Technoprobe Spa · MIL:TPRO
Technoprobe Spa — H1 2026 Earnings Presentation
12 slides from Technoprobe Spa's earnings presentation, Aug 5, 2026
Slide 1: H1 2026 Results Presentation
H1 2026 Results Presentation August 5, 2026
Slide 2: Disclaimer
Disclaimer This proprietary presentation (including any accompanying oral presentation, question and answer session and any other document or materials distributed with or in connection with this presentation) (collectively, the “Presentation”) has been prepared by Technoprobe S.p.A. (the “Company”
Slide 3: Technoprobe at a glance
Technoprobe at a glance 1996 ~4,000 Year of Foundation Worldwide Employees +650 €18,8bn Proprietary Market patents Cap (August 4, 2026)
Slide 4: H1 2026: Outstanding execution in a structurally growing market
H1 2026: Outstanding execution in a structurally growing market Revenues (€m) Gross Profit (€m) EBITDA (€m) 464.1 249.6 206.2 up 65.7% YoY, up 93.8% YoY, up 42.4% YoY margin 53.8% margin 44.4% ROBUST GROWTH IN AI DATACENTER REMAINS THE GROWTH ENGINE OUTSTANDING EXECUTION STRUCTURAL AI DEMAND POSITIV
Slide 5: Market drivers
Market drivers Current trend Same trend H2 Outlook Continued momentum AI Strong growth Strong growth CONSUMER Slight growth Slight growth AUTO & INDUSTRIAL Recovery Recovery INNOVATION BEGINS WITH US 5
Slide 6: Financial Highlights
Financial Highlights Growth underpinned by AI contribution, capacity expansion and operating leverage Revenues (€m) Gross Profit (€m) EBITDA (€m) Q2 2026 277.1 158.5 137.0 up 64.3% YoY up 98.5% YoY up 134.8% YoY up 48.2% QoQ margin 57.2% margin 49.4% Revenues (€m) Gross Profit (€m) EBITDA (€m) H1 20
Slide 7: H1 2026 Results
H1 2026 Results H1 2026 H1 2025 Operating drivers Revenues (€m) +42.4% Organic growth 464.1 • Strong AI contribution 325.9 • Consumer slight growth; Automotive and Industrial recovery • FX negative impact of €30m Gross Profit (€m) +65.7% +760 bps Manufacturing efficiency 249.6 53,8% • Increasing man
Slide 8: Capex to Support Organic Growth: Update
Capex to Support Organic Growth: Update €99m ~ €240m ~ €350m 100% Others 10% • Infrastructure and equipment improvement to 90% increase existing manufacturing capacity 80% Yee Wei 22% 70% DisTech 60% 12% • Expansion of machinery fleet for existing 50% production units (same for Logic and HBM) 40% ~
Slide 9: Q3 2026 Guidance
Q3 2026 Guidance Revenues (€m) 314 (+/-3%) Gross Margin 61,5% (+/-200bps) Ebitda Margin 52,0% (+/-200bps) INNOVATION BEGINS WITH US 9
Slide 10: FY 2026 target update
FY 2026 target update PREVIOUS TARGET UPDATED TARGET € REVENUES €950m – €1,050m €1,050m – €1,100m UPGRADED % EBITDA UPGRADED MARGIN 44% – 46% 46% – 48% +200 bps INNOVATION BEGINS WITH US 10
Slide 11: Q&A
Q&A
Slide 12: Technoprobe
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