Slide 1: Q4 2025 Results Presentation
Q4 2025 Results Presentation 4 March 2026
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is provided for These forward-looking statements reflect the Company’s current informational purpose only and should not be relied upon for the expectations, beliefs, hopes, intentions or strategies regarding the purpose of making any investm
Slide 3: Key Highlights
Key Highlights Private and confidential
Slide 4: Key 2025 Highlights
Key 2025 Highlights Stronger Group bookings and revenue underpinned by AI TCB momentum solidifies technology leadership in Logic and Memory Strong SMT bookings driven by AI server and China EV demand Transformation initiatives to focus on back-end packaging business
Slide 5: Expanded TCB TAM: US$1.6 Billion by 2028
Expanded TCB TAM: US$1.6 Billion by 2028 Significant Growth Opportunity TCB TAM (US$M) TCB TAM Expansion (2025-2028 CAGR 30%) 1800 • Increased global investment in AI technology • Growth from both advanced logic and HBM 1500 ASMPT Opportunities: 1200 • Target 35% to 40% market share, supported by •
Slide 6: Group Business Highlights – Continuing Operations
Group Business Highlights – Continuing Operations Strong Performance Underpinned by AI Demand TCB: Grew Market Share, Revenue up ~146% YoY Logic Advanced Packaging • C2S: dominant position as the POR, continuous order flow into Q1 2026 ~30% • C2W: won orders for multiple tools with AOR in Q1 2026 Me
Slide 7: Financial Performance
Financial Performance Private and confidential
Slide 8: FY 2025 Adjusted Group Financial Results
FY 2025 Adjusted Group Financial Results - Continuing Operations Revenue FY 2025 YoY (%) • Growth largely driven by TCB Revenue (US$’M) 1,762.1 +10.0 Bookings • Both SMT and SEMI registered higher bookings Bookings (US$’M) 1,857.4 +21.7 • Book-to bill ratio of 1.05, highest since 2021 Adjusted Gross
Slide 9: Q4 2025 Adjusted Group Financial Results
Q4 2025 Adjusted Group Financial Results - Continuing Operations Q4 2025 QoQ (%) YoY (%) Revenue • Revenue (continuing and discontinued operations) of US$557.1 million surpassed the upper end of guidance Revenue (US$’M) 508.9 +12.2 +30.9 • Driven by SEMI and SMT Bookings (US$’M) 499.7 +5.0 +28.2 Boo
Slide 10: Q4 2025 Semiconductor Solutions
Q4 2025 Semiconductor Solutions Adjusted Segment Performance – Continuing Operations 248 253 246 Revenue 218 223 206 • Growth was driven by AI related applications, mainly from Photonics US$’M Bookings • Higher bookings due to TCB orders for advanced logic customers Q4 2024 Q3 2025 Q4 2025 • Book-to
Slide 11: Q4 2025 SMT Solutions
Q4 2025 SMT Solutions Segment Performance 263 Revenue 255 246 228 • Growth mainly driven by AI servers, EVs in China and 183 billing of a bulk order for smartphone applications 142 US$’M Bookings • QoQ declined due to seasonality • YoY increase driven by AI servers and EVs in China Q4 2024 Q3 2025 Q
Slide 12: Key End-Market Applications - Continuing Operations
Key End-Market Applications - Continuing Operations Serving Broad-based End-Market Applications* Computer Consumer Communication Automotive Industrial Others Personal Computers TV Mobile Phones Visual Sensors EV Charging Medical Devices Servers Wearables Wired Infrastructure Infotainment Smart Facto
Slide 13: Key Partner to Global Customers
Key Partner to Global Customers - Continuing Operations Group Revenue Contribution by Geography 2024 2025 50% 41% 41% 40% 30% 20% 20% 15% 13% 11% 9% 9% 10% 7% 6% 5% 4% 4% 3% 3% 3% 2% 2% 1% 1% 0% China Europe Americas Taiwan Korea Malaysia India Thailand Vietnam Others
Slide 14: Returning To Shareholders
Returning To Shareholders Significant Special Dividend due to Strategic Projects Dividend Payout (%) of Adjusted EPS FY23 FY24 FY25 (incl. Special (incl. Special (incl. Special Dividend) Dividend) Dividend) 76% 64% 116% 0.52 0.79 0.26 0.25 0.34 0.07 0.61 0.35 0.26 FY23 FY24 FY25 Interim Dividend Fin
Slide 15: Transformation Initiatives Outlook & Q1 2026 Revenue Guidance
Transformation Initiatives Outlook & Q1 2026 Revenue Guidance Private and confidential
Slide 16: Update on Transformation Initiatives
Update on Transformation Initiatives Late 2025 to Date ASMPT continued to undertake several initiatives to sharpen focus on back-end packaging business • Nov 2025: Completion of Disposal of AAMI (lead frame business) • Jan 2026: Announcement of Strategic Options Assessment of SMT • Mar 2026: Announc
Slide 17: Outlook & Q1 2026 Revenue Guidance
Outlook & Q1 2026 Revenue Guidance - Continuing Operations Q1 2026 Revenue Guidance US$470m to US$530m (-1.8% QoQ and 29.5% YoY at mid-point of guidance) Q1 2026: • QoQ Revenue growth in SEMI driven by TCB and high-end die bonders, offset by SMT seasonality • Group bookings momentum will accelerate,
Slide 18: Q&A
Q&A Private and confidential
Slide 19: Thank You!
Thank You! For enquiries, please contact: Mr. Benjamin Poh / b.poh@asmpt.com Mr. Leonard Lee / leonard.lee@asmpt.com asmpt.com Private and confidential
Slide 20: Appendix
Appendix Private and confidential
Slide 21: Reconciliation to Non-HKFRS Measures – Group Continuing Operations
Reconciliation to Non-HKFRS Measures – Group Continuing Operations The below tables highlighted the reconciliations of the Group’s financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q4 2025, Q3 2025 and Q4 2024 to the non-HKFRS measures:
Slide 22: Reconciliation to Non-HKFRS Measures – Group Continuing Operations
Reconciliation to Non-HKFRS Measures – Group Continuing Operations The below tables highlighted the reconciliations of the Group’s financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for year 2025 and year 2024 to the non-HKFRS measures: FY 2
Slide 23: Reconciliation to Non-HKFRS Measures – SEMI Solutions Continuing Operations
Reconciliation to Non-HKFRS Measures – SEMI Solutions Continuing Operations The below tables highlighted the reconciliations of the SEMI Segment's financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q3 2025 to the non-HKFRS measures: Q3 2