Core Molding Technologies, Inc. Investor day 2026

Okay. Welcome today to our 2026 first ever investor day and plant tour at our Matamoros facility in Mexico. We've got a lot of great products, as you can see around the room, that depict what we do. We've got a lot of great materials to go over today. I want to give you a quick run of the show. When I step away, we're going to play a quick video that'll give you some nice background on some of the stuff that we're doing. Then I'm going to turn it over to Eric Palomaki to run through a presentation. Our presentation today will be broken into two parts. We'll have a break in the middle. At the end, we'll have a long Q&A session, followed by dinner and networking in the back of this room. Right outside the room is restrooms if you need those.

On the far left over here, there's snacks, drinks, and anything you need. If you got to get up and go out for the room for anything, help yourself, no worries. Also, on the table in front of you is the internet information. If anybody needs the internet, welcome to do that. We don't have plugs on the tables, but if you need to charge something, we can make some room outside for you, as well. With that, let's get started. First and foremost, everybody's seen a safe harbor statement, which you see up on the screen in front of me. Everybody's read one of these, so I don't plan to read that, but please know that we will make forward-looking statements in today's presentation. Now to the best part, our speakers.

Most of you in this room and most of you on the webcast have had plenty of opportunities to speak with our President and CEO, Eric Palomaki, and our Chief Financial Officer, Alex Panda. While you're going to get a chance to speak with them more and hear from them more today, you're also going to get a chance to hear from some of the other leaders in our organization. You're going to get to hear from people like Alex Bantz, who's our Chief Commercial Officer, Stephanie Pulliam, who's our Executive Vice President of Human Resources, Michael Gayford, who was just announced Monday as our Chief Operating Officer, and Arnold Alanis, who's our Executive Vice President and Operations of our Mexico facility. With that, I'm going to get our video started. Then I'm going to turn things over to Eric.

Thank you. Over the past several years, Core has built a stronger company.

We've improved execution. We strengthened our customer relationships. We invested in our people, manufacturing network, and commercial capabilities. Now, Core is entering its next phase. We are taking a proven operating platform into larger opportunities, deeper customer relationships, and more diversified markets. Our objective is not growth for growth's sake. It is profitable growth that expands margins, generates cash, and earns attractive returns on capital. This is why Core, and this is why now.

Core's vision is providing engineered solutions to our customers.

Technology creates capability. People turn capabilities into results. Across Core, our teams work across materials, engineering, manufacturing, quality, and operations to solve customer problems and execute complex programs.

We work together as one team. We have a Core culture that we all are transcribing to and we're all practicing.

That collaboration allows knowledge developed in one facility to strengthen the entire network. It helps Core launch programs, respond to challenges, and deliver with the consistency our customers expect.

The key is really bringing the talents together and aligning them on a common goal.

At Core, culture is not separate from execution. It is what makes repeatable execution possible, and the opportunity ahead is broad. Core is positioned to grow across five key markets where our capabilities can solve real-world challenges and where demand continues to create new opportunities. Transportation has been part of Core's heritage for decades. Today, we are taking that expertise into the next generation of transportation applications, delivering large, complex composite components engineered for performance, efficiency, and durability. We are also building on our strength in powersports. From components for side-by-side vehicles to personal watercraft, Core's specialized molding technologies allow us to produce complex parts at scale.

At Core, we have multiple processes, so we can choose the right solution that best fits the application.

The opportunity extends beyond our traditional vehicle markets. Core supports the infrastructure behind a changing world, from utility applications to components supporting data centers, power generation, and other critical infrastructure. In building products, our capabilities support applications that become part of the places where people live and work. In construction and agriculture, we are producing components built to perform in some of the most demanding environments. From equipment components to tractor cab roofs, Core is helping customers turn complex designs into products ready for the real world. Our 2030 objectives are about more than just scale. We are building towards a company with more than $500 million of revenue, stronger margins, greater cash generation, and higher returns on capital employed. The path includes organic growth, deeper customer relationships, market diversification, disciplined investment, and strategic acquisitions when they improve the quality of the business.

Every major use of capital must support long-term shareholder value. That opportunity is supported by a footprint built around our customers and our capabilities. Across our footprint, each Core facility brings a unique strength to the network. In Columbus, our world headquarters and center of excellence for SMC compound production, we make the material that feeds multiple facilities across the network.