Wajax Corporation · TSX:WJX
Wajax — Investor Presentation (October 2026)
15 slides from Wajax's investor presentation, Oct 8, 2026
Slide 1: 2027 Strategy Roadmap and Organizational Changes
2027 Strategy Roadmap and Organizational Changes WAJAX CORPORATION 8 October 2026
Slide 2: Cautionary Statement Regarding Forward-Looking Information
CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION This presentation contains certain forward-looking statements and forward-looking information, as defined in applicable securities laws (collectively, “forward-looking statements”). These forward-looking statements relate to future events or
Slide 3: Non-GAAP and Other Financial Measures
NON-GAAP AND OTHER FINANCIAL MEASURES This presentation contains certain non-GAAP and other financial measures that do not have a standardized meaning prescribed by generally accepted accounting principles (“GAAP”). Therefore, these financial measures may not be comparable to similar measures presen
Slide 4: Wajax
4 Wajax Corporation – 2027 Strategy Roadmap (October 8, 2026)
Slide 5: Wajax Overview
WAJAX OVERVIEW NATIONAL FOOTPRINT AND FOUNDATION • More than 167 years of operating history • 104 branches coast-to-coast • 3,000 employees • Provider of industrial products, equipment and services • Diverse market and sector experience REVENUE SOURCES Q2 2026 REVENUE SOURCES YTD 2026 ($ millions) (
Slide 6: Key Five-Year Business Metrics
KEY FIVE-YEAR BUSINESS METRICS 2020 2025 Improvement Revenue ($ billions) $1.42 $2.15 +51% Gross profit margin1 18.4% 19.2% +80bps Net earnings ($ millions) $31.7 $57.5 +81% Adjusted Basic $1.75 $2.90 +66% Earnings per Share1 Leverage Ratio 2.28 1.62 (0.66) Annual dividend per $1.00 $1.40 +40% share
Slide 7: 2027 Strategy Roadmap
& 2027 STRATEGY ROADMAP By 2031, Wajax will be Canada’s fastest growing provider of industrial products, equipment and services 1 Building the Best Team 2 Customer and Supplier Partner Focus + We start with safety + Great customer experience + Winning with Wajax + True partnership with suppliers + L
Slide 8: What Is Changing
WHAT IS CHANGING The 2027 Strategy Roadmap establishes the initial priorities, targeted areas of investment and planned organizational initiatives to support Wajax’s long-term vision. Clear strategic direction Clearer accountability Focused execution Planned leadership structure • A single vision an
Slide 9: Building on a Strong Foundation
BUILDING ON A STRONG FOUNDATION Wajax is building from existing strengths, targeting investment where it will accelerate growth. OUR OPERATING PLATFORM AREAS OF TARGETED INVESTMENT • A national footprint serving customers across Canada • Technician recruitment and development • Continued focus on op
Slide 10: Initial Areas of Focus
INITIAL AREAS OF FOCUS We intend to demonstrate execution through milestones in four areas. Area What we are working on Intended outcome • Technician recruitment and development • Leadership training Stronger talent capabilities, role clarity, leadership focus and People and leadership improved tech
Slide 11: We Commit To
We commit to SAFETY & WELL-BEING We develop POTENTIAL & EXPERTISE We deliver an EXCEPTIONAL EXPERIENCE TOGETHER We build LASTING RELATIONSHIPS We strive to CONTINUOUSLY IMPROVE + Starting with safety. + Acting with integrity and good judgement. + Treating people with respect. We do what’s right, not
Slide 12: Capital Allocation Priorities
CAPITAL ALLOCATION PRIORITIES 1. Investing in the base business and in organic profitable growth to support working capital and maintenance needs and the recruitment, training and development of our people 2. Growing shareholder returns and funding dividend payments 3. Debt management – Target Debt/
Slide 13: Market Data
MARKET DATA Exchange: Ticker TSX: WJX Recent Share Price $35.98 (October 7, 2026) Common Shares Outstanding 21.8 million (net of shares held in trust) Market Capitalization $783.6 million 52-week Range $22.43 – $40.00 Analyst Coverage BMO, TD, Scotiabank, National Bank, Stifel 13 Wajax Corporation –
Slide 14: Endnote
ENDNOTE Except where noted, all figures are in millions of Canadian dollars, except per share data and ratio calculations. 1. This measure does not have a standardized meaning prescribed by GAAP. Please see Wajax’s Management’s Discussion and Analysis for the three and twelve months ended December 3
Slide 15: wajax.com
Building Canada Together Since 1858 wajax.com