PIONEER POWER SOLUTIONS, INC. NASDAQ: PPSI Investor Presentation March 2026 Forward Looking Statements This presentation may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Such statements may be preceded by the words "intends," "may," "will," "plans," "expects," "anticipates," "projects," "predicts," "estimates," "aims," "believes," "hopes," "potential" or similar words. Forward-looking statements are based on the beliefs of manag ...

Pioneer to Participate at the 38th Annual Roth Conference Mar 16, 2026 11:22 AM Eastern Daylight Time Pioneer to Participate at the 38th Annual Roth Conference Share FORT LEE, N.J.--(BUSINESS WIRE)--Pioneer Power Solutions, Inc. (Nasdaq: PPSI) ("Pioneer†or the "Company†), a leader in the design, manufacture, service and integration of distributed energy resources, power generation equipment and mobile electric vehicle ("EV†) charging solutions, today announced that Nathan J. Mazurek, Chairman and CEO of ...

Core Viewpoint - Pioneer Power Solutions, Inc. has reported a strong start to 2026 with approximately $1.8 million in new orders received through mid-February, indicating robust demand for its products and services [1]. Group 1: Company Performance - The company secured over $1.75 million in new orders within the first few weeks of the year, showcasing its strong market position and operational capabilities [1].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1]. Company Overview: Pioneer Power Solutions, Inc. (PPSI) - PPSI currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [2]. - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3]. Price Performance - PPSI shares have increased by 1.3% over the past week, outperforming the Zacks Manufacturing - Electronics industry, which rose by 0.1% [5]. - Over the last month, PPSI's price has surged by 26.7%, significantly higher than the industry's 1.1% increase [5]. - In the past quarter, PPSI shares rose by 10.13%, and over the last year, they have increased by 28.89%, while the S&P 500 only moved 2.74% and 18.3%, respectively [6]. Trading Volume - The average 20-day trading volume for PPSI is 172,045 shares, which serves as a bullish indicator when combined with rising stock prices [7]. Earnings Outlook - In the last two months, one earnings estimate for PPSI has increased, while none have decreased, leading to a consensus estimate improvement from -$0.62 to -$0.60 [9]. - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [9]. Conclusion - Given the positive momentum indicators and earnings outlook, PPSI is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11].

Group 1 - Pioneer Power Solutions, Inc. (PPSI) is part of the Industrial Products group, which ranks 4 within the Zacks Sector Rank, consisting of 16 groups [2] - PPSI currently holds a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for PPSI's full-year earnings has increased by 3.2% over the past quarter, reflecting improved analyst sentiment [4] Group 2 - Year-to-date, PPSI has gained approximately 10.9%, outperforming the average gain of 6.5% for the Industrial Products group [4] - PPSI belongs to the Manufacturing - Electronics industry, which ranks 28 in the Zacks Industry Rank, with an average gain of 2% this year [6] - Another stock in the Industrial Products sector, AB SKF, has a year-to-date return of 42.6% and a Zacks Rank of 1 (Strong Buy) [5][7]

Core Viewpoint - Pioneer Power Solutions, Inc. has launched PRYMUS, a mobile power delivery platform designed to meet the growing demand for distributed energy resources, particularly for data centers and AI applications [1][4]. Group 1: PRYMUS Overview - PRYMUS delivers scalable energy blocks ranging from 1 MW to 10 MW, with a deployment timeline of approximately six months, significantly faster than the typical two to three years for utility-grade power [2][8]. - The platform is engineered to support the power needs of modular data centers and AI workloads, which require stable power delivery and rapid response to load variability [2][3]. Group 2: Market Demand - Global power demand for data centers is expected to rise by up to 165% by 2030, creating pressure on traditional utility timelines [4]. - The Modular Data Center (MDC) market is projected to grow at a Compound Annual Growth Rate (CAGR) of over 17%, potentially exceeding $164 billion by 2035 [4]. Group 3: Hybrid Power Architecture - PRYMUS integrates mobile prime generators with various fuel options, including natural gas and renewable diesel, along with Mobile Battery Energy Storage Systems (mBESS) to manage power spikes from AI workloads [5][9]. - The system is designed for resilience and can be reconfigured into permanent microgrids or standby power blocs once utility power is established [6][9]. Group 4: Company Strategy and Future Outlook - The company aims to provide adaptable energy resiliency, addressing the gap between supply and demand for electrical power, and plans to contribute to its top-line revenue starting in 2026 [7][10]. - Pioneer is collaborating with leading companies in modular data centers and commercial EV charging, leveraging its expertise in distributed power and microgrid solutions [7][10].

Core Viewpoint - Pioneer Power Solutions, Inc. (NASDAQ:PPSI) is identified as a promising investment in the EV charging sector, with analysts projecting significant revenue growth driven by increasing demand for power solutions in electric vehicles, fleets, and data centers [1][2]. Group 1: Analyst Ratings and Projections - H.C. Wainwright has reiterated a Buy rating on PPSI, maintaining a price target of $12, indicating confidence in the company's future performance [1][2]. - The company aims for a revenue target of $27 million to $29 million by 2025, despite market fluctuations, showcasing resilience in its business strategy [2]. Group 2: Financial Performance - In Q3 2025, PPSI reported a diluted EPS of -$0.21, which was $0.12 below expectations, attributed to an unfavorable sales mix and increased operating costs [3]. - Total revenues for the quarter were $6.9 million, slightly missing the expected $6.99 million, but reflecting a 7.4% year-over-year growth, driven by strong service sales in the Critical Power Solutions segment [3]. Group 3: Company Overview and Product Offerings - Pioneer Power Solutions specializes in electrical power systems and distributed energy solutions, including mobile EV charging units and backup power systems [4]. - The company’s E-Boost line of mobile EV charging trailers allows for fast charging without the need for permanent infrastructure, positioning it well in the growing EV market [4].

Core Insights - Pioneer Power Solutions has signed a Memorandum of Understanding (MOU) with Savvy Charging Technologies to expand its e-Boost mobile electric vehicle charging solutions into the UAE market, marking a significant step in its international growth strategy [1][2][4] Partnership Details - The partnership aims to leverage Savvy's local market expertise and distribution capabilities to create a compliant entry into the UAE, generating recurring franchise revenue starting in 2026 [2][3] - The MOU includes technology transfer to a local manufacturing partner, ensuring compliance with UAE standards and reducing costs [2][3] Product Launch and Revenue Generation - The initial phase involves delivering a pilot unit, the e-Boost G.O.A.T., scheduled for build and delivery in Q1 2026, which will undergo compliance testing and demonstrations to fleet operators [3] - Revenue generation is expected to begin with the pilot in 2026, with additional revenue anticipated from locally manufactured units in 2027 as operations scale [3] Market Opportunity - The UAE is a critical market for e-Boost, driven by government mandates requiring 30% of all fleets to be electric by 2030, creating demand among large organizations [4] - Savvy Charging's mobile-Charging-as-a-Service model positions e-Boost for high market penetration, facilitating rapid fleet scaling [4][5] Strategic Vision - The partnership aligns with the UAE's vision for sustainable urban development and clean energy transition, supporting the country's Net Zero 2050 goals [5] - Pioneer aims to quickly scale operations to meet immediate business and fleet needs through collaboration with Savvy Charging [5]

Core Viewpoint - Pioneer Power Solutions, Inc. (PPSI) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Stock Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade reflects an optimistic earnings outlook for Pioneer Power Solutions, which could lead to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements, particularly due to institutional investors' reliance on these estimates for fair value calculations [5]. - Rising earnings estimates and the subsequent rating upgrade suggest an improvement in Pioneer Power Solutions' underlying business, which should encourage investors to drive the stock price higher [6]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8]. - The upgrade of Pioneer Power Solutions to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11]. Recent Earnings Estimate Trends - For the fiscal year ending December 2025, Pioneer Power Solutions is expected to earn -$0.60 per share, showing no year-over-year change, but the Zacks Consensus Estimate has increased by 3.2% over the past three months [9].

Revenue and Profitability - For the three months ended September 30, 2025, revenues from the Critical Power Solutions segment increased by $472, or 7.4%, to $6,888 compared to $6,416 in the same period of 2024[99]. - For the nine months ended September 30, 2025, revenues from the Critical Power Solutions segment increased by $8,872, or 67.6%, to $21,998 compared to $13,126 in the same period of 2024[104]. - The gross profit for the three months ended September 30, 2025, was $640, a decrease of $882, or 58.0%, from $1,522 in the same period of 2024[105]. - The gross margin percentage for the three months ended September 30, 2025, decreased to 9.3% from 23.7% in the same period of 2024, primarily due to an unfavorable sales mix[105]. - For the nine months ended September 30, 2025, the gross margin from the Critical Power segment decreased to 9.6% of revenues, down from 20.6% for the same period in 2024[106]. - The net loss from continuing operations for the three months ended September 30, 2025, was $1,770, compared to a net loss of $738 in the same period of 2024[99]. - Operating loss from continuing operations increased by approximately $1,327, or 31.8%, to $5,502 for the nine months ended September 30, 2025, compared to $4,175 in 2024[112]. - Net loss from continuing operations per share for the nine months ended September 30, 2025, was $0.46, compared to $0.39 for the same period in 2024[121]. Operating Expenses and Cash Flow - The total operating expenses for the three months ended September 30, 2025, were $2,087, compared to $2,236 in the same period of 2024[99]. - Consolidated selling, general and administrative expenses increased by approximately $710, or 11.5%, to $6,878 for the nine months ended September 30, 2025, compared to $6,168 in 2024[109]. - Cash used in operating activities was $4,780 during the nine months ended September 30, 2025, compared to $4,118 in 2024[129]. - Cash used in investing activities was $2,751 for the nine months ended September 30, 2025, compared to $1,277 in 2024[130]. - Cash used in financing activities was $16,755 during the nine months ended September 30, 2025, compared to cash provided of $4,893 in 2024[132]. - As of September 30, 2025, working capital was $22,766, down from $26,679 as of December 31, 2024[133]. Business Strategy and Market Conditions - The company intends to grow its business through continued internal investments in product development and expansion of personnel in manufacturing, engineering, sales, and marketing[94]. - The Critical Power business includes mobile EV charging solutions and power generation equipment, with services such as preventative maintenance and remote monitoring[96]. - The company sold its Pioneer Custom Electrical Products Corp. business unit in October 2024 as part of a strategic change, leaving it with one reportable segment: Critical Power Solutions[96]. External Factors and Risks - Future operating results are expected to be influenced by the cyclical nature of the electrical equipment industry and changing customer requirements[138]. - The company faces potential impacts from fluctuations in prices of key raw materials, including copper, steel, and aluminum[138]. - Ongoing geopolitical conflicts, such as those involving Russia, Ukraine, Israel, and Hamas, may adversely affect business operations and market volatility[138]. - The shutdown of the U.S. federal government and changes in U.S. policy could impact the economy, tariff policies, and international trade relations[138]. - The company predominantly sells to customers in the industrial production and commercial construction markets, making it sensitive to changes in these sectors[138].