Asmpt Limited · HKEX:522
Asmpt — Q3 2026 Earnings Presentation
16 slides from Asmpt's earnings presentation, Oct 28, 2026
Slide 1: Q3 2026 Results Presentation
Q3 2026 Results Presentation 28 October 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 Business Highlights
Key Business Highlights Private and confidential
Slide 4: Q3 2026 Business Highlights
Q3 2026 Business Highlights Record Group Bookings and Strong Earnings Across SEMI and SMT Record Group bookings, driven by TCB, SMT products, and Photonics Record TCB C2S orders fuelled by strong demand from AI data centres Continued momentum in Photonics resulting in record bookings and revenue Adj
Slide 5: Group Business Highlights – Continuing Operations
Group Business Highlights – Continuing Operations Advanced Packaging • TCB: Record bookings in Q3 o C2S: orders hit record high o C2W: secured repeat orders from a leading global IDM o Memory: new tool purchase decisions continued to be closely linked to HBM4 product rollout schedules o Panel-level
Slide 6: Financial Performance
Financial Performance Private and confidential
Slide 7: Q3 2026 Adjusted Group Financial Results
Q3 2026 Adjusted Group Financial Results - Continuing Operations Q3 2026 QoQ (%) YoY (%) Revenue • Strong SEMI and SMT growth driven by continued AI- Revenue (US$’M) 669.2 +6.3 +48.7 infrastructure investments Bookings (US$’M)1 1,128.0 +24.7 +137.9 Bookings • Record high, driven by AI, one-off bulk
Slide 8: Q3 2026 Semiconductor Solutions
Q3 2026 Semiconductor Solutions Adjusted Segment Performance – Continuing Operations Revenue • YoY growth was driven by: • Photonics solutions serving AI applications US$’M • Wire and die bonders for AI and consumer applications Bookings 1 • AI-driven demand across a broad range of products • Highes
Slide 9: Q3 2026 SMT Solutions
Q3 2026 SMT Solutions Adjusted Segment Performance Revenue US$’M • Growth driven by robust AI server demand Bookings • A new record high for the third consecutive quarter • > US$100 million worth of bulk orders and pull-in Adj. Gross Margin1 33.9% 36.8% 38.2% Adjusted Gross Margin • QoQ and YoY impr
Slide 10: Q4 2026 Revenue Guidance & Outlook
Q4 2026 Revenue Guidance & Outlook Private and confidential
Slide 11: Outlook & Q4 2026 Revenue Guidance
Outlook & Q4 2026 Revenue Guidance - Continuing Operations Q4 2026 Revenue Guidance US$670m to US$730m (+4.6% QoQ and +37.5% YoY at mid-point of US$700 million) Q4 2026: • Revenue growth supported by double-digit SMT growth, with SEMI flat due to longer AP products lead times • YoY bookings remain s
Slide 12: Q&A
Q&A Private and confidential
Slide 13: 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 14: Appendix
Appendix Private and confidential
Slide 15: Reconciliation to Non-HKFRS Measures – Group Continuing Operations (Q3 2026)
Reconciliation to Non-HKFRS Measures – Group Continuing Operations (Q3 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 Q3 2026, Q2 2026 and Q3 2025 to the non-HKFRS
Slide 16: Reconciliation to Non-HKFRS Measures – SEMI and SMT Solutions Continuing Operations (Q3 2026)
Reconciliation to Non-HKFRS Measures – SEMI and SMT Solutions Continuing Operations (Q3 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 Q3