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.

Business overview and financials

• FY2025 sales reached $2.6B with adjusted EBITDA of $392M and operations in 14 countries.

• Two main segments: Performance Technologies (44% of sales) and Climate Solutions (56% of sales).

• Approximately 11,300 employees globally.

• Revenue is geographically diversified: Americas 65%, EMEA 27%, Asia 8%.

Strategic pillars and growth drivers

• Capitalizing on thermal management expertise to deliver differentiated solutions and market leadership.

• Leveraging secular mega-trends: AI/data center growth, emission regulations, electrification, refrigerant regulations, and indoor air quality.

• 80/20 discipline drives focus on high-growth, high-margin businesses and ongoing portfolio evolution.