NN (NNBR) investor relations material

Conference overview

• The event was the iAccess Alpha Virtual Best Ideas Summer Investment Conference 2026, featuring presentations from small and micro-cap companies, with the next event scheduled for September 2026.

• The presenting company highlighted breakout growth in data center and defense markets, with a focus on cost reduction and sales growth over the past three years.

Business model and market focus

• Partners with original equipment manufacturers to provide customized metal components and assemblies, leveraging a global manufacturing footprint and automation.

• Key growth markets include high-value vehicle components, electric grid and data center connectors, defense electronics, and medical equipment.

• Data center and electric grid sales reached $73 million on a trailing twelve-month basis, with a near-term goal of $100 million.

Financial performance and guidance

• Reported strong year-over-year performance through Q1, with momentum in targeted growth areas and raised guidance for sales and EBITDA.

• Adjusted EBITDA midpoint is $50 million, with about 700 customers and a 49% stake in a $100 million JV.

• Launched around 50 new programs year-to-date, expecting to reach 130 by year-end, and accelerated long-term goal attainment by a year.