Mattr (MATR) Investor presentation summary

Business overview and strategy

• Focuses on materials technology for critical infrastructure, with two main segments: Connection Technologies and Composite Technologies.

• Operates globally, with a modernized North American manufacturing footprint and a growth-oriented approach.

• Differentiates through high-value, reliable products for harsh environments, supporting electrification, transportation, mining, water, and energy sectors.

• Benefits from long-term infrastructure investment cycles and aims for accelerated earnings and cash flow growth.

Financial performance and growth

• Achieved $1.3B in 2025 revenue, with a 16.5% adjusted EBITDA CAGR from 2021 to 2025.

• Revenue nearly doubled from $638M in 2021 to $1,268M in 2025, with adjusted EBITDA margin around 13%.

• Long-term ambitions include 10%+ revenue growth, 20%+ EBITDA margin, and 70%+ free cash flow conversion.

• AmerCable acquisition in 2025 expanded addressable market and reduced earnings cyclicality.

Capital allocation and investments

• Invested $220M in growth CAPEX from 2023-2025 to revitalize North American manufacturing.

• 2026 CAPEX expected at $35-45M, returning to normalized spend rates.

• New and refurbished sites expected to enable $150M+ incremental annual revenue at current margins.

• Significant opportunity for process efficiency gains and automation across the network.