Lpkf Laser & Electronics Se · XETR:LPK
Lpkf Laser & Electronics — H1 2026 Earnings Presentation
16 slides from Lpkf Laser & Electronics's earnings presentation, Jul 23, 2026
Slide 1: 6-Month Report 2026 Earnings Call
6-Month Report 2026 EARNINGS CALL 23.07.2026| Dr. Klaus Fiedler, CEO | Peter Mümmler, CFO
Slide 2: Key Takeaways from the First Half Year 2026
KEY TAKEAWAYS FROM THE FIRST HALF YEAR 2026 Rest of World Rest of Europe 1% • Challenging first half: Core business clearly weaker, with no growth outside the Electronics segment and Solar/Welding burdening Group revenue and Germany 13% earnings. 9% • North Star delivering: Our transformation progra
Slide 3: Business Development
BUSINESS DEVELOPMENT MARKET SITUATION BUSINESS DEVELOPMENT OPERATIONS • Overall environment: persistent • Advanced Packaging / LIDE: strong strategic • North Star program: first restructuring wave macroeconomic and geopolitical uncertainty, position in glass-based advanced packaging completed; futur
Slide 4: North Star Update
NORTH STAR UPDATE North Star was structured in Wave 1 and Wave 2 with the overall target to reach double digit EBIT. Wave 1: Urgent, fast track cost savings Wave 2: LPKF fundamentals, improvement in efficiency focus on operational processes and product development excellence. Wave 1 Wave 2 Defined M
Slide 5: Advanced Packaging: Market Landscape and LPKF Positioning
ADVANCED PACKAGING: MARKET LANDSCAPE AND LPKF POSITIONING LPKF HAS 80% MARKET SHARE* OEM aws (USA) Google (USA) Broadcom (USA) TSMC (TWN) Intel (USA) MARKET OFFERING Nvidia (USA) EMPLOYEES (FTE) Apple (USA) Samsung (KOR) AMD (USA) HUAWEI (CHN) IC SUBSTRATE BUILT-UP Player 1 (KOR) Player 2 (EU) Playe
Slide 6: LPKF - Built for the Entire Glass Value Chain
LPKF - BUILT FOR THE ENTIRE GLASS VALUE CHAIN Specialized solutions across every step of glass processing in Advanced Packaging LASER STRUCTURING LASER SINGULATION LASER BONDING Defect-free through-glass vias at Precise RDL removal without subsurface Adhesive-free glass-to-glass bonds with productio
Slide 7: Strategic Roadmap: Market Positioning and Growth Phases 2025–2030
STRATEGIC ROADMAP: MARKET POSITIONING AND GROWTH PHASES 2025–2030 2025 2026 2027 2028 2029 2030 ADVANCED PACKAGING Glass Structuring Positioning Ramp-up High-Volume Tensor Ablation (ABF) Positioning Ramp-up High-Volume Tensor Glass Bonding Positioning Ramp-up High-Volume Co-Packaged Optics Market As
Slide 8: TAM for LIDE Solutions Expands Significantly with the Acceleration of AI
TAM FOR LIDE SOLUTIONS EXPANDS SIGNIFICANTLY WITH THE ACCELERATION OF AI AI-DRIVEN GROWTH IN HPC MATERIALLY BROADENS THE ADDRESSABLE MARKET FOR LIDE SOLUTIONS In million EUR 228 ESTIMATED TAM FOR 2030 100 EUR 1.7 BILLION Future estimated growth by new Advanced Packaging products 1.400 LIDE TGV GCS L
Slide 9: Financials
Financial Report Q2 2026 FINANCIALS 30 April 2026
Slide 10: Key Group Figures H1 2026: Revenue, Earnings and Orders
KEY GROUP FIGURES H1 2026 Revenue, Earnings in Mio. EUR 6 Months | 2026 6 Months | 2025 ∆% and Orders Revenue 36.5 59.2 -38% Adjusted EBIT -10.4 -0.7 -1386% • H1 revenue and earnings declined as Adjusted EBIT margin (%) -28.5 -1.2 planned, mainly due to significantly lower demand and investment rest
Slide 11: Working Capital
WORKING CAPITAL in EUR million 30.06. | 2026 31.12. | 2025 ∆% Working Capital NWC: • Inventory: significant increase is Inventories 23.9 19.6 22% basis for ramp-up revenue for Trade Receivables 11.3 13.5 -16% H2. • Contract liabilities driven by Contract Liabilities -7.9 -4.1 93% increased down paym
Slide 12: Revenue and EBIT by Segment
REVENUE AND EBIT BY SEGMENT Revenue Adjusted EBIT 0 6 Months 6 Months 6 Months 6 Months ∆% ∆% in EUR million 2026 2025 2026 2025 0 Electronics 12.8 12.2 5% -4.0 -4.6 13% Development 11.1 11.7 -5% -0.8 -1.0 20% Welding 8.2 13.1 -37% -2.8 1.8 -256% Solar 4.4 22.2 -80% -2.8 3.1 -190% Total 36.5 59.2 -3
Slide 13: 2026 Guidance and Mid-Term Aspiration
2026 GUIDANCE AND MID-TERM ASPIRATION Actuals 2025 Guidance FY 2026 Mid-Term Aspiration REVENUE • The Management Board aims to achieve a sustainable REVENUE EUR 130 – 140 Revenue: Revenue double-digit EBIT margin for the group by 2028. EUR 124.3million EUR 115.3 MILLION MILLION • Semiconductor Marke
Slide 14: Earnings Call 1H 2026 Q&A
Earnings Call 1H 2026 Q&A
Slide 15: Thank You!
THANK YOU!
Slide 16: Disclaimer
DISCLAIMER This presentation is intended exclusively for the purpose of providing information to the respective recipient. Use for personal purposes, publication, duplication and/or forwarding the presentation and its contents is permissible only with the written consent from LPKF Laser & Electronic
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