Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Investor Presentation (August 2026)
12 slides from Baylin Technologies's investor presentation, August 2026
Slide 1: Investor Presentation
Investor Presentation A 40-year RF technology platform at an inflection point TSX: BYL OTCQB: BYLTF August 2026 www.baylintech.com
Slide 2: A 40-year RF platform at an inflection point
CO MP AN Y S N AP S HO T A 40-year RF platform at an inflection point Baylin Technologies (TSX: BYL) is a Toronto-headquartered designer and manufacturer of radio-frequency products — antennas, satellite communications equipment, and embedded wireless solutions — sold to $61.0M Record backlog at Q2
Slide 3: Forward-looking statements & disclaimer
IMPORTANT INFORMATION Forward-looking statements & disclaimer Forward-looking information No financial guidance This presentation contains forward-looking statements and forward-looking The Company is not providing formal financial guidance in this presentation. information within the meaning of app
Slide 4: Secular demand meets a structurally undervalued platform
T HE O P P O RTUNI TY Secular demand meets a structurally undervalued platform Wireless CapEx recovery Defense & satellite demand 2024 was the lowest North American wireless-CapEx year in six. Third- NATO, NASA Artemis, and government systems-integrator programs are party forecasts see recovery to ~
Slide 5: Three RF franchises with 44–47% gross margins
T HE P L AT FOR M T O DAY Three RF franchises with 44–47% gross margins Satellite Wireless Custom Antenna Communications Infrastructure Solutions • High-power RF equipment (Ku, C, L/S, X, • Patented Multibeam antennas for high- • RF products across IoT, automotive, public Ka bands) density, high-tra
Slide 6: Acquisition of Kaelus AB
T HE T RAN S ACTION Acquisition of Kaelus AB Sweden-headquartered global provider of antenna solutions, RF conditioning, synchronization, and test & measurement equipment — closed May 27, 2026. DEAL TERMS STRATEGIC RATIONALE Purchase price ~SEK 285M (~C$42M), subject to adjustment ✓ Transformational
Slide 7: Four complementary product lines extending the infrastructure unit
KAEL US B U S I N ES S L I NES Four complementary product lines extending the infrastructure unit Cell Tower Antennas Cell Tower Synchronization One of three companies globally with “Beam-Through” antenna technology GPS/GNSS antennas for tower sync. One of two vendors to Nokia; one of — carriers sta
Slide 8: A resilient base — and a record order backlog
F I NANCI AL P R O F ILE A resilient base — and a record order backlog Order backlog (CAD$M) ~3× $61.0M $22.0M 47.1% Q2 2026 revenue Q2 2026 gross margin (vs 46.3% in Q2 2025) $3.0M $61.0M $20.4M Q2 2026 Adjusted EBITDA — Backlog at Q2 2026 (~3× year- 10th straight positive quarter end 2025) Dec 202
Slide 9: Three secular tailwinds compounding into the platform
GRO WT H P O S I T ION ING Three secular tailwinds compounding into the platform U.S. wireless CapEx recovery (US$B) Defense satellite Sustained NATO, NASA Artemis, and government SI demand. $39B Baylin recently secured a government SI contract reinforcing $37B $35B mission-critical SATCOM positioni
Slide 10: A materially strengthened balance sheet
CAP I T AL S T R U CTUR E A materially strengthened balance sheet Selected capitalization — at June 30, 2026 Recent balance-sheet actions New senior secured term facility down from C$12.4M at Dec 31, Net debt C$11.1M 2025 SAF Group facility of up to C$30.9M; RBC revolving facility retired. Total ass
Slide 11: Six reasons to own Baylin
I NV EST MENT HI GHL I GHT S Six reasons to own Baylin 01 02 03 Record backlog Tier-1 OEM channel Durable margin profile $61.0M at Q2 2026 — roughly 3× year-end 2025 Kaelus is 1 of 2 GNSS-sync vendors to Nokia and 44–47% gross margins and ten consecutive — improving revenue visibility. 1 of 3 to Eri
Slide 12: Thank you.
WHEN CO NNECTI ONS CO U N T Thank you. Baylin — a transformational RF platform at an inflection point. Contact Baylin Technologies Inc. Leighton Carroll Toronto, Ontario, Canada Chief Executive Officer www.baylintech.com TSX: BYL OTCQB: BYLTF
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