Enerpac Tool Group (EPAC) Investor presentation summary

Investment highlights

• Premier industrial solutions provider with a strong margin profile and global customer base in mission-critical applications, operating in a large, growing, fragmented market.

• Extensive channel partner network and global coverage provide competitive advantage and enable rapid customer service.

• Well-defined organic growth strategy targets expansion in vertical markets, digital transformation, innovation, and Asia Pacific.

• Continuous improvement initiatives (PEP) drive margin expansion and operational efficiency.

• Strong balance sheet and free cash flow support investments, M&A, and share repurchases.

Historical performance and financials

• Net sales grew from $529M in FY21 to $617M in FY25, with a 4% CAGR.

• Adjusted EBITDA margin expanded from 14.1% in FY21 to 25.0% in FY25.

• Adjusted diluted EPS increased from $0.63 in FY21 to $1.81 in FY25.

• Free cash flow reached $92M in FY25, with capital expenditures consistently below 2% of revenue.

• Maintains low net debt/EBITDA ratio of 0.6x and total liquidity of $499M as of February 2026.

Market and geographic overview

• Serves over 100 countries with ~2,200 employees and ~800 distributors.

• FY25 end-market exposure: 25% general industrial, 20% refining/petrochemical, 13% industrial MRO, 13% power generation, 12% infrastructure, 9% mining, 8% other.

• FY25 IT&S revenue was $596M, with Americas, EMEA, and APAC contributing across product and service lines.

• Global manufacturing and service footprint enables local expertise, faster turnaround, and reduced economic volatility.