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Twin Disc (TWIN) investor relations material

Twin Disc Noble Capital Markets Emerging Growth Virtual Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Noble Capital Markets Emerging Growth Virtual Investor Conference summary8 Oct, 2025

Strategic positioning and market trends

  • Over 100 years of leadership in global transmission power technology, now advancing IP-protected hybrid and electric solutions.

  • Well positioned to benefit from increased defense spending in NATO and U.S. Navy marine programs.

  • Enhanced margin improvement initiatives and operational strategies underway.

  • Diversification away from oil and gas has stabilized performance and reduced cyclicality.

  • Defense and marine markets are key growth drivers, with defense backlog up 45% year-over-year.

Acquisitions and integration

  • Recent acquisitions in Europe (Katsa, Veth) and Canada (Kobelt) have expanded geographic reach and product offerings.

  • Integration focuses first on finance and IT, then on product, engineering, and sales synergies.

  • Katsa integration has enabled capacity sharing and growth in European defense markets.

  • Kobelt integration is progressing, with global training and dealer network expansion underway.

  • Acquisitions are targeted at companies with strong management, respected products, and global growth potential.

Product and technology innovation

  • Five years of development in hybrid marine controllers, now state-of-the-art and gaining market traction.

  • Hybrid and electrification solutions see strongest demand in marine, driven by regulation and customer requests.

  • Hybrid systems offer a 10x revenue multiplier per vessel compared to traditional systems.

  • Ongoing efforts to commercialize hybrid technology and reduce cost premiums for end users.

  • Industrial segment targeted for significant growth through innovation and acquisition.

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Frequently asked questions

Twin Disc, Incorporated designs, manufactures and sells marine and heavy duty off- highway power transmission equipment in the United States, the Netherlands, China and Australia. The Company's design engineering expertise is used to develop highly engineered drivetrain system components for a diverse line of vehicles. The company was incorporated in 1918 and is headquartered in Racine, Wisconsin.

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