BRAND SIGNIFICANT CUSTOMER CUSTOMER APPLICATIONS CONCENTRATION QUALITY, DURABILITY, SAFETY RELIABILITY TECHNICAL & BREADTH & DEPTH APPLICATIONS GLOBAL OF PRODUCT EXPERTISE THAT COVERAGE PORTFO
Slide 13: Taking Enerpac to the Next Level of Growth & Profitability
TAKING ENERPAC TO THE NEXT LEVEL OF GROWTH & PROFITABILITY 13
Slide 14: Significant Market Opportunity
SIGNIFICANT MARKET OPPORTUNITY • Enerpac has identified large market Industrial Tools TAM opportunities across our verticals >$100B High-Pressure • Growth strategy aims to capitalize on targeted market opportunities Hydraulics TAM $20B • Positioned to win via our products, services, and distribution
Slide 15: Ambitious Growth Strategy Centered Around Four Key Pillars
AMBITIOUS GROWTH STRATEGY CENTERED AROUND FOUR KEY PILLARS EXPANSION IN TARGET DIGITAL CUSTOMER DRIVEN EXPANSION IN ASIA VERTICAL MARKETS TRANSFORMATION INNOVATION PACIFIC 15
Slide 16: Growth Pillar: Expansion in Targeted Vertical Markets
GROWTH PILLAR: EXPANSION IN TARGETED VERTICAL MARKETS INFRASTRUCTURE RAIL INDUSTRIAL MRO* WIND Standalone Size / Growth Rating Size / Growth Rating Size / Growth Rating Size / Growth Rating Attractiveness SAM: SAM: SAM: SAM: Market Size $600 - $800M $180 - $220M $1.4 - $1.8B $300 - $400M and Growth
Slide 17: Strong Liquidity & Balance Sheet
STRONG LIQUIDITY & ASSET-LIGHT MODEL ENABLES STRONG FCF(2) BALANCE SHEET $ in millions $92 $69 $70 (at May 31, 2026) $ in millions Cash & Equivalents $116 $44 $42 3.1% Revolver Capacity $400 (Undrawn) 2.3% 1.9% Total Liquidity $516 1.5% 1.2% Total Debt $185 Net Debt/Adj. 0.5X EBITDA(1) FY21 FY22 FY2
Slide 18: Balanced Capital Allocation Strategy
BALANCED CAPITAL ALLOCATION STRATEGY EXECUTE VALUE MAINTAIN OUR STRONG BALANCE CREATING M&A SHEET Target leverage of 1.5x – 2.5x INVEST IN OURSELVES OPPORTUNISTICALLY RETURNING CAPITAL Investments in digital, product innovation, R&D, TO SHAREHOLDERS operational excellence improvements ~$120 million
Slide 19: Disciplined M&A Program
DISCIPLINED M&A PROGRAM • On July 7, 2026, Enerpac announced it has entered into a definitive agreement with SFEG Holdings, Inc., to acquire Specialized Fabrication Equipment Group LLC (SFE Continuing pure-play strategy, but looking beyond tools and services to Group). solve customer needs in target
Slide 20: SFE Group
SFE GROUP Strategic Rationale 1936 Founded Meaningful growth potential, supported by a strong market position in attractive, high-growth verticals, including defense, power generation, and semiconductors & ~350 data centers Employees Revenue synergy opportunity from leveraging Enerpac's global dist
Slide 21: Revenue Breakdown
REVENUE BREAKDOWN SFE Group has a strong presence in faster growing verticals (Power Gen & Aerospace) and geographies (Americas) SFE Group Enerpac IT&S 1% (1) (2) Revenue by End Market 13% Revenue by End Market 20% 24% Energy (Power Gen) 35% Energy (Power Gen) 21% Defense / Government / Aerospace De
Slide 22: Financial Benefits
FINANCIAL BENEFITS TTM Mar-26 (1) FY26E Strong Free Cash SFE Group EPAC Flow Profile Enables Debt Paydown Sales ~$170M $635M - $645M ~2.8x Adjusted EBITDA ~$44M $151M - $156M Target Leverage: 1.5-2.5x ~2.2x ▪ Purchase price of ~$472M funded by cash on hand and borrowings under a $225M expansion of c
Slide 23: Continuous Improvement Model with PEP
CONTINUOUS IMPROVEMENT MODEL WITH PEP STRATEGIC EFFORTS FOCUS AREAS Accelerating Growth Execution and monitoring of growth strategy Continuous improvement projects in manufacturing Optimizing Operations and procurement Continuing to streamline SG&A through greater Minimizing Inefficiencies efficienc
Slide 24: FY2026 Guidance
FY2026 GUIDANCE NET SALES $635 - $645M (as of July 7, 2026) ~1-2% Organic Growth Depreciation & $ in millions ADJUSTED EBITDA* $151 - $156M $16 - $18 Amortization Interest Expense $7 - $10 Adjusted Tax Rate 21% - 26% FREE CASH FLOW* $100 - $110M Cash Taxes $28 - $32 Capex $10 - $15 ADJUSTED DILUTED
Slide 25: Appendix
APPENDIX ENERPAC & TOOL GROUP 25
Slide 26: Well Positioned to Mitigate Tariffs
WELL POSITIONED TO MITIGATE TARIFFS GOAL TO REMAIN AT LEAST PRICE/COST NEUTRAL Mitigation Actions: UNITED STATES • Global manufacturer with ability to flex capacity and shift certain aspects of production as ~$50M TOTAL ANNUAL IMPORT VALUE needed. • Time tested successful playbook, with flexible sup
Slide 27: Historical Annual Results
HISTORICAL ANNUAL RESULTS ($ IN MILLIONS, EXCEPT PER SHARE) NET SALES GROSS MARGIN $617 $598 $590 51.1% $571 50.5% 49.3% $529 46.0% 46.5% +5% +11% +8% +2% +1% organic organic organic organic organic FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 ADJUSTED EBITDA & MARGIN (%)* ADJUSTED DILUTED EPS*
Slide 28: Historical Quarterly Results
HISTORICAL QUARTERLY RESULTS ($ IN MILLIONS, EXCEPT PER SHARE) NET SALES & YOY ORGANIC GROWTH* ADJUSTED EBITDA & MARGIN* $168 $168 $47 $159 $159 $44 $150 $155 $40 $41 $145 $146 $144 $39 $34 $34 $32 $33 5% 28% 3% 26% 26% 27% 1% 2% 2% 1% 24% -1% 24% 23% -2% -2% 22% 21% 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q
Slide 29: IT&S Organic Growth by Region
IT&S ORGANIC GROWTH BY REGION Americas EMEA APAC Q1 FY2024 +4% +9% +2% Q2 FY2024 +2% +5% -2% Q3 FY2024 -2% +11% -12% Q4 FY2024 0% +3% -4% YTD FY2024 +1% +7% -4% Q1 FY2025 -5% +1% +6% Q2 FY2025 +8% -2% +8% Q3 FY2025 +9% -8% +6% Q4 FY2025 +2% -9% +8% YTD FY2025 +3% -5% +7% Q1 FY2026 +5% -10% -8% Q2 FY
Slide 30: Reconciliation of Non-GAAP Measures
RECONCILIATION OF NON-GAAP MEASURES ($ IN MILLIONS, EXCEPT PER SHARE) Note: The summation of individual components may not equal the total due to rounding. The Enerpac Tool Group quarterly earnings releases and full GAAP to non-GAAP reconciliations are available online at https://ir.enerpactoolgroup
Slide 31: Reconciliation of Non-GAAP Measures, Continued
RECONCILIATION OF NON-GAAP MEASURES, CONTINUED ($ IN MILLIONS) Note: The summation of individual components may not equal the total due to rounding. 31
Slide 32: Reconciliation of Non-GAAP Measures, Continued
RECONCILIATION OF NON-GAAP MEASURES, CONTINUED ($ IN MILLIONS, EXCEPT PER SHARE) Note: The summation of individual components may not equal the total due to rounding. 32
Slide 33: Reconciliation of Non-GAAP Measures, Continued
RECONCILIATION OF NON-GAAP MEASURES, CONTINUED ($ IN MILLIONS) Annual Consolidated Organic Sales Quarterly Consolidated Organic Sales ETG Organic Sales Fiscal 2024 Fiscal 2025 Fiscal 2026 YTD FY21 YTD FY20 % Change ETG Organic Sales ETG Organic Sales ETG Organic Sales Net Sales $529 $493 7% Q2 FY24
Slide 34: Reconciliation of Non-GAAP Measures, Continued
RECONCILIATION OF NON-GAAP MEASURES, CONTINUED ($ IN MILLIONS) Regional Quarterly Organic Sales % Fiscal 2025 Regional Quarterly Organic Sales % Fiscal 2024 IT&S Americas Organic Sales IT&S Americas Organic Sales IT&S Americas Organic Sales IT&S Americas Organic Sales Q1 FY25 Q1 FY24 % Change Q2 FY2
Slide 35: Reconciliation of Non-GAAP Measures, Continued
RECONCILIATION OF NON-GAAP MEASURES, CONTINUED ($ IN MILLIONS) Regional Organic Sales % Regional Organic Sales % Regional Quarterly Organic Sales % Fiscal 2026 Fiscal 2025 Fiscal 2024 IT&S Americas Organic Sales IT&S Americas Organic Sales IT&S Americas Organic Sales IT&S Americas Organic Sales Q1 F
Slide 36: Reconciliation of Non-GAAP Measures, Continued
RECONCILIATION OF NON-GAAP MEASURES, CONTINUED ($ IN MILLIONS) (1) Approximately $0.4 million of the Q4 fiscal 2024 restructuring charges were recorded in cost of products sold. (2) Minimal amounts of M&A charges are recorded in cost of products sold in Q3 fiscal 2025 and 2026. (3) EBITDA represents
Slide 37: © 2026 Enerpac Tool Group. All rights reserved.
© 2026 Enerpac Tool Group. All rights reserved. This presentation and its contents are proprietary and confidential. No part may be reproduced, distributed, or transmitted in any form without prior written permission.
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