Slide 1: Mattr Investor Presentation
Mattr Investor Presentation AUGUST 2026 TSX: MATR
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
WHO WE ARE Mattr Overview Growth-oriented materials technology company Global manufacturing and technology footprint WHERE WE PLAY $1.3B 15% Critical Infrastructure Electrification • Transportation • Mining • Communications • Water • Energy Adj. EBITDA CAGR Revenue 2021 to Q2 2026 STRUCTURAL TAILWIN
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 Long-Term Growth BUSINESSES Our Brands are Trusted to Deliver: Connection
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 liquid applications Technology & Application Equipme
Slide 7: Levering Technology Development, Organic Investment & Accretive M&A to Accelerate EBITDA Generation
Levering Technology Development, Organic Investment & Accretive M&A to Accelerate EBITDA Generation Adjusted EBITDA CAGR REVENUE1 Adjusted EBITDA1 2021 – Q2 2026 1 $790 $107 CONNECTION TECHNOLOGIES $263 $45 18.9% 2021 Q2 2026 2021 Q2 2026 $556 $375 10.8% $90 COMPOSITE $54 TECHNOLOGIES 2021 Q2 2026 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 $220M of growth CAPEX investment 2023-2025 re-vitalized North American manufacturing network o 2026 total CAPEX spend estimated at $35-45M o Annual maintenance CAPEX ±$
Slide 9: Emerging from Transformation & Significant Capital Deployment to Pursue Strong Profitability & Cash Flow Growth
Emerging from Transformation & Significant Capital Deployment to Pursue Strong Profitability & Cash Flow Growth Ambitions Reposition Portfolio • Portfolio transformation complete & Complete • Physical footprint modernized & expanded to enable growth Modernize Footprint • Technology pipeline expanded
Slide 10: 2026 Market Assumptions – Rapidly Changing Macro-Environment Persists
2026 Market Assumptions – Rapidly Changing Macro-Environment Persists Markets listed in order of relative significance CONNECTION TECHNOLOGIES COMPOSITE TECHNOLOGIES Global Mining Activity North American Retail & Back-Up Fuel Storage Demand Activity stable in US and improving in Canada, with favor
Slide 11: Portfolio Transformation Complete. Levering Controllable Technology & Efficiency Opportunities
Portfolio Transformation Complete. Levering Controllable Technology & Efficiency Opportunities to Secure Mid/Long-Term Growth. Growing Profitably Balanced Capital Allocation 14.9% Managing Debt + Reinvesting in the Business + Returning Capital + Growing the Portfolio 2021 – Q2 2026 ALL OF THE ABOVE
Slide 12: Thank you.
@ = Thank you. SG Infrastructure Technologies
Slide 13: Mattr Investor Presentation Supplemental Slides
Mattr Investor Presentation Supplemental Slides AUGUST 2026
Slide 14: Built to Operate in Extreme Environments with Uncompromising Reliability
Connection Technologies DSG-Canusa | AmerCable | Shawflex Built to Operate in Extreme Environments with Uncompromising Reliability Flame Excellent Low Low Smoke, Zero COMMUNICATION AEROSPACE ICE, HYBRID & Retardant Temperature Halogen Options Characteristics ELECTRIC VEHICLES High High High Radiatio
Slide 15: AmerCable Acquisition
Connection Technologies DSG-Canusa | AmerCable | Shawflex 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 strategi
Slide 16: Expanded Addressable Market for Wire and Cable Business
Connection Technologies DSG-Canusa | AmerCable | Shawflex Expanded Addressable Market for Wire and Cable Business >70% of US Electrical Utility Canada Grid is >25 years old US addressable SAM North American Wire market is and Cable Market Canada Canada approximately >25% TAM 9 times increase in US e
Slide 17: Shawflex Positioned to Benefit from Unfolding Nuclear Renaissance
Shawflex Positioned to Benefit from Unfolding Nuclear Connection Technologies DSG-Canusa | AmerCable | Shawflex Renaissance Mattr addresses the nuclear market through its Shawflex highly engineered wire and cable portfolio Shawflex is a provider of choice to Canadian ‘CANDU’ nuclear power genera
Slide 18: Wire & Cable: North American Mining End Market Exposure
Connection Technologies DSG-Canusa | AmerCable | Shawflex Wire & Cable: North American Mining End Market Exposure Maintenance & Repair vs Project Mix Current Subsector Maintenance Projects Listed in Order of Subsector & Repair Relative Significance Outlook Coal (Metallurgic) Copper Quarterly revenue
Slide 19: DSG Growth in Industrial & Infrastructure Markets
Connection Technologies DSG-Canusa | AmerCable | Shawflex DSG Growth in Industrial & Connection Infrastructure Markets Technologies Supporting global electrification by providing specialty wire, cable and integrated heat shrink solutions for severe Automotive 1998 2026 environments and applications
Slide 20: Data Centers: Rising Exposure Across Many Businesses
Data Centers: Rising Exposure Across Many Businesses Xerxes: Large project potential where designs utilize underground fuel or water storage; a single data center can require 20+ tanks versus 3-6 for a typical gas station. Wire & Cable: Strong demand environment for modest complexity products; M
Slide 21: Xerxes Fuel Tank Demand Rising on Secular Renewal & Expansion Trend
Composite Technologies Flexpipe | Xerxes Xerxes Fuel Tank Demand Rising on Secular Renewal & Expansion Trend 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 miles traveled in 2024 reached a new record of 3.279 trilli
Slide 22: Xerxes HydroChain – Enabling Long-Life Water Management Solutions
Composite Technologies Flexpipe | Xerxes Xerxes HydroChain – Enabling Long-Life Water Management Solutions Capture and Conveyance o Site-specific designs with highly engineered products that provide end-to-end stormwater Pre-Treatment management o Lower life-cycle costs with high-performance, corros
Slide 23: Flexpipe Technology Advancement Significantly Expands Addressable Market
Composite Technologies Flexpipe | Xerxes Flexpipe Technology Advancement Significantly Expands Addressable Market North America Flexpipe North America Competitive Landscape Addressable Market Revenue per Well (Market Share % of TAM) 100% 80% Steel 98% Increase Steel 60% Steel 40% Composite 20% Techn
Slide 24: 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 Completed Mid-2025 Fairfield, OH, USA A
Slide 25: Potential Tariff Exposure
Potential Tariff Exposure Mattr products are USMCA compliant In 2025 ~27% of COGS (vs. 45% of COGS in 2024) was spent on raw materials sourced across the US/Canada border. Cross-border revenue generation continues, with re-vitalized footprint reducing overall tariff exposure. Under the current footp