Slide 1: Nanotech scale-up company specialized in advanced carbon nanotubes
Nanotech scale-up company specialized in advanced carbon nanotubes March 2026
Slide 2: Disclaimer
Disclaimer Notice shall have any liability whatsoever (in negligence or otherwise) for any loss however arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. Each person must rely on their own examination and Canatu Plc (the “Company”) h
Slide 3: Nanotech scale-up company specialized in advanced carbon nanotubes (CNTs)
Nanotech scale-up company specialized in advanced carbon nanotubes (CNTs) Scalable technology 15.6M€ 59% platform Revenue Revenue CAGR (2025) (2020-2025) Core focus: Semiconductor, Automotive, 72.5% 92M€ and Medical Gross Margin Cash Balance Diagnostics (2025) (31.12.2025) Operating globally, servin
Slide 4: Canatu's current focus markets are undergoing transformation
Canatu’s current focus markets are undergoing transformation Semiconductor Automotive Medical Diagnostics New Business Development 1 10 Disciplined, partner-led 69% 31% The AI and Higher-level Advanced Healthcare is shifting semiconductor Driver Assistance towards faster, expansion of the CNT ecosys
Slide 5: Unique CNT technology creates a strong competitive moat
Unique CNT technology creates a strong competitive moat • Strong competitive position built on differentiated, IPR- protected technology in a high-barrier-to-entry market • Advanced CNTs are inherently difficult to manufacture and customize at scale • Patented Dry Deposition process yields stronger,
Slide 6: Canatu's business is built on a versatile platform technology
Canatu’s business is built on a versatile platform technology ADAS Full Solar Products EUV pellicles Inspection membranes Spectral purity filters camera cells windshield Biosensors for hormones and sepsis heaters heaters Technology Electrochemical Membranes Conductive films platform detection Manufa
Slide 7: Canatu's asset-light and flexible business model enables scalability
Canatu’s asset-light and flexible business model enables scalability CNT Reactor CNT Product sales and licensing sales (own manufacturing) CNT100 SEMI / CNT100 HPR reactor sales Spare parts Semiconductor Automotive Medical diagnostics and Services products products products Non-recurring revenue fro
Slide 8: AI drives demand for advanced chips - Canatu is ready for scaling
AI drives demand for advanced chips - Canatu is ready for scaling Advanced chips (<7nm features) are the fastest-growing segment of semiconductors, projected to grow at ~20% CAGR between 2025-2030 1) CAPEX on advanced process tools is projected to exceed USD 50Bn by 2028 (CAGR 18%) 2) Industry
Slide 9: Clear technology leadership in a critical semiconductor bottleneck
Clear technology leadership in a critical semiconductor bottleneck Significant step change in transmittance Why CNT has the potential to surpass composite and performance in pellicles? Up to 8-15% estimated performance increase due to higher EUV transmittance 1) High EUV light transmission correla
Slide 10: The first CNT100 SEMI reactor was licensed to FST
The first CNT100 SEMI reactor was licensed to FST Progress in CNT pellicle validation, combined with deepened relationships and technical discussions with major players in the ecosystem ONGOING 2nd CUSTOMER 1st CUSTOMER (FST): NEGOTIATIONS WITH (FOUNDRY): REACTOR APPROVED EXISTING AND NEW SAT ONGOIN
Slide 11: Canatu FY'25: Strong competitive position and solid foundation to capture customer opportunities
Canatu FY'25: Strong competitive position and solid foundation to capture customer opportunities Gained momentum and strengthened the competitive edge in CNT pellicles; continued to invest in future growth Key drivers Operational progress Revenue Investing for growth Semiconductor: • The first CNT10
Slide 12: Key figures 2025
Key figures 2025 Revenue, MEUR 22.0 Share of revenue 15.6 13.6 Automotive 31% 8.4 5.5 4.8 MEUR Semiconductor 1.5 69% 10.8 MEUR 2020 2021 2022 2023 2024 2025 Key figures for 2025 -24.2% 11.3 72.5% -65.3% 5.0 296 145 patents & revenue growth gross profit, MEUR gross margin EBIT margin, adj. CAPEX, MEU
Slide 13: Key figures 2025
Key figures 2025 EUR million FY2025 FY2024* Change % • Revenue declined mainly due to Revenue 15.6 22.0 -29.2% slower-than anticipated customer approvals, which delayed revenue Gross profit 11.3 13.8 -17.9% recognition and follow-on reactor as percentage of revenue, % 72.5% 62.5% orders Adjusted EBI
Slide 14: 2025 Revenue by Business Unit
2025 Revenue by Business Unit Semiconductor Automotive Medical Diagnostics Semiconductor: FY revenue FY revenue revenue • Revenue declined mainly due to slower- 10.8M€ 4.8M€ in development phase than anticipated customer approvals, which delayed revenue recognition and (19.7M€) (2.3M€) follow-on rea
Slide 15: 2025 Highlights
2025 Highlights 2025 Highlights We deepened our collaboration with DENSO to improve CNT conductivity In 2025, we strengthened the leadership team: and develop a large-scale chamber for In January, Mikko Vesterinen joined producing larger CNT films for future as Chief Financial Officer. automotive ap
Slide 16: Financial outlook
Financial outlook 2026 Outlook Long-term targets Canatu continues to see strong long-term potential in its three business focus areas: On 3 March, the Board of Directors Semiconductor, Automotive, and Medical Diagnostics. decided to withdraw its previously communicated long-term financial In accorda
Slide 17: Key operational targets for 2026
Key operational targets for 2026 Semiconductor Automotive Medical Diagnostics New Business Development • Maintain and strengthen the • Start mass production of ADAS • Develop one integrated • Evaluate 10 new applications competitive position in CNT camera heaters with a lead proof-of-concept system
Slide 18: Canatu as an investment
Canatu as an investment Key strengths 1 Growing deep tech company with attractive margins 5 Proven and efficient mass manufacturing capability 2 Technological transformation in our focus markets creates strong growth potential 6 Scalable, asset-light business model with high margin growth potential
Slide 19: Thank you for your interest!
Thank you for your interest! JUHA KOKKONEN MIKKO VESTERINEN MARI MAKKONEN CEO CFO VP, IR, COMMUNICATIONS & MARKETING +358 405 430 367 +358 505 217 908 +358 504 422 343 juha.kokkonen@canatu.com mikko.vesterinen@canatu.com mari.makkonen@canatu.com