Slide 1: Q1 2025 Results Presentation
Q1 2025 Results Presentation 30th April 2025
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: Agenda
Agenda 01 │ Key Highlights 02 │ Financial Performance 03 │ Q2 2025 Revenue Guidance 04 │ Q&A 3
Slide 4: Key Highlights
Key Highlights Private and confidential
Slide 5: Key Q1 2025 Highlights
Key Q1 2025 Highlights Revenue Met Midpoint, Bookings Better Than Expected Strong AP Momentum; Solidified Leadership In TCB Gross Margin Rebounded 5
Slide 6: Financial Performance
Financial Performance Private and confidential
Slide 7: Q1 2025 Key Financials
Q1 2025 Key Financials Revenue Bookings Backlog US$402M US$431M US$814M (-0.5% YoY)1 (+4.8% YoY)1 (-4.7% YoY)1 (-8.2% QoQ)1 (+2.9% QoQ)1 (+4.6% QoQ)1 Gross Margin Operating Profit 40.9% HK$160M (-97 bps YoY) (-33.3% YoY) (+371 bps QoQ) (+3,044.6% QoQ) Adjusted Net Profit 2 Adjusted EPS 2 HK$83.2M HK
Slide 8: Q1 2025 Semiconductor Solutions Segment Performance
Q1 2025 Semiconductor Solutions Segment Performance 277 254 256 223 Revenue 199 176 • Mainly attributable to AP • Recognised revenue for HBM TCB bulk order US$’M Bookings • Decreased QoQ, due to bulk TCB order in Q4 2024 Q1 2024 Q4 2024 Q1 2025 Bookings Revenue • YoY growth for six consecutive quart
Slide 9: Q1 2025 SMT Solutions Segment Performance
Q1 2025 SMT Solutions Segment Performance 226 Revenue 210 208 183 • QoQ declined due to ongoing softness in its 142 146 US$’M overall market Bookings Q1 2024 Q4 2024 Q1 2025 • QoQ improvement due to strong seasonal System-In- Bookings Revenue Package bookings Gross margin Gross Margin 39.7% 29.7% 31
Slide 10: Q2 2025 Revenue Guidance & Outlook
Q2 2025 Revenue Guidance & Outlook Private and confidential
Slide 11: Q2 2025 Revenue Guidance & Outlook
Q2 2025 Revenue Guidance & Outlook Q2 2025 Revenue Guidance US$410m to US$470m (+3.0% YoY and +9.6% QoQ at mid-point of guidance) • Confident of sustaining AP revenue in Q2 • Mainstream higher due to seasonality and better-than-expected Q1 bookings Outlook • Mainstream growth trajectory difficult to
Slide 12: Q&A
Q&A Private and confidential
Slide 13: Thank You!
Thank You! For enquiries, please contact: Mr. Leonard Lee / leonard.lee@asmpt.com asmpt.com Private and confidential
Slide 14: Appendix
Appendix Private and confidential
Slide 15: Reconciliation to Non-HKFRS Measures
Reconciliation to Non-HKFRS Measures The below tables highlighted the reconciliations of the Group’s financial measures prepared in accordance with Hong Kong Financial Reporting Standards (“HKFRS”) for Q1 2025 and Q4 2024 to the non-HKFRS measures: Q1 2025 Q4 2024 Non-HKFRS adjustments Non-HKFRS adj