Rapid Micro Biosystems, Inc. · NASDAQ:RPID

Rapid Micro Biosystems — Q1 2026 Earnings Presentation

24 slides from Rapid Micro Biosystems's earnings presentation, May 13, 2026

  1. Slide 1: Corporate Presentation

    Corporate Presentation May 2026 RAPID MICRO BIOSYSTEMS NASDAQ: RPID © 2026, Rapid MicroMicro Rapid Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered Biosystems trademarks of Rapid Micro Biosystems, Inc., and the company logo is a trademark of Rapid Micro Biosystems, Inc.

  2. Slide 2: Disclaimers

    Disclaimers This presentation has been prepared by Rapid Micro Biosystems, Inc. (the “Company”) solely for informational purposes. This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exch

  3. Slide 3: Our vision

    We are transforming a critical, Our regulated part of the global pharmaceutical manufacturing C vision process, bringing microbial quality control into the 21st century. The new standard in microbial quality control Rapid Micro Biosystems © 2026, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS

  4. Slide 4: The standard in automating microbial quality control

    2025 REVENUE G L O B A L S Y S T E M S (1) CUSTOMERS $33.6M 190 75% Total Revenue Cumulative Placements Top 20 Global Pharma (2) The standard 20% 155 86% in automating Year / Year Growth Cumulative Validations Approved CAR-T Manufacturers microbial quality control $17.8M ~20 Recurring Revenue Countr

  5. Slide 5: Strong Q1 2026 results reinforce consistent long-term execution

    Strong Q1 2026 results reinforce consistent long-term execution SELECT Q1 2026 HIGHLIGHTS Q1 2026 Exceeded Q1 revenue, system placement and validation guidance; R E S U LT S 1 ACTUAL1 GUIDANCE2 14th consecutive quarter of meeting / exceeding revenue guidance Product revenue growth of 36%, with 30%+

  6. Slide 6: Microbial quality control has not kept up with pharma industry innovation

    Microbial quality control (MQC) has not kept up with pharma industry innovation F AC TO RS D R I V I N G CH AN G E Scientific and Growing demand for Faster & leaner Data integrity & Regulatory + + + + technology innovation more complex therapies manufacturing security focus scrutiny TODAY TODAY TODA

  7. Slide 7: Challenges in a traditional MQC lab

    Challenges in a traditional MQC lab High volume testing and mandated by regulators Insecure and lacking data integrity Subjective and prone to human error Manual, paper-based and slow Rapid Micro Biosystems © 2026, Rapid Micro Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registe

  8. Slide 8: Modernizing MQC with the Growth Direct platform

    Modernizing MQC with the Growth Direct® platform The only fully automated, high-throughput and secure MQC solution… …designed to deliver a compelling value proposition Data Supports global quality regulatory compliance Proprietary Integrity and improved data handling and management Consumables Enabl

  9. Slide 9: Growth Direct automates all MQC tests in pharma manufacturing

    Growth Direct® automates all MQC tests in pharma manufacturing For Environmental Monitoring • Tryptic Soy Agar (TSA) with Lecithin • TSA with LP80HT (histidine and thiosulphate) For Water Testing • R2 Agar (R2A) The only fully automated non-destructive growth- based technology impacting For Bioburde

  10. Slide 10: Growth Direct modernizes MQC

    Growth Direct® modernizes MQC MANUAL WORKFLOW 1. 2. 3. 4. 5. 6. 7. 8. Manual & subject to error PULL QC FILL OUT PREPARE LOAD PULL PERFORM RECORD R ETUR N TEST FORM AS SAY IN FO SA MP LE S INC UBATOR SA MP LE S C OU NTS C OU NTS SA MP LE S 15 steps 9. 10. 11. 12. 13. 14. 15. 5-14 days to result / te

  11. Slide 11: The Growth Direct System brings MQC into the 21st Century

    The Growth Direct® System brings MQC into the 21st Century F AC TO RS D R I V I N G CH AN G E Scientific and Growing demand for Faster & leaner Data integrity & Regulatory + + + + technology innovation more complex therapies manufacturing security focus scrutiny TODAY QC & Analysis TODAY TODAY Disco

  12. Slide 12: Large and growing TAM for pharma MQC testing

    Large and growing TAM for pharma MQC testing Our core pharma market is significant with strong fundamental Pharma MQC Market Growth growth CAGR 2026 – 2034 ~430M Tests Annually ~$5B 8% Recurring Annual TAM Total Market + + 7%+ Biologics (excl. C&GT) ~10,000 ~$5B Growth Direct Systems Globally One-ti

  13. Slide 13: Broad initial traction in Top 20 pharma provides expansion opportunity

    Broad initial traction in Top 20 pharma provides compelling expansion opportunity Core Pharma Market Illustrative pharma customer ordering cadence ~10,000 systems Multi-Phase Initial Order 1 to 3 Systems Follow-on Orders Top 20 Pharma Market Up to 15+ Systems per phase ~6,000 systems Years 1-2 Years

  14. Slide 14: Market forces pushing pharma industry to automation

    Market forces pushing pharma industry to automation Expanding Large and Regulatory Industry Manufacturing Growing Market Pressure Change Capacity, Especially $5B annual recurring Increasing regulatory Growth in complex U.S. Reshoring revenue + $5B global scrutiny and biologics and cell & system oppo

  15. Slide 15: Land and expand growth strategy augmented by innovation

    Land and expand growth strategy augmented by innovation GROW NEW DRIVE ENTERPRISE EXPAND INTO LAUNCH NEW PURSUE ADJACENT CUSTOMER ADOPTION DEPLOYMENTS NEW GEOGRAPHIES PRODUCTS MARKETS AND SERVICES BIO PHARMA + Sample (incl. cell Site automation & gene) 1 EM + W/BB + Sterility Additional test types (

  16. Slide 16: Customer base includes 75% of the top 20 global pharma companies

    Customer base includes 75% of the top 20 global pharma companies1 with significant growth potential C U S T OME R S E G ME N T S WIT H E S T AB L ISH ED U S E G L O B AL S IT E S WIT H GR OWT H D IR E CT SYS T E MS Biologics Cell & Gene Therapy / CAR-T CDMO Personal Care Products Small Molecules 190

  17. Slide 17: Strategic opportunity to own the QC & Analysis workflow

    Strategic opportunity to own the QC & Analysis workflow D IS C O V E RY P RO CE S S W OR KFL OW ( P R EP TO AN A LYSIS ) B I O P RO CE SS IN G / C LIN I CA L / & R ES E A R CH D EV E LO PME NT MA NU FA CT UR I NG D IA G N O STI C Widespread adoption of Widespread adoption of automation, high degree

  18. Slide 18: Distribution & Collaboration Partnership with Merck KGaA (MilliporeSigma)

    Distribution & Collaboration Partnership with Merck KGaA1 (MilliporeSigma) P a r tn er sh ip Hi g h l ig h t s • Global, 5-year, co-exclusive right to sell Growth Direct systems & consumables • Minimum commitment for Growth Direct system purchases in each of the first two years • Leverage MilliporeS

  19. Slide 19: Delivering consistent 20%+ revenue growth

    Delivering consistent 20%+ revenue growth REVENUE Potential Revenue Growth Drivers Recurring • Scale existing Top 20 pharma customers Non-recurring through site and application expansion • Win new Top 20 and core pharma $37 - $41M (1) customers • Expand new products / services $17M • Meaningful Mill

  20. Slide 20: Diverse drivers of potential significant gross margin expansion

    Diverse drivers of potential significant gross margin expansion Overhead (1) Systems Consumables (1) (Systems & Consumables) Services (1) • Direct material cost reduction • Direct material cost reduction • Current cost structure reflects • Significant leverage as service major upfront investments re

  21. Slide 21: Significant progress and clear path to potential 50%+ gross margin

    Significant progress and clear path to potential 50%+ gross margin GROSS MARGIN % 50% 50%+ (exit) 56 percentage point ~20% improvement (actual) 6% (1) 0% Contribution to overall Expected primary drivers of 2026 Improvement improvement • Systems: Material cost reduction, volume leverage (50%) • Consu

  22. Slide 22: Strategically well positioned for growth and margin expansion in 2026 and beyond

    Strategically well positioned for growth and margin expansion in 2026 and beyond • Market leading product with strong growth and global adoption by top tier customer base • Commercial momentum driven by multi-system orders and market tailwinds • Meaningful contribution to 2026 system placements from

  23. Slide 23: Creating the future of rapid, secure MQC automation

    Creating the future of rapid, secure MQC automation to drive sustainable, long-term growth and shareholder value Growth Direct® is the industry-leading platform Chosen by 75% of the top 20 global pharma Operating behind companies (1) with significant Enabling advanced strong barriers to entry commer

  24. Slide 24: Thank you

    Thank you © 2026, Rapid MicroMicro Rapid Biosystems, Inc. | RAPID MICRO BIOSYSTEMS® and GROWTH DIRECT® are registered Biosystems trademarks of Rapid Micro Biosystems, Inc., and the company logo is a trademark of Rapid Micro Biosystems, Inc.

Rapid Micro Biosystems — Q1 2026 Earnings Presentation on 6ix