Tadiran Group Ltd · TASE:TDRN
Tadiran — Q1 2026 Earnings Presentation
25 slides from Tadiran's earnings presentation, May 2026
Slide 1: Tadiran Group Investor Presentation, May 2026
INVESTOR PRESENTATION, MAY 2026 TADIRAN GROUP
Slide 2: Forward looking information
Forward looking information This presentation was prepared by Tadiran exchange. This presentation includes a estimates and information regarding future company's assessments regarding the trends Group Ltd. (hereinafter: "the company" summary of the issues described in the events. The forward-looking
Slide 3: 65 years of industry leadership in Israel
65 years of industry Air Conditioning 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 Goods and New Energy
GROUP CONSUMER GOODS NEW ENERGY Residential and Water Heating Consumer Data Center Solar systems Energy storage EV charging Aluminium Building skin Passive fire Commercial AC Solutions Electronics solutions systems stations profiles solutions protection extrusion products
Slide 5: Approx. 700 employees, 37,500 m2 of manufacturing
Approx.700 International employees Israeli Standards industry 37,500 M2 R&D of manufacturing Labs
Slide 6: Consumer Goods
\\) ) \ -TADIRAN Consumer Goods
Slide 7: Midrag 2025 survey: most reliable AC brand
” MIDRAG" — 2025 — TADIRAN TAD | RA N “ge | TH E M 0 ST am RELIABLE! 2 FUITSU DAKIN R 78% YEAR AFTER YEAR, PROVEN TIME AND AGAIN. vex s¥sas OMS TS ACCORDING TO A SURVEY CONDUCTED BY MIDRAG AMONG I = 50% me AIR CONDITIONING INSTALLERS, JULY 2025.
Slide 8: AC Solutions for All Segments
AC Solutions for All Segments Chillers and Hybrid Systems Water Heating Wall-mounted AC Mini-split VRF, MINI VRF Commercial AC Solutions Systems Systems AC and Heating Systems Development and Identification Advanced Local Production for the Private and Business Sectors of Technologies for New Produc
Slide 9: 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 10: Let Tadiran update your...
LET TADIRAN $=, S—— UPDATE. == YOURE >
Slide 11: New Energy
_. TADIRAN NEW ENERGY
Slide 12: Energy Sector
Energy Sector Tadiran Solar Tadiran Aluminum Solar energy systems Aluminum profile extrusion Tadiran Tadiran Arava Energy Solutions Design, engineering, Energy storage systems, and installation of cladding and UPS products, vehicle curtain walls charging VP Solar Solar energy systems, energy storage
Slide 13: The group's strengths in the New Energy sector
The group's strengths in the New Energy sector Broad portfolio Management of Advanced supply Solutions for data of services complex chain for centers and products projects thousands Planning and Leading engineering of Management and Leading service international energy storage software systems brand
Slide 14: Tadiran Solar
Tadiran Solar Expertise: Import, design, distribution, and sale of products for assembling photovoltaic (PV) systems Products: Solar systems: Solar panels, aluminum mounting systems, current inverters and optimizers and storage systems.
Slide 15: Tadiran Energy Solutions
Tadiran Energy Solutions Expertise: • Products for Data Centers • Design, import, and distribution of energy storage systems for C&I and utility segments • UPS systems • Charging solutions for electric vehicles. • 24/7 service Products: Energy storage, vehicle charging stations, and UPS systems.
Slide 16: Tadiran Aluminum
Tadiran Aluminum Expertise and products: Factory & paint shop area approximately 5,000 m2 Extrusion of aluminum profiles for Manufacturing capacity approximately 650 tons per month the industrial sector. Specializing in Green factory: The manufacturing process uses natural gas profiles for the const
Slide 17: Tadiran Arava
Tadiran Arava Expertise: A comprehensive solution for building envelopes. Design, engineering, procurement, and installation of various dry-hanging systems.
Slide 18: 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 19: 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 20: Cooperation with Schneider Electric in Data Centers
Cooperation with Schneider Electric in the field of Data Centers ▪ Cooperation agreement with Schneider Electric Israel. ▪ Tadiran is an EcoXpert partner of Schneider Electric . ▪ Authorized distributor and marketer of cooling systems dedicated to server farms. ▪ Entering into agreements for the sup
Slide 21: Financial results Q1-2026
Financial results NIS in millions Q1-2026 Revenues Gross profit Operating profit * Net profit (loss) EBITDA 393.1 409.3 73.3 74.6 31.2 29.1 16.0 15.2 4.6 18.2% (8.3) 18.6% 1.1% 7.9% 7.1% 4.1% 3.7% -2.1% Q1-2025 Q1-2026 Q1-2025 Q1-2026 Q1-2025 Q1-2026 Q1-2025 Q1-2026 Q1-2025 Q1-2026 *Operating profit
Slide 22: Results – Consumer Goods Division
Results – Consumer Goods Division NIS in millions Revenues Q1-26 and Q1-25 Gross profit Q1-26 and Q1-25 Operating profit Q1-26 and Q1-25 181.4 170.9 4.8% -5.8% 43.6 45.7 16.9% 10.9 9.3 24.0% 26.7% 5.1% 6.4% Q1-2025 Q1-2026 Q1-2025 Q1-2026 Q1-2025 Q1-2026
Slide 23: Results – Energy division
Results – Energy division NIS in millions Revenues Q1-26 and Q1-25 Gross profit Q1-26 and Q1-25 Operating profit before other income (expenses) Q1-26 and Q1-25 238.3 29.6 28.8 211.6 6.6 12.6% -2.7% 4.2 -36.4% 14.0% 12.1% 3.1% 1.7% Q1-2025 Q1-2026 Q1-2025 Q1-2026 Q1-2025 Q1-2026 Revenues Q1-26 and Q1
Slide 24: Growth drivers and strengths
Growth drivers and strengths Server Farms - Residential and Comprehensive Storage Projects - commercial air solution to Data Expectations for conditioning in Center Significant Future Israel and Italy developers and Projects contractors Expected growth Expected storage VP Solar - A of data centers i
Slide 25: Tadiran Group
INVESTOR PRESENTATION, MAY 2026 TADIRAN GROUP