Slide 1: Roth Virtual Webinar Investor Presentation: Growth Meets Cost Leadership
Roth Virtual Webinar Investor Presentation May 2026 Growth Meets Cost Leadership
Slide 2: Forward Looking Statements
2 FORWARD LOOKING STATEMENTS This presentation contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our financial outlook for full year 2026 and the impact of, and our ability to execute, ou
Slide 3: We Deliver Precision Performance
3 We Deliver Precision Performance ▪ Recently transformed 45-year-old company that is entering a growth phase ▪ Produce specialized metal components and assemblies, uses a common manufacturing platform ▪ Top 3 markets are Global Automotive, Electric Grid & Data Center and Defense & Electronics ➢ Goa
Slide 4: Footprint Matches Auto, Grid, Data Center, Defense Markets
4 ▪ Global footprint to serve both local customers and global customers ▪ Top end markets are auto and electric grid / data center ▪ Top geographic markets are North America and China ▪ NN footprint matches the global supply chain for data center, electric grid and automotive very well ▪ ~700 custom
Slide 5: Raised FY 2026 Guidance after Q1 Results
5 Raised FY 2026 Guidance after Q1 Results Net Sales of $450 - $470 million Adjusted EBITDA of $52 - $62 million New Business Wins of $80 - $90 million • Raising forecast on strength of Q1 2026, and strong forward outlook • Wins are concentrated in strategic focus areas – Electric Grid & Data Center
Slide 6: Q1 2026 Guidance and Outlook Raise
6 Q1 2026 Guidance and Outlook Raise 2026 first quarter – strong performance, good outlook for the rest of 2026 • Sales and adjusted EBITDA outperformed prior period - good mix, good operating performance, lower costs • 22 of Top 30 customers are up in sales, broad-based sales growth, prospecting &
Slide 7: End-Market Outlooks are Strengthening in 2026
End-Market Outlooks are Strengthening in 2026 7 Market NN Outlook Comments Electric Grid & Data Center • Market to remain strong • NN expected to achieve growth across FY’26 Defense & Electronics • NA market to remain strong, at record levels • NN expected to achieve growth across FY’26 Medical • Ma
Slide 8: Growth Markets: Electric Grid & Data Center, Defense & Electronics, Medical
Operational & Technical Success Factors to Compete Commercial Success Factors to Disrupt & Grow Potential to Become a Material Business Stats: Electric Grid & Data Center • Creating growth in a large, profitable NN business • Added dedicated assets, new products, internally funding • Added liquid co
Slide 9: 2026 Expected to be Another Year of Improved Results
2026 Expected to be Another Year of Improved Results 9 New Gameplan $45.5 $49.7 $42.0 $35.3 $40.3 $46.9 $49.0 $57.0 11.2% 10.9% 8.8% 7.4% 8.6% 10.3% 11.6% 12.4% 2020 2021 2022 LTM Q2 2023 2023 2024 2025 2026 Guidance Mid- Point Adj. EBITDA ($millions) excluding Lubbock Adj. EBITDA Margin % excluding
Slide 10: Sales Growth and Portfolio Transformation Continues
10 Sales Growth and Portfolio Transformation Continues Auto 65% Growth Markets 35% 2023 Auto 49%Growth Markets 51% Q1 2025 Auto 44% Growth Markets 56% Q1 2026 • Strategically shifting sales portfolio into higher-value end markets, and lessening the amount of auto overall • The 3 main sales diversifi
Slide 11: 5-Year Value Creation Plan has been Pulled In
5-Year Value Creation Plan has been Pulled In 11 • Targeted growth programs are delivering • Cost leadership blueprint is delivering • Gaining additional momentum on margin rates and taking additional actions $422M $600M 2025 2029 2030 Net Sales & Adj. Gross Margin 18.5% 20% $49M $80M 2025 2029 2030
Slide 12: Appendix
>>> Appendix KK
Slide 13: Non-GAAP Financial Measures
13 The Company discloses in this presentation the non-GAAP financial measures of adjusted gross profit, adjusted gross margin, adjusted income (loss) from operations, adjusted EBITDA, adjusted EBITDA margin, adjusted net income (loss), and adjusted net income (loss) per diluted common share. Each of
Slide 14: Reconciliation of GAAP Gross Profit to Non-GAAP Adjusted Gross Profit
14 Reconciliation of GAAP Gross Profit to Non-GAAP Adjusted Gross Profit and Adjusted Gross Margin
Slide 15: Consolidated Reconciliation to Non-GAAP Adjusted EBITDA
15 Consolidated reconciliation of GAAP Loss from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA margin
Slide 16: Power Solutions Segment Reconciliation
16 Power Solutions segment reconciliation of GAAP Income from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA margin
Slide 17: Mobile Solutions Segment Reconciliation
17 Mobile Solutions segment reconciliation of GAAP Loss from Operations to Non-GAAP Adjusted Income from Operations and Non-GAAP Adjusted EBITDA and Adjusted EBITDA margin
Slide 18: Reconciliation of GAAP Net Loss to Non-GAAP Adjusted Net Income
18 Reconciliation of GAAP Net Loss to Non-GAAP Adjusted Net Income (Loss) and GAAP Net Loss per Diluted Common Share to Non-GAAP Adjusted Net Income (Loss) per Diluted Common Share
Slide 19: Thank You
Thank You 19 Joe Caminiti or Abe Plimpton NNBR@alpha-ir.com 312-445-2870 Investor & Media Contacts