Atlas Engineered Products (AEP) Investor presentation summary

Market position and growth strategy

• Leading Canadian provider of manufactured and engineered structural wood products for residential and commercial construction, operating ten facilities across Canada and the U.S.

• Focused on both organic growth through automation, product diversification, and sales expansion, and inorganic growth via strategic M&A.

• Completed 10 acquisitions since 2017, with a strong pipeline for further expansion and integration of best practices across acquired companies.

• Well-aligned management team with significant insider ownership and a proven track record in sales, M&A, and operational improvement.

• Analyst coverage with target prices ranging from $1.00 to $2.50 per share.

Industry and market drivers

• Canadian housing market faces a structural shortage of 3.5 million homes by 2030, supported by high immigration and government initiatives.

• All major political parties in Canada are committed to accelerating housing construction, with ambitious targets and funding programs.

• The industry is highly fragmented, with many small regional operators lacking technology and succession planning, creating acquisition opportunities.

• Labour shortages and the need for digital transformation are key industry challenges, with 70% believing non-adopters of digital tools will fail.

Products, services, and client base

• Offers roof, floor, and wall systems, including trusses and panels, designed and manufactured using advanced BIM software and automation.

• Products enable faster installation, reduced on-site labor, and seamless integration for residential and commercial projects.

• Clients include single-family and multi-family home builders, developers, and specialty building yards.

• Emphasizes cost savings, efficiency, environmental responsibility, and expanded product offerings.