NN (NasdaqGS:NNBR) FY Earnings Call Presentation

Financial Performance & Transformation - NN's sales reached $424 million, supplemented by a $130 million joint venture, achieving an adjusted EBITDA of $48 million with an 11% margin[11] - NN achieved a 45% growth in adjusted EBITDA, demonstrating improved margins and positive free cash flow[7] - NN's Q3 2025 net sales were $103.9 million with an adjusted EBITDA of $12.4 million, representing an 11.9% margin[48] - NN's adjusted EBITDA margin increased by 170 bps to 11.9% in Q3 2025 compared to 10.2% in Q3 2024[51] - NN's Q3 2025 adjusted gross margin was 18.8%, a 350 bps increase compared to Q1 2025[48] Strategic Initiatives & Growth - NN secured $182 million in new business wins, reshaping the net sales profile[7] - NN is targeting organic sales growth to over $600 million and $1+ billion with M&A activities[25] - NN is launching over 150 programs in 2025/26, with a new standard operating procedure (SOP) exceeding $100 million[25] - NN anticipates $40-$50 million in revenue from new wins[20] Global Footprint & Market Focus - NN has a global footprint with approximately 65% of sales in North America, 10% in South America, 10% in Europe, and 15% in China[14] - NN's China JV has $130 million in sales (2025 estimate) and operates with a workforce of approximately 700 people[16]