Financial Performance & Growth - NTIC achieved record consolidated net sales in Q1 FY26, driven by the strongest year-over-year growth rate since FY24 [10] - ZERUST® oil and gas net sales increased by 58.1% to a Q1 record of $2.4 million [10] - ZERUST® industrial net sales increased by 6.9% to a quarterly record of $14.9 million [10] - NTIC China net sales increased by 23.5% to a quarterly record of $4.9 million [10] - Natur-Tec® product net sales increased by 2.2% to a quarterly record of $6.0 million, and up 16.5% from Q4 FY25 [10] Profitability & Expenses - Operating expenses as a percentage of Q1 FY26 sales were 41.8%, reflecting the third consecutive quarterly improvement in holding down operating expenses [10] - NTIC expects consolidated gross margin to improve sequentially during FY26, benefitting from a more profitable mix of sales [10] - From FY20 to FY25, gross profit margin has improved 400 basis points to 37.6% [71] Debt & Cash Flow - NTIC's revolving line of credit and term loan balance was a combined total of $12.0 million at November 30, 2025 [10] - Cash and cash equivalents of $6.4 million at November 30, 2025 does not include $15.6 million of cash at NTIC's joint ventures [10] Strategic Initiatives - From FY15 to FY25, Natur - Tec® and ZERUST® Oil & Gas have achieved compound annual growth rates (CAGR) of 17.7% and 14.5%, respectively, compared to the 8.6% CAGR of the established ZERUST® industrial business [22] - In November 2025, Zerust Brazil secured a new three - year offshore project with a leading global EPC company valued at approximately $13 million [50, 97]

Core Points - Northern Technologies International Corporation (NTIC) is set to release its fiscal 2025 fourth-quarter financial results on November 18, 2025, before market opening [1] - A conference call with management will take place on the same day at 9:00 a.m. Eastern Time to discuss the financial results and outlook [2][3] Company Overview - NTIC develops and markets environmentally beneficial products and services in over 65 countries, primarily focusing on corrosion prevention under the ZERUST® brand [5] - The company has over 50 years of experience in selling rust and corrosion inhibiting products to various markets, including automotive, electronics, and military, and has recently expanded into the oil and gas industry [5] - NTIC also offers bio-based and biodegradable polymer resin compounds and finished products marketed under the Natur-Tec® brand [5]

Company Overview - Northern Technologies International Corporation (NTIC) develops and markets proprietary, environmentally beneficial products and services in over 65 countries, primarily focusing on corrosion prevention under the ZERUST® brand [5] - NTIC has been in the corrosion prevention market for over 50 years, serving various sectors including automotive, electronics, military, and more recently, the oil and gas industry [5] - The company also offers bio-based and biodegradable polymer resin compounds marketed under the Natur-Tec® brand [5] Upcoming Financial Results - NTIC is set to release its fiscal 2025 third-quarter financial results on July 10, 2025, before the market opens [1] - A conference call with management will take place on the same day at 9:00 a.m. Eastern Time, where the President and CEO, along with the CFO, will review the financial results and outlook [2] Conference Call Details - Participants must register to join the live call and will receive a dial-in number and unique PIN after registration [3] - An audio-only webcast of the conference call will be available, and a replay will be accessible for approximately one year on NTIC's Investor Relations webpage [4]