Slide 1: Q2 2026 Results Presentation
Q2 2026 Results Presentation 29 July 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 Highlights
Key Highlights Private and confidential
Slide 4: Key 1H 2026 Highlights
Key 1H 2026 Highlights AI continued to fuel strong revenue and bookings Record bookings for SMT; SEMI AP bookings doubled YoY Strong revenue growth driven by mainstream and Photonics Higher adjusted gross margin driven by SMT Revenue and adjusted EPS beat consensus
Slide 5: Group Business Highlights – Continuing Operations
Group Business Highlights – Continuing Operations AI Continued to Fuel Strong Performance Advanced Packaging TCB Advanced • TAM: expected to expand beyond US$1.6 billion by 2028 Packaging ~30% • C2S: order momentum remained strong; repeat orders for larger compound die • C2W: secured a bulk order an
Slide 6: Strong Position in Photonics
Strong Position in Photonics Comprehensive Solutions from Pluggable Optical Transceivers to CPO Pluggable Optical Transceiver Co-Packaged Optics (CPO) 1 Optical Module Fibre Attach Unit (FAU) Fibre Array Electronic IC (EIC) XPU die Photonic IC (PIC) Interposer 3 Laminate substrate 1 2 3 4 2 Placemen
Slide 7: Financial Performance
Financial Performance Private and confidential
Slide 8: 1H 2026 Adjusted Group Financial Results
1H 2026 Adjusted Group Financial Results - Continuing Operations 1H 2026 HoH (%) YoY (%) Revenue • Strong SEMI and SMT growth due to AI tailwinds Revenue (US$’M) 1,138.0 +18.9 +42.5 Bookings • SEMI and SMT up significantly Bookings (US$’M) 1,630.6 +68.1 +85.1 • Book-to bill ratio of 1.43, highest si
Slide 9: Q2 2026 Adjusted Group Financial Results
Q2 2026 Adjusted Group Financial Results - Continuing Operations Q2 2026 QoQ (%) YoY (%) Revenue • Exceeded the upper end of guidance • Driven by SEMI and SMT Revenue (US$’M) 630.0 +24.4 +52.1 Bookings Bookings (US$’M) 903.6 +24.8 +97.6 • Significantly better than anticipated Adj. Gross Margin* 42.5
Slide 10: Q2 2026 Semiconductor Solutions
Q2 2026 Semiconductor Solutions Adjusted Segment Performance – Continuing Operations Revenue 428 369 • Growth was driven by: 310 274 • Photonics due to AI related applications 238 191 • Wire and die bonders due to both AI and consumer US$’M related applications Bookings • QoQ increase due to higher
Slide 11: Q2 2026 SMT Solutions
Q2 2026 SMT Solutions Adjusted Segment Performance 475 417 269 261 233 US$’M 179 Revenue and Bookings • Both growth largely driven by strong demand from AI servers Q2 2025 Q1 2026 Q2 2026 Revenue Booking Adjusted Gross Margin Adj. Gross Margin* 32.6% 31.3% 36.8% • QoQ increase was due to favourable
Slide 12: Key End-Market Applications - Continuing Operations
Key End-Market Applications - Continuing Operations Serving Broad-based End-Market Applications* Computer Consumer Automotive Communication Industrial Others Personal Computers TV Visual Sensors EV Charging Medical Devices Mobile Phones Servers Wearables Infotainment Smart Factories Aerospace Wired
Slide 13: Key Partner to Global Customers
Key Partner to Global Customers - Continuing Operations Revenue Contribution by Geography 42% 38% 14% 12% 12% 12% 12% 10% 9% 8% 6% 5% 5% 3% 4% 1% 2% 1% 1% 1% 1% 1% China Taiwan Europe Malaysia Americas Thailand Korea India Singapore Philippines others 1H 2025 1H 2026
Slide 14: Returning To Shareholders
Returning To Shareholders 50% Payout Ratio for 1H 2026 as per Dividend Policy Dividend Payout (%) of Adjusted EPS FY23 FY24 FY25 1H26 (incl. Special (incl. Special (incl. Special Dividend) Dividend) Dividend) 76%* 64%* 116%* 50% 0.52 0.79 0.26 0.25 0.97 0.34 0.07 0.61 0.35 0.26 FY23 FY24 FY25 1H2026
Slide 15: Q3 2026 Revenue Guidance & Outlook
Q3 2026 Revenue Guidance & Outlook Private and confidential
Slide 16: Outlook & Q3 2026 Revenue Guidance
Outlook & Q3 2026 Revenue Guidance - Continuing Operations Q3 2026 Revenue Guidance US$630m to US$690m (+4.8% QoQ and +46.3% YoY at mid-point of guidance) Q3 2026: • Sustained growth despite longer lead times for certain materials • Bookings are expected to grow by a high single-digit percentage seq
Slide 17: Q&A
Q&A Private and confidential
Slide 18: 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 19: Appendix
Appendix Private and confidential
Slide 20: Reconciliation – Group Continuing Operations (Q2 2026)
Reconciliation to Non-HKFRS Measures – Group Continuing Operations (Q2 2026) The below tables highlighted the reconciliations of the Group’s financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q2 2026, Q1 2026 and Q2 2025 to the non-HKFRS
Slide 21: Reconciliation – SEMI and SMT Solutions Continuing Operations (Q2 2026)
Reconciliation to Non-HKFRS Measures – SEMI and SMT Solutions Continuing Operations (Q2 2026) 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 Q2
Slide 22: Reconciliation – Group Continuing Operations (1H 2026)
Reconciliation to Non-HKFRS Measures – Group Continuing Operations (1H 2026) The below tables highlighted the reconciliations of the Group’s financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for 1H 2026 and 2H 2025 to the non-HKFRS measures
Slide 23: Reconciliation – Group Continuing Operations (1H 2026)
Reconciliation to Non-HKFRS Measures – Group Continuing Operations (1H 2026) The below tables highlighted the reconciliations of the Group’s financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for 1H 2026 and 1H 2025 to the non-HKFRS measures
Slide 24: Reconciliation – SEMI and SMT Solutions Continuing Operations (1H 2026)
Reconciliation to Non-HKFRS Measures – SEMI and SMT Solutions Continuing Operations (1H 2026) 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 1H