Except as otherwise indicated, this presentation speaks as of the date hereof. The delivery of this presentation shall not, under any circumstances, create any implication that there has been no change in the affairs of the Company after the date hereof. The Company anticipates that subsequent events and developments will cause its views to change; however, it undertakes no obligation to publicly update any forward-looking statements, whether as a result of new information, future events or otherwise, excep ...

Core Insights - OPPLE Lighting is evolving from a product manufacturer to a pioneer of integrated lighting solutions, emphasizing the importance of Software Defined Lighting (SDL) in enhancing user experiences [2][8] - The company celebrates its 30th anniversary in 2026, marking a significant milestone in its journey towards becoming a global leader in smart lighting solutions [2][11] - OLL, OPPLE's high-end design brand, made its international debut at Light + Building 2026, showcasing a human-centered design philosophy that emphasizes the emotional and experiential dimensions of light [6][12] Company Developments - OPPLE Lighting inaugurated its fifth appearance at Light + Building 2026 in Frankfurt, unveiling the "Light as Cloud" pavilion designed by OMA, which explores light as a spatial and emotional medium [1][3] - The "Light as Cloud" pavilion features OPPLE's SDL technology, allowing for precise spectral control and simulating natural daylight rhythms, thereby enhancing health and comfort [4][8] - The Wellsky Family, an integrated residential lighting solution, was introduced, designed to simulate natural sunlight and promote healthy living across various home environments [6][7][16] Strategic Focus - Europe remains a key strategic market for OPPLE, with the establishment of its European headquarters in Eindhoven in 2013, and ongoing expansion of its smart lighting solutions [8][11] - The company aims to strengthen its design capabilities and expand partnerships to drive global residential lighting development, guided by its vision of becoming the world's leading smart lighting brand [10][11] - OPPLE's integrated lighting applications are built on three core value pillars, focusing on smart buildings, health and professional environments, and sustainable cities [18]

Group 1 - The Jiangsu Province Urban Football League held a draw for selecting small and micro enterprises for sponsorship, resulting in 32 selected companies and 30 backup companies [1] - Wuxi Bonded Optoelectronics Technology Co., Ltd., established in April 2011, focuses on LED sports lighting, industrial lighting, and smart control products, and aims to enhance its brand visibility through participation in the league [1] - The league's online viewership exceeded 2.2 billion in 2025, with related topics generating over 100 billion views, showcasing significant cultural and commercial integration effects [1] Group 2 - The sponsorship selection for small and micro enterprises is an innovative measure to empower the local economy and optimize the business environment in Jiangsu [2] - A sponsorship threshold of 50,000 yuan allows more small market entities to leverage the event platform for brand upgrades [2] - The final list of selected and backup enterprises will be publicly announced between March 18 and March 24, with formal agreements signed from March 28 to March 31 [2]

Core Viewpoint - LSI Industries Inc. has announced the pricing of its underwritten public offering of common stock, aiming to raise approximately $90 million to support its growth and acquisition strategy, including the acquisition of Royston Group [1][2][3] Group 1: Offering Details - The company is offering 4,600,000 shares at a public offering price of $19.75 per share, with gross proceeds expected to be around $90 million before deductions [2] - LSI has granted underwriters a 30-day option to purchase an additional 690,000 shares at the same public offering price [2] - The offering is anticipated to close on or about March 2, 2026, pending customary closing conditions [2] Group 2: Use of Proceeds - The net proceeds from the offering will be used for several purposes, including a portion of the purchase price for the Royston Group acquisition, repayment of borrowings under a proposed Senior Secured Credit Facility, and general working capital [3] Group 3: Company Overview - LSI Industries is a publicly held company based in Cincinnati, traded on NASDAQ under the symbol LYTS, specializing in commercial lighting and display solutions [7] - The company manufactures a range of products, including non-residential indoor and outdoor lighting, print graphics, and digital graphics, employing approximately 2,000 people across 18 manufacturing plants in the U.S. and Canada [7]

Core Viewpoint - The article highlights the vigorous efforts of various industries in Sichuan province to resume operations and increase productivity immediately after the Spring Festival, showcasing a strong commitment to economic growth and project development. Group 1: Industry Resumption and Productivity - Companies across Sichuan are rapidly transitioning from holiday mode to operational mode, with production lines running at full capacity to meet orders and enhance efficiency [5][6] - Sichuan Huati Lighting Technology Co., Ltd. plans to increase R&D investment in three key areas: new energy, low-altitude economy, and "AI+" [4] - Sichuan Xingma Heavy Industry Co., Ltd. has orders scheduled until June and is planning to hire more staff to boost production capacity [5] Group 2: Project Development and Infrastructure - Numerous projects are being fast-tracked to maximize output, with construction activities resuming promptly after the holiday [9] - The "Youxiang Valley" project in Guang'an is actively progressing, with all foundational work resuming and large machinery expected on-site soon [9] - The Chengdu-based battery production project by Geely Group aims for an annual production capacity exceeding 250,000 sets, contributing significantly to local automotive production [9] Group 3: Talent and Resource Management - The Sichuan Weiskat Industrial Co., Ltd. prepared raw material reserves and equipment maintenance before the holiday to ensure full production capacity post-holiday [8] - A job fair in Dazhou is set to attract over 140 companies across various sectors, indicating a strong demand for talent to support industrial growth [8]

Core Viewpoint - Signify proposes changes to its Supervisory Board, including new appointments and re-appointments, to enhance its governance and strategic direction [1][9]. Group 1: Proposed Appointments - The Supervisory Board proposes to appoint Barbara Holzapfel and Jeroen Hoencamp as new members, who will attend meetings as observers starting March 1, 2026, until their official appointment [2][11]. - Barbara Holzapfel has extensive experience in technology and marketing, having held significant roles at companies like SAP and Microsoft, and currently serves on the board of Blackline Safety Corp [3][4]. - Jeroen Hoencamp has a strong background in telecommunications, having served as CEO of VodafoneZiggo and currently advising GIC, with a focus on business and IT transformations [5][6]. Group 2: Re-appointments and Changes - The Supervisory Board proposes the re-appointment of Bram Schot, who has been a member since May 2022, contributing to the company's long-term objectives [7]. - Jeroen Drost will assume the role of Chair of the Supervisory Board effective March 1, 2026, succeeding Gerard van de Aast, who will remain until the end of his term in 2027 [8]. - Rita Lane will step down from the Supervisory Board after a decade of service, having been a member since the company's IPO in 2016 [10][11]. Group 3: Company Overview - Signify is the world leader in lighting, with sales of EUR 5.8 billion in 2025 and a workforce of approximately 27,000 employees, operating in over 70 markets [12]. - The company is recognized for its sustainability efforts, being included in the Dow Jones Sustainability World Index and earning a CDP 'A' score for climate performance [12].

Core Viewpoint - Signify has repurchased 139,500 shares between February 13 and February 20, 2026, as part of its share repurchase program, indicating a commitment to returning value to shareholders [1]. Group 1: Share Repurchase Details - The shares were repurchased at an average price of EUR 20.06 per share, totaling an aggregate amount of EUR 2.8 million [1]. - The share repurchase program was officially announced on February 13, 2026 [1]. Group 2: Company Overview - Signify is recognized as the world leader in lighting for both professionals and consumers, with a diverse portfolio of brands including Philips and Philips Hue [2]. - In 2025, Signify reported sales of EUR 5.8 billion and employed approximately 27,000 people, operating in over 70 markets [2]. - The company is included in the Dow Jones Sustainability World Index and holds an EcoVadis Platinum rating, reflecting its commitment to sustainability [2].

Core Viewpoint - Signify has initiated a share repurchase program to buy back up to 725,000 shares, primarily to fulfill obligations from its long-term incentive performance share plan and other employee share plans [1][2]. Group 1: Share Repurchase Program Details - The share repurchase program commenced on February 13, 2026, and is anticipated to conclude by the end of April 2026 [2]. - The total value of the 725,000 shares at the current share price is approximately EUR 14.5 million, which constitutes 0.6% of the company's issued share capital [2]. - The repurchased shares will be held in treasury until the share awards are vested [2]. Group 2: Execution and Compliance - An intermediary will execute the program, allowing for share repurchases in the open market during both open and closed periods [3]. - The program will adhere to relevant laws and regulations, as well as the authority granted by the Annual General Meeting of Shareholders on April 25, 2025 [3]. - Signify will provide weekly updates on the progress of the share repurchase program through press releases and on its website [3]. Group 3: Company Overview - Signify is recognized as the world leader in lighting for both professionals and consumers, with a diverse portfolio of brands including Philips and Philips Hue [4]. - In 2025, Signify reported sales of EUR 5.8 billion and employed approximately 27,000 people, operating in over 70 markets [4]. - The company is included in the Dow Jones Sustainability World Index and has received a CDP 'A' score for climate performance and transparency, along with an EcoVadis Platinum rating [4].

Financial Data and Key Metrics Changes - Orion reported fiscal Q3 2026 revenue of $21.1 million, an increase from $19.6 million in Q3 2025, marking a growth of approximately 7.6% [11] - The net income for Q3 2026 was $160,000 or $0.04 per share, compared to a net loss of $1.5 million or $0.46 per share in Q3 2025 [14] - Adjusted EBITDA improved to positive $761,000 in Q3 2026 from $32,000 in Q3 2025, indicating continued cost control and financial discipline [14] Business Line Data and Key Metrics Changes - LED lighting segment revenue decreased to $12.1 million in Q3 2026 from $13.2 million in Q3 2025, attributed to decreased project activity and ESCO channel sales [11] - Maintenance segment revenue increased by 13% to $4.4 million in Q3 2026 from $3.9 million in Q3 2025, driven by new customer contracts [12] - EV charging solutions revenue rose to $4.7 million in Q3 2026 from $2.4 million in Q3 2025, reflecting the completion of a significant project [12] Market Data and Key Metrics Changes - The U.S. EV charging market is expected to grow by 8% in 2026, according to Perrin Research, indicating a positive outlook for the industry [10] - Orion anticipates benefiting from market tailwinds in building, reshoring, and refurbishing industrial facilities, which includes data centers and manufacturing plants [9] Company Strategy and Development Direction - Orion's strategy includes expanding products and services, as evidenced by a three-year renewal of a maintenance contract and a growing backlog [7] - The company aims to achieve $84 million to $86 million in revenue for FY 2026, with positive Adjusted EBITDA, and expects continued profitable growth in FY 2027 with revenue between $95 million and $97 million [4][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about meeting or exceeding growth milestones, citing increasing orders and successful cost structure improvements [4][5] - The company is focused on maintaining its NASDAQ listing and maximizing shareholder value, with a strong outlook for the remainder of the fiscal year and into FY 2027 [3][10] Other Important Information - Orion raised net proceeds of approximately $6.4 million through the issuance of 500,000 shares of common stock, providing growth capital and the ability to pay down revolving credit [15] - Total operating expenses declined to $6.1 million in Q3 2026 from $7 million in Q3 2025, reflecting ongoing cost control efforts [14] Q&A Session Summary Question: Revenue linearity for the $14 million-$15 million external lighting project - Management expects the majority of the revenue to hit in the first half of FY 2027, with initial revenue and ramp in Q4 2026 [20] Question: Expansion potential tied to the external lighting project - Management believes there is potential for expansion within the customer, but it may not materialize in the first half of the year [22] Question: Future operating expenses outlook - Management indicated ongoing efforts to manage operating expenses, suggesting they may remain at current levels or slightly increase [23] Question: Adoption of preventative maintenance models by smaller enterprises - Management noted that while no smaller enterprises have reached the scale of their large retailer customer, there are month-over-month increases in other customers [32] Question: Underwriting execution risk with large customers - Management acknowledged ongoing execution risk but stated they have accounted for potential issues in their outlook [33] Question: Success in the distribution segment - Management attributed success to expanding relationships and developing products based on customer requests [36] Question: Revenue from electrical infrastructure opportunities - Management indicated that revenue from electrical infrastructure is evolving and is not yet fully reflected in results, but they expect growth in this area [40]

Financial Data and Key Metrics Changes - Orion reported Q3 2026 revenue of $21.1 million, an increase from $19.6 million in Q3 2025, marking a year-over-year growth of approximately 7.6% [11] - The company achieved a net income of $160,000 or $0.04 per share in Q3 2026, compared to a net loss of $1.5 million or $0.46 per share in Q3 2025 [13] - Adjusted EBITDA improved to positive $761,000 in Q3 2026 from $32,000 in Q3 2025, representing a significant turnaround [13] Business Line Data and Key Metrics Changes - LED lighting segment revenue decreased to $12.1 million in Q3 2026 from $13.2 million in Q3 2025, attributed to decreased project activity and ESCO channel sales [11] - Maintenance segment revenue increased by 13% to $4.4 million in Q3 2026 from $3.9 million in Q3 2025, benefiting from new customer contracts [12] - EV charging solutions revenue rose to $4.7 million in Q3 2026 from $2.4 million in Q3 2025, reflecting the completion of a significant project [12] Market Data and Key Metrics Changes - The overall gross profit margin increased to 30.9% in Q3 2026 from 29.4% in Q3 2025, driven by pricing and cost improvements across all segments [12] - The company expects continued profitable growth in FY 2027 with revenue projected between $95 million and $97 million [16] Company Strategy and Development Direction - Orion's strategy includes expanding products and services, exemplified by a recent three-year renewal of a maintenance contract and a growing backlog [6] - The company is focusing on electrical infrastructure, integrating offerings within LED lighting and EV charging lines, and developing localized battery storage solutions [6][10] - Orion aims to leverage market tailwinds in building, reshoring, and refurbishing industrial facilities, as well as opportunities in the EV fast charging sector [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about meeting or exceeding revenue milestones, raising FY 2026 revenue outlook to between $84 million and $86 million [4][16] - The company anticipates a strong Q4 2026 and continued growth in FY 2027, supported by increasing orders and successful cost structure improvements [5][16] - Management acknowledged ongoing risks related to execution and project delays but indicated that they have accounted for potential issues in their outlook [33] Other Important Information - Orion raised net proceeds of approximately $6.4 million through the issuance of 500,000 shares of common stock, providing growth capital and enabling debt paydown [15] - The company reported a decline in total operating expenses to $6.1 million in Q3 2026 from $7 million in Q3 2025, reflecting ongoing cost control measures [13] Q&A Session Summary Question: External lighting project revenue expectations - Management expects the majority of the $14 million-$15 million project revenue to be recognized in the first half of FY 2027, with some initial revenue in Q4 2026 [20] Question: Expansion potential tied to the project - There is potential for expansion within the customer relationship, but it is not expected to materialize in the first half of the year [22] Question: Maintenance model adoption by smaller enterprises - While no smaller enterprise has matched the scale of the large retailer, there are month-over-month increases in other customers, and efforts to pursue new contracts continue [31] Question: Underwriting execution risk - Management acknowledged ongoing execution risks and indicated that they have accounted for potential issues in their guidance [33] Question: Success in the distribution segment - Success is driven by expanding customer relationships and developing products based on customer requests, with expectations for further engagement in the channel [36] Question: Revenue from electrical infrastructure opportunities - Revenue from electrical infrastructure is evolving, with some projects expanding beyond initial lighting jobs, but it is still in the early stages of development [38]