Canatu Plc · OMXHEX:CANATU
Canatu — Canatu Oyj A Ord — FY2025 Earnings Presentation
20 slides from Canatu's earnings presentation, Mar 3, 2026
Slide 1: Full-year 2025 financial report
Full-year 2025 financial report Strong competitive position and solid foundation to capture customer opportunities Juha Kokkonen, CEO Canatu FY 2025 webcast 3 March 2026 Mikko Vesterinen, CFO
Slide 2: Disclaimer
Disclaimer Notice shall have any liability whatsoever (in negligence or otherwise) for any loss however arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. Each person must rely on their own examination and Canatu Plc (the “Company”) h
Slide 3: Agenda
Agenda • Key messages • Financials • Highlights • Outlook • Q&A Juha Kokkonen Mikko Vesterinen CEO CFO
Slide 4: Canatu is now stronger than ever
Canatu is now stronger than ever Successfully deployed the first CNT100 SEMI reactor Strengthened the organization with new talent Industry is signaling a strong paradigm shift now Canatu’s proprietary Dry Deposition process outperforms traditional wet process
Slide 5: Strong competitive position and solid foundation to capture customer opportunities
Strong competitive position and solid foundation to capture customer opportunities Gained momentum and strengthened the competitive edge in CNT pellicles; continued to invest in future growth Key drivers Operational progress Revenue Investing for growth Semiconductor: • The first CNT100 SEMI reactor
Slide 6: 2025 Financials
2025 Financials Mikko Vesterinen, CFO
Slide 7: Key figures 2025
Key figures 2025 EUR million H2/25 H2/24* Change % FY2025 FY2024* Change % • Revenue declined mainly due to Revenue 8.3 11.0 -24.2% 15.6 22.0 -29.2% slower-than anticipated customer approvals, which delayed revenue Gross profit 6.4 6.9 -7.4% 11.3 13.8 -17.9% recognition and follow-on reactor as perc
Slide 8: 2025 Revenue by Business Unit
2025 Revenue by Business Unit Semiconductor Automotive Medical Diagnostics Semiconductor: FY revenue FY revenue revenue • Revenue declined mainly due to slower- 10.8M€ 4.8M€ in development phase than anticipated customer approvals, which delayed revenue recognition and (19.7M€) (2.3M€) follow-on rea
Slide 9: Highlights and outlook
Highlights and outlook Juha Kokkonen, CEO
Slide 10: AI drives strong demand for advanced chips - Canatu's competitive position is strong
AI drives strong demand for advanced chips - Canatu’s competitive position is strong Advanced chips (<7nm features) are the fastest-growing segment of semiconductors, projected to grow at ~20% CAGR between 2025-2030 1) CAPEX on advanced process tools is projected to exceed USD 50Bn by 2028 (CAGR
Slide 11: Advancing CNT pellicle adoption with Fine Semitech Corp. unlocking new revenue streams
Advancing CNT pellicle adoption with Fine Semitech Corp. unlocking new revenue streams FST is the key industrial partner for Canatu, holding a commercial production license and operating CNT100 SEMI reactors to manufacture CNT pellicles for semiconductor fabs. Key milestones: First CNT100 SEMI rea
Slide 12: The first CNT100 SEMI reactor was licensed to FST
The first CNT100 SEMI reactor was licensed to FST Progress in CNT pellicle validation, combined with deepened relationships and technical discussions with major players in the ecosystem ONGOING 2nd CUSTOMER 1st CUSTOMER (FST): NEGOTIATIONS WITH (FOUNDRY): REACTOR APPROVED EXISTING AND NEW SAT ONGOIN
Slide 13: CNT is a key enabling technology for energy management and higher level ADAS in automotive
CNT is a key enabling technology for energy management and higher level ADAS in automotive Key drivers Long-standing cooperation with DENSO since 2017 to: Automotive business taps into ADAS and BEV megatrends and leverages Canatu CNT’s superior properties • Improve CNT performance • Develop advanced
Slide 14: Accelerating investments in ultra-sensitive, low-cost, scalable and point-of-care diagnostics
Accelerating investments in ultra-sensitive, low-cost, scalable and point-of-care diagnostics Our aim is to become a leading point-of-care solution provider in hormones and infectious diseases, addressing the current sensitivity gap Demonstrated strong scientific progress with two published pape
Slide 15: Built new business and product development with a dedicated expert team
Built new business and product development with a dedicated expert team Business Finland Veturi Build strong pipeline of new high-value applications synergistic with our existing portfolio, with a focus on microsystems, electrochemical sensing, and emerging frontiers Strengthen ecosystem collabo
Slide 16: Financial outlook
Financial outlook 2026 Outlook Long-term targets Canatu continues to see strong long-term potential in its three business focus areas: The Board of Directors has assessed and Semiconductor, Automotive, and Medical Diagnostics. today decided to withdraw its previously communicated long-term financial
Slide 17: Key operational targets for 2026
Key operational targets for 2026 Semiconductor Automotive Medical Diagnostics New Business Development • Maintain and strengthen the • Start mass production of ADAS • Develop one integrated • Evaluate 10 new applications competitive position in CNT camera heaters with a lead proof-of-concept system
Slide 18: Strong competitive position and solid foundation to capture customer opportunities
Strong competitive position and solid foundation to capture customer opportunities Gained momentum and strengthened the competitive edge in CNT pellicles; continued to invest in future growth Key drivers Operational progress Investing for growth Semiconductor: • The first CNT100 SEMI reactor has bee
Slide 19: Q&A
Q&A CANATU
Slide 20: Thank you for your interest!
Thank you for your interest! Save the Date Canatu's Capital Markets Day 26 March 2026 at 10:00 a.m. EET Sanomatalo Studio Eliel, Helsinki and online Register now: https://canatu.events.inderes.com/canatu-cmd-2026 JUHA KOKKONEN MIKKO VESTERINEN MARI MAKKONEN CEO CFO VP, IR, COMMUNICATIONS & MARKETING