Modine Manufacturing Company (MOD) Investor presentation summary

Vision, mission, and values

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

• Committed to reducing water and energy consumption, lowering emissions, and improving indoor air quality.

• Values include integrity, people-centric approach, technology-driven innovation, results orientation, and teamwork.

Business overview and segments

• FY2024 sales reached $2.4B with adjusted EBITDA of $314M and operations in 14 countries.

• Two main segments: Performance Technologies (54% of sales) and Climate Solutions (46% of sales).

• Product groups include air-cooled, liquid-cooled, advanced solutions, heat transfer products, HVAC&R, and data centers.

• Employs approximately 11,300 people globally.

Strategic pillars and growth drivers

• Leveraging deep expertise in thermal management to deliver differentiated solutions and sustained leadership.

• Accelerating growth by focusing on high-growth, high-margin businesses and capitalizing on secular mega-trends like electrification and data center expansion.

• 80/20 discipline guides strategic decisions, resource allocation, and ongoing business portfolio evolution.