Atlas Copco Ab Class A · OMXSTO:ATCO_A
Atlas Copco Ab Class A — Investor Day (November 2025)
45 slides from Atlas Copco Ab Class A's investor day presentation, Nov 26, 2025
Slide 1: Vacuum Technique
Vacuum Technique Koen Lauwers, Business Area President November 26, 2025
Slide 2: Agenda
Agenda 1 2 3 4 The market Strategy for Facts in brief and business growth, focus Summary fundamentals and priorities 2 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 3: Facts in brief
Facts in brief 3 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 4: Vacuum Technique market trends and drivers
Vacuum Technique MSEK MARKET TRENDS AND DRIVERS 12 000 60% ▪ $700B in 2025 → $1T by 2030*, driven by AI & data 11 000 55% centers despite softer PC/mobile/automotive demand 10 000 50% 9 000 45% ▪ High-bandwidth memory (HBM) and advanced node 8 000 40% adoption fuelling demand; vacuum technology is k
Slide 5: Geographical distribution and order development in local currencies
Geographical distribution and order development in local currencies 21% 15% 64% SHARE OF ORDERS YEAR TO DATE: = Q3 VS. Q2 % = Q3 Year-on-Year Growth Growth -8% -8% Growth +7% Growth -23% Growth +4% 5 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 6: Supporting customers in all industries
Supporting customers in all industries Solutions where the pressure ▪ Semiconductor and flat ▪ High-energy lasers ▪ Chemicals panel display industries and / or temperature need to ▪ Nanotechnology ▪ Heat treatment be below atmospheric ▪ LED and solar glass ▪ Quantum ▪ Steel, metallurgy conditions an
Slide 7: Vacuum Technique – focused divisions to support our customers
Vacuum Technique – focused divisions to support our customers Semiconductor and flat panel General Vacuum display industry Industrial Scientific Vacuum Technique Semiconductor Semiconductor Semiconductor Vacuum Vacuum Service Chamber Solutions Service 7 Atlas Copco Group Capital Markets Day 2025 - V
Slide 8: The market and business fundamentals
The market and business fundamentals 8 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 9: Vacuum Technique orders by customer category
Vacuum Technique ORDERS RECEIVED BY CUSTOMER CATEGORY GENERAL September 2025 (12M) ELECTRONICS PROCESS INDUSTRY MANUFACTURING September 2025 (12M) ▪ Market leader in ▪ Leadership in coating, Industrial vacuum General 8% semiconductor metallurgy, electrification leadership strengthened manufacturing
Slide 10: Vacuum at the heart of wafer output
Vacuum at the heart of wafer output Stages of chip production Wafer Wafer Advanced Final testing Design fabrication testing packaging & shipping Architectural design of the Wafer fabrication drives Individual silicone wafers Advanced packaging also Packaged chips undergo chip, simulate and verify th
Slide 11: Wafer demand set for sustained expansion
Wafer demand set for sustained expansion Semiconductors wafer demand Mn 300mm eq. wafers CAGR 2024-2030 7% p.a. 169M wafers 11 HBM 32% 43 114M wafers 2 14 DRAM and NAND 4% 34 5 Leading edge 18% 102 Advanced and 73 mature nodes 6% 2024 2030 Source: Omdia, McKinsey 11 Atlas Copco Group Capital Markets
Slide 12: How wafer production drives our service revenues and asset base
How wafer production drives our service revenues and asset base – Our service revenues have a strong correlation with the global annual wafer production Asset base Production MSI Service (millions of revenues square inches) 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2
Slide 13: Products offering technology leadership
Products offering technology leadership Semi subfab Semi clean room Industrial Scientific Core products Pump, abatement systems Cryo, chiller, Screw, claw, Scroll, TMP, MSR, leak Maglev TMP, valves vane, MSR detectors, gauges Environ- mental Electric abatement, Cryo energy reduction, Hex@, Low energ
Slide 14: Strategy for sustainable profitable growth, focus and priorities
Strategy for sustainable profitable growth, focus and priorities 14 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 15: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities 1 Leading in critical technology growth segments 4 Service-led growth 2 Local for local 5 M&A and adjacent growth 3 Innovation 15 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 16: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities 1 Leading in critical technology growth segments 4 Service-led growth 2 Local for local 5 M&A and adjacent growth 3 Innovation 16 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 17: Semiconductor HBM and advanced nodes
Positioned to capture fast- growing markets Semiconductor HBM and advanced nodes Fueled by AI and data centers Driving demand for pumps and abatement, with strong reliance on EUV lithography. Our roadmap is fully aligned with next generation EUV technology and uniquely enabling hydrogen recirculatio
Slide 18: Space commercialization
Positioned to capture fast- growing markets Space commercialization We're helping space companies test and build better equipment with advanced vacuum and cooling technologies. 18 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 19: Unlocking the potential of quantum computing
Positioned to capture fast- growing markets Unlocking the potential of quantum computing Our vacuum and cryogenic solutions enable the ultra-precise environments needed to make quantum breakthroughs possible and position us as a key supplier for quantum CAPEX investments. 19 Atlas Copco Group Capita
Slide 20: Positioned to win—whatever quantum technology prevails
Positioned to win—whatever quantum technology prevails Pressure range QC Technology Temp. Req. Cryo-Tech Gas (mbar) Superconducting 20 mK Dilution Cryogenic He-3 0.05 - 1000 Qubit System Semiconductor 100 mK Dilution Cryogenic He-3 0.05 - 1000 Spin Qubit System Photonic 2K L-He4 Cryogenic He-4 31 -
Slide 21: Sustainability with mechanical vapor recompression technology
Positioned to capture fast- growing markets Sustainability with mechanical vapor recompression technology We're investing in energy-saving tech that helps process industries reuse heat and cut costs and waste. 21 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 22: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities 1 Leading in critical technology growth segments 4 Service-led growth 2 Local for local 5 M&A and adjacent growth 3 Innovation 22 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 23: Global trends
Global trends Geopolitics Digitalization Energy transition Black swans Grey rhinos 23 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 24: Vacuum Technique – a truly global footprint
Vacuum Technique – a truly global footprint Product Service Factories Centers 24 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 25: Strengthened geographical resilience, prepared to scale with demand
In the past years, we have strengthened our geographical resilience and are prepared to scale with demand Qingdao Cheonan C4 Enhanced capacity Accelerated expansions in the U.S. localization in Asia Genesee In progress Shareway Pune Chandler Wuhan Haverhill 25 Atlas Copco Group Capital Markets Day 2
Slide 26: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities 1 Leading in critical technology growth segments 4 Service-led growth 2 Local for local 5 M&A and adjacent growth 3 Innovation 26 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 27: Product development and innovation for subfab and clean room
Semiconductor and flat panel display – product development and innovation for the subfab and clean room Clean room Subfab 27 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 28: Semiconductor subfab new products driving growth
New products driving growth Ganymede EUV Vizeon Semiconductor Next generation of harsh duty dry pumps with improved Next generation of EUV pumping systems with improved subfab performance, reduced footprint and lower power consumption. performance, reduced footprint and lower power consumption. Non-
Slide 29: Ganymede
Ganymede Next generation dry pumps Next-gen semiconductor dry pump platform to ▪ Multiple pilot units successfully deployed across replace current range leading fabs & meet future application needs. ▪ Proven performance in demanding process environments ▪ Trusted by major industry players ▪ Early an
Slide 30: Product development and innovation for subfab and clean room
Semiconductor and flat panel display – product development and innovation for the subfab and clean room Clean room Subfab 30 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 31: Semiconductor clean room new products driving growth
New products driving growth Semiconductor clean room 5k Turbo- Vacuum Valves, i.e. XVS Cryogenics molecular pump Real-L-Motion portfolio Securing our capability to Engineered for ultra- Enabling future Implant enable Etch, PVD and clean transitions, processes through Deposition processes reducing pa
Slide 32: 5k turbo-molecular pump
5k turbo- molecular pump ▪ Multiple pilot units successfully deployed across leading fabs Enables more productivity in semi ▪ Proven performance in demanding process conductor chambers, environments with increased yield at ▪ Trusted by major industry players minimal footprint. ▪ Early and extensive
Slide 33: Industrial vacuum
Liquid ring pump technology Innovation is the key driver for ▪ Organically and through acquisitions CAGR +45% profitable growth ▪ Leveraging existing sales channels, application expertise and global footprint 2018 2019 2020 2021 2022 2023 2024 Industrial vacuum Centralized vacuum for energy savings,
Slide 34: Scientific vacuum
Vacuum and cryogenic cooling Cryo & Cooling Recent product to enable quantum launches enable CAGR +45% growth 2020 2021 2022 2023 2024 Leak detection global portfolio Leak Detectors Scientific CAGR +14% vacuum 2020 2021 2022 2023 2024 Capabilities for space simulation Space CAGR +39% 2020 2021 2022
Slide 35: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities 1 Leading in critical technology growth segments 4 Service-led growth 2 Local for local 5 M&A and adjacent growth 3 Innovation 35 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 36: Growth in equipment and service – Vacuum Technique
Growth in equipment and service – Vacuum Technique MSEK 40 000 40% CAGR CAGR 35 000 35% Equipment Service 30 000 30% 14% 17% 25 000 25% Equipment revenues, MSEK 20 000 20% Service revenues, MSEK 15 000 15% Service, share of revenues, % 10 000 10% 5 000 5% CAGR refers to total growth 2015 – September
Slide 37: Executing our service transformation strategy
Executing our service transformation strategy High Machine availability Strategy To move from reactive to planned prescriptive Low service by climbing the service ladder across the Reactive repairs Fixed price Upgrades Core service Advanced entire customer base (Spare parts & service) plans service
Slide 38: Executing our service transformation strategy
Executing our service transformation strategy Driving operational excellence through digitalization Product & service Capacity excellence Strategy To move from reactive Scaling service contracts to to planned prescriptive service by climbing the accelerate advanced service growth service ladder acro
Slide 39: Strategy for growth, focus and priorities
Strategy for growth, focus and priorities 1 Leading in critical technology growth segments 4 Service-led growth 2 Local for local 5 M&A and adjacent growth 3 Innovation 39 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 40: Continue with successful acquisitions
Continue with successful acquisitions – Selected end markets (close to core and adjacencies) and critical for customers’ operations (Sep. YTD) 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 General Vacuum Semiconductor and flat panel display industry Brooks’s Semi Cryogenics 40 Atlas Co
Slide 41: Future-proofing with intentional talent management
Future-proofing with intentional talent management Talent management & development Early careers Leadership China ▪ Increased visibility of high ▪ Strengthening diverse early ▪ Equip leaders to have ▪ Deliver High Potential Talent potential and critical talent talent pipelines for meaningful perform
Slide 42: Summary
Summary 42 Atlas Copco Group Capital Markets Day 2025 - Vacuum Technique
Slide 43: Summary
Summary ▪ Enabling customers in the general ▪ Focus on innovation to secure industry and in the semiconductor and leadership in critical technologies flat panel industry ‒ Key driver for long term profitable growth ▪ Vacuum and abatement solutions at the heart of wafer output in ▪ Strong focus on se
Slide 44: Atlas C re
Atlas C re reas OPCO | re rey the future
Slide 45: Forward-looking statements
“Some statements in this presentation are forward-looking, and the actual outcome could be materially different. In addition to the factors explicitly discussed, other factors could have a material effect on the actual outcome. Such factors include, but are not limited to, general business condition