Graham Corporation · NYSE:GHM

Graham — Investor Day (June 2026)

71 slides from Graham's investor day presentation, June 2026

Slide 3: Agenda
Agenda 8:30 am Welcome & Opening Remarks 10:15 am Customer Panel Discussion Rachel Jaakkola Moderator: Matt Malone Chief Human Resources Officer Panelists: Tony Spagnoletti – Bechtel Plant Machinery Inc (Retired) Company & Product Overview Royce Roemisch – Delek US Matt Malone Chief Executive Office
Slide 4: Safe Harbor Statement
Safe Harbor Statement Safe Harbor Regarding Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are
Slide 5: Safe Harbor Statement (Con't)
Safe Harbor Statement (Con’t) Organic Revenue CAGR is not a measure defined in accordance with GAAP. Nevertheless, Graham believes that providing Organic Revenue CAGR is important for investors and other readers of Graham's financial statements, as it is used as an analytical indicator by Graham's m
Slide 7: Key Messages
Company & Product Overview Graham is a revitalized industrial business with strong foundation and 1 building momentum as we execute our “Improve to Growth” phase Advancing key enablers with the right 2 talent, systems, and infrastructure to Key support organic growth Messages Investing in and delive
Slide 8: Graham at-a-Glance
Company & Product Overview GRAHAM IS A MISSION-CRITICAL SOLUTION PROVIDER Graham ACROSS THREE CORE END-MARKETS at-a-Glance Leading global provider of mission-critical engineered Defense Mission-critical fluid, power, 1936 Founded | 1968 IPO vacuum, heat transfer, and products that maximize system 73
Slide 9: Accelerating Growth From a Stable Foundation
Company & Product Overview REVITALIZED CYCLICAL INDUSTRIAL WITH “STABILIZE” PHASE COMPLETE DURABLE MOMENTUM INTO “IMPROVE TO GROWTH” PHASE TODAY Accelerating Growth From TRANSFORMATIONAL a Stable Foundation ACQUSITION GROWTH IMPROVE STABILIZE CYCLICAL Pre-FY22 FY23 - 25 FY26 - 27 FY27 & Beyond © 202
Slide 10: Graham Portfolio
Company & Product Overview Graham Portfolio Defense Space Energy & Process 60% of FY26 Revenue 6% of FY26 Revenue 34% of FY26 Revenue Military Torpedoes Small Aircraft Aircraft & Satellites & Refining, Modular Carriers / Launch Power & Unmanned Lunar Life Support Petrochem, Nuclear Nuclear Vehicles
Slide 11: Why We Win / Key Differentiators
Company & Product Overview Why We Win / Key Differentiators Proprietary Technology & Toolsets High IP to enhance customer system value Long-Standing & high barrier to entry Customer Relationships Full Product Lifecycle Extension of customer team, highly Initial Concept to Aftermarket expertise and e
Slide 12: Introducing New 3-Year Targets (FY27-FY29)
Company & Product Overview Introducing New 3-Year Targets (FY27-FY29) 8-10% Incremental Margin Expansion >14% Selective & Accretive M&A Organic Revenue CAGR(1) towards Top Quartile Enterprise ROIC(1) © 2026 GRAHAM CORPORATION, ALL RIGHTS RESERVED (1) See the Safe Harbor Statement regarding Graham’s
Slide 13: Today's Presenters – Execution & Growth Focused Management Team
Company & Product Overview Today’s Presenters – Execution & Growth Focused Management Team Leadership Attributes • Diverse industry expertise Matthew Malone Daniel Thoren Christopher Thome Rachel Jaakkola • Growth mindset CEO & President Strategic Advisor Chief Financial Officer Chief Human Resource
Slide 15: Defense Key Messages
SPACE ENERGY & PROCESS DEFENSE Defense REVENUE ($ in millions) Defense Key Messages $147.4 Embedded on long-cycle strategic platforms while enabling disruptors $121.9 $99.5 Trusted, proven leader in mission-critical mobility applications 1 where efficiency and power density matter most $62.2 $65.3 G
Slide 16: Market and Product Overview
SPACE ENERGY & PROCESS DEFENSE Defense Market and Product Overview CATEGORIES HIGHLIGHTS • Strong and expanding demand supported by increased U.S. defense budgets and accelerated shipbuilding driven by geopolitical tensions • Key supplier of mission-critical systems for submarines, aircraft carriers
Slide 17: Long-Cycle Visibility on Key Navy Nuclear Programs
SPACE ENERGY & PROCESS DEFENSE Defense Long-Cycle Visibility on Key Navy Nuclear Programs GRAHAM REVENUE OPPORTUNITY ~$1.8 BILLION(2) THROUGH 2056 BASED ON STRATEGIC PLATFORM PROJECTIONS CVN Ford Class Carrier SSN Virginia Class Subs SSBN Columbia Class Subs Torpedoes • 2 Completed • 27 Completed •
Slide 18: Case Study – Compact Radar Cooling Pumps
SPACE ENERGY & PROCESS DEFENSE Defense Case Study – Compact Radar Cooling Pumps Industrial Pump Background • Graham was selected to design and supply a cooling pump for an advanced radar program that enables 360-degree air and missile defense. • Pump design optimizes Size, Weight, and Power (SWaP) t
Slide 19: Strategic Long-Term Growth Initiatives
SPACE ENERGY & PROCESS DEFENSE Defense Strategic Long-Term Growth Initiatives PROACTIVELY POSITIONING THE BUSINESS TO LONG-TERM GROWTH TRENDS LEVERAGING CORE COMPETENCY INCREASE CONTENT ON GROW STRONG CORE AFTERMARKET EXPANSION NEXT-GEN PLATFORMS • Expand Content on Strategic Navy Platforms • Align
Slide 20: Uniquely Positioned to Win
SPACE ENERGY & PROCESS DEFENSE Entrenched on Critical U.S. Navy Platforms Ford-class carriers, Columbia- and Virginia-class submarines, and 1 Mk48 torpedo programs with long-cycle, high-barrier positions and strong incumbent advantage. Differentiated Mission-Critical Technology Proprietary expertise
Slide 22: Space Key Messages
DEFENSE SPACE ENERGY & PROCESS DEFENSE SPACE Space REVENUE1 & TOTAL ORDERS2 ($ in millions) Space Key Messages $35.3 Utilizing proven ground-based hardware to enable successful space expansion $21.2 $5.3M Virgin $20.1 Established turbomachinery provider trusted to deliver on safety, Orbit 1 reliabil
Slide 23: Market and Product Overview
DEFENSE SPACE ENERGY & PROCESS SPACE Space Market and Product Overview CATEGORIES HIGHLIGHTS • Developing content in commercial space through rocket engine turbopump systems and satellite launch support • Positioned for long-term growth from extended space exploration and next-gen SUMMARY aerospace
Slide 24: Case Study – Cryogenic Fluid Pumps
DEFENSE SPACE ENERGY & PROCESS SPACE Space Case Study – Cryogenic Fluid Pumps Low-Flow, High Pressure Background • Graham has 50-years of cryogenic pump experience in demanding and sensitive applications including power distribution, superconducting magnets, nuclear moderators, and synchrotrons. • B
Slide 25: Strategic Long-Term Growth Initiatives
DEFENSE SPACE ENERGY & PROCESS SPACE Space Strategic Long-Term Growth Initiatives PROACTIVELY POSITIONING THE BUSINESS TO LONG-TERM GROWTH TRENDS LEVERAGING CORE COMPETENCY INCREASE CONTENT ON GROW STRONG CORE MOVE WITH PACE OF MARKET NEXT-GEN PLATFORMS • Deepen core technical moats in high-speed •
Slide 26: Uniquely Positioned to Win
DEFENSE SPACE ENERGY & PROCESS SPACE Leader in engineered power-dense mission critical turbomachinery 1 leveraging decades of expertise in cryogenic and fluid pumping in harsh environments Proven and trusted supplier on established space vehicle 2 platforms with extensive heritage on delivering for
Slide 28: Energy & Process Key Messages
DEFENSE DEFENSE SPACE ENERGY & PROCESS Energy & Process REVENUE ($ in millions) Energy & Process Key Messages Energy & Process Modernizing legacy installed-base while developing next-gen energy solutions $83.3 $72.8 $73.3 $70.6 Mission-critical products trusted to perform $54.9 1 90-years of reliabl
Slide 29: Market and Product Overview
DEFENSE DEFENSE SPACE ENERGY & PROCESS Energy & Process Market and Product Overview CATEGORIES HIGHLIGHTS • Versatile proprietary technology leverageable across broad end-markets including refining, petrochemical, edible oil, steel process, nuclear • Facilitate increasing global energy demand, espec
Slide 30: Market Highlight – Small Modular Nuclear (SMR)
DEFENSE DEFENSE SPACE ENERGY & PROCESS Energy & Process Market Highlight – Small Modular Nuclear (SMR) IEA, Nuclear Programs Key Market Highlights • Major SMR developers backed by significant commercial and government support with target commercial operation by 2030 with more than 80 active SMR desi
Slide 31: Strategic Long-Term Growth Initiatives
DEFENSE DEFENSE SPACE ENERGY & PROCESS Energy & Process Strategic Long-Term Growth Initiatives LEVERAGE CORE TECHNOLOGIES, INSTALLED BASE, AND ENGINEERING EXPERTISE TO CAPTURE LONG-TERM GROWTH OPPORTUNITIES INCREASE CONTENT ON AFTERMARKET GROW STRONG CORE NEXT-GEN PLATFORMS ACCELERATION Drive profit
Slide 32: Uniquely Positioned to Win
DEFENSE DEFENSE SPACE ENERGY & PROCESS One-Stop Solution Provider with a Comprehensive Full Lifecycle Offering 1 Initial concept + manufacturing + commissioning + aftermarket of complete integrated packages Decades of Proprietary Application Knowledge 2 90-years of proprietary expertise in vacuum, h
Slide 34: Materials Processing Key Messages
MATERIALS FLACKTEK DEFENSE PROCESSING Materials Processing Materials Processing Key Messages • Expect ~$30 million of Revenue FY2027 Utilizing mixing technology to maximize customer process throughput • Expect ~$3 million of Adjusted EBITDA(1) • $25 million of potential future earnouts tied to progr
Slide 35: Traditional v. Bladeless Centrifugal Mixing
MATERIALS FLACKTEK PROCESSING Materials Processing Traditional v. Bladeless Centrifugal Mixing Fast. Repeatable. No cleanup. No bubbles. Automation enabled. © 2026 GRAHAM CORPORATION, ALL RIGHTS RESERVED 35
Slide 36: Market and Product Overview
MATERIALS FLACKTEK PROCESSING Materials Processing Market and Product Overview One Technology Platform. R&D to Production Scale. CATEGORIES HIGHLIGHTS Large Medium • Recognized as a leader in high-performance, bladeless centrifugal mixing, designs and manufactures advanced mixing systems, accessorie
Slide 37: Case Study – Mega Mixer for Energetics Production
MATERIALS FLACKTEK PROCESSING Materials Processing Case Study – Mega Mixer for Energetics Production © 2026 GRAHAM CORPORATION, ALL RIGHTS RESERVED 37
Slide 38: Strategic Long-Term Growth Initiatives
MATERIALS FLACKTEK PROCESSING Materials Processing Strategic Long-Term Growth Initiatives PROACTIVELY POSITIONING THE BUSINESS TO LONG-TERM GROWTH TRENDS LEVERAGING CORE COMPETENCY SCALE INTO PRODUCTION DRIVE RECURRING & HIGH-MARGIN EXPAND INSTALLED BASE INFRASTRUCTURE REVENUE STREAMS • Expand penet
Slide 39: Uniquely Positioned to Win
MATERIALS FLACKTEK PROCESSING Proprietary & Defensible Technology Patented dual asymmetric centrifugal processing technology 1 • • Bladeless architecture enables precision mixing with minimal contamination • Difficult-to-replicate know-how developed over decades Production Scale Product Offering (ME
Slide 40: Customer Panel Discussion
Customer Panel Discussion Tony Spagnoletti Royce Roemisch Senior Engineering Manager Crude, Fractionation and Water Treatment SME (Retired) © 2026 GRAHAM CORPORATION, ALL RIGHTS RESERVED 40
Slide 42: Thematic, Decentralized Corporate Structure
Strategic Plan Thematic, Decentralized Corporate Structure CORPORATE HOLDING COMPANY Strategy. Intelligence. Enablement. Market & Customer Insight Competitive & Technology Intelligence Strategic Guidance & Thought Leadership Thermal Power Management Electronics Mission-Critical Turbomachinery Soluti
Slide 43: Strategic Vision
Strategic Plan Strategic Vision 3 Leverage strengths and best practices across Corporation • People - Business coaching, mentoring, training, leadership development Strengthen the core through operational excellence across • Playbooks - Best practices including succession planning, strategic 1 diver
Slide 44: Mission-Critical Engineered Products Maximizing System Value
Strategic Plan Mission-Critical Engineered Products Maximizing System Value Highly engineered hardware in ecosystems where the MISSION CRITICAL BROAD PORTFOLIO MAXIMIZED SYSTEM VALUES MISSION-CRITICAL. SYSTEM ENABLING. most demanding missions require proven performance, Engineered for extremes. Prov
Slide 45: Accelerating Growth From a Stable Foundation
“STABILIZE” PHASE COMPLETE, TRACKING TO FY27 GUIDANCE DURABLE MOMENTUM INTO “IMPROVE TO GROWTH” PHASE Strategic Plan TODAY Accelerating Growth From a Stable Foundation GROWTH IMPROVE STABILIZE FY23 - 25 FY26 - 27 FY27 & Beyond © 2026 GRAHAM CORPORATION, ALL RIGHTS RESERVED 45
Slide 46: Credibility Through Action & Results
IMPROVE GROWTH STABILIZE Credibility Through Action & Results FY26 FY21 25% 34% >20% Defense Energy & Process Revenue Revenue Strategic Plan $97.5M $245M 75% 6% ROIC(1) Hurdle Rate Stabilize Phase Energy & Process 60% Defense Space Completed – Strong Expanded Portfolio Diversification Disciplined Ca
Slide 47: Phased Approach to Sustainable, Long-Term Growth
STABILIZE IMPROVE GROWTH Strategic Plan Phased Approach to Sustainable, Long-Term Growth PROACTIVELY POSITIONING THE BUSINESS TO LONG-TERM GROWTH TRENDS LEVERAGING CORE COMPETENCY DEFENSE ENERGY & PROCESS SPACE GRAHAM CORPORATE Rising Grid Demand From AI Naval Ship and Submarine Demand & Data Center
Slide 48: Completed Strategic Facility Investments
STABILIZE IMPROVE GROWTH Strategic Plan Completed Strategic Facility Investments New Navy Facility in Batavia, NY (Completed 2QFY26) Cryogenic Test Facility in Jupiter, FL (Completed 4QFY26) Assembly & Test Facility at Barber Nichols (Completed 1QFY26) Liquid Nitrogen Testing at Barber Nichols (Comp
Slide 49: Enabling the Growth Phase Through Focused Product Lifecycle Investments
STABILIZE IMPROVE GROWTH Strategic Plan Enabling the Growth Phase Through Focused Product Lifecycle Investments PRODUCT LIFECYCLE VALUE IDENTIFICATION c VALUE CREATION VALUE EXTRACTION Market & Technology & Commercialization & Service & 1 2 3 4 Customer Need Product Solution Production Scale Afterma
Slide 50: Growth Enablement
Growth Enablement William Zmyndak Daniel Thoren Paul Nistler Keith Oufnac Rachel Jaakkola Operational Excellence Business Development & Motor Controller Digital Systems People & Leaders Commercialization Commercialization - - Aftermarket Acceleration Global Expansion © 2026 GRAHAM CORPORATION, ALL R
Slide 51: Operational Excellence Drives Growth
Growth Enablement Case Study – Navy Facility in Batavia, NY Operational Excellence Added 30,000 sq-ft Navy facility to increase capacity by ~10% and Drives Growth reduce product leadtime by ~50% with $13.5M of $17.5M total investment granted by strategic customer. People Process & Systems  Workforc
Slide 52: Aftermarket Acceleration on Global Installed Base
Growth Enablement Case Study – NextGen Nozzle Aftermarket Acceleration Global refining investment focused on maintenance & capacity. Graham on Global Installed Base well-positioned with >$1B installed equipment globally. Product innovation focus to modernize install base. Market Drivers  Asset life
Slide 53: Business Development & Commercialization
Growth Enablement Business Development & Commercialization Our Foundation New Product Introduction Framework Business Development • Problem solving ethos Integrating Business Development with Product Commercialization Market Research & Outreach ID and target new segments. Engage through • Technical
Slide 54: Case Study – Motor Controller
Growth Enablement Potential Market Beach-Heads Case Study – Motor Controller United States Industrial VFD Market - $3.4B Global Aircraft Power Electronics Market - $1.0B Global Spacecraft Thermal Solution Market - $1.1B Business Development Global Military Vehicle Electrification Market - $4.7B Mark
Slide 55: Global Expansion
Growth Enablement Global Expansion Trusted Brand. Global Installed Base. Local Presence. Cost Competitive Solutions. Strategic Market Focus Our Global Platform Value Delivered Integrating Business Development with Product Commercial Industrial Sustainment & Lower Total Cost of Replacement Ownership
Slide 56: Digital & Information Systems
Growth Enablement Digital & Information Systems Upgrading legacy IT systems to streamline and enable operational excellence. ERP Modernization Across the Manufacturing Value Chain • Standardizing production planning, procurement, inventory, and shop-floor execution to reduce downtime, improve throug
Slide 57: People & Leadership
Growth Enablement People & Leadership Force multiply our strategy through every employee to achieve results. Acquire Top Talent • Our recruitment team hired 155 employees in 2025 - 25% employee referrals • Attract through company stability and company missions • Strategic pipeline development throug
Slide 59: Financial Key Messages
Financial Framework & Targets Proven track record of strong, consistent 1 performance and continuous improvement Financial Key Messages Continuous improvement, >20% ROIC(1) 2 investments, and higher commercial mix to drive further margin expansion Visibility to 8%-10% organic revenue growth(1) and 1
Slide 60: Our Financial Transformation (FY2022 – FY2026)
Financial Framework & Targets Our Financial Transformation (FY2022 – FY2026) Revenue Adjusted EBITDA & Margins(1) ($ in millions) ($ in millions) • Proven track record of strong, consistent performance and $26.0 $22.4 continuous improvement $245.3 $185.5 $209.9 $8.5 $13.3 • Double digit organic reve
Slide 61: Diversified Demand Driving Record Bookings & Backlog
Financial Framework & Targets Diversified Demand Driving Record Bookings & Backlog • Record backlog provides significant visibility and stability Orders & Book-to-Bill(1) Backlog(1) • Solid customer demand across $532.6 all markets total orders $82.5 $359.4 $390.9 $412.3 • 1.3x book-to-bill(1) over
Slide 62: Maintain Disciplined Capital Allocation Strategy
Financial Framework & Targets Maintain Disciplined Capital Allocation Strategy • Profitable organic growth most STRONG BALANCE SHEET compelling avenue for value • Strong cash generation and fiscal discipline creation 1 • Completed $50 million PIPE with accounts advised by T. Rowe Price in April 2026
Slide 63: M&A Growth
Financial Framework & Targets M&A Growth DISCPLINED ACQUISITION STRATEGY TO SUPPLEMENT 8-10% ANNUAL ORGANIC GROWTH(1) EXPECTATIONS TARGET CATEGORY ATTRIBUTES COMPANY TYPE Privately held, independently operated Fluid/power/thermal management sectors supporting aerospace, defense, cryogenic, and INDUS
Slide 64: Successful M&A Track Record
Financial Framework & Targets Successful M&A Track Record Acquisition Close June 2021 November 2023 October 2025 January 2026 Purchase Price $72M $11M $1.5M $37M Adj. EBITDA Multiple 11x <10x NA 12x Privately held Industry Focus Management & Culture Product Alignment Technology Moat Diversification;
Slide 65: Fiscal 2027 Outlook
Financial Framework & Targets Fiscal 2027 Outlook (As of June 8, 2026) Fiscal 2027 Guidance Net Sales $285 million to $295 million • FY 2027 guidance in-line with Gross Margin 24.5% to 25.5% of sales long-term goals SG&A expense (including amortization)(1)(2) 16.5% to 17.5% of sales • Improved mix v
Slide 66: Driving the Next Phase of Growth: Three-Year Strategic Plan (FY2027 – FY2029)
Financial Framework & Targets Driving the Next Phase of Growth: Three-Year Strategic Plan (FY2027 – FY2029) 8% to 10% 14% - 16% Capital and R&D to support growth initiatives; targeted Organic Revenue Growth(2) Adjusted EBITDA Margin(2) ROIC(2) >20% Revenue Gross Profit % Adjusted EBITDA % Approachin
Slide 67: Financial Key Messages
Financial Framework & Targets Proven track record of strong, consistent 1 performance and continuous improvement Financial Key Messages Continuous improvement, >20% ROIC(1) 2 investments, and higher commercial mix to drive further margin expansion Visibility to 8%-10% organic revenue growth (1) and
Slide 69: Key Performance Metrics
Key Performance Metrics Key Performance Indicators In addition to the non-GAAP measures used in this presentation, The book-to-bill ratio is an operational measure that management management uses the following key performance metrics to uses to track the growth prospects of the Company. The Company
Slide 70: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation Adjusted EBITDA Reconciliation (Unaudited, $ in thousands) Non-GAAP Financial Measure: Adjusted EBITDA is defined as consolidated net income before net interest expense, income taxes, depreciation, amortization, other acquisition related expenses, and other unusual/non
Slide 71: Adjusted Net Income & Adjusted Diluted EPS Reconciliation
Adjusted Net Income & Adjusted Diluted EPS Reconciliation (1) Applies a normalized tax rate to non-GAAP adjustments, which are pre-tax, based upon the applicable statutory tax rate. Non-GAAP Financial Measure: Adjusted net income and adjusted net income per diluted share are defined as net income an

Graham — Investor Day (June 2026) on 6ix

Graham — Investor Day (June 2026)

Slide 1: Investor Day

Slide 2: Welcome & Opening Remarks

Slide 3: Agenda

Slide 4: Safe Harbor Statement

Slide 5: Safe Harbor Statement (Con't)

Slide 6: Company & Product Overview

Slide 7: Key Messages

Slide 8: Graham at-a-Glance

Slide 9: Accelerating Growth From a Stable Foundation

Slide 10: Graham Portfolio

Slide 11: Why We Win / Key Differentiators

Slide 12: Introducing New 3-Year Targets (FY27-FY29)

Slide 13: Today's Presenters – Execution & Growth Focused Management Team

Slide 14: Defense

Slide 15: Defense Key Messages

Slide 16: Market and Product Overview

Slide 17: Long-Cycle Visibility on Key Navy Nuclear Programs

Slide 18: Case Study – Compact Radar Cooling Pumps

Slide 19: Strategic Long-Term Growth Initiatives

Slide 20: Uniquely Positioned to Win

Slide 21: Space

Slide 22: Space Key Messages

Slide 23: Market and Product Overview

Slide 24: Case Study – Cryogenic Fluid Pumps

Slide 25: Strategic Long-Term Growth Initiatives

Slide 26: Uniquely Positioned to Win

Slide 27: Energy & Process

Slide 28: Energy & Process Key Messages

Slide 29: Market and Product Overview

Slide 30: Market Highlight – Small Modular Nuclear (SMR)

Slide 31: Strategic Long-Term Growth Initiatives

Slide 32: Uniquely Positioned to Win

Slide 33: Materials Processing

Slide 34: Materials Processing Key Messages

Slide 35: Traditional v. Bladeless Centrifugal Mixing

Slide 36: Market and Product Overview

Slide 37: Case Study – Mega Mixer for Energetics Production

Slide 38: Strategic Long-Term Growth Initiatives

Slide 39: Uniquely Positioned to Win

Slide 40: Customer Panel Discussion

Slide 41: Strategic Plan

Slide 42: Thematic, Decentralized Corporate Structure

Slide 43: Strategic Vision

Slide 44: Mission-Critical Engineered Products Maximizing System Value

Slide 45: Accelerating Growth From a Stable Foundation

Slide 46: Credibility Through Action & Results

Slide 47: Phased Approach to Sustainable, Long-Term Growth

Slide 48: Completed Strategic Facility Investments

Slide 49: Enabling the Growth Phase Through Focused Product Lifecycle Investments

Slide 50: Growth Enablement

Slide 51: Operational Excellence Drives Growth

Slide 52: Aftermarket Acceleration on Global Installed Base

Slide 53: Business Development & Commercialization

Slide 54: Case Study – Motor Controller

Slide 55: Global Expansion

Slide 56: Digital & Information Systems

Slide 57: People & Leadership

Slide 58: Financial Framework & Targets

Slide 59: Financial Key Messages

Slide 60: Our Financial Transformation (FY2022 – FY2026)

Slide 61: Diversified Demand Driving Record Bookings & Backlog

Slide 62: Maintain Disciplined Capital Allocation Strategy

Slide 63: M&A Growth

Slide 64: Successful M&A Track Record

Slide 65: Fiscal 2027 Outlook

Slide 66: Driving the Next Phase of Growth: Three-Year Strategic Plan (FY2027 – FY2029)

Slide 67: Financial Key Messages

Slide 68: Q&A

Slide 69: Key Performance Metrics

Slide 70: Adjusted EBITDA Reconciliation

Slide 71: Adjusted Net Income & Adjusted Diluted EPS Reconciliation