Asmpt Limited · HKEX:522
Asmpt — Q1 2026 Earnings Presentation
15 slides from Asmpt's earnings presentation, Apr 22, 2026
Slide 1: Q1 2026 Results Presentation
Q1 2026 Results Presentation 22 April 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 Business Highlights
Key Business Highlights Private and confidential
Slide 4: Q1 2026 Business Highlights: AI Driving Demand Across Multiple Products
Q1 2026 Business Highlights AI Driving Demand Across Multiple Products • TCB: sizeable C2S shipments • Photonics: Significant revenue growth YoY • Flip Chip: Strong bookings growth QoQ and YoY • Mainstream: Strong SEMI and SMT bookings 4
Slide 5: Financial Performance
Financial Performance Private and confidential
Slide 6: Q1 2026 Adjusted Group Financial Results
Q1 2026 Adjusted Group Financial Results - Continuing Operations Revenue Q1 2026 QoQ (%) YoY (%) • Flat QoQ, up YoY driven by SMT and SEMI Revenue (US$’M) 507.9 +0.2 +32.0 Bookings • Exceeded expectations, driven by SMT and SEMI • Highest in the last 4 years Bookings (US$’M) 727.0 +46.0 +71.6 • Stro
Slide 7: Q1 2026 Semiconductor Solutions
Q1 2026 Semiconductor Solutions Adjusted Segment Performance – Continuing Operations Revenue 310 253 246 274 • QoQ growth driven by high-end die bonders and TCB 217 240 • YoY growth largely driven by AI-related applications US$’M Bookings • Strong demand for wire and die bonders, driven by China OSA
Slide 8: Q1 2026 SMT Solutions
Q1 2026 SMT Solutions Adjusted Segment Performance Revenue 417 • QoQ decline due to seasonality • YoY increase due to strong demand from AI servers and 246 263 233 China EVs 208 US$’M 146 Bookings • Record bookings driven mainly by strong demand from Q1 2025 Q4 2025 Q1 2026 AI servers, optical trans
Slide 9: Q2 2026 Revenue Guidance & Outlook
Q2 2026 Revenue Guidance & Outlook Private and confidential
Slide 10: Outlook & Q2 2026 Revenue Guidance
Outlook & Q2 2026 Revenue Guidance - Continuing Operations Q2 2026 Revenue Guidance US$540m to US$600m (+12.2% QoQ and +37.0% YoY at mid-point of US$570 million) Q2 2026: • Strong revenue growth, driven mainly by SEMI • Bookings to remain elevated for both segments, though SMT will be down QoQ due t
Slide 11: Q&A
Q&A Private and confidential
Slide 12: 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 13: Appendix
Appendix Private and confidential
Slide 14: 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 Q1 2026, Q4 2025 and Q1 2025 to the non-HKFRS measures:
Slide 15: Reconciliation to Non-HKFRS Measures – SEMI and SMT Solutions Continuing Operations
Reconciliation to Non-HKFRS Measures – SEMI and SMT Solutions Continuing Operations The below tables highlighted the reconciliations of the SEMI and SMT Solutions Segments’ financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q1 2026, Q4 2