Reeflex Solutions Inc. · TSXV:RFX
Reeflex Solutions — Investor Presentation (July 2026)
17 slides from Reeflex Solutions's investor presentation, July 2026
Slide 1: Engineered for the Real World: Investor Growth Strategy
ENGINEERED FOR THE REAL WORLD Investor Growth Strategy Strong coiled tubing core. Installed-fleet economics. Disciplined expansion into high-value industrial markets. TSXV: RFX | July 2026
Slide 2: Forward-Looking Information & Non-IFRS Measures
LEGAL Forward-Looking Information & Non-IFRS Measures This presentation contains forward-looking statements and forward-looking information within the meaning of applicable securities laws. Forward-looking information may include statements relating to Reeflex Solutions Inc.’s prospects, expected de
Slide 3: Strong core. Broader platform.
INVESTMENT THESIS Strong core. Broader platform. A proven coiled tubing platform with installed-fleet economics and credible industrial adjacencies. 01 Proven core 193 injectors delivered. Sales into 18 countries. 02 Financial inflection Q3 2026 revenue of $4.8M and net income of $0.4M. 03 Platform
Slide 4: Q3 2026 showed the operating leverage story
FINANCIAL HIGHLIGHTS Q3 2026 showed the operating leverage story Stronger revenue, improved gross profit and a return to quarterly profitability after the public-company transition. $4.8M $1.5M $0.4M $1.4M $1.9M Q3 REVENUE Q3 GROSS PROFIT Q3 NET INCOME YTD OPERATING CASH FLOW WORKING CAPITAL Quarter
Slide 5: Independent leader in coiled tubing injectors
CORE BUSINESS Independent leader in coiled tubing injectors CSI designs and manufactures coiled tubing injectors, downhole tools and related equipment for production-focused markets. 193 60k–225k 57 INJECTORS DELIVERED INJECTOR PLATFORM RANGE PROVEN DOWNHOLE TOOL DESIGNS — Broad product range from s
Slide 6: Every equipment sale creates a long-term customer relationship
RECURRING REVENUE Every equipment sale creates a long-term customer relationship The installed fleet creates recurring opportunities across parts, service, inspections, rebuilds, upgrades and downhole tools. 01 02 03 04 05 Initial sale Parts + consumables Service + inspections Rebuilds + upgrades Do
Slide 7: Modernization supports high-spec injectors
MARKET OPPORTUNITY Modernization supports high-spec injectors Coiled tubing remains a large global market while injectors upgrade toward higher pull capacity, uptime and reliability. US$8.3B → US$11.4B 2026-2032 COILED TUBING MARKET | 5.5% CAGR US$1.2B → US$2.5B 2026-2034 INJECTOR MARKET | 9.2% CAGR
Slide 8: Integrated engineering under one roof
MANUFACTURING CAPABILITY Integrated engineering under one roof Ranglar and CSI combine the disciplines needed to build rugged, mobile industrial systems and equipment. Structural Hydraulic Frames, masts, trailers, ruggedized Pumps, control systems, pressure-ready platforms assemblies Electrical + co
Slide 9: One capability set. Multiple end markets.
ADJACENCY STRATEGY One capability set. Multiple end markets. Disciplined application of proven mobile systems engineering to markets that value reliability, speed and harsh-environment performance. CORE PLATFORM Coiled tubing engineering + Wildfire Defense Data centers mobile systems resilience subc
Slide 10: RainStream: rapid-deploy protection
GROWTH VERTICAL / WILDFIRE RESILIENCE RainStream : rapid-deploy protection 100-ft 6–12 Minutes STABLE MAST FOOTBALL FIELDS COVERAGE RAPID DEPLOYMENT A proof point for mobile, ruggedized systems beyond oilfield use cases. Reeflex Solutions Inc. | Investor Growth Strategy | July 2026 10
Slide 11: Subcontracting into modernization
GROWTH VERTICAL / DEFENSE Subcontracting into modernization Not a prime contractor strategy — a targeted role supporting large defense contractors where customized Canadian manufacturing matters. — Mobile platforms, trailers and shelters — Simulation and training systems — Rugged hydraulic, electric
Slide 12: Data centers: critical infrastructure
GROWTH VERTICAL / CRITICAL INFRASTRUCTURE Data centers: critical infrastructure Data centers are a critical-infrastructure buildout where uptime depends on packaged systems, fluid handling and reliable local manufacturing support. — Pump, piping, skid and fluid-handling packages — Fabricated platfor
Slide 13: Specialized rigs and harsh-environment systems
GROWTH VERTICALS / MINING + GEOTHERMAL Specialized rigs and harsh-environment systems Two adjacent markets that reward rugged systems, field-serviceability, fluid handling, mobile platforms and practical engineering for remote operations. Mining Geothermal Mobile rigs, fluid systems, trailers and re
Slide 14: Operational maturity before acceleration
EXECUTION PLAN Operational maturity before acceleration The growth story starts with credibility: sustainable profitability, cash discipline, process and commercial follow-through. 01 02 Sustainable profitability Dynamics ERP leverage Cash flow, cost discipline and working capital Process, job costi
Slide 15: M&A can accelerate scale — but the core comes first
STRATEGIC GROWTH M&A can accelerate scale — but the core comes first Acquisition activity should follow improved profitability, working-capital discipline and repeatable execution. $1.0M–$2.0 M $4M–$12M Founder-led Canada / U.S. TARGET EBITDA TARGET REVENUE OWNERSHIP PROFILE GEOGRAPHY Target categor
Slide 16: Growth starts now, with platform discipline
VALUE CREATION Growth starts now, with platform discipline The public-company transition is largely behind the company; core growth and first adjacency wins can begin in fiscal 2027. 2026 2027 2028 2029+ Foundation built Core growth + first wins Repeatable programs Platform scale RTO integration, Q3
Slide 17: Corporate Snapshot
APPENDIX Corporate Snapshot Reeflex Solutions Inc. TSXV: RFX TSXV: RFX www.reeflex.ca Shares Outstanding: 46.9 million Recent Share Price: $0.13 per share Market Capitalization: $6.1 million Working Capital: $1.9 million John Babic, President & CEO Operating Line: $1.0 million John.Babic@Reeflex.ca
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