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.

• 2026 objectives include strengthening the balance sheet, adjusting cost structure, and focusing on margin improvement and revenue diversification.

Financial performance and deleveraging

• Trailing twelve months (TTM) sales as of March 2026 were $586.1 million, with adjusted EBITDA of $24.4 million attributable to the company.

• Total adjusted EBITDA for TTM was $33.7 million, with a significant portion attributable to non-controlling interests.

• Demonstrated consistent deleveraging, reducing total and net debt over recent quarters.

• Market capitalization stands at $142 million, with 20.5 million shares outstanding.

Arcadia Products segment

• Supplies architectural building products for commercial and luxury residential markets, with a hub-and-satellite model enabling short lead times and customization.

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

• Q1 2026 sales were $56.7 million, with adjusted EBITDA margins ranging from 5.8% to 14.2% in recent quarters.

• DMC owns 60% of Arcadia, with options to acquire the remaining 40% via structured call/put options based on EBITDA multiples.