Mattr Corp · TSX:MATR
Mattr — Investor Presentation (August 2025)
24 slides from Mattr's investor presentation, August 2025
Slide 1: Mattr Investor Presentation
Mattr Investor Presentation AUGUST 2025
Slide 2: Forward Looking Information
Forward Looking Information This presentation contains forward-looking information within the meaning Additional information on the risks and uncertainties on the Company’s of applicable securities laws. Words such as "may", "will", "should", business can be found in the Company’s current Annual Inf
Slide 3: Mattr Overview
Mattr Overview $1.3B >20% Mattr is a Materials Technology Company Enabling 2025 YTD Adj. EBITDA CAGR Annualized 2021 to H1-2025 Renewal and Expansion of Critical Infrastructure Revenue • A growth-oriented, materials technology company operating 1% from a global network of manufacturing and technolog
Slide 4: A Materials Technology Company Enabling Renewal & Expansion of Critical Infrastructure
A Materials Technology Company Enabling Renewal & Expansion of Critical Infrastructure A Leading Supplier in Every Target Market, with its North American Manufacturing Footprint Recently Modernized, Expanded and Optimized for Accelerated Earnings Growth BUSINESSES Our Brands are Trusted to Deliver:
Slide 5: Benefitting from Long-Cycle Infrastructure Investment
Benefitting from Long-Cycle Infrastructure Investment Refurbishment & enhancement of physical infrastructure o Electrical Utility Networks o Power Generation Sites Electrification & o Liquid Fueling Networks Environmental Digitization o Mass Transit Systems Infrastructure o Communication Networks Ex
Slide 6: High-Value Materials Based Technology Solutions
High-Value Materials Based Technology Solutions Composite Technologies Manufacturer of composite fluid management solutions for harsh environments, replacing higher cost, higher risk concrete and steel in Premium Quality Heat/Cold Shrink corrosive liquids applications Technology & Application Equipm
Slide 7: Levering Materials Technology & Accretive M&A to Accelerate EBITDA Generation
Levering Materials Technology & Accretive M&A to Accelerate EBITDA Generation While Investing for Future Growth Adjusted EBITDA CAGR REVENUE Adjusted EBITDA 2021 – H1 2025 (Annualized) $728 $105 23.6% $263 1 CONNECTION $45 TECHNOLOGIES 2021 H1 2025 2021 H1 2025 Annualized Annualized $554 $375 14.2%
Slide 8: Returning to Normalized CAPEX Spend Rates After Elevated Investment
Returning to Normalized CAPEX Spend Rates After Elevated 2023-2025 Investment to Re-Vitalize North American Manufacturing Network o Maintenance CAPEX ±$15M/yr o Growth CAPEX IRR hurdle rate >20% after tax o 2023-25 investments re-vitalized North American manufacturing network o $60-70M of total CAPE
Slide 9: Emerging from Transformation & Significant Capital Deployment to Pursue Strong Growth
Emerging from Transformation & Significant Capital Deployment to Pursue Strong Growth, Profitability & Cash Flow Ambitions 2021 to Mid-2025 Mid-2025+ o Drove growth and margin expansion in o Aim to accelerate growth and margin core businesses through technology expansion via continued technology inv
Slide 10: Prudently Utilizing Debt to Create Shareholder Value
Prudently Utilizing Debt to Create Shareholder Value o Adjusting for the acquisition of Net Debt to Adj EBITDA AmerCable and the divestiture of 7.10 AmerCable acquired Thermotite, pro forma net debt to Jan 2, 2025, resulting in leverage increase Adjusted EBITDA at end Q2 2025 5.11 would be 3.1x, or
Slide 11: Committed to Consistently Returning Capital to Shareholders
Committed to Consistently Returning Capital to Shareholders Normal Course Issuer Bid (NCIB) The company exhausted the capacity of its NCIB and renewed/ resumed activity NCIB Share Repurchases upon eligibility in late June of o During Q2-2025, the Company 2024 and 2025 exhausted the capacity of its N
Slide 12: Portfolio Transformation Complete, Trading Significantly Below Industrial Manufacturing Peers
Portfolio Transformation Complete, Strong Growth Drivers & Proven Capital Deployment Record. Trading Significantly Below Industrial Manufacturing Peers Our Peers are Premium Industrial High Growth Balanced Capital Deployment Product Manufacturers 2021 - H1 2025 Normal Course Net- Returning Annualize
Slide 13: Thank you.
O Thank you. Technologies
Slide 14: Mattr Investor Presentation Supplemental Slides
Mattr Investor Presentation Supplemental Slides August 2025
Slide 15: Xerxes Fuel Tank Demand Rising on Secular Renewal & Expansion Trend
Composite Xerxes Fuel Tank Demand Rising on Secular Renewal Technologies & Expansion Trend Manufacturer of composite fluid management solutions for harsh environments o More than 98% of vehicles on US roads rely on liquid fuels o According to the US Department of Transportation, total U.S. vehicle m
Slide 16: Xerxes HydroChain – Enabling Long-Life Water Management Solutions
Composite Xerxes HydroChain – Enabling Long-Life Water Technologies Management Solutions Manufacturer of composite fluid management solutions for harsh environments Capture and Conveyance o Site-specific designs with highly engineered products that provide end-to-end stormwater Pre-Treatment managem
Slide 17: Flexpipe Technology Advancement Significantly Expands Addressable Market
Composite Technologies Flexpipe Technology Advancement Significantly Expands Addressable Market Manufacturer of flexible composite solutions for severe environments and applications North America Flexpipe North America Competitive Landscape Addressable Market Revenue per Well (Market Share % of TAM)
Slide 18: Built to Operate in Extreme Environments with Uncompromising Reliability
Connection Technologies Built to Operate in Extreme Environments Supporting global electrification by providing with Uncompromising Reliability specialty wire, cable and integrated heat shrink solutions for harsh environments and applications Flame Excellent Low Low Smoke, Zero COMMUNICATION AEROSPA
Slide 19: AmerCable Expands Addressable Market for Wire and Cable Business
Connection Technologies AmerCable Expands Addressable Supporting global electrification by providing Market for Wire and Cable Business specialty wire, cable and integrated heat shrink solutions for harsh environments and applications >70% of US Electrical Utility Canada Grid is >25 years old US add
Slide 20: Shawflex Positioned to Benefit from Unfolding Nuclear Renaissance
Shawflex Positioned to Benefit from Unfolding Nuclear Connection Technologies Renaissance Supporting global electrification by providing specialty wire, cable and integrated heat shrink solutions for harsh environments and applications Mattr addresses the nuclear market through its Shawflex highly
Slide 21: DSG Growth in Industrial & Infrastructure Markets
Connection Technologies DSG Growth in Industrial & Supporting global Connection electrification by providing Infrastructure Markets Technologies specialty wire, cable and integrated heat shrink Supporting global solutions electrification for by providing specialty wire, harsh environments and cable
Slide 22: AmerCable Acquisition
AmerCable Acquisition Positions Mattr as one of the premier, custom engineered cable manufacturers in North America Adds medium voltage capabilities, which are essential to enabling electrification in key end markets Creates a highly strategic North American wire and cable manufacturing footprint to
Slide 23: Organic and Inorganic Investments Expand Capacity and Efficiency While Optimizing Footprint
Organic and Inorganic Investments Expand Capacity and Efficiency While Optimizing Footprint Vaughan, ON, Canada Wire & Cable Manufacturing Elevated capex deployed 2023-2025 to First Production Commenced Late 2024 modernize, expand and optimize North Relocation to be Completed Mid-2025 Fairfield, OH,
Slide 24: Potential Tariff Exposure
Potential Tariff Exposure Mattr products are USMCA compliant In 2024, including AmerCable: ~30% of Revenue and ~45% of COGS was derived from products sold or raw materials sourced across the US/Canada border. This exposure is expected to decline as new facilities elevate output: Xerxes – 2 of 6 fa