DMC Global (BOOM) Investor presentation summary

Business overview and strategy

• Operates three manufacturing businesses in niche industrial markets, focusing on engineered products and differentiated solutions.

• Each business has strong brands, experienced management, and leverages product/service differentiation for market share and margin growth.

• Current priorities include deleveraging the balance sheet, improving EBITDA and free cash flow, and disciplined capital allocation.

• 2025 objectives: strengthen balance sheet, adjust cost structure, focus on margin improvement, and rebuild order backlog.

Financial performance

• Trailing twelve months (TTM) sales as of September 30, 2025: $618.7 million; TTM adjusted EBITDA: $58.2 million.

• Annual sales ranged from $619M to $719M between 2020 and 2024, with adjusted EBITDA margins between 8% and 16%.

• Quarterly sales in 2025 ranged from $140M to $152M, with adjusted EBITDA margins between 7.8% and 14.3%.

• Deleveraging progress shown by declining total and net debt over recent quarters.

Business segment highlights

• Arcadia Products: Leading supplier of architectural building products, with a hub-and-satellite model and strong presence in western/southwestern U.S.; TTM sales $249M.

• DynaEnergetics: Provides well-completion solutions for oil and gas, focusing on integrated perforating systems; TTM sales $265M.

• NobelClad: Supplies explosion-welded composite metal solutions for industrial infrastructure and transportation; TTM sales $104M.