Modine Manufacturing Company (MOD) Investor presentation summary

Vision, mission, and values

• Focus on evolving a portfolio of highly engineered, mission-critical thermal solutions for cleaner, healthier outcomes.

• Mission includes reducing water and energy consumption, lowering emissions, enabling cleaner vehicles, using eco-friendly refrigerants, and improving indoor air quality.

• Values emphasize integrity, people-centricity, technology, results, and teamwork.

Strategic pillars and growth drivers

• Leverages deep expertise in thermal management to deliver differentiated solutions and market leadership.

• Accelerates growth by focusing on high-growth, high-margin businesses and secular mega-trends like data centers, electrification, and emission regulations.

• Applies 80/20 discipline to drive efficiency, resource allocation, and ongoing business evolution.

Business segments and product groups

• Performance Technologies (16% of FY2025 sales): heavy-duty equipment and on-highway applications.

• Climate Solutions (44%): heat transfer solutions, HVAC technologies, and data centers.

• Data centers are a key growth area, providing full system cooling solutions and smart management systems.