Enerpac Tool : Overview Slides (EPAC Investor Deck Apr 2026 FINAL)

Published: 2026-04-22 16:06:15 ET EPAC

Published on 04/22/2026 at 04:06 pm EDT

2026

ENERPWCa

TOOL GROU@

Premier industrial solutions provider with top-tier margin profile serving a broad and diverse set of customers globally for mission-critical applications, operating in a large, growing, fragmented addressable market

Exceptional channel partner network

built over decades, creates competitive advantage and enables truly global coverage

Well-defined organic growth strategy

focused on expansion in targeted vertical markets, digital transformation, customer-driven innovation, and expansion in Asia Pacific

Powering Enerpac Performance (PEP) drives continuous improvement

initiatives enabling further margin expansion

Strong balance sheet & solid free cash flow generation

enables a balanced capital allocation approach: investments to drive organic growth, strategic M&A, and opportunistic share repurchases

Proven, highly capable management team

that has delivered above-market growth and significant margin expansion, with rigorous management processes and capacity to do more

HISTORY OF ENERPAC TOOL GROUP

Actuant was a small cap diversified industrial, with Enerpac as the crown jewel

YEARS OF

EXCELLENCE

1927

1910

American Grinder & Manufacturing

2000

1987

Applied Power

2019

2016-2021

Focused On:

Realigning segments and portfolio optimization

Selling non-core businesses

including the EC&S segment

Rebranding as Enerpac Tool Group

2021+

Paul Sternlieb joins Enerpac as CEO

Transformed the company

via the ASCEND program

Developed and launched new organic growth strategy

Executed first acquisition in inorganic growth strategy

Launched PEP to drive continued organic growth & margin expansion

DELIVERING ABOVE MARKET GROWTH & SIGNIFICANT MARGIN EXPANSION

ADJUSTED EBITDA MARGIN*

NET SALES

$529

$571

$598 $590

$617

22.8%

$136

$154

25.0%

24.9%

$147

$75

$83

14.1%

14.5%

FY21 FY22 FY23 FY24 FY25

* Adjusted EBITDA and adjusted EBITDA margin are non-GAAP measures and exclude restructuring and other charges identified in the accompanying reconciliations to GAAP measures. FY22 Adjusted EBITDA includes $13M charge for increase in MENAC accounts receivable reserve, an approximate 230 bps impact to margin.

PREMIER INDUSTRIAL SOLUTIONS PARTNER

OUR MISSION

WE MAKE COMPLEX OFTEN HAZARDOUS JOBS POSSIBLE SAFELY AND EFFICIENTLY

STRATEGIC PILLARS

HARD TO DO

TARGET MARKET LEADERSHIP

SIMPLIFIED AND STANDARDIZED PROCESSES AND OPERATIONS

OUR VALUES

SAFETY

Safety is our highest priority and is at the heart of everything we do

AGILITY

We will act with purpose and speed, and we will adapt to changing circumstances

INTEGRITY

We will act with honesty and transparency and always do the right thing

TEAMWORK

We will act as one Enerpac team, operate with an enterprise-wide mindset, and support each other to deliver for our stakeholders

OWNERSHIP

We will own our commitments, act with a sense of urgency, and deliver what is expected of us on time, or ask for help early enough

100+

Countries Served

~2200

Global Employees

~800

Distributors

~$1.9B

Market Cap

As of April 13, 2026

12%

$596M

30%

IT&SSALESOF

INFISCAL2025

38%

<1% 13% 7%

Global Headquarters

Plant

Manufacturing / Assembly

Office

General / Sales

Other

Service Center / Warehouse / Other

GLOBAL COVERAGE ALLOWS US TO BETTER SERVE OUR CUSTOMERS

Faster Turnaround due to production facilities closer customers

Local Expertise Local teams understand market needs & demand

In-Country Production

Required by some projects

Competitive Margins Driven by low-cost manufacturing & sourcing

Reduced Exposure to Economic Volatility thanks to geographic diversification of sales

LARGE, FRAGMENTED VERTICAL MARKETS PROVIDE GROWTH OPPORTUNITIES

FY25 Estimated End-Market Exposure*

General Industrial

~25%

Refining Petrochemical

~20%

Industrial MRO, Machining & Mfg.

~13%

Power Generation

~13%

Infrastructure

~12%

Mining

~9%

Other

~8%

*Represents the Company's best estimate of end market revenues by category.

Estimated revenue mix for Rail is included in the Infrastructure category and Wind is included in Power Generation.

The "Other" category includes the Company's best estimated exposure to Shipbuilding, Automotive, Aerospace, Off-Hwy Vehicle Repair, Military, Paper & Wood, Marine, Rescue, and other.

STRONG BRAND

FY25

PRODUCTS

Cylinders/Jacks

Pumps

Bolting Tools

Presses

Pullers

Tools

Heavy Lifting Technology (HLT)

Industrial AGVs

SERVICE & RENTAL

Bolting

Machining

Joint Integrity

RECOGNITION

Premium Industrial Tools

Heavy Lifting Technologies

Service | Rental | Training

REVENUE

MIX

Product Service

19%

DIVERSIFIED CUSTOMER BASE

EXTENSIVE GLOBAL DISTRIBUTION

81%

~800 Long-standing Distribution Relationships

Specialty Dealers

National Distribution

Large OEMs

Biomedical Textile Products

PUMPS CYLINDERS BOLTING PULLERS SPREADERS

CUTTERS

PRESSES

WORK HOLDING

HEAVY LIFTING

MACHINING

Leader in mission-critical services (bolting, on-site machining, joint integrity, leak sealing, on-line services) for asset uptime in heavy industry.

Large opportunity in niche services including specialty high margin services

FY25 SERVICE

BREAKDOWN

Manpower Rental

Recurring demand from turnaround and outage cycles.

Global fleet of over 30,000 of industrial tools for rent and service support.

49%

51%

Additional opportunities in power generation, wind, rail and

industrial MRO

STRENGTH OF

BRAND

GLOBAL COVERAGE

QUALITY, DURABILITY, RELIABILITY

BREADTH OF CHANNEL PARTNER NETWORK; NO SIGNIFICANT CUSTOMER CONCENTRATION

BREADTH & DEPTH OF PRODUCT PORTFOLIO

SAFETY

SERVES MISSION-CRITICAL CUSTOMER APPLICATIONS

TECHNICAL & APPLICATIONS EXPERTISE THAT CUSTOMERS RELY UPON

EPAC FY25 IT&S REVENUE

$596M

Enerpac SAM

~$4.5B

High-Pressure

Hydraulics TAM

$20B

Industrial Tools TAM

>$100B

Enerpac has identified large market opportunities across our verticals

Growth strategy aims to capitalize

on targeted market opportunities

Positioned to win via our products, services, and distribution networks

AMBITIOUS GROWTH STRATEGY CENTERED AROUND FOUR KEY PILLARS

VERTICAL MARKETS

EXPANSION IN TARGET

DIGITAL TRANSFORMATION

CUSTOMER DRIVEN INNOVATION

EXPANSION IN ASIA PACIFIC

INFRASTRUCTURE

RAIL

INDUSTRIAL MRO*

WIND

Standalone Attractiveness

Size / Growth

Rating

Size / Growth

Rating

Size / Growth

Rating

Size / Growth

Rating

Market Size

and Growth

SAM:

$600 - $800M

Growth

6 - 8%

SAM:

$180 - $220M

Growth

4 - 6%

SAM:

$1.4 - $1.8B

Growth

1 - 3%

SAM:

$300 - $400M

Growth

3 - 5%

Trends Benefitting Enerpac

Government Investment, Infrastructure Upgrades

Green Transportation, Automation of Maintenance

Larger Distribution Networks, Automation in Manufacturing

Public and Private Investments, Energy Independence and Security

Enerpac's

Right to Win

Product Portfolio, Customer Relationships, Technological Advantage

Targeted Rail Solutions, Strong Brand Reputation

Brand Recognition, Reputation

for Quality,

Shift to E-Commerce

Solutions Offerings, Battery Powered Solutions, Legacy Relationships with OEMs

*Maintenance, Repair and Operations

ASSET-LIGHT MODEL ENABLES STRONG FCF(2)

$ in millions

$92

1.9%

1.5%

(at February 28, 2026)

$ in millions

Cash & Equivalents

$99

Revolver Capacity

(Undrawn)

$400

Total Liquidity

$499

Total Debt

$187

Net Debt/Adj. EBITDA(1)

0.6X

$69 $70

3.1%

$42 $44

2.3%

1.2%

FY21 FY22 FY23 FY24 FY25

FCF Capital Expeditures % of Revenue

(1) As of February 28, 2026, calculated in accordance with the terms of the Company's September 2022 senior credit facility.

(2) The Company calculates free cash flow as cash from operations, less capital expenditures.

EXECUTE VALUE CREATING M&A

MAINTAIN OUR STRONG BALANCE SHEET

Target leverage of 1.5x - 2.5x

INVEST IN OURSELVES

Investments in digital, product innovation, R&D,

operational excellence improvements

OPPORTUNISTICALLY RETURNING CAPITAL

TO SHAREHOLDERS

~$135 million remaining under new authorization

Continuing pure-play strategy, but looking beyond tools and services to

solve customer needs in targeted vertical markets

Healthy pipeline with focus on our four key verticals of infrastructure, rail, industrial MRO, and wind

M&A activity focused on solution offerings that address gaps in product offerings, market/vertical/geographies, and technology

Disciplined approach means any targets must meet strict financial and operational criteria

Closed in September 2024

Achieved $20 million in revenue for Fiscal 2025

Delivering strong organic growth, leveraging Enerpac's global sales network

CONTINUOUS IMPROVEMENT MODEL WITH PEP

STRATEGIC EFFORTS FOCUS AREAS

Accelerating Growth Execution and monitoring of growth strategy

and procurement

Optimizing Operations Continuous improvement projects in manufacturing

Minimizing Inefficiencies

Continuing to streamline SG&A through greater

efficiency and productivity

Standardizing Processes

Driving further global standardization and simplification leveraging 80/20 framework

Solving Challenges

Structured problem-solving approach to determine true root-cause and implement countermeasures

Disclaimer

Enerpac Tool Group Corporation published this content on April 22, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 22, 2026 at 20:05 UTC.