Nanofilm Technologies International Ltd. · SGX:MZH

Nanofilm Technologies International — H1 2026 Earnings Presentation

21 slides from Nanofilm Technologies International's earnings presentation, August 2026

Slide 1: Nanofilm Technologies International 1H2026 Results Announcement
NANOFILM TECHNOLOGIES INTERNATIONAL 1H2026 Results Announcement August 2026 © 2026 Nanofilm Technologies International Limited. All rights reserved. Version 1.0 | © Updated February 2026 Nanofilm 2026. Technologies International Limited. All rights reserved. 1|
Slide 2: Important Notice
IMPORTANT NOTICE This presentation is for information purposes only and does not constitute or form part of an offer, invitation or solicitation of any offer to purchase or subscribe for any securities of Nanofilm Technologies International Limited (the “Company”) in Singapore or any other jurisdict
Slide 3: Management Panel
Management Panel Dr Shi Xu Mr Kay Lim Mr Gian Yi-Hsen Executive Chairman and Group Chief Financial Officer Group Chief Strategy Officer Group Chief Executive Officer Mr Ian Howe Mr Matthew Shi Mr Mak Wai Jun Group Chief © 2026 Commercial Nanofilm Officer Technologies International Limited. All right
Slide 6: 1H2026 At a Glance
1H2026 At a Glance 1% 5% 1H2026 31m 89m 7% S$ 1H2026 S$ as at 30 June 2026 +28% YoY S$ 114m ADJUSTED EBITDA STRONG CASH POSITION +6% YoY 1H2026 AMBU NFBU IEBU 87% Sydrogen S$ 5m 0.60₵ per ordinary share +282% YoY REVENUE PAT INTERIM DIVIDEND Source: Company information © 2026 Nanofilm Technologies I
Slide 7: Broad-Based Growth and Stronger Margins
Broad-Based Growth and Stronger Margins Broad-based Growth Achieved with Stronger Revenue Momentum into 2H2026 from $ Secured Orders ▪ AMBU Consumer and Industrial revenue grew 10% and 9% YoY respectively, driven by programme ramp-ups and growing functional applications, with a strong solutions pipe
Slide 9: 1H2026 Revenue Performance
1H2026 Revenue Performance Broad-based growth achieved in 1H and revenue pace to accelerate in 2H2026 160.0 ▪ Group 1H2026 revenue grew 6% YoY to S$113.7m, up from S$107.2m: (in S$m) o AMBU Consumer revenue grew 10% YoY on programme growth and new 140.0 project ramp-ups, AMBU Industrial grew 9% YoY
Slide 10: Gross Margin & Core Expenses
Gross Margin & Core Expenses Improving matrices across board (in S$m) 32.6% ▪ Gross profit margin improved to 38.6% in 1H2026, up from 140.0 40.0% 35.0% 38.6% 32.6% in 1H2025, driven by better labour productivity, improved 120.0 COS & GPM 30.0% 100.0 33.5% 25.0% 80.0 72.2 69.9 20.0% resource allocat
Slide 11: Investment in Technology & Innovation
Investment in Technology & Innovation Disciplined R&D investment supports upcoming commercial ramp-ups R&D and Engineering Expenses (1) (in S$m) 25.0 19.1 17.7 17.4 20.0 15.0 7.1 11.2 10.0 9.0 5.0 10.3 6.7 6.5 - 1H2024 1H2025 1H2026 R&D & Engineering (1) Capitalisation ▪ Total R&D and Engineering sp
Slide 12: PAT & EBITDA
PAT & EBITDA Stronger operations and cost discipline drove a step-up in profitability (in S$m) ▪ PAT increased 282% YoY to S$5.3m, up from S$1.4m 20.0 4.6% 1.3% 10.0% 15.0 -4.5% in 1H2025, reflecting stronger underlying operating performance 0.0% 10.0 5.3 -10.0% PAT 1.4 5.0 -20.0% 0.0 -30.0% (3.7) (
Slide 13: Cash Generation
Cash Generation Healthy operating cash flow supports growth investment and shareholder returns Total cash balance as at 30 June 2026 (in S$m) 14 0 FX effect 12 0 (19.1) 45 10 0 (6.2) (16.3) 1 80 60 40 85 89 20 0 Beginning cash balance Operating cash flow PPE Acquisitions & Financing cash flow Ending
Slide 15: Business Outlook: AMBU
Business Outlook: AMBU Sustaining growth through programme ramp-ups and broader industrial demand CONSUMER: Continued growth with key customers and programme ramp-ups ▪ Good 1Q followed by busy 2Q preparing for 2H2026 programmes ▪ Steady increase in functional coatings, especially for conductive ta-
Slide 16: Business Outlook: IEBU
Business Outlook: IEBU Healthy backlog supports a back-ended delivery profile ▪ Lower 1H2026 revenue reflected equipment-delivery timing rather than weaker customer demand ▪ A healthy secured order backlog supports a stronger delivery schedule in 2H2026, with revenue visibility into 2027 ▪ New equip
Slide 17: Business Outlook: NFBU
Business Outlook: NFBU Existing programme growth and new strategic projects support the next growth phase ▪ Established as technology leader within the micro-optical sensing domain ▪ Expansion into 3C market within existing customer platforms and other 3C brands in China ▪ New applications in Automo
Slide 18: Business Outlook: Sydrogen
Business Outlook: Sydrogen Turnaround on track with secured business for market leadership Fuel Cell Bipolar Plates ▪ Sydrogen has turnaround, transforming into the leading player in the hydrogen fuel cell space ▪ Secured business with a leading automotive OEM in China, expected to lead to tens of m
Slide 19: Overall Outlook
Overall Outlook Stronger execution and commercial momentum support continued growth STRATEGIC INITIATIVES 2H2026 FOCAL AREAS Key Highlights $ Enhancing Global Expansion & ▪ Core businesses are expected to maintain positive momentum driven by Business Development new product applications in high grow

Nanofilm Technologies International — H1 2026 Earnings Presentation on 6ix

Nanofilm Technologies International — H1 2026 Earnings Presentation

Slide 1: Nanofilm Technologies International 1H2026 Results Announcement

Slide 2: Important Notice

Slide 3: Management Panel

Slide 4: Agenda

Slide 5: Overview

Slide 6: 1H2026 At a Glance

Slide 7: Broad-Based Growth and Stronger Margins

Slide 8: Financial Highlights

Slide 9: 1H2026 Revenue Performance

Slide 10: Gross Margin & Core Expenses

Slide 11: Investment in Technology & Innovation

Slide 12: PAT & EBITDA

Slide 13: Cash Generation

Slide 14: Outlook

Slide 15: Business Outlook: AMBU

Slide 16: Business Outlook: IEBU

Slide 17: Business Outlook: NFBU

Slide 18: Business Outlook: Sydrogen

Slide 19: Overall Outlook

Slide 20: Q&A

Slide 21: Thank You