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Investor Presentaiton

ZAZZ Considerations for Maximizing Value of Infrastructure Solutions Portfolio Analysis ■ Group of legacy businesses with minimal overlap or synergies Businesses that do not currently meet margin / return criteria ■ Actively pruning portfolio - divested NLI and SMS End-markets more severely impacted by COVID-19 ■ Maintain operating focus and cash conservation in current environment Electrical Products Industrial Solutions Segment Overview INVESTOR PRESENTATION PF Sales $244 million PF Adj. Operating margin End-markets Mid single digit ~57% T&D ~15% Industrial ~28% Power ~89% North America Geography mix ~11% Other PF Sales $119 million PF Adj. Operating margin End-markets Low single digit ~60% Refining ~40% Other Geography mix ~72% North America ~28% Other Note: Represents Fiscal Year 2020 financials pro forma for divestitures of NLI and SMS and one-time expenses. See appendix for reconciliation to reported GAAP financials 10
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