ATS (ATS) Investor presentation summary

Strategic positioning and business overview

• Operates as a global leader in end-to-end automation solutions, serving life sciences, food & beverage, industrial & consumer, and energy sectors.

• Achieved C$2.9B in adjusted revenues (TTM) with a 5.7% five-year average organic revenue growth and 13.8% adjusted EBITDA margin.

• Maintains significant scale with over 7,000 employees, 65+ facilities, and presence in 20+ countries.

• Life sciences represent the largest market segment, accounting for 51% of adjusted revenue.

Financial performance and business mix evolution

• Adjusted revenues grew from $591M in FY2013 to $3.0B in FY2026, with a purposeful shift toward services and recurring revenue.

• Five-year adjusted revenue CAGR stands at 15.7%, with adjusted EBITDA CAGR at 14.7%.

• Reoccurring revenue now comprises 25–35% of total adjusted revenue.

• Order backlog as of June 28, 2026, totals $1.89B, supporting future revenue visibility.

Strategic growth drivers and M&A

• Deployed approximately $1.8B in capital for 23 acquisitions since fiscal 2018, targeting differentiated technology and regulated markets.

• Recent acquisitions include Heidolph, Paxiom, and Avidity Science, expanding exposure in life sciences and food & beverage.

• Strategic M&A remains a key growth lever, with a proven integration playbook and focus on synergy and operational fit.