Slide 1: SUSS Investor Presentation December 2025
SUSS Investor Presentation December 2025 © SUSS 1
Slide 2: Company Overview
45 suss Company Overview @suUSss 2
Slide 3: SUSS at a glance
SUSS at a glance • Hidden champion headquartered in Germany with 75 years track record of innovation and growth • Key technology provider for semiconductor frontend and advanced backend industry, benefiting from structural growth drivers such as Artificial Intelligence • Global customer base with la
Slide 4: Milestones in our company's history
Investor Presentation Milestones in our company’s history 1949 1990 2000 2010 2020 2024 Company founded Volume production of Coating systems Second German site Inkjet printing added Relaunch of the as Karl Süss KG in wafer bonder starts added through established after to coating expertise brand as S
Slide 5: Management Board of SUSS MicroTec SE
Investor Presentation Management Board of SUSS MicroTec SE CFO CEO COO Dr. Cornelia Ballwiesser Burkhardt Frick Dr. Thomas Rohe • Finance & Controlling • Sales and Service • R&D • Legal & Compliance • Strategy • Purchasing • Risk Management • HR • Production • Investor Relations • Internal Audit • L
Slide 6: Driving the next chapter of innovation in frontend and backend
Investor Presentation We are fully committed to driving the next chapter of innovation and growth in frontend (Moore’s Law) and backend (More than Moore) Heterogeneous integration creates new multi-chip modules Backend Innovation Frontend Innovation Striving for the next technology node © SUSS 6
Slide 7: Our two segments, mainly serving the semiconductor industry
Investor Presentation Our two segments, mainly serving the semiconductor industry Frontend Advanced Backend Segments Photomask Solutions Advanced Backend Solutions Products Photomask Equipment Imaging Coating Bonding Mask Aligner XBC300 MA200/300 UV Projection XBC300 MaskTrack X Scanner ACS300 Gen2
Slide 8: Photomask Solutions Portfolio Highlights
Investor Presentation Photomask Solutions Portfolio Highlights Clean Clean Strip Strip Develop Develop PEB SUSS portfolio includes photomask solutions from laboratory to high volume production. Our scalable solutions can support the next HMx Series Asx Series technology nodes. Clean Bake Pellicle Gl
Slide 9: Portfolio Highlights – Imaging Systems
Investor Presentation Advanced Backend Solutions Portfolio Highlights – Imaging Systems MASK PROJECTION ALIGNER SCANNER With over 60 years of innovation SUSS offers superior exposure solutions from laboratory to high volume production. MA/BA8 Gen4 DSC300 Gen3 MASK MASK ALIGNER ALIGNER MA
Slide 10: Portfolio Highlights – Coating Systems
Investor Presentation Advanced Backend Solutions Portfolio Highlights – Coating Systems COATER/ COATER/ DEVELOPER DEVELOPER SUSS has the unique capability to offer tailored coating solutions for spin, spray and inkjet coating – depending on application ACS200 Gen3 TE ACS300 Gen2 needs. COATER/ INKJE
Slide 11: Portfolio Highlights – Bonding Systems
Investor Presentation Advanced Backend Solutions Portfolio Highlights – Bonding Systems PERMANENT HYBRID WAFER SUSS is market leader for WAFER BONDING BONDING temporary bonding and de-bonding solutions and complements the portfolio with permanent & hybrid XBC300 Gen2 XBS200 D2W/W2W bonding equipment
Slide 12: SUSS hybrid bonding solutions – understanding customer's needs
Investor Presentation SUSS hybrid bonding solutions – understanding customer’s needs Wafer-to-wafer HB Die-to-wafer/wafer-to-wafer HB Die-to-wafer HB XBS300 W2W XBC300 Gen2 D2W/W2W XBC300 Gen2 D2W Product launched: 10/2022 Product launched: 05/2024 Product launched: 5/2025 Target customers: HVM Targ
Slide 13: HBM roadmap enables SUSS to grow in existing and new markets
Investor Presentation HBM roadmap enables SUSS to grow in existing and new markets in € million HBM3E HBM4 HBM4E HBM5 Expected SOP 2024 2026 2026 or 2027 2027 or 2028 DRAM devices # of DRAM layer acc. to JEDEC 8/12 12 16 16/20 Interface die Si interposer Bonding type in DRAM stack TCB TCB TCB and HB
Slide 14: 2.5/3D Chiplet Technology
Investor Presentation 2.5/3D Chiplet Technology | SUSS well positioned to benefit from the strong momentum in 2.5D and 3D evolution Temporary • HBM: Structural support during thinning Bonding • HBM: Stacking of DRAMs1 Hybrid • CPO: Stacking of PIC & EIC1 Bonding • SoIC: E.g., Logic-on-Logic1 HBM Sys
Slide 15: Our three manufacturing sites for semiconductor equipment
Investor Presentation Our three manufacturing sites for semiconductor equipment Garching Sternenfels Hsinchu/Zhubei HQ, Germany Germany Taiwan Photomask Cleaning MaskTrack X Bonding Systems XBC300 XBS300 Coating Systems ACS300 Mask Aligner UV Projection Imaging Systems MA200/300 Scanner DSC300 Opera
Slide 16: New production site in Zhubei officially opened
Investor Presentation New production site in Zhubei officially opened New production site in Zhubei has officially opened on October 30, with more than > 100 guests including high-level customers. Zhubei project progress • Technical installations and interior outfitting completed; all necessary lice
Slide 17: Financials 2025
Financials 2025 © SUSS 17
Slide 18: Financial Results 9M 2025
Investor Presentation Very solid sales development, order momentum slow, gross profit and EBIT margin clearly below expectations Financial Results 9M 2025 236.8 384.4 35.9 14.1 in € million in € million in % in % Order intake Sales Gross profit margin EBIT margin 9M 2025 9M 2025 9M 2025 9M 2025 -14.
Slide 19: Segment Overview 9M 2025
Investor Presentation Segment Overview 9M 2025 Advanced Backend Solutions Photomask Solutions in € million 9M 2025 9M 2024 in € million 9M 2025 9M 2024 Order intake 182.5 198.1 Order intake 54.3 78.1 Order book as of September 30 187.3 274.2 Order book 88.9 156.7 Sales 262.9 208.8 Sales 121.5 86.5 G
Slide 20: Strong sales growth and higher investments
Investor Presentation Strong sales growth and higher investments in € million 9M 2025 9M 2024 Change Order intake 236.8 276.2 -14.3% • Order book at €276.1 million, of which Order book as of September 30 276.1 430.8 - 35.9% €140 million (only tools) are scheduled for delivery and revenue recognition
Slide 21: Q3 business volume declined with high margin pressure
Investor Presentation In Q3, business volume declined as expected compared with previous quarters, accompanied by high margin pressure Order intake Sales €70.0m (Q3 2025) €118.0 (Q3 2025) 147.5 150.8 99.3 93.5 102.5 98.3 93.9 84.0 Sales volume remains very solid, 88.1 78.7 70.0 123.2 143.2 118.0 but
Slide 22: Product mix and customer mix effects on Q3 2025 margin
Investor Presentation Product mix effect in Advanced Backend Solutions and customer mix effect in Photomask Solutions impacted Q3 2025 margin development Order intake Sales Gross profit margin EBIT margin (Q3 2025) (Q3 2025) (Q3 2025) (Q3 2025) €70.0m €118.0m 33.1% 10.5% Advanced 102.1 105.9 43.4% 2
Slide 23: Sales guidance confirmed for 2025, reduced margin forecasts
Sales guidance confirmed for the full year 2025, reduced margin forecasts Guidance 2025 (as of October 27, 2025) Sales Gross profit EBIT margin in € million margin in % in % 470–510 35–37 11–13 Actual 2024: Actual 2024: Actual 2024: € 446.1 million 40.0% 16.8% • Based on the disappointing margin dev
Slide 24: Market outlook and Ambition 2030
Market outlook and Ambition 2030 © SUSS 24
Slide 25: Today's tech trends, accelerated by AI, are built on semiconductors
Investor Presentation Mobility Social Software- Autonomous Metaverse Healthcare Defined driving (AR/VR) & Med-Tech/ Vehicles Wearables Automotive Hyperconnec- Electrification tivity – 6G Today’s tech trends, Electrification/ Green power Industrial Automation Edge (AI-) Computing Internet of Things a
Slide 26: AI-led trends driving semiconductors toward a $1 trillion market by 2030
Investor Presentation AI-led secular trends are driving semiconductors toward a $1 trillion market by 2030 Semiconductor device revenue Market segment Growth-drivers forecast (€bn) & key growth driver AI (Generative-, Agentic-, Physical-AI) Key growth driver Computing & Autonomous driving CAGR: ≙ 1
Slide 27: Blurring lines between Frontend and Backend – Business Unit strategy
Investor Presentation Rising application requirements are blurring the lines between Frontend & Backend territories – addressed in our Business Unit strategy Frontend Backend Node size mitigation: Moore’s Law continues with nodes Advanced Packaging: evolution & broad shrinking toward Ångström era ad
Slide 28: Serviceable market expected to grow by ~7% per annum through 2030
Investor Presentation Serviceable market is expected to grow by ~7% per annum through 2030 Serviceable Available Market (Revenue in €M) Photomask • High-End mask market leading growth • Mid-End mask market growing mid-to high single Equipment digits annually CAGR: +7% Photomask Equipment • Market en
Slide 29: SUSS long term ambitions for 2030
Investor Presentation SUSS long term ambitions for 2030 € 750 – 900 m 43 – 45% Sales Gross profit margin SUSS Ambition 2030 20 – 22% EBIT margin SUSS Ambition 2030 SUSS Ambition 2030 ~ 9 –13% annual sales growth compared to 2025e + ~9%-points EBIT margin expansion compared to 2025e + ~8%-points GP m
Slide 30: Upcoming new product introductions
Investor Presentation Upcoming new product introductions – initiating next growth phase 2025 2026 2027 2028 2029 2030 Photomask Cleaning MaskTrack PRO/X CL MaskTrack SMART CL (High-End) Photomask Cleaning ASx 5500 ASx 9500 (Mid-End) Photomask GreenTrack-200 LVM Solutions GreenTrack GreenTrack-300 HV
Slide 31: More diversified regional growth with normalizing China share
Investor Presentation More diversified regional growth – with normalizing China share 5% ~10% 6% ~15% 7% 34% ~15% Sales Sales 16% FY2024 FY2030 (as reported) (projected) ~10% ~30% 32% ~20% China Taiwan Korea EMEA Americas Rest of APAC (incl. Japan) © SUSS 31
Slide 32: A valued partner in the semi ecosystem
Investor Presentation SUSS – a valued partner in the semi ecosystem – Working alongside leading chip companies, as well as key research and industrial partners Foundries Integrated Device Technology and Academia, and OSATs Manufacturers material partners consortia We have expanded (IDMs) and institu
Slide 33: Group growth based on evolving portfolio, new products, and service
Investor Presentation Group growth based on strong evolving portfolio, new product introductions, and a strengthened service business Current portfolio – key revenue drivers: Revenue development (in €M) Photomask Equipment Remain #1 in high-end segment and expand leadership into mid-end segment CAGR
Slide 34: 9 – 13% sales growth p.a.
Investor Presentation Growth path underpinned by AI-driven market tailwind and continued expansion into new segments Growth Driver Growth Impact Market growth High + Tool New market sales entry1 High 2025 - 2030 = + Market share expansion Moderate 9 – 13% sales growth p.a. + Service Intermediate 1)
Slide 35: Active pursuit of inorganic growth
Investor Presentation Active pursuit of inorganic growth – we have the means and are looking for the right fit Revenue development (in €M) Strategically enhancement of existing portfolio CAGR: 9 – 13% 750 – 900 +X • Acquisition must support existing strategic priorities, not merely broaden the portf
Slide 36: Balanced margin expansion driven by portfolio, new equipment, service
Investor Presentation Balanced margin expansion driven by the existing portfolio, new equipment platforms, and service Gross profit margin development (in %) Current (evolving) portfolio: • New modular & standardized product generations (e.g. new Mask ~ + 8%-points Cleaner, UV-Scanner & Mask Aligner
Slide 37: EBIT margin to benefit from higher business volume
EBIT margin to benefit from higher business volume while increased R&D spend is covered by decline of SG&A expense ratio How to achieve the targeted EBIT margin of 20 – 22% Benefiting from increase Reduced SG&A expense in gross profit ratio projected Gross profit has the potential to • R&D expense r
Slide 38: Our ambition is to take SUSS to a new financial level by 2030
Our ambition is Sales FY 2024 €446.1 million FY 2030A €750 – 900 million to take SUSS to Sales growth 46.6% (YoY) 9 to 13% (CAGR 2025 – 2030A1) a new financial Gross profit margin (in %) 40% 43 to 45% level by 2030 SG&A (in % of sales) 13.8% ~11 to 12% R&D (in % of sales) 9.0% ~11% EBIT margin (in %
Slide 39: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar November 24/25, 2025 March 30, 2026 German Equity Forum | Frankfurt Annual Report 2025 November 26, 2025 May 7, 2026 Van Lanschot Kempen‘s London Conference | London Quarterly Statement Q1 2026 D
Slide 40: Disclaimer
Investor Presentation Disclaimer This presentation contains forward-looking statements relating to the business. financial performance and earnings of SUSS MicroTec SE and its subsidiaries and associates. Forward-looking statements are based on current plans. estimates. projections and expectations
Slide 41: Thank you
Investor Presentation Thank you Growing Innovation Sven Koepsel VP Investor Relations & Communications Tel.: +49 89 32007-151 E-mail: sven.koepsel@suss.com Florian Mangold Manager Investor Relations Tel.: +49 89 32007-306 E-mail: florian.mangold@suss.com