Mccoy Global Inc. · TSX:MCB
Mccoy Global — Investor Presentation (August 2025)
14 slides from Mccoy Global's investor presentation, August 2025
Slide 1: Investor Presentation
Investor Presentation August 2025 www.mccoyglobal.com Page
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements and forward- By its nature, such forward-looking information is subject to various looking information within the meaning of applicable securities laws. risks and uncertainties, which could cause McCoy's actual results
Slide 3: Focus on Shareholder Returns
Focus on Shareholder Returns Positioning the business to achieve double-digit returns on invested capital through a cycle Pristine balance sheet with no debt Share price (August 7, 2025) (C$/sh) 3.62 Fully Diluted shares outstanding (mm) 26.77 Market Capit alizat ion (C$ mm) 96.90 Reinstated a quart
Slide 4: Opportunity Highlights
Opportunity Highlights Global provider of TRS equipment & technology with a long history of innovation: •50+ years industry operations •Global brand recognition among blue chip companies •Broadest product and service offering among competitors Profitable and capital efficient business: •Pristine bal
Slide 5: Tubular Running Services Today: $1B in Annual Labor Costs
Tubular Running Services Today Industry Overview $1B IN ANNUAL LABOR COSTS Representing ~50% of total TRS operating costs McCoy is an innovator that through its technologies and solutions enables Tubular Running Services (TRS) providers to efficiently and safely connect steel pipe sections (casing)
Slide 6: Global Leader
Global Leader McCoy is a leading independent provider of equipment, technologies, and solutions. ~60% Historically ~40% in 2023 & 2024 • 30+ year track record supplying ~40% Historically technologies to the TRS industry ~60% in 2023 & 2024 • Annual sales in 50+ countries globally Corporate Headquart
Slide 7: Broadest Product and Service Offering in the Industry
Broadest Product and Service Offering in the Industry McCoy’s smartPRODUCTS Offshore integrated Casing running tool Flush mount spider Digital Integration & smarTRTM Hydraulic power Footprint in the COMPANY power tong Data acquisition (smartCRT TM) (smartFMS TM) Virtual Thread-RepTM accessories tong
Slide 8: Product and Service Offering
New technologies and aftermarket sales account for a substantial Product and Service Offering portion of overall revenues at favorable margins Products & Service Offering Overview % of 2025 Revenue Margin Profile Capital Equipment & Technologies Smart and smart-ready tools designed to make-up, rot
Slide 9: Financial Performance
Financial Performance Demonstrated operating leverage and fiscal discipline, with minimal maintenance capex requirements Compound annual Adjusted EBITDA growth rate of 89% 20,000 90,000 Adjusted 18,000 EBITDA 80,000 positive Adjusted EBITDA (TTM), 000's CAD 16,000 throughout Available cashflow1 (000
Slide 10: McCoy is Ideally Positioned to Address Industry Challenges
Tubular Running Services McCoy is Ideally Positioned to Address Industry Challenges Lack of reliable and skilled labor drives increased demand for automation and improved safety. National Oil companies are looking for more independence from large multinational service providers. Local content and in
Slide 11: Industry Step Change for TRS in Land and Shelf Applications
Industry Step Change for TRS in Land and Shelf Applications Significantly reduce the cost of running casing through technology while increasing efficiency, safety and wellbore integrity Commercial Success of McCoy’s Individual Smart Conventional TRS (Production String) TRS using McCoy’s smarTRTM Tec
Slide 12: Barriers to Entry on First to Market Technologies
a Barriers to Entry on First to Market Technologies Received first orders for the newly developed smartCRTTM. a a Completed the Received first development and field Acquired DrawWorks in Boling, orders for the TX – manufacturer of tubular a newly developed Received first orders for hydraulic trials
Slide 13: smartPRODUCT Revenue Growth
smartPRODUCT Revenue Driving Innovation and Revenue Growth with Proven Execution on Technology Roadmap Strategy 22% Y/Y smartPRODUCT 90,000 504% Y/Y revenue growth smartPRODUCT 80,000 revenue growth Revenue (000’s of CAD) 70,000 60,000 50,000 40,000 30,000 20,000 10,000 - 2022 2023 2024 smartProduct
Slide 14: Experienced Leadership Team
Experienced Leadership Team Driving success through expertise and vision. Mr. Jim Rakievich was appointed President and CEO of Edmonton based McCoy Global and a member of the Company’s Board of Directors in 2002. With key strategic acquisitions, the launch of McCoy’s innovative product line and expa