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Coast\nOn-site optimization with original AZ micro mill\nLeverage shared infrastructure and staffing, improved production planning\nPlant Highlights\nFirst micro mill in the world capable of both rebar and merchant bar production in a continuous process\n500k tons of capacity, including 150k tons of merchant\nOutlook\nExpect EBITDA breakeven during Q1 FY 2024\nTargeting FY 2024 production of approximately 400k tons\nAnticipated through-the-cycle annual EBITDA of $70M to $80M\nEarnings at run-rate volumes should be above expected through-the-cycle levels within current market conditions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": 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opportunity to add capacity\nSignificant organic growth potential\nUnderpenetrated markets in the U.S. and overseas\nExecution on commercial synergies\nPipeline of synergistic M&A opportunities exist over the long-term", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:31:28.442+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06900069-3f50-416d-9970-4d1d6a8a2176", "parentComponentId": null }, { "bbox": { "h": 0.43, "w": 0.69, "x": 0.04, "y": 0.17 }, "kind": "list", "text": "First Year Highlights\nEBITDA contribution of $61 million since acquisition close¹\nSuccessful launch of new InterAx geogrid product line\nInterAx offers industry-leading value proposition to customers\nRapid customer adoption; product now constitutes a meaningful and growing portion of Tensar geogrid revenue\n15+ years of patent protection remaining\nExcellent commercial capabilities and customer service culture\nMay 2023 was the most profitable month under CMC ownership\nAcquired BOSTD plant in Oklahoma, providing enhanced supply chain coordination and opportunity for low-cost capital upgrades", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:31:28.442+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "588e9591-2194-46a3-9ab8-e6681f4a8395", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.57, "x": 0.107, "y": 0.955 }, "kind": "source-note", "text": "[1] Covers period from May FY 2022 to May FY 2023 and excludes purchase accounting adjustments", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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However, we believe that Core EBITDA provides relevant and useful information, which is often used by analysts, creditors and other interested parties in our industry as it allows: (i) comparison of our earnings to those of our competitors; (ii) a supplemental measure of our ongoing core performance; and (iii) the assessment of period-to-period performance trends. Additionally, Core EBITDA is the target benchmark for our annual and long-term cash incentive performance plans for management. 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