Ituran Location And Control Ltd. · NASDAQ:ITRN
Ituran Location And Control — Q2 2026 Earnings Presentation
16 slides from Ituran Location And Control's earnings presentation, Aug 12, 2026
Slide 1: Q2 2026 Results Webinar August 2026
WILL START AT 9AM ET / 4PM ISRAEL Q2 2026 RESULTS WEBINAR AUGUST 2026
Slide 2: Q2 2026 Results Webinar August 2026
Q2 2026 RESULTS WEBINAR AUGUST 2026
Slide 3: Eyal Sheratzky, Udi Mizrahi, Eli Kamer
Eyal Udi Eli Sheratzky Mizrahi Kamer CEO DEPUTY CEO CFO
Slide 4: Safe Harbor Statement
SAFE HARBOR STATEMENT Certain statements 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 and
Slide 5: Eyal Sheratzky, CEO
turan TECHNOLOGY DRIVEN BY PEOPLE = \ Eyal Sheratzky CEO
Slide 6: Q2 2026 Results Summary
Q2 2026 RESULTS SUMMARY • Record revenue, profitability and cash flow • Highlights: • Quarterly revenue: $104.8m, up 21% YoY • Subscription revenue up 25% to $79.8m; • Profitability: EBITDA of $28.5m up 24% YoY • Cash flow from operations: $32.2m • Subscriber growth: 41k net adds • Continuing to rew
Slide 7: Long-Term Subscriber Growth
LONG-TERM Long-term sub growth Expect for 2026: SUBSCRIBER 12% 160-180k net subscriber adds Net new GROWTH subscribers 2,711 CAGR 2,630 Q2 | 2026 # subscribers ‘000s at period-end 41k 2,409 2,250 2,066 1,881 Acquisition RoadTrack 1,781 1,768 1,770 1,160 1,057 948 817 741 667 623 604 561 511 444 396
Slide 8: Ituran's OEM Roster
ITURAN’S OEM ROSTER RENAULT “The agreement with Ituran is aligned with our strategy of working with leading suppliers in the market to ensure the best solutions for our customers.” “After many years of partnership with Ituran NISSAN in Mexico in which we have been very pleased with the performance o
Slide 9: Growth Engines
GROWTH ENGINES • Significantly expands Ituran’s addressable markets • Credit Carbon & IturanMob progressing well • Active discussions with potential customers and partners with strong interest • Big Data leverages one of Ituran’s major assets: our very rich vehicle telematics datasets built over dec
Slide 10: Dividends & Buy Backs: Shareholder Value Generation
DIVIDENDS & BUY BACKS SHAREHOLDER VALUE GENERATION Q2 2026 CURRENT MARKET CAP • Regular dividend $10m ($0.50/sh) ~$1.1B • Buy Back - $3 million TRAILING 12M DIVIDEND YIELD ~6% DIVIDENDS $104M IN NET CASH ISSUED SINCE IPO $426M SHARES BOUGHT BACK SINCE IPO $71m
Slide 11: Summary
SUMMARY • Excellent second quarter • Record revenue, record profit and record cash flow • Sharing rewards with shareholders via dividend and buy back • Growth avenues for long-term growth • Continuing to broaden existing and pursue new OEM partnerships • IturanMob, Credit Carbon, Leveraging Big Data
Slide 12: Eli Kamer, CFO
Eli Kamer CFO turan TECHNOLOGY DRIVEN BY PEOPLE
Slide 13: Results Summary Second Quarter 2026
RESULTS SUMMARY SECOND QUARTER 2026 $104.8m $86.8m EPS services services $79.8m $0.68 $0.88 $63.8m 22% 22% Brazil ROW $22.9m $28.5m $17.3m product margin $13.5m product margin 16.5% $25.0m 27.2% 15.5% $23.0m 26.4% 56% Israel Q2‘26 Q2’25 Q2’26 Q2’25 Q2’26 Q2’25 Q2’26 Revenue Breakdown Revenue EBITDA
Slide 14: Balance Sheet Summary
BALANCE SHEET SUMMARY Regular Dividend: $10m or $0.50/sh $107.6m $103.7m Buy Back: $77.2m $3m $32.2m $22.4m YE-2024 YE-2025 Q2’26 Q2’25 Q2’26 Net Cash Operating Cash Flow
Slide 15: Q&A
Q&A Eyal Udi Eli Sheratzky Mizrahi Kamer CEO DEPUTY CEO CFO
Slide 16: Thank You!
Hituran TECHNOLOGY DRIVEN BY PEOPLE THANK YOU!
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