DMC Global (BOOM) Investor presentation summary

Business overview and strategy

• Operates three manufacturing businesses in niche industrial markets, focusing on engineered products and differentiated solutions.

• Prioritizes enhancing shareholder value through deleveraging, EBITDA improvement, and disciplined capital allocation.

• Supports subsidiaries with resources and capital allocation expertise to maximize returns.

• 2025 objectives include strengthening the balance sheet, adjusting cost structure, and focusing on margin improvement and revenue diversification.

Financial performance and deleveraging

• 2025 sales reached $609.8 million, with adjusted EBITDA of $46.4 million.

• Annual sales and adjusted EBITDA have fluctuated, with a focus on improving free cash flow conversion.

• Significant progress in reducing total and net debt since 2022, excluding a potential $162.2 million obligation related to Arcadia's minority interest.

Business segment highlights

• Arcadia Products: Leading supplier of architectural building products, with $246 million in 2025 sales and a focus on commercial and luxury residential markets.

• DynaEnergetics: Provides well-completion solutions for oil and gas, with $270 million in 2025 sales and a strategy to broaden its customer portfolio.

• NobelClad: Supplies composite metal solutions for industrial infrastructure, with $93 million in 2025 sales and a focus on operational excellence and market expansion.