PresentationTony RiterVice President of Investor Relations All right. Good morning. Welcome to nVent's 2026 Investor Day. I'm Tony Riter, Vice President of Investor Relations, and we're pleased to be with you here in New York to share more about nVent. About how nVent is inventing the electrified future. As you can see, we have a full agenda today. We will kick off the meeting with a video, and then you'll hear from the team, followed by a Q&A session with live questions in the room. As a reminder, any stat ...

Core Insights - nVent Electric plc has been recognized as one of the 2026 World's Most Ethical Companies® by Ethisphere for the third consecutive year, highlighting its commitment to responsible business practices and a culture of Absolute Integrity [1][2]. Group 1: Recognition and Values - The recognition reinforces the importance of nVent's Win Right Values, particularly integrity, in its operations and interactions with stakeholders [2]. - The assessment for the World's Most Ethical Companies is based on Ethisphere's Ethics Quotient®, which requires over 240 documented proof points on ethical practices [2][3]. Group 2: Ethical Standards and Performance - The evaluation process includes qualitative analysis by experts to identify best-in-class ethics and compliance practices across various industries [3]. - Strong ethics, compliance, and governance programs are linked to better long-term performance for companies [4]. Group 3: Sustainability and Awards - nVent has also received several sustainability-related awards, including a gold medal from EcoVadis and recognition as one of Newsweek's World's Greenest Companies 2025 [5]. - The company was placed on the 2025 Fortune Best Workplaces in Manufacturing & Production™ List, further emphasizing its commitment to ethical and sustainable practices [5]. Group 4: Company Overview - nVent is a leading global provider of electrical connection and protection solutions, focusing on safety and security through its innovative products [6]. - The company has a robust portfolio of electrical product brands with over 100 years of history, including nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE [7].

Core Viewpoint - nVent Electric is experiencing significant growth driven by demand in AI-related data centers and has updated its financial targets to reflect a strong growth trajectory over the next few years [1][2]. Financial Performance - nVent Electric aims for a compound annual revenue growth rate of 10% to 13% over the next three years, with acquisitions contributing at least 3 percentage points to this growth [2]. - The company projects adjusted earnings per share to grow between 17% and 20% annually through 2028 [2]. Market Position - nVent stock gained more than 5% to reach 120.66 in midday trades, with a record high of 124.22 earlier in the day [3]. - The company leads the Electrical-Power/Equipment Group and is included in the IBD Big Cap 20 list, indicating a strong market position [3]. Stock Ratings - nVent shares have a perfect 99 Composite Rating, reflecting strong technical performance [4]. - The stock's relative strength line is trending toward 52-week highs, with a 92 RS Rating, indicating robust performance over the past year [4].

nVent Investor Day Summary Company Overview - nVent is a global electrical manufacturing company focused on connecting and protecting mission-critical infrastructure across various sectors, including data centers, power utilities, industrial applications, and commercial buildings [3][6] - The company has transformed its portfolio to align with macro trends in electrification, digitalization, and sustainability, with infrastructure revenue growing from over 10% at spin to nearly 50% today [3][12] Financial Performance - nVent reported nearly $4 billion in revenue for the previous year, representing a growth of 30%, with organic growth at 13% [9] - Adjusted EPS grew by 35%, indicating strong financial performance and attractive margins [9] - The market capitalization has increased from $4 billion to $18 billion since becoming a public company in 2018 [12] Growth Strategy - The company has divested its thermal management business and integrated two acquisitions, reshaping its portfolio and increasing its presence in the infrastructure vertical [8][12] - The infrastructure vertical now represents 45% of sales, with data centers contributing over $1 billion [12][13] - nVent's addressable market opportunity has expanded from $60 billion to $130 billion, with a backlog of $2.3 billion [13][17] Key Value Propositions - nVent's products enhance efficiency, resiliency, productivity, reliability, safety, and sustainability for customers [4][10] - Liquid cooling solutions can improve power usage efficiency by up to 45%, critical for AI data centers [10] - The company offers solutions that reduce installation time by up to 50% and total costs by up to 20% [11] Market Trends and Opportunities - Global electricity demand is expected to grow by 50% over the next 25 years, driven by AI data centers and the need for upgraded infrastructure [3][20] - The demand for liquid cooling is projected to grow more than 35%, with only 10%-15% of data centers currently utilizing this technology [15][53] - The aging electrical grid requires significant upgrades, creating opportunities for nVent's engineered building solutions [20][57] Operational Excellence - nVent is focused on accelerating operational excellence to scale and improve margins, with a strong emphasis on safety and lean enterprise practices [26][27] - The company has established a SPARK Management System to drive performance and enhance employee engagement [28][29] Digital Transformation - nVent is leveraging AI and digital data to transform internal operations, improve customer experience, and enhance pricing strategies [43][44] - The company aims to standardize key business processes and integrate acquired companies into its digital platforms within the first year [43] Sustainability Initiatives - nVent is committed to sustainability through initiatives focused on people, products, and the planet, including reducing greenhouse gas emissions and improving product lifecycle assessments [30] Conclusion - nVent is well-positioned for future growth, particularly in the infrastructure vertical, with a strong focus on data centers and power utilities [31][58] - The company is committed to innovation and operational excellence, aiming to capitalize on macro trends in electrification, digitalization, and sustainability [31][62]

Investor Day 2026 Tony Riter Vice President, Investor Relations 2 nVent 2026 Investor Day March 18, 2026 Agenda | Agenda | | | | | --- | --- | --- | --- | | Time (EST) | Topic | Speaker | | | 9:30 a.m. | Welcome | Tony Riter VP, Investor Relations | | | | Inventing the Electrified Future | Beth Wozniak Chair and Chief Executive Officer | | | | Innovation & Digital Driving Growth | Aravind Padmanabhan Chief Technology Officer | | | | Systems Protection | Sara Zawoyski President, Systems Protection | | | | El ...

Core Insights - nVent Electric plc is focusing on transforming into a higher-growth electrical company, targeting infrastructure sectors such as data centers and power utilities, driven by trends in electrification, digitalization, and sustainability [3][9] - The company is hosting its 2026 Investor Day to present its updated three-year financial targets and growth strategy [2] Three-Year Growth Targets - Organic Sales Growth CAGR is projected to be between +10% to 13% [5] - Inorganic Sales Growth Contribution is expected to exceed 3 percentage points [5] - Adjusted Operating Margins are targeted at approximately 22% [5] - Adjusted EPS Growth CAGR is forecasted to be between 17% to 20% [5] - Free Cash Flow Conversion is anticipated to be around 95% [5] Strategic Focus - The company aims to accelerate growth through new products, innovation, capacity expansion, and disciplined capital allocation [3][9] - There is a strong emphasis on the infrastructure vertical, particularly due to AI-related data center build-outs and robust demand from power utilities [9]

Core Viewpoint - nVent Electric plc (NYSE:NVT) is recognized as a significant player in the electrical connection and protection systems market, particularly benefiting from the growth in data centers and AI infrastructure [1][3]. Group 1: Company Overview - nVent Electric plc provides electrical connection and protection systems essential for securing infrastructure, data centers, and power management applications [3]. - The company has a leading position in liquid cooling solutions, which are increasingly important for managing heat in high-performance computing environments, especially as AI usage grows [3]. Group 2: Financial Performance - nVent Electric's shares experienced strong growth following the report of robust organic sales growth, driven by momentum in its data center and power utilities businesses [3]. - The company has demonstrated rapid growth supported by multiple secular tailwinds, including electrification, clean energy, energy efficiency, digitalization, and onshoring [3]. Group 3: Investment Insights - Artisan Partners highlighted nVent Electric as one of its top contributors in its third quarter 2025 investor letter, indicating strong confidence in the company's performance [3]. - The company has effectively allocated capital, utilizing free cash flow for product development, accretive mergers and acquisitions, and returning capital through dividends and share repurchases [3].

Company Overview - nVent Electric (NVT) reported revenue of $3.893 billion, an increase of 29.5% year-over-year, and an EPS of $3.35, up 35% [1] - The Systems Protection segment grew significantly, with Q4 2025 revenue reaching $737.1 million, up 58% year-over-year, driven by demand from data centers and power utilities [1] - nVent has achieved two consecutive billion-dollar sales quarters, indicating strong growth momentum [1] Market Position - nVent is compared to Vertiv (VRT), which reported revenue of $10.23 billion and has a backlog of $15 billion, up 109% year-over-year [1] - nVent's market cap is approximately $17.1 billion, while Vertiv's market cap is around $92.5 billion, highlighting the scale difference between the two companies [1] - nVent trades at a forward P/E ratio of roughly 26x, compared to Vertiv's 44x, indicating a potential valuation gap [1] Growth Outlook - nVent's management is optimistic about continued growth in 2026, particularly in the infrastructure vertical related to data centers and power utilities [1] - For 2026, nVent is guiding for adjusted EPS of $4.00-$4.15, with Q1 2026 organic growth expected to be between 17-19% [1] - The demand for AI infrastructure is a key driver for nVent's growth, as hyperscalers require their products for data center operations [1]

Core Viewpoint - nVent Electric plc has rescheduled its 2026 Investor Day to March 18, 2026, due to a state of emergency in the New York City metropolitan area caused by a major winter storm [1] Group 1: Event Details - The updated Investor Day will feature presentations from Beth Wozniak, nVent chair and CEO, along with senior leadership discussing updated medium-term financial objectives and the next phase of the company's growth strategy [2] - The event will take place from 9:30 a.m. ET to approximately 12:00 p.m. ET, with live and on-demand webcasts available through the investor relations section of the company's website [3] - A refreshed invitation and registration details for in-person attendance will be issued separately [3] Group 2: Company Overview - nVent is a leading global provider of electrical connection and protection solutions, focusing on enabling safer systems and ensuring a more secure world [4] - The company designs, manufactures, markets, installs, and services high-performance products that connect and protect sensitive equipment, buildings, and critical processes [4] - nVent's portfolio includes well-known brands such as nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE, with a history spanning over 100 years [5]

Core Viewpoint - Nortec Minerals Corp. has entered into a purchase option agreement to acquire the Pearl Gold Project, which includes 83 Federal Lode mineral claims in Humboldt County, Nevada, covering 1,364 acres [1][22]. Project Details - The Pearl Gold Project is located approximately 55 km south of Denio in the Varyville Mining District and encompasses historical mines that produced high-grade gold from 1870 to 1937 [3]. - Historical mining activities reached only the oxidized zone, with diamond drilling in 1981 revealing a significant sulphide intersection grading 9.60 g/t gold over 3.3 m [3][4]. - A reconnaissance program in 2018 identified three zones of interest, with 35 out of 68 rock samples returning grades greater than 1 g/t gold [4]. Exploration and Drilling Results - The project has delineated high-priority gold targets ready for drill testing, with permits in place for 16 drill sites and extensive trenching [6]. - A trenching program in 2021 discovered a new mineralization zone, the "Pearl Zone," with results of 2.34 g/t gold over 17.7 meters, including a higher-grade section of 6.49 g/t gold over 2.0 meters [6]. - Recent drilling at the Columbia Zone has yielded significant results, including 2.27 g/t gold over 38.1 m and 11.96 g/t gold over 3.05 m [6][15]. Historical Production and Potential - The project area has a proven historical production record, with run-of-mine sorted ore assaying over 34 g/t gold [6]. - Surface grab samples have shown grades up to 150 g/t gold, indicating widespread gold potential across the property [6]. - The property hosts both high-grade mesothermal quartz veins and broader zones of bulk-tonnage potential associated with diorite intrusions [6]. Transaction Details - The purchase option agreement includes a payment structure totaling $2 million over five years, with initial payments of $25,000 due within four months and subsequent annual payments increasing from $50,000 to $1 million [22]. - The transaction is subject to approval from the TSX Venture Exchange [23].