Slide 1: Conference Call H1 2025
August 7, 2025 Conference Call H1 2025 © SUSS
Slide 2: Disclaimer
Investor Presentation Disclaimer This presentation contains forward-looking statements relating to the business, financial performance and earnings of SUSS MicroTec SE and its subsidiaries and associates. Forward-looking statements are based on current plans, estimates, projections and expectations
Slide 3: Agenda
Investor Presentation Agenda 01 Key Messages H1 2025 02 Key Financial Figures H1 2025 03 Outlook 2025 © SUSS
Slide 4: Key Messages H1 2025
Investor Presentation Agenda 01 Key Messages H1 2025 02 Key Financial Figures H1 2025 03 Outlook 2025 © SUSS
Slide 5: Strong sales development, order momentum slow, gross profit margin below expectations
Investor Presentation Strong sales development, order momentum slow, gross profit margin below expectations Financial Results H1 2025 166.8 266.4 37.2 15.7 in € million in € million in % in % Order intake Sales Gross profit margin EBIT margin H1 2025 H1 2025 H1 2025 H1 2025 -13.2% YoY +38.2% YoY -2.
Slide 6: Key CEO messages
Investor Presentation Key CEO messages Strong execution and sales accomplishment, but order intake below expectations, with a book-to-bill ratio of 0.63, indicating customers' hesitance to invest. Global tariffs and trade dispute are causing uncertainty and absorption of HBM capacity expansions in r
Slide 7: Segment Overview H1 2025
Investor Presentation Segment Overview H1 2025 Advanced Backend Solutions Photomask Solutions in € million 6M 2025 6M 2024 in € million 6M 2025 6M 2024 Order intake 120.1 130.4 Order intake 46.7 61.8 Order book 219.5 280.4 Order book 106.3 169.6 Sales 170.1 136.0 Sales 96.3 56.8 Gross profit 59.6 57
Slide 8: Preparation of new Zhubei production site is progressing well
Investor Presentation Preparation of new Zhubei production site is progressing well New production site in Zhubei (Taiwan) is progressing according to plan. Official opening is scheduled for late October 2025. Zhubei project progress • Installations for clean room manufacturing and warehouse have al
Slide 9: Preparation of new Zhubei production site is progressing well
Investor Presentation Preparation of new Zhubei production site is progressing well Scanner Cleanroom: Space 2,600m2; Class 10000; ESD protection floor; flatness ±3mm Dark room for optical inspection Yellow light for process lab © SUSS 9
Slide 10: Key Financial Figures H1 2025
Investor Presentation Agenda 01 Key Messages H1 2025 02 Key Financial Figures H1 2025 03 Outlook 2025 © SUSS
Slide 11: Strong sales growth and higher investments
Investor Presentation Strong sales growth and higher investments in € million H1 2025 H1 2024 Change • Muted order momentum continues Order intake 166.8 192.2 -13.2% through Q2 2025, as anticipated. Order book as of June 30 325.8 450.0 -27.6% • Strong execution of order book led to Sales 266.4 192.8
Slide 12: Strong sales in Q2 2025 – Order intake muted
Investor Presentation Strong sales in Q2 2025 – Order intake muted Order intake Sales €78.7m (Q2 2025) €143.2m (Q2 2025) 147.5 150.8 99.3 93.5 98.3 93.9 102.5 84.0 Excellent sales development and 88.1 78.7 123.2 143.2 moderate order Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 intake after Gross profit margin EBIT margi
Slide 13: Advanced Backend Solutions affected by one-offs, Photomask Solutions strong margins
Investor Presentation Advanced Backend Solutions is affected by one-offs, while Photomask Solutions delivered outstanding margin development Order intake Sales Gross profit margin EBIT margin (Q2 2025) (Q2 2025) (Q2 2025) (Q2 2025) €78.7m €143.2m 36.5% 15.0% Advanced 102.1 105.9 43.4% 25.7% 40.7% 40
Slide 14: Order Intake by Segment and Region
Investor Presentation Order Intake by Segment (in € m) and Region (in %) Book-to-bill ratio Order Intake H1 2025: 0.63 by Region 6M 2025 147.5 139.2 EMEA 13.8% 103.1 98.3 94.8 93.9 America 83.4 84.0 88.1 78.7 9.5% Asia/ Pacific 76.7% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 € 420.5m € 423.7m € 166.8m FY
Slide 15: Right-of-use asset for new Taiwan site impacts balance sheet structure
Investor Presentation Right-of-use asset for new Taiwan site impacts balance sheet structure Assets in € million 1 Right-of-use asset of €42.8 million for the 500.9 532.9 Zhubei site and technical fittings there amounting to € 6.1 million are the main drivers for development. 58.6 1 110.4 Non-curren
Slide 16: Changes due to net income and tax effects
Investor Presentation Changes due to net income and tax effects Liabilities and equity in € million 532.9 500.9 Equity ratio: 55.8% Equity ratio: 1 Equity strengthened by net income. 55.9% 2 Non-current liabilities driven by increase of financial debt from lease liabilities from € 5.7 297.5 million
Slide 17: Outlook 2025
Investor Presentation Agenda 01 Key Messages H1 2025 02 Key Financial Figures H1 2025 03 Outlook 2025 © SUSS
Slide 18: Based on a strong H1, we expect to achieve the sales forecast for full year 2025
Investor Presentation Based on a strong H1, we expect to achieve the sales forecast for the full year 2025 Sales 1 Half-year sales of € 266.4 million indicates in € million that we have already achieved 54% of mid- H1 2025: 266.4 point of FY 2025 sales guidance. H2 2025: 244-204 1 2 2 Clear implicat
Slide 19: We confirm our sales target and adjust our margin expectations in H2
Investor Presentation We confirm our sales target for the full year and adjust our margin expectations in H2 Guidance 2025 (as of July 28, 2025) Sales Gross profit EBIT margin in € million margin in % in % 470–510 37–39 13–15 Actual 2024: Actual 2024: Actual 2024: € 446.1 million 40.0% 16.8% Macroec
Slide 20: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar August 26, 2025 November 6, 2025 Jefferies Semiconductor & Tech Conference, Chicago Q3 Report 2025 August 28, 2025 Deutsche Bank Technology Conference, Dana Point September 3, 2025 Commerzbank &
Slide 21: Thank you
Thank you Growing Innovation Sven Koepsel VP Investor Relations & Communications Tel.: +49 89 32007-151 E-mail: sven.koepsel@suss.com Florian Mangold Manager Investor Relations Tel.: +49 89 32007-306 E-mail: florian.mangold@suss.com