Jefferies 2014 Global

Industrials Conference

August 13, 2014

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Safe Harbor

Statements in this presentation that are not historical are considered “forward-looking statements” and are subject to change based on various factors and uncertainties that may cause actual results to differ significantly from expectations. Those factors are contained in Actuant’s Securities and Exchange Commission filings.

All estimates of future performance are as of June 18, 2014. Actuant’sinclusion of these estimates or targets in the presentation is not an update, confirmation, affirmation or disavowal of the estimates or targets.

In this presentation certain non-GAAP financial measures may be used. Please refer to the supplemental schedules included at the end of this presentation or the third quarter fiscal 2014 earnings press release statements on the Investors section of Actuant’s website (www.actuant.com) for a reconciliation to the appropriate GAAP measure.

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• Founded in 1910

• Three segments – leading niche market positions

• Continuous improvement culture

• ROIC / cash flow focused

• Disciplined acquisition & integration strategy

• Significant diversification

–End markets

–Geographies

–Customers

Actuant Overview

Diversified Industrial Business Focused on Profitable Growth

Revenue $1.4 Billion (1)

North America

45%

Europe35%

ROW20%

Industrial

32%

Energy

32%

Engineered

Solutions36%

(1) TTM sales ended May 31, 2014 pro-forma for Viking, Hayes and RV Divestiture

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Industrial – High Force Hydraulics

• Industry leader

• Global, value added distribution

• Vast array of end market applications

– MRO & General Industrial

• Mining, rail, energy, agriculture, marine, aerospace, defense, power generation, shipbuilding, workholding….

– Integrated Solutions

• Special Project / Infrastructure

GeneralIndustrial

35%

Energy25%

Mining10%

IntegratedSolutions

15%Infrastructure

10%

Other5%

North America50%

Europe30%

ROW20%

US $ in millions 2011 2012 2013

Sales $393 $419 $423

EBITDA $106.6 $122.2 $125.6

EBITDA % 27.1% 29.1% 29.7%

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• Joint integrity - Maintenance and Repair – product, rental and technical manpower services for safety critical joints for global oil & gas, nuclear, petrochem and power generation

• Critical connections - Highly engineered, custom designed and mission critical including dynamic umbilicals and synthetic rope & slings

• Mooring systems – design, layout installation, rental, maintenance and inspection of offshore mooring solutions

Energy – MRO and Critical Connections

North America 25%

Europe40%

ROW35%

Onshore MRO10%

Offshore MRO20%

Refinery MRO15%

Alt EnergyMRO 10%

Capital Project10%

Mooring15%

Industrial10%

Exploration5%

Other5%

US $ in millions 2011 2012 2013

Sales $293 $349 $363

EBITDA $64.5 $79.2 $80.1

EBITDA % 22.0% 22.7% 22.1%

Note that graphs include pro-forma information for Viking, while the financial results table does not.

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Engineered Solutions – Motion Control

• Position & motion control

– Europe / ROW HD truck cab-tilt

– Automotive convertible top

– Patient handling

– Emission control air valves

• Power transmission – agriculture drivelines and flexible shafts

• Severe-duty vehicle instrumentation & displays

NA50%

Europe40%

ROW10%

US $ in millions 2011 2012 2013

Sales $473 $508 $494

EBITDA $77.5 $74.4 $57.0

EBITDA % 16.4% 14.6% 11.5%

Truck25%

Agriculture30%

Auto10%

Off Highway20%

Medical5%

Other10%

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Fiscal 2014 – Third Quarter Snapshot(as of June 18, 2014)

• Sales up 10% with 3% core growth

– 5% core growth in both Energy and Engineered Solutions

– 2% core decline in Industrial on IS comps, IT up in all regions

• EBITDA margin down modestly on acquisition & sales mix, operating inefficiencies. Y-o-y improvement in Industrial and Engineered Solutions

• EPS from continuing operations includes $0.07 of tax planning benefit. Excluding this, $0.63 at mid-point of guidance

• Repurchased 2.2 million common shares for $74 million

• Divested RV business; acquired Hayes Industries

(i n mi l l i ons, except per shar e amounts)

Q3 F'2014

Sales $378

Core Growth 3%

$73

Margin 19.3%

Diluted EPS $0.70

Y-O-Y change 13%

Free Cash Flow $50

Net Debt/EBITDA 1.0

EBITDA

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Fourth Quarter and Fiscal 2014 Outlook(as of June 18, 2014)

(US$ in millions except EPS, continuing operations)

Fourth Quarter Assumptions:

• Core sales growth of ~2%

• Excludes expected gain on sale of RV business

Full Year Assumptions:

• Core sales maintained at 3-5%

‒ Industrial (1)-(2)%

‒ Energy 4-5%

‒ Engineered Solutions 7-8%

• Current FX rate environment

2013 2014E

Sales $327 $350 - 360

Diluted EPS $0.46 $0.48 - 0.53

2013 2014E

Sales $1,280 ~$1,400

Diluted EPS $1.84 $1.92 - 1.97

Fourth Quarter

Full Year

2014 Free Cash Flow Forecast Range of $175-185 Million

All guidance excludes potential future acquisitions and share repurchases

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Three Key Takeaways for Investors

1. Narrowly diversified portfolio of businesses executing longstanding business model

2. Growth focused including:

– Secular growth trends and high growth markets (“BIC”)

– Growth + Innovation traction

– Acquisitions

3. Capital allocation flexibility

– ~$1 billion of available capital for acquisitions and share repurchases

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Executing Longstanding Business Model

1.5-2.0X

GDP

Deploy

FCF

+ 25-50 BPS

Base

Margins

>100% FCF

Conversion

Business

Model

Long-Term

Metrics

Execution of Model Results In Doubling of Business Over Five Years

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Focused on Macro Growth Markets

Natural Resources / Sustainability

• Mining / resources

• Emission reduction solutions

• Alternative energy (wind)

• Energy efficiency (power gen)

Global Infrastructure

• Emerging market build-out

• Transportation

• Bridges, tunnels

• Rail

• Off-highway equipment (productivity & safety)

Food/Farm Productivity

• Population growth

• Affluence / protein diets

• Biofuels

• Agriculture equipment

• Efficient seeding technology

Energy Demand

• Global power generation and oil & gas maintenance

• New installations

• Demanding technology & methods (offshore, sub-sea, oil sands, natural gas, fracking)

• Rental and Services

Key Trends

Key Products / Technology

• EGR, turbocharger and other air flow values

• Mining safety & productivity MRO solutions

• HMI* displays

• Joint Integrity solutions

• Nuclear maintenance tools

• Pipeline connectors

• Rope / slings / moorings

• Umbilicals

• Integrated solutions –heavy lift technologies

• High force hydraulic tools

• Concrete tensioning

• Truck cab-tilt & latch

• HMI* displays

• HMI displays

• PTO drivelines

• Seeding systems

• Flexible shafts

* Human Machine Interface (HMI)

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Supporting Growth + Innovation

Core Growth (G + I)

Disciplined Acquisitions

(AIM)

Operational Excellence

(LEAD)

ROIC Focused Business Model

Portfolio Management

Leadership

Long-Term Sustainable Process

• Building on robust M&A and operational excellence processes

• G+I focused on sustainable core growth process

‒ Innovation / new product development

‒ High growth markets

‒ Leveraging common customers and secular growth trends

• Commitment to successful execution -investing in skills and R&D

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Acquisition Example – Hayes Industries

• Acquired Hayes Industries (“Hayes”) for approximately $30 million, plus potential future performance related consideration

Benefit of pre-stress, post tensioned concrete is strength and material savings

Industrial Segment Tuck-In Aligned With Infrastructure Mega Trend

• Annual revenue approximates $25 million, with EBITDA margins in line with ATU average

• Tuck-in to Enerpac’s Precision Sure-Lock business with complementary products in the concrete tensioning infrastructure space

• Encapsulation technology for corrosion resistance used in elevated and slab on grade construction

• Sales and cost synergies expected including operational lean opportunities, sourcing, pricing and other opportunities

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Capital Allocation / Availability

• Capital deployment strategies:

‒ Deploy free cash flow on acquisitions

‒ Net debt/EBITDA leverage comfort zone of 1.5-2.5x (currently 1.0x)

• Capital allocation priorities:

‒ Growth

•Organic

•Acquisitions

‒ Share Repurchases

‒ Dividend – no change

• $600 million revolver availability

• Cash

+ $130 million at 5/31/2014

+ 2014 Q4 free cash flow

= ~$200 million total cash

• Aggregate required debt principle repayments of less than $25 million over the next four years

Substantial Availability and Liquidity to Fund Future Growth

Capital Availability

Period Shares Capital Deployed

Q3 2014 2.2M $74M

YTD 2014 5.2M $183M

Cumulative 9.2M $288M

Share Repurchase Summary:

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Questions ??

Niche Market

Leadership Positions Continuous

Improvement Culture

Diversified End

Markets, Customers &

Geography

Cash Flow / ROIC

Focused

Experienced

Leadership Team and

Strong

Insider Ownership

Disciplined

Acquisition &

Integration Strategy