Lpkf Laser & Electronics Se · XETR:LPK
Lpkf Laser & Electronics — Q1 2026 Earnings Presentation
14 slides from Lpkf Laser & Electronics's earnings presentation, Apr 30, 2026
Slide 1: Q1 Report 2026 Earnings Call
Q1 Report 2026 EARNINGS CALL 30.04.2026| Dr. Klaus Fiedler, CEO | Peter Mümmler, CFO
Slide 2: Key Takeaways from Q1 2026
KEY TAKEAWAYS FROM Q1 2026 Rest of World • Performance: Solid start into 2026 in a volatile macro environment, with strong order intake in Development and Electronics (book-to-bill at 1.4), despite significantly lower Rest of Europe 1% revenue and negative EBIT mainly driven by weak Solar. Germany 1
Slide 3: Business Development
BUSINESS DEVELOPMENT MARKET SITUATION BUSINESS DEVELOPMENT OPERATIONS • Semiconductor industry continues • Advanced Packaging: Strong position in • Progress in North Star program: profound transformation towards glass- glass-based advanced packaging fixed cost reductions, production based substrates
Slide 4: Advanced Packaging: Market Landscape and LPKF Positioning
ADVANCED PACKAGING: MARKET LANDSCAPE AND LPKF POSITIONING OEM aws (USA) Broadcom (USA) TSMC (TWN) Intel (USA) EMPLOYEES (FTE) Nvidia (USA) MARKET OFFERING Apple (USA) Samsung (KOR) AMD (USA) HUAWEI (CHN) 139 WORLDWIDE IC SUBSTRATE BUILT-UP Player 1 (USA) Player 2 (KOR) Player 6 (USA) > 80% LPKF cust
Slide 5: Advanced Packaging: Unlocking New Opportunities
ADVANCED PACKAGING: UNLOCKING NEW OPPORTUNITIES 5 LPKF Laser & Electronics SE
Slide 6: 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 7: Financials
Financial Report Q1 2026 FINANCIALS 30 April 2026
Slide 8: Key Group Figures Q1 2026
KEY GROUP FIGURES Q1 2026 in Mio. EUR 3 Months | 2026 3 Months | 2025 ∆% Revenue, Earnings Revenue 17.1 25.3 -32% and Orders Adjusted EBIT -5.7 -3.4 -68% • Q1 revenue and earnings declined, Adjusted EBIT margin (%) -33.3 -13.5 due to weak demand in the Solar business. Incoming orders 24.1 20.5 18% •
Slide 9: Working Capital
WORKING CAPITAL Working Capital in EUR million 31.03. | 2026 31.12. | 2025 ∆% NWC: • Inventory: significant increase is Inventories 23.2 19.6 18% based for ramp up revenue in Q2 Trade Receivables 12.9 13.5 -4% • Contract liabilities driven by the strong Order Intake in Q1 Contract Liabilities -6.8 -
Slide 10: Revenue and EBIT by Segment
REVENUE AND EBIT BY SEGMENT Revenue Adjusted EBIT 0 3 Months 3 Months 3 Months 3 Months ∆% ∆% in EUR million 2026 2025 2026 2025 0 Electronics 5.5 5.6 -2% -2.8 -2.4 -17% Development 6.2 5.7 9% 0.2 -0.6 133% Welding 4.1 3.4 21% -1.5 -1.5 0% Solar 1.3 10.6 -88% -1.6 1.1 -245% Gesamt 17.1 25.3 -32% -5.
Slide 11: 2026 Guidance and Mid-Term Aspiration
2026 GUIDANCE AND MID-TERM ASPIRATION Actuals 2025 Guidance FY 2026 Mid-Term Aspiration REVENUE • The board aims to achieve a sustainable double-digit EBIT REVENUE EUR 130 – 140 Revenue: Revenue margin for the group by 2028. EUR 124.3million EUR 115.3 MILLION MILLION • Semiconductor Market: Strong s
Slide 12: Earnings Call 2026 Q&A
Earnings Call 2026 Q&A
Slide 13: Thank You!
THANK YOU!
Slide 14: 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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