Firan Technology Group Corporation · TSX:FTG
Firan Technology — FTG — Investor Presentation (October 2026)
22 slides from Firan Technology's investor presentation, October 2026
Slide 1: FTG Corporation
FTG CORPORATION Aerospace & Defence Electronic Products & Subsystems 1 FTG: TSX October 2026
Slide 2: Disclaimer
Disclaimer This presentation contains certain forward-looking statements. These forward-looking statements are related to, but not limited to, FTG’s operations, anticipated financial performance, business prospects and strategies. Forward-looking information typically contains words such as “anticip
Slide 3: FTG Today: At-A-Glance
FTG Today: At-A-Glance Markets Served $191M $32M 2025 2025 Revenue Adj EBITDA Aerospace & Defence Product ~25% ~$148M Revenue Growth 2025 Exit Portfolio (4-Year CAGR) Backlog 30+ Years 750+ / 11 Length of Relationship Employees / Global with key customers Offices Cockpit and Avionics Products Printe
Slide 4: Capital Markets Summary
Capital Markets Summary TSX Stock Symbol: FTG Fiscal Year End: Nov. 30 Company Raymond James Acumen Beacon ATB Cormark Rating Outperform2 Buy Buy Outperform Share Price: $34.95 Target Price $38.00 $40.00 $40.00 $40.00 Shares 25.2M Outstanding: $10.75 - 52-Week Range: $34.95 Insider Holdings: ~30% In
Slide 5: FTG Scalable Economics
FTG Scalable Economics Top Line Drives Bottom Line CAD/USD Exchange Rate 100 Direct 90 Labour $1.70 80 Variable Cost $1.60 ~70% 70 $1.50 60 Material $1.40 Percent 50 $1.30 40 $1.20 Indirect Fixed Cost 30 Labour ~30% $1.10 20 Infrastruct $1.00 10 ure $0.90 0 Contribution Margin of ~30% on incremental
Slide 6: FTG Strategic Initiatives
TG Strategic Initiatives Operating Performanc e Growt Deliver h Value to Reduce Costs, Increase Customers Operating improve Leverage Efficiencies Expand Technolog Pursue Market y, High Positioning Geograph Margin y, Business Advanced Acquisition Capacity s Technology TSX: FTG 6
Slide 7: Experienced Leadership Team Driving Performance
Experienced Leadership Team Driving Performance Board of Directors Edward Hanna – Chairman Brad Bourne – Director Michael Andrade – Director Peter Dimopoulos Marko Viinikka Brad Bourne Drew Knight Bill Sezate EVP & CFO Vice President Business EVP Aerospace Robert Beutel – Director President & CEO EV
Slide 8: Strong End Market Demand – Commercial and Defence
Strong End Market Demand – Commercial and Defence DEFENCE BUDGETS COMMERCIAL AIRCRAFT DELIVERIES 1200 Airbus total backlog 1000 9,037 # Aircraft 800 AIRCRAFT 600 400 Boeing total backlog 200 0 2018201920202021202220232024202520262027 6,807AIRCRAFT Projected Airbus Boeing NATO defence spending increa
Slide 9: FTG's Multiple Levers For Continued Growth
FTG’s Multiple Levers For Continued Growth TSX: FTG FTG growth consistently Accretive exceeds industry Acquisition s Suppliers who Further perform win Global Expansion more work • Looking to New Programs Europe for New program either business • Insource Wins Satcom and • Europe • 7 Acquisiti
Slide 10: Barriers to Entry – Drive Market Positioning – Drive Margins
Barriers to Entry – Drive Market Positioning– Drive Margins Margins Technology/Capabilities Government certifications After Customer certifications and market approvals Aerospac Customer Relationships Margins e Operational Performance Defenc e Financial Strength Global Footprint Cash Cycle Future in
Slide 11: Move up value Chain to drive revenue growth
Technology Growth Aerospace Products Circuits Products Move up value Chain to drive revenue growth Offer full range of solutions to simplify customer supply chain Electronic Assemblies Electro Mechanical UHD Assemblies I Power Supplies Keyboards Switch Panels Panels Alignment with customer’s needs –
Slide 12: Corporate Development Milestones
Corporate Development Milestones FTG Printronics Acquires Acquires Young Circuit - JV Colonial Circuits FTG Aerospace FTG Aerospace Electronics Acquires Hyderabad - Chatsworth - Acquires Holaday Circuits Greenfield Greenfield Teledyne PCT FTG completes Acquires Filtran FTG Aerospace Acquires Acquire
Slide 13: Capital Allocation
Capital Allocation Capital allocation plans include: 1. Invest organically to ramp throughput and drive technology 2. Pursue corporate development opportunities 3. Pay down debt Deploy cash available to improve profitability and shareholder returns TSX: FTG 13
Slide 14: FLYHT (now FTG Aerospace Calgary) Acquisition
FLYHT (now FTG Aerospace Calgary) Acquisition Products Satcom communications via Iridium Satellite system (AFIRS 228) Backup aircraft safety communications system Aircraft data transmission system for enhanced operations management In service for many years, with design update just completed Factory
Slide 15: FTG Aerospace Calgary Value Creation
FTG Aerospace Calgary Value Creation TSX: FTG Reduce costs Shield In Source Profits Get approvals to Manufacturi ng sell products on Recurring key platforms • SellSales Satcom data as Iridium Sell 3 existing data reseller • Site has over Hardware • Satcom radio Sales • Rebuild to be in- $100
Slide 16: Future M&A Considerations
Future M&A Considerations Future Acquisitions Key criteria for future acquisitions include: Aligned with FTG market and product focus Expand technology offering Expand geographic coverage Europe for commercial aerospace Europe, India, other top ten countries outside of US for defence Acc
Slide 17: US Tariffs
US Tariffs The US Administration is implementing tariffs on imports into the US In September 2026 new US tariffs on Canadian imports, included Printed Circuit Boards There is an exemption for Civil Aircraft parts FTG sales include approximately $58M in sales to the US from Canada or China Mitigation
Slide 18: Financial Highlights – Revenue and Earnings
Financial Highlights – Revenue and Earnings 24% CAGR 29% CAGR Revenue ($K) Gross Margin ($K) 190,996 70,000 37% 40% 200,000 162,096 35% 60,000 32% 164,135 29% 150,000 135,200 36% 50,000 27% 30% 29% 34% 24% 89,624 22% 25% 34% 40,000 100,000 79,365 20% 30,000 37% 37% 71% 64% 15% 50,000 66% 20,000 66%
Slide 19: Financial Highlights – Balance Sheet and Investments
Financial Highlights – Balance Sheet and Investments Working Capital (excl Cash) Net Cash/Debt 60,000 20,000 50,000 15,000 40,000 10,000 30,000 5,000 20,000 - 10,000 2021 2022 2023 2024 2025 2026 -5,000 Q3 - 2021 2022 2023 2024 2025 2026 -10,000 Q3 Capex Spending Acquisitions 30,000 8,000 6% 5% 4% 4
Slide 20: ESG at FTG
ESG at FTG Focus On Environmental, Social & Governance Factors Across All Operations Environment: Reduction of impact on the environment in areas such as water recycling, higher efficiency equipment, and committed further investments, with the support of the Canadian and Ontario Governments. Social:
Slide 21: FTG Corporation
FTG CORPORATION ee ai , FTG: TSX
Slide 22: FTG Corporation
FTG CORPORATION www.ftgcorp.com | FTG: TSX 22 FTG: TSX