Magnera Corporation · NYSE:MAGN

Magnera — Q3 2026 Earnings Presentation

21 slides from Magnera's earnings presentation, Aug 6, 2026

  1. Slide 1: Fiscal 2026 – Q3 Earnings Presentation

    Fiscal 2026 – Q3 Earnings Presentation August 6, 2026

  2. Slide 2: Safe Harbor Statements and Important Information

    Safe Harbor Statements and Important Information Magnera Corporation (NYSE: MAGN) serves 1,000+ customers worldwide, offering a wide range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products

  3. Slide 3: Today's Presenters

    Today’s Presenters Curt Begle Jim Till Robert Weilminster Chief Executive Officer Chief Financial Officer EVP, Investor Relations 3

  4. Slide 4: Q3 2026 Highlights

    Q3 2026 Highlights Strong results reflect focused execution Wipes and Infrastructure delivered growth Reaffirming our FCF guidance while moving to lower-end of Adjusted EBITDA range $857 M $99 M Net Sales Adjusted EBITDA +70 bps 4

  5. Slide 5: Magnera | Essential Products

    Magnera | NYSE: MAGN Essential Products Magnera’s mission-critical products are deeply embedded in our day-to-day lives Magnera is a global leader in advanced specialty Global Capabilities materials, Well-positioned to serve global CPGs and providing essential regional customers with 44 locations pr

  6. Slide 6: A new era, Magnera

    A new era, Magnera OUR PURPOSE To better the world with new possibilities made real We have the enhanced ability to innovate, serve our customers and provide solutions to the significant challenges faced by consumers. OUR PROMISE We believe in empowering our teams through open Co-creation of innovat

  7. Slide 7: Global Capabilities Ensure We Are Where The Customer Is

    Global Capabilities Ensure We Are Where The Customer Is Global plant network, well-positioned to serve global CPGs and regional customers 1,000+ 7 of 10 Customers Top Customers 20+ Year Relationship 44 Plants 1,000+ Active Patent 8,000+ Portfolio Employees Top Quartile 100+ Safety Performance (2025)

  8. Slide 8: Local by Design. Global in Impact.

    Local by Design. Global in Impact. Reducing complexity, emissions, and lead times, while strengthening regional partners. 90%+ Procured & Sold in Region 90% Procured & 85%+ Sold in Region ↓ Transportation miles ↓ Lead times ↓ Carbon impact ↑ Supply Chain Resilience 8 Note: Procured in region include

  9. Slide 9: Magnera Introduces Universa

    Magnera Introduces Universa Unites Magnera’s trusted nonwoven technologies into a simplified wipes portfolio designed for consistent cleaning performance across every task Solutions Portfolio CORE: Soft, fast absorbing wipers for daily cleaning PLUS: Cloth-like wipers for a variety of cleaning tasks

  10. Slide 10: Transformation and Integration Journey

    Transformation and Integration Journey Strategic Priorities & Value Creation Successfully Complete TSA Exit Complete Final Phase of Purpose-Led Foundation Organizational Integration Today Initial integration – Phase 1 Innovative Portfolio Enhancements Industry-Leading Customer Unlocking Full Potenti

  11. Slide 11: Fiscal 3rd Quarter Financial Performance

    Fiscal 3rd Quarter Financial Performance • 1% organic volume growth driven by Consumer Solutions growth and Personal Care stability • Benefits from synergies, Project CORE, and winter storm recovery all contributed to strong earnings • Proactive actions helped neutralize the impacts of rising inflat

  12. Slide 12: Americas Financial Performance

    Americas Financial Performance • Strength in Infrastructure contributed to overall 1% organic volume growth • Adjusted EBITDA benefiting from first full quarter of run-rate synergies and Project CORE, along with recovery from the winter storms Revenue Adjusted EBITDA +16% $473 $476 $71 $61 Q3 25 Q3

  13. Slide 13: Rest of World Financial Performance

    Rest of World Financial Performance • Strength in wipes and infrastructure along with pass-thru of inflation impacted revenue • Timing of the pass-thru of inflation was partially offset by the benefits from synergies realization and Project CORE. Revenue Adjusted EBITDA +4% -7% $366 $381 $30 $28 Q3

  14. Slide 14: Capital Allocation Approach

    Capital Allocation Approach Cash Flow From Operations • Focus on deleveraging to ~3.0x Portfolio Capex • Capex outlook 2-3% of sales Improvement 2-3% near term • No near-term debt maturities Leverage Target 3X 14

  15. Slide 15: Contact Us

    Contact Us Investor Contact: Robert Weilminster ir@magnera.com

  16. Slide 16: Appendix

    MAGN S Magnera LISTED NYSE Appendix

  17. Slide 17: Efficient Raw Material Pass-throughs

    Efficient Raw Material Pass-throughs Resilient to Cost Volatility in Raw Materials Overview Illustrative Raw Material Lag • Majority of revenue includes pass-through provisions Net Sales for primary raw material costs Net Sales Materials costs • Pass-throughs enable stable per-unit profitability; in

  18. Slide 18: Fiscal 3rd Quarter: Net Sales and Adjusted EBITDA

    Fiscal 3rd Quarter: Net Sales and Adjusted EBITDA Consolidated Revenue Americas EBITDA $1,000 $80 $860 $900 $839 $21 $5 $75 $857 $9 $71 -$8 $70 $800 $65 $1 $700 $61 $60 $600 $55 $500 Q3 2025 $50 FX Q3 2025 Volume Price Q3 2026 Q3 2025 Volume Q3 2026 Price/Cost Comparable Comparable /SG&A Consolidate

  19. Slide 19: Reconciliation of Non-GAAP Measures and Estimates

    Reconciliation of Non-GAAP Measures and Estimates Net sales and Adjusted EBITDA on a supplemental comparable basis by segment 19

  20. Slide 20: Reconciliation Footnotes

    Reconciliation Footnotes 20

  21. Slide 21: <7 Magnera | wixcee3°

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