Slide 1: A pivotal period – sharpening Canatu's path to scalable growth
Half-year financial report (unaudited): A pivotal period – sharpening Canatu's path to scalable growth Canatu January-June 2026 webcast 25 August 2026
Slide 2: Disclaimer
Disclaimer Notice Forward-looking statements Canatu Plc (the “Company”) has prepared this presentation for information purposes only. For the purposes of this disclaimer, Certain statements in this presentation are “forward-looking statements”. Forward-looking statements include statements “presenta
Slide 3: Agenda
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) AGENDA Canatu’s new strategy H1 2026 results Q&A Maximilian Slawinski Mikko Vesterinen CEO CFO 3
Slide 4: Where Canatu has already reached world class...
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Where Canatu has already reached world class... → Dry Deposition-based inspection membranes, touch sensors and defense sensors have been operating fault-free in the field since 2021. → CNT-based pellicles and ADAS heaters are approaching mar
Slide 5: ...and where Canatu needs to improve
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) ...and where Canatu needs to improve → Execution needs to hit commercial ambitions. → More focus instead of many balls in the air without catching the most valuable ones. → Investment of resources into scalable product roadmap execution inst
Slide 6: Polaris: Canatu's transformation program
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Polaris Canatu’s transformation program New Governance New Strategy OPEX adjustment 1. 5 people Executive Management 1. Clarification of business models 1. Planned headcount reduction of team ⤷ Semiconductor BU potentially up to 17 FTE in 20
Slide 7: First 100 days: Sharpening Canatu's path to scalable growth
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) First 100 days: Sharpening Canatu’s path to scalable growth 1 Innovation leadership validated First 100 days delivered 2 Building a structurally high-margin business Strategy review completed Portfolio prioritized Business model simpli
Slide 8: Canatu's new Leadership Team secures efficient strategy execution
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Canatu’s new Leadership Team secures efficient strategy execution • International leadership with deep industrial experience • Stronger commercial and product focus Maximilian Slawinski Mikko Vesterinen Tapani Salminen Walter Braun Bernd Mei
Slide 9: Canatu's DNA: Dry Deposition Technology
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Canatu’s DNA: Dry Deposition Technology • Scalable Dry Deposition technology platform Semiconductor • Strong competitive position built on Robotics, Mobility and Defence differentiated, IPR- protected technology in a Medical Diagnostics high
Slide 10: Three priorities to create shareholder value
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Three priorities to create shareholder value Semiconductor Robotics, Mobility and Defence Medical Diagnostics Becoming a crucial supplier Scale product revenues Milestone-driven value generation ⤷ Reactor + recurring revenues ⤷ Product reven
Slide 11: Disciplined portfolio prioritisation drives long-term value
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Disciplined portfolio prioritisation drives long-term value Disciplined portfolio prioritisation drives long-term value Bubble size relative 2030 revenue • Focus on high-value applications (Reactor business excluded from the chart) • Stop lo
Slide 12: Canatu serves growing markets with long-term drivers
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Canatu serves growing markets with long-term drivers Car sales by ADAS level1 Advanced-Node2 Wafer Capacity by Node3 CAGR 19% 3,000 60 2nm and smaller <90% of the 5 market by 2035, CAGR 25% 4 2,500 50 4 Wafer starts per month (1,000) 3 9 3 8
Slide 13: How the strategy translates into shareholder value
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) How the strategy translates into shareholder value Revenue CNT-on-wafer 300M€ 300M€ Haptics Vision for physical AI market CNT pellicle entry expand Inspection CNT pellicle to memory business 3D heater Estradiol/ Inspection qualification for
Slide 14: Financial highlights
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Financial highlights 1 H1 revenue 4.2M€, long-term potential intact Long-term financial targets 100M€+ revenue in 2030 with a minimum 20% 2 Gross margin at a good level CAGR outlook from 2030 to 2035 400k€+ revenue per employee in 2030 3
Slide 15: Key figures H1/26
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Key figures H1/26 EUR million H1/26 H1/25 Change, % FY2025 • Semiconductor revenue 0.4M€. Lack of Revenue 4.2 7.3 -42.7% 15.6 new reactor orders, and a major inspection membrane customer working down high of which Semicon 0.4 5.7 -92.7% 10.8
Slide 16: Financial outlook
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Financial outlook 2026 Outlook • In the near term, Canatu sees that there are certain factors which affect the revenue visibility and continue Canatu continues to see strong long-term potential in its to increase the volatility, in the Semic
Slide 17: Key takeaways
JANUARY–JUNE 2026 | HALF-YEAR FINANCIAL REPORT (UNAUDITED) Key takeaways 1 12 major changes implemented (Polaris Program) Building a 100M€+ revenue company by 2 Full focus on profitable topline growth (CMO department) 20301 with vision to reach levels beyond 300M€ by 20352 3 Must-win opportunities i