ITG (ITG ) Investor presentation summary

Business overview

• Provides mission-critical services for digital and utility infrastructure with a national footprint and strong recurring revenue from long-term contracts.

• Operates a tech-enabled platform (FUSE360) supporting efficient, full-lifecycle project delivery and real-time operational visibility.

• Completed 23 tuck-in acquisitions since 2019, expanding capabilities and geographic reach.

• Serves blue-chip clients in fiber, broadband, data centers, and utilities, with over 8,000 average daily work orders completed.

• 92% of 2025 revenue is expected from MSAs, providing high revenue visibility.

Core services and growth

• Offers engineering, consulting, maintenance, upgrades, and last-mile fulfillment for fiber and wireless networks.

• Infrastructure deployment includes fiber-to-the-premises, backhaul, data center connectivity, and utility support.

• Achieved 26% revenue CAGR in E&M services and 44% in infrastructure deployment from 2023-2025.

• Zero customer churn since 2023 and a tripling of the customer base since 2021.

Market opportunity and industry trends

• Positioned to benefit from multi-decade digital infrastructure investment, with a $124B TAM in wireline FTTH and $86B in data centers by 2029.

• Data consumption per household is growing at a 16% CAGR, driving demand for higher broadband speeds and continuous infrastructure upgrades.

• $126B in cumulative broadband outsourced services investment expected from 2026-2029, with 81% from private funding.

• Fiber-to-the-home deployments and data center capacity are expanding rapidly, with significant cost inflation due to labor scarcity.