DMC Global (BOOM) Investor presentation summary

Business overview

• Operates three manufacturing businesses: Arcadia Products (architectural building products), DynaEnergetics (well-completion solutions), and NobelClad (composite metal solutions).

• Focus on engineered products, market differentiation, and strong brand presence in niche industrial markets.

• Strategic priorities include deleveraging, EBITDA and cash flow improvement, and disciplined capital allocation.

Financial performance

• Trailing twelve months (TTM) sales as of June 30, 2026, were $587.6 million, with total adjusted EBITDA of $31.8 million.

• Sales and EBITDA have fluctuated over recent years, with a focus on margin improvement and cost structure alignment.

• Deleveraging efforts have reduced net debt, with ongoing management of a significant put/call option related to Arcadia's minority interest.

Arcadia Products

• Supplies framing systems, windows, curtain walls, and doors for commercial and luxury residential markets, with a hub-and-satellite model for customization and short lead times.

• Holds a leading position in western and southwestern U.S. commercial markets, serving diverse end markets.

• Quarterly sales for Q2 2026 were $67 million, with adjusted EBITDA margins ranging from 7% to 14%.

• DMC owns 60% of Arcadia, with a structured option to acquire the remaining 40% based on a multi-year EBITDA formula.