Slide 1: Nova Investor Presentation
Nova Investor Presentation August 2026
Slide 2: Cautionary Statements
Cautionary Use of Non-GAAP Adjusted Financial Measures This presentation provides financial measures that exclude amortization of Factors that may affect our results, performance, circumstances or Statements acquired intangible assets, inventory step-up, stock-based compensation expenses, acquisitio
Slide 3: Nova Snapshot
Nova Snapshot Metrology and Process Control Unique Solutions for Semiconductor Manufacturing Nova Ltd. Nasdaq (NVMI) Novami.com Outperforming WFE by Nova Products Resilient business model $881M $8.62 vs. WFE, 2020-2025 CAGR +31% YoY +29% YoY 2025 Revenue 2025 EPS Differentiated Portfolio Diverse Rev
Slide 4: Quarterly Snapshot: Q2 2026
Quarterly Snapshot: Q2 2026 Q2 Revenue $282 +16% $255 Highlights $235 YoY $223M Record revenue from advanced logic devices, driven by transition to GAA and demand for advanced nodes Q2 EPS $2.77 $2.14 $2.33 $2.51 +14% Record revenue of advanced YoY packaging solutions, driven by capacity increases a
Slide 5: A Market Leap
A Market Leap Nova Benefits from AI Demand in Multiple Segments Semiconductor Industry End Markets Market Segments 22% Revenue, B$ 2025-2030 >$2T 2265 37% Advanced 46% Logic GAA CAGR AI data centers 1626 HBM 43% 12% Consumer Silicon Photonics 35% >$1T 832 18% Industrial DRAM 25% 471 12% Advanced Pac
Slide 6: Manufacturing Challenges Rise in Every Segment
Manufacturing Challenges Rise in Every Segment Increasing Complexity Memory AI Processor 2020 vs. 2025 3D NAND DRAM Silicon HBM Photonics Advanced Logic (AI-Enabled) 9 CPU X Transistors 227B Storage Local Memory Logic (GPU/CPU) Advanced HBM Packaging AI Data center 3D-SOC X30 2.5 X <10µm I/O 16L Sta
Slide 7: Market Demand Drives Multiple Technology Inflection Points
Market Demand Drives Multiple Technology Inflection Points Logic Growing Complexity AI needs Better GAA + BPD CFET • Complex, scaled 3D structures Performance • Packaging complexity DRAM Power Efficiency 4F2 DRAM 3D DRAM • New materials and chemistries • New connectivity: Silicon Photonics Density 3
Slide 8: Nova Process Insight: Revealing the Invisible
Nova Process Insight: Revealing the Invisible Measure with precision, manufacture with confidence Logic Optical X-Ray FinFET Chemical Analysis GAA AI-Powered Dimensional Software Suite BPSD Memory Materials 3D NAND Advanced DRAM 3D DRAM Chemical Packaging & Specialty 2.5D Interposer Physical modelin
Slide 9: Metrology Portfolio Targeted at Key Challenges
Metrology Portfolio Targeted at Key Challenges Logic Memory Packaging • TSV & RDL • HAR profiles & CD’s • Panel-level & frame handling • Nanosheets individual thickness • Hybrid bonding, Cu recess control • Warpage & thinner dies • HAR TSVs • Warpage • Topography Dimensional • Wafer edge metrology •
Slide 10: Leveraging Technology Differentiation
Leveraging Technology Differentiation Measuring Critical Applications Across the Industry Dimensional Optical CD Materials Chemical AncoScene® Ancolyzer® DMR® Integrated VeloCD® / Prism SemDex® WMC VeraFlex® Elipson® Metrion® Front-End Wafer level Direct Metal Stand-alone (XPS+XRF) (Inline Raman) (I
Slide 11: Holistic AI-Powered Software Solutions
Holistic AI-Powered Software Solutions Intelligent software layer, delivering continuous insights and optimization, increasing Nova systems asset value Modeling Productivity • Physics, AI & advanced algorithms • Predictive and Preventive applied to model the most Maintenance, trouble shooting and ad
Slide 12: Elements of Product Strategy
Elements of Product Strategy Product strategy Organic & Maintain Tech Leadership ;; Materials Leadership of Annual Revenue invested in R&D New Growth Engines ;; Early Access Lab to Fab Technology Path Finding and Incubation ;; Adjacent Process Control Markets © Nova confidential & 12 proprietary inf
Slide 13: Financial Target Model
Financial Target Model Operating Margin Earnings 28%-33% ~10$ M&A $1000M $800M Revenue R&D Investment Tax +$1B 15%-17% 15% $600M $400M Gross Margin SG&A Share Count 57%-60% 12%-14% 32M 2019 2024 Target © Nova confidential & 13 proprietary information Non-GAAP Financials
Slide 14: Global Strength, Ready for Secular Growth
Global Strength, Ready for Secular Growth 4 R&D and Production Centers, 34 sites Europe USA Germany Korea California Japan China Israel Taiwan Rehovot Corporate Singapore Legend: sites R&D / Production Field sites: Sales & Service © Nova confidential & 14 proprietary information Source: Company data
Slide 15: Sustainability
Sustainability To become an active influencer in creating a more sustainable and equitable future Integrity & People First Always Scope 1+2 Foundation Transparency Established Governance Social Environment Read the 2025 Sustainability Impact Review © Nova confidential & 15 proprietary information
Slide 16: Key Takeaways
Key Takeaways Positioned for Continuous Growth End market demand and process complexity drive growth Increasing need for advanced metrology and process control solutions Unique, disruptive technology portfolio Strong market position across key segments, Broad portfolio addressing critical applicatio
Slide 17: Thank You
Thank You investors@novami.com