Slide 1: Investor Presentation Fiscal First Quarter 2027
Investor Presentation Fiscal First Quarter 2027 A Leading Provider of Smart, Connected and Secure Embedded Solutions 1
Slide 2: Safe Harbor
SAFE HARBOR Forward Looking Statement Safe Harbor: During the course of this presentation, we will make projections or other forward-looking statements regarding the future financial performance of the company (including our guidance) or future events, including our strategy, growth drivers, enhance
Slide 3: Corporate Overview
Corporate Overview Leading Total Systems Solutions Provider • High-performance standard and specialized • Wireless and Wired Connectivity solutions Mixed-Signal Microcontroller, Digital Signal • FPGA solutions Controller and Microprocessor solutions • Non-volatile EEPROM and Flash Memory • Mixed-Sig
Slide 4: Net Sales Growth
Net Sales Growth 143 consecutive quarters of Non-GAAP profitability! 13.2% CAGR $Millions 4
Slide 5: First Quarter FY2027 Revenue Mix
First Quarter FY2027 Revenue Mix Net Sales by Product Line Net Sales by Geography Net Sales by Channel • Organic growth efforts focused on TSS and Megatrends • Synergistic product portfolio empowers disruptive growth trends • Diversified product portfolio with long process technology and life cycles
Slide 6: Revenue By End Market
Revenue By End Market* FY25 Durable End Markets FY26 6 *Based on Microchip Internal estimates
Slide 7: Revenue By End Market
Revenue By End Market* *Based on Microchip Internal estimates
Slide 8: Revenue Mix and YoY Growth by End Market
Revenue Mix and YoY Growth by End Market 8 *Based on Microchip Internal estimates Microchip Proprietary and Confidential
Slide 9: Fiscal 1st Quarter 2027 Results (Non-GAAP)
Fiscal 1st Quarter 2027 Results (Non-GAAP) • GAAP Revenue of $1,484.7 million; up 13.2% QoQ and 38.0% YoY • Gross Margin of 63.8%; increased 222 BPS QoQ and 949 BPS YoY • Operating Margin of 35.1%; increased 452 BPS QoQ and 1,443 BPS YoY • Diluted Earnings Per Share of $0.76; increased 33.3% QoQ and
Slide 10: Fiscal 2nd Quarter 2027 Guidance (Non-GAAP)
Fiscal 2nd Quarter 2027 Guidance (Non-GAAP)* Q1 FY27 Q2 FY27 Guide Long Term Actual @ mid-point Model (Through Cycles) GAAP Revenue ($Millions) $1,484.7 $1,603.5 Industry Gr. Plus Gross Margins 63.8% 66.5% 65.0% Operating Expenses 28.7% 27.5% 25.0% Operating Margins 35.1% 39.0% 40.0% Earnings per sh
Slide 11: Empowering Innovation In Diverse, Durable Markets
Empowering Innovation In Diverse, Durable Markets Consumer Industrial Space Sustainability Automotive Medical Data Center Defense Communication Infrastructure Aviation 11
Slide 12: Portfolio of Hardware, Software and Services
Providing Total System Solutions Portfolio of Hardware, Software and Services Power Management RFICs MMICs DC-DC Converters Encryption Supervisors & Ref. & High Voltage Precision LDOs, Battery Mgt. Digital Security I/Os Voltage Discretes & Modules Potentiometer Reference Motor Sensors Drivers Amplif
Slide 13: Five Strategic Pillars Driving Industry Plus Growth
Five Strategic Pillars Driving Industry Plus Growth FOUNDATION CORE NEW GROWTH PILLARS MICRO- CONNECTIVITY/ ANALOG COMPUTE AI/ML CONTROLLER NETWORKING Networking/Connectivity Mass Market Sustainability Edge Computing/IoT AI/ML Industry 4.0 & Automotive E-Mobility Data Centers Security Long-Term Mode
Slide 14: From Grid to Chip: Our End-to-End Data Center Portfolio
From Grid to Chip: Our End-to-End Data Center Portfolio Total Data Center Portfolio* Expected to Grow 69.3% YoY to $1 Billion in CY2026 Pure-Play Data Center Solutions (DCS) THE DATA CENTER System Management & Embedded Control Switchtec PCIe Switches & Retimers Grid-to-Rack & In-Rack Power • PCIe Ge
Slide 15: Single Pair Ethernet: MCHP Leadership Across Markets
Single Pair Ethernet: MCHP Leadership Across Markets $4B Automotive Industrial vehicles Robotics SAM Scalable Bandwidth Positioned Aerospace Building control Industrial control 10BASE-T1S 100/1000 Multi- Gigabit T1 Across BASE-T1 In-cabinet Microphones LED Lighting Comprehensive Connectivity Diverse
Slide 16: Consistent, Disciplined and Balanced Capital Return Strategy
Consistent, Disciplined and Balanced Capital Return Strategy ‒ Reduced debt 26 out of last 32 Debt Paydown quarters ‒ Current leverage ratio of 2.85x Adjusted Free $7.4 billion Cash Flow (FCF)* Generation Dividends Paid ‒ 95 consecutive quarters of FY2019 – Q1 FY2027 dividends paid ~$5.4 billion ~$1
Slide 17: Follow us @microchiptechnology
Follow us @microchiptechnology A Leading Provider of Smart, Connected and Secure Embedded Solutions 17