Tekna Holding (TEKNA) Investor presentation summary

Business overview and market position

• Leading provider of advanced materials for additive manufacturing, leveraging proprietary ICP technology and 30 years of experience.

• Vertically integrated across materials and systems, with global reach and strong positions in both segments.

• Holds the #2 global position in advanced titanium powders, serving aerospace, defense, medical, and industrial markets.

• 142 employees and 95 active patents support innovation and growth.

Growth drivers and market trends

• Additive manufacturing demand is accelerating, especially in defense, space, and medical sectors.

• Titanium is the largest alloy market for additive manufacturing, with significant growth projected through 2029.

• Aerospace and defense represent the fastest-growing segment, with titanium AM powder market CAGR of 24% to 2030.

• Medical segment is the largest end-market for titanium AM, driven by design flexibility and aging demographics.

Financial performance and outlook

• Materials revenue reached CAD 30.6m with a 56% contribution margin; systems revenue at CAD 8.2m with 61% margin.

• 16% CAGR in materials revenue over 11 years, with growing average revenue per customer.

• Four consecutive EBITDA-positive quarters, with ongoing cost and efficiency improvements.

• Net cash position of CAD 11.5m and liquidity of CAD 23.2m, supporting growth to 2030.