Mayville Engineering Company (MEC) Investor presentation summary

Strategic positioning and growth drivers

• Leading U.S. provider of vertically integrated design and fabrication solutions with 22 facilities and ~2,400 employees, serving diverse OEM end markets including datacenter, critical power, commercial vehicles, and agriculture.

• Recent diversification into high-growth datacenter and critical power markets supports profitable growth as legacy markets recover.

• Strong free cash flow profile enables disciplined capital allocation and investment in high-return organic growth initiatives.

• Fully domestic manufacturing footprint limits tariff exposure and supports OEM outsourcing and reshoring trends.

• Recent equity offering enhances financial flexibility for accelerated investment in datacenter and critical power capacity.

Operational excellence and customer relationships

• End-to-end solutions and early-stage engineering partnerships drive long-term customer relationships and market share growth.

• Sole-sourced on over 95% of products, ensuring stable pricing and customer retention.

• Customer-centric development model emphasizes collaboration from concept to after-market support.

• MBX Lean initiative drives operational excellence, commercial effectiveness, and talent management, with 375+ Kaizen events since launch.

Datacenter & critical power market opportunity

• Datacenter and critical power pipeline exceeds $125 million, with rapid bid-to-production cycles (8–12 weeks) and expanding cross-selling opportunities post-Accu-Fab acquisition.

• Datacenter infrastructure investment expected to grow at a 16% CAGR through 2030, with current serviceable addressable market (SAM) of $3.2 billion and less than 5% market penetration.

• Cumulative annual datacenter and critical power revenue from Accu-Fab cross-selling projected at $180–$210 million by FY2028.