Transcontinental Inc. Class A · TSX:TCL.A
Transcontinental Inc. Class A — Investor Presentation (June 2026)
14 slides from Transcontinental Inc. Class A's investor presentation, June 2026
Slide 1: Transcontinental Inc. Presentation to Investors
Transcontinental Inc. Presentation to Investors June 2026
Slide 2: Notes to readers
Notes to readers In this presentation, unless otherwise indicated, all financial data are prepared in accordance with International Financial Reporting Standards (IFRS) and the term ‘‘dollars’’ as well as the symbol ‘‘$’’ designate Canadian dollars. In this document, we also use non-IFRS financial m
Slide 3: Table of Contents
Table of Contents • Company Overview • Our Operating Sectors • Our Growth Strategy 3
Slide 4: Investment Thesis: Strong Cash Flow Generation & Long-term Vision
Our Operating Our Growth Overview Sectors Strategy Investment Thesis: Strong Cash Flow Generation & Long-term Vision Diversified operations in Retail Services & Printing and Educational Publishing Leadership position in most of our segments driven by deep customer relationships and commitment to inn
Slide 5: Transcontinental at-a-glance
Our Operating Our Growth Overview Sectors Strategy TRANSCONTINENTAL AT-A-GLANCE Net Sales Breakdown by Segment2 Core Value Proposition Family-controlled business founded in 1976 Market leader in core growth areas of ISM and education1 $1.2B Net Sales FY2025 Strong balance sheet with reliable cash fl
Slide 6: Transcontinental at-a-glance (cont'd)
Our Operating Our Growth Overview Sectors Strategy TRANSCONTINENTAL AT-A-GLANCE (CONT’D) We successfully shifted our portfolio towards growing market segments with favourable and actionable opportunities • Most notably, net sales for our ISM & Specialty segment has expanded at a CAGR of 12% in the l
Slide 7: Overview of Retail Services & Printing
Our Operating Our Growth Overview Sectors Strategy Overview of Retail Services & Printing FY 2025 Revenues $890M The Retail Services and Printing sector leverages advanced printing technologies and large capabilities to efficiently handle a combination of long and short runs for all types of publish
Slide 8: Overview of In-Store Marketing (ISM)
Our Operating Our Growth Overview Sectors Strategy OVERVIEW OF IN-STORE MARKETING (ISM) We deliver Canada’s most comprehensive in-store marketing solutions, encompassing content creation, digital asset management, direct mail, specialty packaging, promotional signage, kitting, point-of-purchase (POP
Slide 9: Overview of Educational Publishing
Our Operating Our Growth Overview Sectors Strategy OVERVIEW OF EDUCATIONAL PUBLISHING We are the #1 Canadian French-language educational publisher and distributor with a strong digital and EdTech presence • Extensive catalogue of nearly 17,500 educational titles • Coverage of all grade levels, adult
Slide 10: Strong Financial Position to Accelerate Growth Strategy
Our Operating Our Growth Overview Sectors Strategy Strong Financial Position to Accelerate Growth Strategy Strong Financial Position Strategic Acquisitions • FY2025 Adjusted EBITDA margin of ~ 18% • Drive continued acceleration of growth in ISM and Educational • Expected pro forma net indebtedness r
Slide 11: Acceleration of Acquisition-Driven Growth
Our Operating Our Growth Overview Sectors Strategy ACCELERATION OF ACQUISITION-DRIVEN GROWTH Invested >$250M since 2013 Robust pipeline of Industry-leading platform built primarily to support growth actionable ISM targets through strategic acquisitions activities in ISM and identified to support con
Slide 12: Near-term Value Creation Initiatives
Our Operating Our Growth Overview Sectors Strategy Near-term Value Creation Initiatives • Product & Service Expansion: Launch new offerings in ISM, expanded studio services, and AI-enabled workflows • Customer Penetration: Deepen engagement with existing clients Strategic Priorities • Cross-Selling:
Slide 13: Our Long-term Plan Remains Unchanged
Our Operating Our Growth Overview Sectors Strategy OUR LONG-TERM PLAN REMAINS UNCHANGED Our Top Priorities Grow profits through accretive M&A People & Culture Transformation Diversification Deliver strong return on assets Cultivate a positive and Further solidify and grow a Continue to diversify our
Slide 14: Contact Information
Contact Information Yan Lapointe Senior Director, Investor Relations & Treasury Transcontinental Inc. 1 Place Ville Marie, Suite 3240 Montréal (QC) H3B 0G1 Telephone: 514 954-3574 yan.lapointe@tc.tc www.tc.tc