Lpkf Laser & Electronics Se · XETR:LPK
Lpkf Laser & Electronics — 9M 2026 Earnings Presentation
14 slides from Lpkf Laser & Electronics's earnings presentation, Oct 29, 2026
Slide 1: Tomorrow's Technology Today
EARNINGS CALL 9 MONTH 2026 TOMORROW’S TECHNOLOGY TODAY Dr. Klaus Fiedler, CEO | Peter Mümmler, CFO 29 October 2026
Slide 2: Key Takeaways from the First Nine Month 2026
KEY TAKEAWAYS FROM THE FIRST NINE MONTH 2026 Rest of World Rest of Europe 1% • Weak nine-month performance: Revenue of €60.3m (−28.1%) and adjusted EBIT of −€8.9m, with Solar the main driver of the revenue decline. Germany 13% • Advanced Packaging milestones: LOI from a leading Asian manufacturer 9%
Slide 3: Business Development in Q3 2026
BUSINESS DEVELOPMENT IN Q3 2026 MARKET BUSINESS OPERATIONS SITUATION DEVELOPMENT • Overall environment: persistent macroeconomic • Advanced Packaging / LIDE: strong strategic • Net working capital decreased by €11.5m year-on- and geopolitical uncertainty, wars/fragile supply position in glass-based
Slide 4: North Star: EUR 16 Million Planned EBIT Impact in 2028
NORTH STAR: EUR 16 MILLION PLANNED EBIT IMPACT IN 2028 Implementation progress 100 % EUR 16 million Total planned EBIT impact Transformation Wave 2 Full impact in 2028 Double digit % Target EBIT margin for 2028 Following implementation of both waves Cost-saving-measures Implementation timeline Wave
Slide 5: LPKF Leads the Glass Substrate Value Chain
3. LIDE & LPKF Glass Processing Portfolio LPKF LEADS THE GLASS SUBSTRATE VALUE CHAIN Dominating win rate across all key customer engagements (excluding local Chinese players) (USA) (USA) (KOR) (USA) (USA) OEM (USA) (USA) (USA) (TWN) (CHN) Player 1 (KOR) Player 4 (USA) IC SUBSTRATE Player 2 (EU) Play
Slide 6: Financials & Outlook
FINANCIALS & OUTLOOK
Slide 7: Revised 2026 Guidance and Mid-Term Aspiration
5. Financials & Outlook REVISED 2026 GUIDANCE AND MID-TERM ASPIRATION MID-TERM ASPIRATION ACTUALS REVISED GUIDANCE The Management Board aims to achieve a sustainable double- 2025 FY 2026 digit EBIT margin for the group by 2028 • Semiconductor Market: Strong strategic positioning with Revenue: Revenu
Slide 8: Key Group Figures After 9 Months 2026
Financials & Outlook KEY GROUP FIGURES AFTER 9 MONTHS 2026 SALES, PROFITS AND ORDERS • 9M revenue and earnings declined as expected, mainly due to significantly lower demand and investment restraint in the Solar and Welding business. • North Star progressed as planned, with first cost savings materi
Slide 9: Revenue and EBIT by Segment
Financials & Outlook REVENUE AND EBIT BY SEGMENT ELECTRONICS DEVELOPMENT WELDING SOLAR Lower-than-planned growth as Slightly lower revenues, driven by Welding declined in revenue and Solar saw a sharp revenue decline in customers delayed investments and robust demand from Europe, China profitability
Slide 10: Working Capital as per 30 October 2026
5. Financials & Outlook WORKING CAPITAL AS PER 30 OCTOBER 2026 WORKING CAPITAL • Inventory: increase is basis for ramp-up revenue for Q4. • Contract liabilities driven by increased down payments in orders. • Trade payables follow the trend in business performance. • Trade receivables: Kept on a stro
Slide 11: Q&A
Q&A
Slide 12: Disclaimer
DISCLAIMER This presentation has been prepared by LPKF Laser & Electronics SE (“LPKF”) for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities of LPKF, nor does it constitute a recommendation regarding any securities. The informati
Slide 13: Backup
BACKUP
Slide 14: Strategic Roadmap: Market Positioning and Growth Phases 2025-2030
3. LIDE & LPKF Glass Processing Portfolio STRATEGIC ROADMAP: MARKET POSITIONING AND GROWTH PHASES 2025 – 2030 ADVANCED 2025 2026 2027 2028 2029 2030 PACKAGING Glass Structuring NEXAR LIDE Positioning Ramp-up High-Volume Glass Substrate Singulation Positioning Ramp-up High-Volume NEXAR Ablate Laser G
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