Titan International (TWI) Noble Capital Markets’ Emerging Growth Virtual Equity Conference summary

Business overview and strategy

• Offers a broad, diverse portfolio of wheels, tires, and steel tracks for off-road equipment, serving small to large agricultural, construction, and industrial markets globally.

• Maintains a strong regional footprint and services both OEM and aftermarket customers worldwide.

• Emphasizes the 'one-stop shop' approach, providing tailored solutions for a wide range of customer needs, from small businesses to large farms and construction operators.

• Utilizes joint ventures and third-party manufacturing to efficiently meet diverse product demands and maintain agility.

• Integration of Carlstar expanded product diversity and customer reach, reinforcing the one-stop shop identity.

Leadership and innovation

• Recent leadership changes include appointing a new CFO and a Chief Transformation Officer focused on technology and AI innovation.

• The CTO role is dedicated to driving AI initiatives, particularly agentic AI, to enhance operational precision and efficiency.

• Leadership transition leverages internal talent, reflecting organizational depth and readiness for technological advancement.

Product development and market expansion

• LSW (Low Sidewall) tires, developed over years, offer improved performance, reduced soil compaction, better yields, and fuel efficiency.

• New data shows LSW tires can increase yields by over 30% on every equipment turn, especially benefiting small and mid-sized farms.

• Marketing efforts are focused on communicating these benefits, particularly to younger and multi-generational farmers.