Ituran Location And Control Ltd. · NASDAQ:ITRN
Ituran Location And Control — Investor Presentation (June 2026)
26 slides from Ituran Location And Control's investor presentation, June 2026
Slide 1: Investor Presentation June 2026
INVESTOR PRESENTATION JUNE1 2026
Slide 2: 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 i
Slide 3: Ituran Overview
ITURAN OVERVIEW Pioneering Telematics for Connected Cars
Slide 4: Ituran (ITRN) Overview
ITURAN (ITRN) OVERVIEW • Profitable and cash-flow positive for over 20 years with a ~$1.3bn market cap • Car telematics company with multiple growth engines across global markets; Market leader in Latin America and Israel • Recurring revenue business model: 70%+ recurring subscription revenue from a
Slide 5: Telematics Market
TELEMATICS MARKET • Telematics: a locating technology for monitoring & tracking assets • Global telematics market estimated at ~$80bn in 2023 • 15% CAGR to ~$280bn by 20321; by 2030, 95%+ of vehicles to be connected2 • Ituran provides its large and growing subscriber-base with a telematics solution
Slide 6: Offerings and Segments
Stolen Vehicle After-Market Recovery (SVR) ~70% revenues OEM Car & Motorcycle OUR MARKET Manufacturers OFFERINGS SEGMENTS Finance Companies Connected Car, Fleet Management and ~ Insurance other solutions 30% Companies Ituran – June 2026 | Investor Presentation | Company Overview Page 6
Slide 7: Our Competitive Advantages
OUR COMPETITIVE ADVANTAGES • Strong market presence & Ituran has #1 market share in Brazil and Israel; aims to replicate success in Mexico, Ecuador, Colombia, India, Chile and elsewhere • 30+ years of Stolen Vehicle Recovery (SVR) leadership and experience: with industry-leading 80%+ vehicle recover
Slide 8: Ituran's OEM Roster
ITURAN’S OEM ROSTER NEW RECENT PARTNERSHIPS Ituran – June 2026 | Investor Presentation | Company Overview Page 8
Slide 9: Business Model Strength
BUSINESS MODEL STRENGTH 70%+ recurring subscription fees • Recurring revenue model • High retention drives predictable cash flows and 2.6m+ subscribers operating leverage as the subscriber base scales ~30% one-time product fees bringing the customer initially Ituran – June 2026 | Investor Presentati
Slide 10: Global Presence
Canada UK United States Japan Spain Israel Mexico India Colombia Ecuador Congo Indonesia Singapore Brazil South Africa GLOBAL Argentina PRESENCE HEADQUARTERED DISTRIBUTOR Ituran – June 2026 | Investor Presentation | Company Overview Page 10
Slide 11: Growth Drivers
GROWTH DRIVERS Significantly expands Ituran’s addressable markets
Slide 12: Remote Rental Technology Launch in USA
REMOTE RENTAL TECHNOLOGY LAUNCH IN USA • All-in-one Innovative SaaS smart-mobility and fleet management platform • Long-term growth engine • Proven traction in Brazil and Israel • Just launched in the US market Ituran – June 2026 | Investor Presentation | Growth Drivers Page 12
Slide 13: JV for Real-Time Telemetry and AI-Powered Insights
• JV for Real-Time Telemetry and AI-Powered Insights to Race and Track-Day Drivers • Enables live performance data across all motorsport categories • Instant, professional-grade driving insights via intuitive cloud and mobile dashboards • TAM: 60,000 racing events each year with up to 1 million part
Slide 14: Ituran Credit Carbon
ITURAN CREDIT CARBON • Connects carbon emitters with individual carbon savers via Ituran’s platform • Enables EV and zero-emission drivers to monetize carbon savings • Creates a scalable, low-cost new revenue stream leveraging existing infrastructure • At end of regulation approval process - commerc
Slide 15: Big Data Highly Scalable Monetization Opportunity
BIG DATA HIGHLY SCALABLE MONETIZATION OPPORTUNITY • Leverages one of Ituran’s major assets: one of the richest vehicle telematics datasets built over decades • Supports governments and authorities in traffic, safety, and infrastructure planning • Enables OEMs to enhance ADAS and autonomous driving u
Slide 16: Growth Drivers Summary
GROWTH DRIVERS SUMMARY SERVICES LEADERSHIP • Replicating successful products and services from existing geographies into new geographies • India: Market potential of 250m+ vehicles; JV with Daimler • Potential to sign further OEM partnerships • Working to expand existing OEM relationships into new g
Slide 17: Financials
FINANCIALS Three decades of growth, profitability, cash generation and shareholder returns
Slide 18: Q1 2026 Results Summary
Q1 2026 RESULTS SUMMARY • Very strong start to 2026 • Record revenue, crossing $100m milestone • Double-digit growth in profit across the board: gross, operating, net, and EBITDA • 40k quarterly net sub-adds; • Expanded Stellantis partnership with Fiat Connect • Avenues for long-term growth • Ituran
Slide 19: Subscriber Growth
LONG-TERM Long-term sub growth Expect for 2026: SUBSCRIBER 12% 160-180k net subscriber adds GROWTH Net new CAGR 2,670 subscribers 2,630 Q1 | 2026 # subscribers ‘000s at period-end 2,409 40k 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 20: Results Summary First Quarter 2026
RESULTS SUMMARY FIRST QUARTER 2026 $102.7m $86.5m EPS services services $75.4m $0.73 $0.85 $62.2m 22% 21% Brazil ROW $23.3m $26.7m $16.8m product margin $14.6m product margin 16.3% $27.3m 26.0% 16.9% $24.3m 26.9% 57% Israel Q1’26 Q1’25 Q1’26 Q1’25 Q1’26 Q1’25 Q1’26 Revenue Breakdown Revenue EBITDA N
Slide 21: Dividend & Buy Back Shareholder Value Generation
DIVIDEND & BUY BACK SHAREHOLDER VALUE GENERATION Q1 2026 CURRENT MARKET CAP • Regular dividend $10m ($0.50/sh) ~$1.3B • Buy Back - $0.5 million TRAILING 12M DIVIDEND YIELD ~6% DIVIDENDS $108M IN NET CASH ISSUED SINCE IPO $416M SHARES BOUGHT BACK SINCE IPO $68m Ituran – June 2026 | Investor Presentat
Slide 22: Balance Sheet Summary
BALANCE SHEET SUMMARY $108.0m $107.6m $77.2m $18.2m $15.5m YE-2024 YE-2025 Q1’26 Q1’25 Q1’26 Net Cash Operating Cash Flow Ituran – June 2026 | Investor Presentation | Financial Results Page 22
Slide 23: Additional Untapped Value Potential: Bringg
ADDITIONAL UNTAPPED $1bn VALUE POTENTIAL valuation 16% Mission Critical Other investors include: Insight, Coca-Cola, Viola, Delivery & Fulfillment Salesforce, OG Tech, GLP, holdings Next47, Aleph, Pereg, in Bringg Cambridge Capital SaaS technology to rapidly improve pickup and delivery speed, capaci
Slide 24: Summary
SUMMARY PROFITABLE GROWING COMPANY with healthy balance sheet and additional upside potential via entry into new synergistic segments OPERATING LEVERAGE: recurring revenue model with growing margins as business expands SOLID TRACK RECORD of shareholder returns dividend yield over 5% STRONG PARTNERSH
Slide 25: 20 Years on Nasdaq
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Slide 26: Thank You!
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