Mativ (MATV) Investor presentation summary

Business overview and product highlights

• Operates in filtration, advanced materials, sustainable and adhesive solutions, serving over 100 countries with $2.0B TTM revenue and $225M TTM adjusted EBITDA as of Q4 FY25.

• Product portfolio includes filtration media, tapes, optical films, cable wraps, and specialty papers, with applications in water purification, industrial, healthcare, and packaging.

• Filtration & Advanced Materials segment accounts for 39% of net sales, while Sustainable & Adhesive Solutions represents 61%.

• Key end markets include industrial (23% of sales), transportation (18%), consumer/advertising (15%/8%), healthcare (15%), and construction (12%).

• Products are integral to demanding applications such as HVAC, life sciences, wind turbines, and smart surfaces.

Strategic transformation and operational efficiency

• Achieved over $65M in synergies since merger, reduced net debt by over 40%, and right-sized dividend to align with growth orientation.

• Divested engineered papers and ceased tobacco exposure, focusing on high-growth end markets and optimizing manufacturing footprint.

• Reduced number of warehouses by 25% and ERPs by 30%, streamlining operations and supply chain.

• Global manufacturing footprint includes 21 facilities in North America, 10 in Europe, and 3 in Asia Pacific.

Growth investments and innovation

• Investing in new production lines for filtration, release liners, specialty tapes, and medical films, with expected incremental revenue of $115M by mid-2026.

• Focused on organic growth, product innovation, market adjacencies, strategic cross-selling, and pricing execution.

• Dedicated R&D and technology enablement to drive new product development and operational efficiencies.