Friedman Industries Inc. · NASDAQ:FRD
Friedman Industries — Investor Presentation (August 2026)
24 slides from Friedman Industries's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
Investor Presentation August 2026 A Leading North American Metals Service Center and Pipe Manufacturer
Slide 2: Disclosures
Disclosures FORWARD LOOKING STATEMENTS This presentation contains forward - looking statements within the meaning of Section 27 A of the Securities Act and Section 21 E of the Exchange Act, and such statements involve risk and uncertainty . Forward - looking statements include those preceded by, fol
Slide 3: Friedman Industries at a Glance
Friedman Industries at a Glance Friedman Industries is part of a vital metals supply chain serving American industrial and manufacturing growth SCALE CAPABILITIES TRACK RECORD • $647M revenue (+46% YoY) • Diversified metals platform • Consistent thru cycle profitability • 706k tons shipped (+22% YoY
Slide 4: Why Invest in Friedman Industries
Why Invest in Friedman Industries U.S. metals processor positioned to leverage industrial demand with disciplined capital deployment 01 02 03 PERFORMANCE GROWTH VALUE Disciplined capital allocation driving Growth driven by improved utilization, Attractive upside relative to tangible long - term valu
Slide 5: 01 Performance
01 PERFORMANCE — Senior team of proven business leaders, — Creating value through strategic with average industry experience of more transformation Experienced Team Delivering than 20 years across operations, — Flat organization structure matches strategy, turnarounds, marketing, Positive Performanc
Slide 6: Disciplined Capital Allocation Strategy Aligned with Shareholder Interests
Disciplined Capital Allocation Strategy Aligned with Shareholder Interests Prioritize efficient capital Fund growth: Pay a dividend (paid Opportunistically management —Organic opportunities every quarter since repurchase common to follow our customers 1972) shares —Tuck -in acquisitions —Strategic a
Slide 7: 02 Growth
02 GROWTH — Industry leader in customer relationships, — Friedman’s high - quality products are a our top 10 customers have been with us for vital part of the defined supply chain for Growing and diverse customer more than 20 years many of the country’s top steel consumers base driving revenue and —
Slide 8: Favorable Geographic Footprint Allows Cost Efficient Access to Grow With Customers
Favorable Geographic Footprint Allows Cost Efficient Access to Grow With Customers — LARGE PRODUCT PORTFOLIO offering best - in - market capabilities to serve a broader customer base — PROXIMITY TO STEEL MILLS EAST CHICAGO, IN Some of the lowest inbound cost in the industry (adjacent to steel mills,
Slide 9: Trusted by Leading Metals Consumers
Trusted by Leading Metals Consumers Walk - in Coolers Metal Roofing Walk in coolers Containers ASTM Tubular Products Metal Buildings Trucks & Trailers Heavy Equipment Storage Tanks Railcars API Tubular Products Metal Fabricators Metal Distributors 9
Slide 10: Robust Technology Fosters Growth and Customer Loyalty
Robust Technology Fosters Growth and Customer Loyalty — VMI (VENDOR MANAGED INVENTORY) A collaboration with customers to manage their stock levels and shipments based on prior inventory levels. Simplifies customer inventory planning and streamlines our order management — EDI (ELECTRONIC DATA INTERCH
Slide 11: 03 Value
03 VALUE — Significant upside from market — Best - in - class risk management opportunities and industry practices to drive earning Favorable outlook for consolidation consistency earnings and growth at a — Strategic transformation is proving — Disciplined capital allocation compelling value our abi
Slide 12: Significant Upside from Market Opportunities and Consolidation
Significant Upside from Market Opportunities and Consolidation Highly fragmented industry with $200 billion annual revenue and 9,400 single locations. (Dun & Bradstreet) Significant opportunity to grow — Top 30 service centers account for $65 billion in sales (2024 - Metal Center News) — Many family
Slide 13: Strategic Transformation is Proving Our Ability to Acquire, Integrate and Build
Strategic Transformation is Proving Our Ability to Acquire, Integrate and Build — We acquired three PlatePlus facilities in May 2022 doubling our capacity — Our greenfield operation in Sinton, Texas, was commissioned in September 2022 — We commenced operations at our second Granite City processing f
Slide 14: Ambitious Growth Strategy to Expand Market Share, Improve Gross Margins and Pursue M&A
Ambitious Growth Strategy to Expand Market Share, Improve Gross Margins and Pursue M&A Grow Core Business M&A Criteria Maximize production Consistent earnings trail capacity of metal processing and pipe New geographies and/or manufacturing products Improve gross margins Strong management team thru i
Slide 15: Best-in-Class Risk Management Practices to Help Deliver Consistency in Earnings
Best - in- Class Risk Management Practices to Help Deliver Consistency in Earnings Friedman uses risk management tools including derivatives to manage price cycle risks to protect the value of inventory Benefits include: — Increase flexibility in purchasing and sales — Pricing solutions tailored to
Slide 16: Appendix
Appendix + Friedman Industries
Slide 17: East Chicago, IN
Facility Overview East Chicago temper mill strategically PROCESSING CAPABILITIES: located in the busiest steel market in Temper passed CTL sheet and plate East Chicago, IN the U.S., providing increased reach to a COIL PROCESSING broader geographic customer base Overview Temper Pass Mill Widely recog
Slide 18: Granite City, IL
Facility Overview — Granite City has 2 Temper Mills PROCESSING CAPABILITIES: providing significant capacity to Temper passed CTL sheet and plate Granite City, IL serve the Midwest market. Along COIL PROCESSING with our East Chicago facility we are able to ensure timely delivery during outages and sh
Slide 19: Decatur, AL
Facility Overview Friedman’s Decatur facility is located PROCESSING CAPABILITIES: adjacent to the campus of Nucor’s Stretcher Leveled CTL sheet and plate Decatur, AL Decatur steel mill. Friedman’s newly COIL PROCESSING installed stretcher leveler at Decatur has expanded Friedman’s processing capabil
Slide 20: Hickman, AR
Facility Overview Friedman’s Hickman facility is located PROCESSING CAPABILITIES: on the campus of Nucor’s Blytheville Temper passed CTL sheet and plate Hickman, AR steel mill COIL PROCESSING Overview Temper Pass Mill Located on the campus Equipment Specifications of Nucor’s Blytheville 26 Acres 36”
Slide 21: Sinton, TX
Facility Overview Friedman’s newest facility features PROCESSING CAPABILITIES: the largest stretcher leveler line in Stretcher leveled CTL sheet and plate Sinton, TX North America Stretcher Level coil to coil COIL PROCESSING Overview Stretcher Leveler Friedman’s Equipment Specifications newest facil
Slide 22: Lone Star, TX
Facility Overview Texas Tubular is API certified to PROCESSING CAPABILITIES: produce line pipe and OCTG, and ASTM Electric resistance welded pipe for the Lone Star, TX A500B and A53B structural pipe energy and structural markets TEXAS TUBULAR — The facility is adjacent to a fusion bond epoxy coating
Slide 23: Miami, FL
Facility Overview Friedman’s newest acquisition serving PROCESSING CAPABILITIES: the southeast market. Process and Red Bud cut - to - length and slitting Miami, FL distributes both Ferrous and Non - capabilities for light gauge, cold rolled, CENTURY METALS & SUPPLIES Ferrous products coated, stainle
Slide 24: Orlando, FL
Facility Overview A distribution facility for Century Metals & Supplies serving the area of Northern Orlando, FL Florida and South Carolina CENTURY METALS & SUPPLIES Overview Products Included: Ferrous and Non - Ferrous Friedman’s 27,065 sq. ft. material newest facility of facility space 3 Forklifts
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