Slide 1: Q2 / H1 2025 Presentation
Q2 / H1 2025 PRESENTATION AUGUST 13, 2025
Slide 2: Agenda
AGENDA BUSINESS HIGHLIGHTS Q2 / H1 2025 FINANCIALS Q2 / H1 2025 STRATEGY UPDATE & OUTLOOK 2
Slide 3: Highlights Q2 / H1 2025
HIGHLIGHTS Q2 / H1 2025 ON TRACK WITH STRATEGIC PRIORITIES Solid progress in transformation year 2025 despite temporary revenue dip; continued investment in sales, service, and R&D Earnings quality improved: gross margin up 2.0 pp to 33.3% Order intake +43% YoY, driven by metrology and energy-relate
Slide 4: Agenda
AGENDA BUSINESS HIGHLIGHTS Q2 / H1 2025 FINANCIALS Q2 / H1 2025 STRATEGY UPDATE & OUTLOOK 4
Slide 5: Group Sales H1 2025
GROUP SALES H1 2025 TEMPORARY SALES DIP FROM PROJECT TIMING AND REVENUE DELAYS Year on Year Segment Split Group sales EUR 119.6 m (−11.6% [EURm] [EURm] YoY) -11.6% 32% H1 2024: 135.3 30% Semiconductor Systems EUR 68% 119.6 H1 2024: 81.7 m (−13.7% YoY), impacted by 70% cut-off date effects and postpo
Slide 6: Order Intake H1 2025
ORDER INTAKE H1 2025 GROWTH IN BOTH SEGMENTS, LED BY METROLOGY AND ENERGY APPLICATIONS Year on Year Product Groups Regional Split [EURm] [EURm] +42.9% 103.6 22% 72.5 64.2 Semiconductor 49% 103.6m 51% 46% 50.5 32% 39.4 Industrial 22.0 Metrology Material Solutions Asia Europe North America H1 2024 H1
Slide 7: Development of Order Intake Over LTM
DEVELOPMENT OF ORDER INTAKE OVER LTM NOTICEABLE UPTICK OF ORDER MOMENTUM 57.5 +17.5% 46.1 43.5 38.5 34.7 30.2 25.7 27.4 20.9 Semiconductor 25.8 20.4 19.0 13.8 16.1 Industrial 4.4 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 7
Slide 8: Semiconductor
SEMICONDUCTOR MARGIN REFLECTS TEMPORARY SALES VOLUME IMPACT; ORDER INTAKE UP Sales EBITDA Order Intake [EURm] [EURm] [EURm] -13.7% -25.8% +27.1% 94.7 18.2 64.2 81.7 13.5 50.5 (margin) 19.2% 16.5% H1 2024 H1 2025 H1 2024 H1 2025 H1 2024 H1 2025 8
Slide 9: Industrial
INDUSTRIAL MARGIN IMPROVES ON EFFICIENCY GAINS; ORDER INTAKE SIGNIFICANTLY HIGHER Sales EBITDA Order Intake [EURm] [EURm] [EURm] +5.9% +79.1% -6.7% 40.6 5.4 39.4 37.9 5.1 22.0 (margin) 12.6% 14.2% H1 2024 H1 2025 H1 2024 H1 2025 H1 2024 H1 2025 9
Slide 10: Group Profit
GROUP PROFIT GROSS MARGIN IMPROVED, PROFITABILITY IMPACTED BY VOLUME AND STRATEGIC INVESTMENTS Gross Profit EBITDA H1 EBITDA Q2 [EURm] [EURm] [EURm] -5.9% -32.0% -49.2% 42.4 21.9 13.2 39.9 14.9 6.7 (margin) 31.3% 33.3% (margin) 16.2% 12.5% (margin) 17.9% 11.0% H1 2024 H1 2025 H1 2024 H1 2025 Q2 2024
Slide 11: Agenda
AGENDA BUSINESS HIGHLIGHTS Q2 / H1 2025 FINANCIALS Q2 / H1 2025 STRATEGY UPDATE & OUTLOOK 11
Slide 12: Recent Strategic Initiatives
RECENT STRATEGIC INITIATIVES STRENGTHENING AND EXPANDING OUR METROLOGY CAPABILITIES Strategic cooperation with SENTECH Instruments Expands metrology portfolio with advanced optical measurement (ellipsometry) Measures thickness & uniformity of semiconductor coatings – non-destructive, high-precision
Slide 13: Recent Strategic Initiatives
RECENT STRATEGIC INITIATIVES KEY INNOVATION & PARTNERSHIP PROJECTS Innovation Project imec Partnership Expansion 4-inch aluminum nitride (AlN) crystals Metrology & Silicon Carbide Partners: PVA TePla, Leibniz Institute for Crystal Extension and broadening of imec partnership Growth Berlin (IKZ), Sil
Slide 14: Guidance 2025
GUIDANCE 2025 CONFIRMED AT LOWER END OF RANGE Operational focus areas for H2 2025 Expanding high-in-demand metrology solutions and developing synthesis processes to market readiness (e.g. SiC, AlN) Building up sales & service infrastructure in Asia and North America Scaling production and optimizing
Slide 15: IR Team Update
IR TEAM UPDATE SEBASTIAN GONSIOR AS NEW PRIMARY CONTACT FOR ALL IR-RELATED QUESTIONS Sebastian Gonsior Manager Investor Relations P +49 (641) 68690-419 M +49 (151) 627 44381 sebastian.gonsior@pvatepla.com Dr. Gert Fisahn Public Affairs P +49 (641) 68690-400 M +49 (151) 122 03311 gert.fisahn@pvatepla
Slide 16: Time for Your Questions
TIME FOR YOUR ~) QUESTIONS PVA€ TePla
Slide 17: ESG Update
ESG UPDATE DRIVING SUSTAINABILITY: STRONG PERFORMANCE AND STRATEGIC PROGRESS ENVIRONMENT Half-year data consolidation implemented: CO2 footprint at 473 t 86% of electricity from renewable sources SOCIAL Set up comprehensive strategic projects to ensure best matching of people with roles, ensuring su
Slide 18: Financial Calendar
FINANCIAL CALENDAR FISCAL YEAR 2025 September 2 | Capital Markets Day | London / hybrid | Register here November 12 | Publication of Q3/9M Results View all conferences, roadshows, and other events here: Financial Calendar 18
Slide 19: Forward-Looking Statements
This presentation contains forward-looking statements which are based on certain assumptions, expectations and opinions of the management of PVA TePla (the "Company") or cited from third-party sources. These statements are, therefore, subject to certain known or unknown risks and uncertainties. A va