Atlas Engineered Products (AEP) Investor presentation summary

Market position and growth strategy

• Leading Canadian provider of manufactured and engineered structural wood products for residential and commercial construction, with ten manufacturing facilities serving both Canadian and U.S. markets.

• Benefiting from a significant housing shortage in Canada, with a projected need for 3.5 million new homes by 2030 and a supportive political environment.

• Pursuing both organic growth through automation, product diversification, and expanded sales channels, and inorganic growth via a robust M&A pipeline.

• Demonstrated history of highly accretive acquisitions, completing ten transactions since 2017, and integrating acquired companies to drive operational efficiencies.

• Management team and board with deep industry, financial, and operational expertise, and significant insider ownership aligning interests.

Product and service offerings

• Offers a full suite of structural wood products, including roof trusses, floor trusses, wall panels, and engineered wood products, enabling complete project packages.

• Utilizes advanced design, engineering, and automation technology to ensure quality, efficiency, and cost-effectiveness.

• Provides design, engineering, and permitting services, leveraging BIM software and automated manufacturing for consistent, high-quality output.

• Serves a diverse client base, including single-family and multi-family home builders, commercial and industrial developers, and specialty building yards.

• Emphasizes environmental responsibility through energy-efficient manufacturing and reduced waste.

Industry and market dynamics

• Canadian housing market faces a structural shortage, with government and political parties committed to accelerating homebuilding and supporting industry growth.

• Immigration policies are increasing demand for new housing, with over 350,000 immigrants expected annually through 2027.

• The manufactured wood products industry is highly fragmented, presenting consolidation opportunities for larger, technologically advanced players.

• Labour shortages and high capacity utilization in construction further drive demand for offsite, automated building solutions.