Aspocomp Group Oyj · OMXHEX:ACG1V
Aspocomp Group Oyj — FY2025 Earnings Presentation
23 slides from Aspocomp Group Oyj's earnings presentation, Feb 25, 2026
Slide 1: January-December 2025 Presentation
JA N UA RY- DECE MBER 2025 PRE S E N TAT IO N // MA N U S KY T TÄ , F E B RUA RY 25,2026
Slide 2: Contents
Contents Overview of 2025 Q4/2025 in brief Year 2025 in brief Q4 and full year 2025 financial result: Order book Net sales Operating result Overview of customer segments Outlook Additional material Summary 2
Slide 3: Overview of 2025
Overview of 2025 • Net sales amounted to EUR 38.2 million (year-on-year increase of 38 %) and operating result amounted to EUR 0.9 million (improved year-on- year by EUR 4.9 million). • A strong turnaround and record growth defined 2025. The Oulu plant achieved its highest volume ever, despite equip
Slide 4: Q4/2025 in brief
Q4/202 in brief • Fourth-quarter net sales EUR 8.9 (7.9) million, increase of 12 % • Operating result EUR -0.4 (0.1) million, -4.7 (1.0) % of net sales • Earnings per share EUR -0.04 (0.12) • Operative cash flow EUR -0.3 (-0.3) million • Equity ratio 65.0 (54.0 %) • Orders received EUR 13.3 (8.7) mi
Slide 5: 2025: strong turnaround and record growth
2025: strong turnaround and record growth • Net sales amounted to EUR 38.2 (27.6) million, increase of 38 % • Operating result EUR 0.9 (-4.0) million, 2.4 (-14.4 %) of net sales • Earning per share, EUR 0.06 (-0.51) • Equity ratio 65.0 % (54.0 %) • Orders received EUR 39.3 (37.0) million, increase o
Slide 6: Key figures 2021–2025
2021–2025 Key figures
Slide 7: Order book amounted to EUR 21.1 million
Order book amounted to EUR 21.1 million Order book (M€), delivery schedule 25 • Demand stayed strong especially within the Semiconductor 21.1 M€ Industry segment and in the Security, Defence and Aerospace 20 customer segment. 15 • Order book at the end of the review period was EUR 21.1 million, of w
Slide 8: Q4 and full year 2025 net sales
Q4 net sales amounted to EUR 8.9 M€, increase of 12 %. Full year 2025 net sales amounted to EUR 38.2 M€, increase of 38 % Quaterly net sales, M€ Annual net sales (M€) 12 45 10 40 35 8 30 25 6 20 4 15 10 2 5 0 0 Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025 2021 2022 2023 2024 2025 8
Slide 9: Q4 and full year 2025 operating results
Q4 and full year 2025 operating results Operating result, M€ Operating result, M€, and share of net sales % of net sales 5 15% 2 20% 4 10% 15% 3 1 2 5% 10% 1 0 5% 0% Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025 0 0% 2021 2022 2023 2024 2025 -5% -1 -1 -5% -2 -10% -2 -10% -3 -15% Operating profit/loss (EBI
Slide 10: Dividend proposal for the Annual General Meeting 2026
Dividend proposal for the Annual General Meeting 2026 Dividend and earnings / share • Dividend policy target is to distribute at least 1/3 of the 0.60 profit for the period as dividends 0.40 • The Board of Directors will propose to the Annual General 0.20 Meeting on April 29, 2026, that no dividend
Slide 11: Customer segment comments and net sales Q4/2025
Customer segment comments and net sales Q4/2025 39 % 31 % 17 % 8% 5% SEMICONDUCTOR SECURITY, DEFENSE INDUSTRIAL TELECOMMUNICATION INDUSTRY & AEROSPACE AUTOMOTIVE ELECTRONICS 11
Slide 12: Semiconductor Industry
Semiconductor Industry • Q4 net sales amounted to EUR 3.5 million, year-on-year decrease of 23 %. • Demand remained at a high level in Q4 but net sales decreased due to customer-specific capacity constraints. Net sales, M€ 6 5 4 3 2 1 0 Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025 12
Slide 13: Security, Defence & Aerospace
Security, Defence & Aerospace • Demand continued to grow in Q4 especially in the defence industry • Net sales increased by 89 % to EUR 2.8 million. Net sales, M€ 3 2.5 2 1.5 1 0.5 0 Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025 13
Slide 14: Automotive
Automotive • Q4 net sales amounted to EUR 1.5 million. Increase of 34 % compared to Q4/2024. • Due to weak demand from end customers, no growth in demand from the automotive industry is expected. Net sales, M€ 2.5 2 1.5 1 0.5 0 Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025 14
Slide 15: Industrial Electronics
Industrial Electronics • Q4 net sales amounted to EUR 0.7 million, increase of 77 % compared to Q4/2024. Net sales, M€ 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0 Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025 15
Slide 16: Telecommunication
Telecommunication • Q4 net sales amounted to EUR 0.5 million, increase of 10 % compared to Q4/2024 Net sales, M€ 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0 16 Q4/2024 Q1/2025 Q2/2025 Q3/2025 Q4/2025
Slide 17: Outlook for 2026
Outlook for 2026 • In 2026, the demand for Aspocomp’s products is expected to remain solid. In particular, demand in the defense industry and the semiconductor market is anticipated to remain good. • Aspocomp estimates that its net sales for 2026 will grow, and that its operating result for 2026 wil
Slide 18: Summary
Summary • Aspocomp made a significant operational turnaround in 2025. Our Oulu plant achieved its highest delivery volume ever and operating result improved by almost EUR 5 million from the previous year. Equipment failures and previous order book weakened profitability. • A significant geopolitical
Slide 19: Additional material
ASPOCOMP Additional material
Slide 20: Major shareholders, December 31, 2025
Major shareholders, December 31, 2025 10 major shareholders, December 31, 2025 Shares Ownership, % 1 Joensuun Kauppa ja Kone Oy 1 358 361 18,06 2 Etola Group Oy 1 158 898 15,4 3 Mandatum Henkivakuutusosakeyhtiö 368 863 4,9 4 Etola Erkki 352 631 4,69 5 Nordea Life Assurance Finland Limited 275 000 3,
Slide 21: Board of Directors
Board of Directors Ville Vuori Kaisa Kokkonen Jenni Enroth Anssi Korhonen Chairman of the Vice Chairman of Member Member Board the Board 21
Slide 22: Management Team
Management Team Manu Skyttä Antti Ojala Pekka Hanna-Leena Terhi Launis Mitri Mattila President and CCO and Holopainen Keskitalo CFO CTO CEO Deputy CEO COO HR Director 22
Slide 23: Please contact Aspocomp Sales team
Please contact Aspocomp Sales team And follow us at: www.aspocomp.com