Slide 1: Conference Call H1 2026
August 6, 2026 Conference Call H1 2026 © 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 2026 02 Key Financial Figures H1 2026 03 Updates 04 Outlook 2026 © SUSS
Slide 4: Agenda
Investor Presentation Agenda 01 Key Messages H1 2026 02 Key Financial Figures H1 2026 03 Updates 04 Outlook 2026 © SUSS
Slide 5: H1 2026 at a glance
Investor Presentation H1 2026 at a glance: Record Order Intake of 410.0 million in the first six months Financial Results H1 2026 Order Intake Sales Gross Profit Margin EBIT Margin 410.0 202.8 37.2 7.0 in € million in € million in % in % +145.8% YoY -23.9% YoY -0.8 % YoY -9.5 pp YoY © SUSS 5
Slide 6: Key CEO messages
Investor Presentation Key CEO messages Market & Demand Environment Key Developments Q2 2026 - Significant upward revisions for Wafer - New Application and Development Fab Equipment (WFE) Market Center announced - Record Order Intake of €260.7m in Q2 - First Panel Level UV-Scanner shipped and overall
Slide 7: Segment Overview H1 2026
Investor Presentation Segment Overview H1 2026: Advanced Backend Solutions Photomask Solutions in € million H1 2026 H1 2025 in € million H1 2026 H1 2025 Order intake 326.2 120.1 Order intake 83.8 46.7 Order book as of June 30 361.7 220.3 Order book as of June 30 112.0 105.3 Sales 148.9 169.3 Sales 5
Slide 8: Order Intake: significant acceleration in Order Intake driven by strong demand
Investor Presentation Order Intake: significant acceleration in Order Intake driven by strong demand for existing solutions 1 Strong order intake for coaters from Order Intake Book-to-Bill-Ratio one Taiwanese customer in the (in m€) H1 2026: 2.0 Advanced Packaging Space of ~€115m; overall demand str
Slide 9: Order Book
Investor Presentation Order Book: Strong Order Intake improves visibility for 2027 significantly €473.7m Order Book 1 (as of June 30, 2026) Order Book as of June 30, 2026, 1 increases to new all-time high of €473.7m Out of the current Order Book, 2 ~€240m are expected to convert into sales in 2026 3
Slide 10: Agenda
Investor Presentation Agenda 01 Key Messages H1 2026 02 Key Financial Figures H1 2026 03 Updates 04 Outlook 2026 © SUSS
Slide 11: Strong order growth and lower CapEx
Investor Presentation Strong order growth and lower CapEx in € million H1 2026 H1 2025 Change Order intake 410.0 166.8 +145.8% • Sales: H1 shows the anticipated sales Order book as of June 30 473.7 325.6 +45.5% dynamic with Q1 as an inflection point and higher sales levels troughout the year. Sales
Slide 12: Q2 2026 delivered significantly higher sales and profitability than Q1
Investor Presentation Q2 2026 delivered significantly higher sales and profitability than Q1 Order intake Sales (Q2 2026) (Q2 2026) Group €260.7m €116.2m 141.7 124.9 119.0 117.6 117.5 88.1 78.8 70.0 149.3 260.7 86.5 116.2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Gross profit margin EBIT margin 38.0% (Q2 2026) 9.0% (
Slide 13: Strong order intake and rising sales in Advanced Backend Solutions
Investor Presentation Strong order intake and rising sales in Advanced Backend Solutions Segments Advanced Order intake by quarters Sales by quarters Gross profit margin by quarters EBIT margin by quarters Backend Solutions 33.9% 34.0% 36.4% 228.6 32.0% 26.3% 99.7 85.5 93.7 86.7 95,0 92.0 12.1% 65.8
Slide 14: Quarterly Order Intake and Sales by Region
Investor Presentation Quarterly Order Intake and Sales by Region: America and EMEA pick up volume America EMEA APAC Order Intake (in € million) +142.1% H1 2026 187.8 +262.9% +85.2% H1 2026 H1 2026 H1 2025 121.9 41.9 H1 2025 H1 2025 31.0 69.4 58.5 15.8 12.6 10.4 11.6 6.2 9.7 Q1 Q2 Q3 Q4 Q1 Q2 Q1 Q2 Q
Slide 15: Rising Cash and Cash Equivalents
Investor Presentation Rising Cash and Cash Equivalents due to positive Free Cashflow 1 Decline of intangible assets and poperty, plan 507.4 552.5 and equipment through amortisation and depreciation compensated by higher deferred tax assets. Non-current 1 120.2 assets 120.8 -0.5% Inventory increased
Slide 16: Increase in current liabilities as part of working capital
Investor Presentation Increase in current liabilities as part of working capital Liabilities and equity in € million 552.5 Equity ratio: 1 Equity increased due to net income of €8.0 507.4 59.0% million and OCI by €2.6 million. Equity ratio Equity ratio: 62.2% at 59.0%. +3.4% Non-current liabilities
Slide 17: Agenda
Investor Presentation Agenda 01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 SUSS Updates 04 Outlook 2026 © SUSS
Slide 18: The new application center
Investor Presentation The new application center: a strategic investment into innovation and future growth Located in Karlsruhe, close to the KIT-Campus, SUSS will invest €45 million until 2028. Innovation Hub: • Access to key talents and leading semiconductor research through professorship at KIT •
Slide 19: Upcoming new product introductions
Investor Presentation Upcoming new product introductions – initiating next growth phase 2025 2026 2027 2028 2029 2030 Photomask Cleaning MaskTrack PRO/X CL MaskTrack SMART CL (High-End) Photomask Cleaning ASx 5500 ASx 9500 (Mid-End) Photomask GreenTrack-200 LVM Solutions GreenTrack GreenTrack-300 HV
Slide 20: Agenda
Investor Presentation Agenda 01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 SUSS Updates 04 Outlook 2026 © SUSS
Slide 21: Strong order intake continued
Investor Presentation Strong order intake continued – clear path to achieving our goals for 2026 Sales achieved in H1 2026 € 202.8 million Order book as of June 30, 2026 € 473.7 million © SUSS 21
Slide 22: Transition year 2026
Investor Presentation Transition year 2026: A temporary dip in sales is expected, leading to lower fixed-cost coverage and, together with rising R&D expenses, to a lower EBIT margin while the gross profit margin remains broadly stable Guidance 2026 (as of March 30, 2026) Sales Gross profit EBIT marg
Slide 23: Thank you
Thank you Growing Innovation Sabrina Müller Vice President Investor Relations & Communications +49 160 94989008 sabrina.mueller@suss.com Florian Mangold Manager Investor Relations +49 160 8098588 florian.mangold@suss.com
Slide 24: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar August 11, 2026 August 6, 2026 mwb Round Table I Virtual Half-yearly financial Report August 19/20, 2026 November 5, 2026 7th Needham Virtual Semiconductor & SemiCap I Virtual Quarterly Statement