Slide 1: Conference Call FY 2025
March 30, 2026 Conference Call FY 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 Q4 and FY 2025 02 Key Financial Figures FY 2025 03 Outlook 2026 © SUSS
Slide 4: Key Messages Q4 and FY 2025
Investor Presentation Agenda 01 Key Messages Q4 and FY 2025 02 Key Financial Figures FY 2025 03 Outlook 2026 © SUSS
Slide 5: All key financial indicators in line with the most recent guidance
Investor Presentation All key financial indicators in line with the most recent guidance – sales exceeds half a billion euros for the first time Financial Results FY 2025 354.3 503.2 35.7 13.1 in € million in € million in % in % Order intake Sales Gross profit margin EBIT margin FY 2025 FY 2025 FY 2
Slide 6: Key CEO messages
Investor Presentation Key CEO messages With revenue of €503.2 million, we have surpassed the €0.5 billion mark for the first time. Over the past two years, we have thus increased revenue by ~ €200 million through pure organic growth. SUSS is a growth company and intends to continue so in the mid-ter
Slide 7: Segment Overview FY 2025
Investor Presentation Segment Overview FY 2025 Advanced Backend Solutions Photomask Solutions in € million FY 2025 FY 2024 in € million FY 2025 FY 2024 Order intake 274.5 300.2 Order intake 79.8 123.5 Order book as of December 31 185.4 271.7 Order book as of December 31 81.4 156.7 Sales 349.7 315.91
Slide 8: Significantly improved order momentum in the fourth quarter
Investor Presentation Significantly improved order momentum in the fourth quarter, rather low gross profit margin, and an EBIT margin better than expected Financial Results Q4 2025 117.5 118.8 34.9 9.7 in € million in € million in % in % Order intake Sales Gross profit margin EBIT margin Q4 2025 Q4
Slide 9: Our new production site in Zhubei is fully operational
Investor Presentation Our new production site in Zhubei is fully operational 1 2 3 Opening ceremony Relocation completed New site already in full The official opening of the new site All teams have been relocated to swing in Zhubei took place at the end of Zhubei since. The old locations were The fi
Slide 10: Key Financial Figures FY 2025
Investor Presentation Agenda 01 Key Messages Q4 and FY 2025 02 Key Financial Figures FY 2025 03 Outlook 2026 © SUSS
Slide 11: Strong sales growth and higher CapEx
Investor Presentation Strong sales growth and higher CapEx in € million FY 2025 FY 2024 Change • Order book of €266.8 million, of which the Order intake 354.3 423.7 -16.4% vast majority is scheduled for delivery and revenue recognition in 2026 Order book as of December 31 266.8 428.91 -37.8% • Selli
Slide 12: Order intake has clearly improved in Q4 2025, while profitability has stabilized
Investor Presentation Order intake has clearly improved in Q4 2025, while profitability has stabilized at a relatively low level Order intake Sales €354.3m (FY 2025) €503.2m (FY 2025) 147.5 150.8 99.3 93.5 102.5 98.3 93.9 84.0 Revenue achieved or exceeded €118 88.1 78.7 70.0 117.5 123.2 143.2 118.0
Slide 13: Improved order situation in both segments, significant differences in margins in Q4
Investor Presentation Improved order situation in both segments, but significant differences in margins in the fourth quarter of 2025 Order intake Sales Gross profit margin EBIT margin (FY 2025) (FY 2025) (FY 2025) (FY 2025) €354.3m €503.2m 35.7% 13.1% Advanced 102.1 92.0 105.9 43.4% 25.7% 92.8 Back
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 FY 2025: 0.70 by Region FY 2025 147.5 139.2 EMEA 117.5 103.1 98.3 94.8 93.9 Americas 83.4 84.0 88.1 12.5% 78.7 70.0 10.1% Asia/ Pacific 77.4% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 € 420.5m € 423.7m
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 for the Zhubei site and 499.8 507.4 interior design and technical fittings were main drivers for increase in non-current assets. Non-current 58.6 1 assets 120.8 2 Inv
Slide 16: Changes due to net income and leasing liabilities from Zhubei site
Investor Presentation Changes due to net income and leasing liabilities from Zhubei site Liabilities and equity in € million 507.4 499.8 Equity ratio: 62.2% Equity ratio: 1 Equity has been strengthened through 56.6% positive net income development. 2 Non-current liabilities driven by increase of fin
Slide 17: New Syndicated Loan: credit line supports further growth
Investor Presentation New Syndicated Loan: credit line supports further growth and mitigates ▪ Total credit line volume doubled; significant liquidity and financing risks expansion in volume demonstrates confidence in the further development of SUSS New Syndicated Old Syndicated ▪ €115 million credi
Slide 18: Outlook 2026
Investor Presentation Agenda 01 Key Messages Q4 and FY 2025 02 Key Financial Figures FY 2025 03 Outlook 2026 © SUSS
Slide 19: Transition year 2026: temporary dip in sales expected
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 20: Assumptions of the sales guidance
Investor Presentation Assumptions of the sales guidance Guidance 2026 (as of March 30, 2026) 1 Lower visibility due to reduced order book Order book as of January 1st Since we are starting the financial year 2026 with a reduced order book, visibility for the full 452.5 428.4 year is lower than in th
Slide 21: Assumptions of the gross profit margin guidance
Investor Presentation Assumptions of the gross profit margin guidance Guidance 2026 (as of March 30, 2026) 1 No significant change in the portfolio structure As we often explained, we are working on new, innovative solutions and next product generations to substantially improve our profitability; ho
Slide 22: Assumptions of the EBIT margin guidance
Investor Presentation Assumptions of the EBIT margin guidance Guidance 2026 (as of March 30, 2026) 1 Sales decline weighs on EBIT margin outlook The lower sales volume, combined with a OPEX outlook broadly stable gross profit margin, is expected to have a negative impact on the EBIT margin. 2025 202
Slide 23: Sales guidance mid-point indicates ~10% decline in both segments
Investor Presentation The mid-point of our sales guidance indicates revenue to decline by ~ 10% in both segments compared to 2025 Advanced Photomask Backend Solutions Solutions Sales expectation Profitability expectation Decline in sales of Slight increase in gross profit ~ 10% margin due to lower o
Slide 24: Our 2030 ambition continues to drive us forward
Investor Presentation Our 2030 ambition continues to drive us forward – 2026 is an important year of preparation for achieving these ambitious goals € 750 – 900 m 43 – 45% Sales Gross profit margin SUSS Ambition 2030 20 – 22% EBIT margin SUSS Ambition 2030 SUSS Ambition 2030 ~ 8 –12% annual sales gr
Slide 25: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar April 15, 2026 May 7, 2026 Metzler Small Cap Days | Frankfurt Quarterly Statement Q1 2026 May 19, 2026 June 3, 2026 Roadshow (Kepler) | Paris Annual General Meeting, Munich May 20, 2026 August 6,
Slide 26: 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