Ituran Location And Control Ltd. · NASDAQ:ITRN
Ituran Location And Control — Investor Presentation (April 2026)
29 slides from Ituran Location And Control's investor presentation, April 2026
Slide 1: Investor Presentation April 2026
INVESTOR PRESENTATION APRIL1 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Certain statements in made in this presentation and associated conference call are "forward-looking statements" within the meaning of the Securities Act of 1933, as amended. These forward-looking statements include, but are not limited to, our plans, objectives, expectations an
Slide 3: Ituran Overview
ITURAN OVERVIEW Pioneering Telematics for Connected Cars 3
Slide 4: Ituran (ITRN) Overview
ITURAN (ITRN) OVERVIEW • Profitable and cash-flow positive for over 20 years with a ~$1bn market cap • Car telematics company with multiple growth engines across global markets; Market leader in Latin America and Israel • Recurring revenue business model: 70% recurring subscription revenue from a st
Slide 5: Telematics Market
TELEMATICS MARKET • Telematics: a locating technology for monitoring & tracking assets • Global telematics market estimated at ~$80bn in 2023 • 15% CAGR to ~$280bn by 20321; by 2030, 95%+ of vehicles to be connected2 • Ituran provides its large and growing subscriber-base with a telematics solution
Slide 6: Offerings and Segments
Stolen Vehicle After-Market Recovery (SVR) ~70% revenues OEM Car & Motorcycle OUR MARKET Manufacturers OFFERINGS SEGMENTS Finance Companies Connected Car, Fleet Management and ~ Insurance other solutions 30% Companies Ituran – April 2026 | Investor Presentation | Company Overview Page 6
Slide 7: Our Competitive Advantages
OUR COMPETITIVE ADVANTAGES • Strong market presence & Ituran has number #1 market share in Brazil and Israel; aims to replicate success in Mexico, Ecuador, Colombia, India, Chile and elsewhere • 30+ year of Stolen Vehicle Recovery (SVR) leadership and experience: with industry leading 80%+ vehicle r
Slide 8: Ituran's OEM Roster, New Partnerships
ITURAN’S OEM ROSTER NEW PARTNERSHIPS Ituran – April 2026 | Investor Presentation | Company Overview Page 8
Slide 9: Business Model Strength
BUSINESS MODEL STRENGTH 70%+ recurring subscription fees • Recurring revenue model • High retention drives predictable cash flows and 2.6m+ subscribers operating leverage as the subscriber base scales ~30% one-time product fees bringing the customer initially Ituran – April 2026 | Investor Presentat
Slide 10: Global Presence
Canada UK Ukraine United States Japan Spain Israel Mexico India Colombia Malaysia Ecuador Congo Indonesia Singapore Brazil South Africa GLOBAL Argentina PRESENCE HEADQUARTERED DISTRIBUTOR Ituran – April 2026 | Investor Presentation | Company Overview Page 10
Slide 11: Recent Developments
RECENT DEVELOPMENTS Fourth Quarter 2025
Slide 12: Subscriber Growth
LONG-TERM Long-term sub growth SUBSCRIBER 12% Net new subscribers GROWTH 2,630 Q4 | 2025 CAGR 42k | 221k* 2,409 Expect # subscribers ‘000s at period-end ahead: 2,250 160-180k 2,066 net 1,881 Acquisition RoadTrack subscriber 1,781 1,768 1,770 adds 1,160 1,057 948 817 741 667 623 604 561 511 444 396 3
Slide 13: Recent Successes
RECENT SUCCESSES • UBI traction and solid aftermarket sales in Israel • Continued and growing traction for new products • Motorcycle product in South America • IturanMOB in Brazil • IturanMOB launch in the United States • Signed new OEM agreements with Stellantis, Fiat Connect & Renault & in continu
Slide 14: Financials
FINANCIALS Three decades of growth, profitability, cash generation and shareholder returns
Slide 15: Q4 & FY 2025 Results Summary
Q4 & FY 2025 RESULTS SUMMARY • Strong and record results for Q4 & Full Year 2025 • Q4 highlights: • Solid growth: total revenue up 13% & subscriber revenue up 15% • EBITDA milestone: full-year run-rate at over $100m • Strongest ever quarterly operating cash flow of $29 million • Rewarding shareholde
Slide 16: Results Summary Fourth Quarter 2025
RESULTS SUMMARY FOURTH QUARTER 2025 $93.5m $82.9m EPS services services $71.1m $0.70 $0.77 $61.5m 23% 22% Brazil ROW $22.5m $25.3m $15.3m product margin $13.8m product margin 16.3% $22.4m 27.1% 16.7% $21.3m 27.2% 55% Israel Q4‘25 Q4’24 Q4‘25 Q4'24 Q4'25 Q4'24 Q4'25 Revenue Breakdown Revenue EBITDA N
Slide 17: Results Summary Full Year 2025
RESULTS SUMMARY FULL YEAR 2025 $359m $336m EPS services services $264.6m $2.70 $2.92 $242.5m $96.2m $91.3m margin $58.0m margin 26.8% $53.7m 16.1% product product 27.1% 16.0% $93.8m $94.5m 2024 2025 2024 2025 2024 2025 Revenue EBITDA Net Income Ituran – April 2026 | Investor Presentation | Financial
Slide 18: Dividends & Buy Backs, Shareholder Value Generation
DIVIDENDS & BUY BACKS SHAREHOLDER VALUE GENERATION Q4 2025 CURRENT MARKET CAP ~$1Bn • Regular dividend $10m ($0.50/sh) • Buy back $1.6m + Special dividend $20m ($1/sh) + New buy-back $10m (remaining = $13.5m) FY 2025 • Total dividends paid $60m ($3/sh) $108M • Total shares bought back $3.1m (85k sha
Slide 19: Balance Sheet Summary Year-End
BALANCE SHEET SUMMARY YEAR-END Regular Dividend: $107.6m $10m or $0.50/sh $77.2m + Special dividend: $53.0m $20m or $1.00/sh Buy back $29.4m $1.6m in the quarter $22.7m + Newly approved buy back: New $10m declared in addition to $3.5m remaining YE-2023 YE-2024 YE-2025 Q4'24 Q4'25 on prior program Ne
Slide 20: Additional Untapped Value Potential: Bringg
ADDITIONAL UNTAPPED $1bn VALUE POTENTIAL valuation 16% Mission Critical Other investors include: Insight, Coca-Cola, Viola, Delivery & Fulfillment Salesforce, OG Tech, GLP, holdings Next47, Aleph, Pereg, in Bringg Cambridge Capital SaaS technology to rapidly improve pickup and delivery speed, capaci
Slide 21: Growth Drivers
GROWTH DRIVERS Built on a foundation of two decades of global growth and experience
Slide 22: Remote Rental Technology Launch in USA
REMOTE RENTAL TECHNOLOGY LAUNCH IN USA • All-in-one Innovative SaaS smart-mobility and fleet management platform • Long-term growth engine • Proven traction in Brazil and Israel • Just launched in the US market Ituran – April 2026 | Investor Presentation | Growth Drivers Page 22
Slide 23: JV for Real-Time Telemetry for Race Drivers
• JV for Real-Time Telemetry and AI-Powered Insights to Race and Track-Day Drivers • Enables live performance data across all motorsport categories • Instant, professional-grade driving insights via intuitive cloud and mobile dashboards • TAM: 60,000 racing events each year with up to 1 million part
Slide 24: Ituran Credit Carbon
ITURAN CREDIT CARBON • Connects carbon emitters with individual carbon savers via Ituran’s platform • Enables EV and zero-emission drivers to monetize carbon savings • Creates a scalable, low-cost new revenue stream leveraging existing infrastructure • At end of regulation approval process - commerc
Slide 25: Big Data
BIG DATA • Leverages one of Ituran’s major assets • One of the richest vehicle telematics datasets built over decades • Supports governments and authorities in traffic, safety, and infrastructure planning • Enables OEMs to enhance ADAS and autonomous driving using real-world data • Highly scalable m
Slide 26: Growth Drivers Services Leadership
GROWTH DRIVERS SERVICES LEADERSHIP • Replicating successful products and services from existing geographies into new geographies • India: Market potential of 250m+ vehicles; JV with Daimler • Potential to sign further OEM partnerships • Working to expand existing OEM relationships into new geographi
Slide 27: Summary
SUMMARY PROFITABLE GROWING COMPANY with healthy balance sheet with future upside value potential via early-stage tech company holdings OPERATING LEVERAGE: recurring revenue model with growing margins as business expands SOLID TRACK RECORD of shareholder returns dividend yield over 5% STRONG PARTNERS
Slide 28: 20 Years on Nasdaq
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Slide 29: Thank You!
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Ituran Location and Control — Investor Presentation (April 2026) on 6ix