Slide 1: Conference Call 9M 2025
November 6, 2025 Conference Call 9M 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 9M 2025 02 Key Financial Figures 9M 2025 03 Outlook 2025 © SUSS
Slide 4: Agenda: Key Messages 9M 2025
Investor Presentation Agenda 01 Key Messages 9M 2025 02 Key Financial Figures 9M 2025 03 Outlook 2025 © SUSS
Slide 5: Very solid sales development, order momentum slow, margins below expectations
Investor Presentation Very solid sales development, order momentum slow, gross profit and EBIT margin clearly below expectations Financial Results 9M 2025 236.8 384.4 35.9 14.1 in € million in € million in % in % Order intake Sales Gross profit margin EBIT margin 9M 2025 9M 2025 9M 2025 9M 2025 -14.
Slide 6: Key CEO messages
Investor Presentation Key CEO messages Strong order fulfilment and sales development in first nine months 2025, with expected reduction in sales in Q3 compared to previous quarters. Order intake continued to be below expectations, with a YTD book-to-bill ratio of 0.62. We expect order momentum to pi
Slide 7: Segment Overview 9M 2025
Investor Presentation Segment Overview 9M 2025 Advanced Backend Solutions Photomask Solutions in € million 9M 2025 9M 2024 in € million 9M 2025 9M 2024 Order intake 182.5 198.1 Order intake 54.3 78.1 Order book as of September 30 187.3 274.2 Order book 88.9 156.7 Sales 262.9 208.8 Sales 121.5 86.5 G
Slide 8: Actual and expected development in 2025 – Sales
Investor Presentation Actual and expected development in 2025 – Sales in € million 2 85-125 1 After three quarters of 2025, we have reached 78% of the midpoint of our sales guidance. Q4 2025 1 384.4 In the fourth quarter, sales of €85 million 2 to €125 million is required to achieve our forecast – w
Slide 9: Actual and expected development in 2025 – Gross profit
Investor Presentation Actual and expected development in 2025 – Gross profit Compared to the mid-point of the original forecast, there is a gap of ~ €16 million in gross profit; main reasons are: 9M 2025 9M 2025 Effect GP in € million (Actuals) (Projection)* (in € million) impact Timing One-off Q1+Q
Slide 10: Actual and expected development in 2025 – EBIT
Investor Presentation Actual and expected development in 2025 – EBIT 9M 2025 9M 2025 OPEX development by quarters in € million (Actuals) (Projection)* in € million Sales 384.4 384.4 32.5 27.0 27.3 Cost of sales - 246.5 - 230.6 Gross profit 137.9 153.8 OPEX - 86.8 - 92.3 Other operating Q1 2025 Q2 20
Slide 11: New production site in Zhubei officially opened
Investor Presentation New production site in Zhubei officially opened New production site in Zhubei has officially opened on October 30, with more than > 100 guests including high-level customers. Zhubei project progress • Technical installations and interior outfitting completed; all necessary lice
Slide 12: Agenda: Key Financial Figures 9M 2025
Investor Presentation Agenda 01 Key Messages 9M 2025 02 Key Financial Figures 9M 2025 03 Outlook 2025 © SUSS
Slide 13: Strong sales growth and higher investments
Investor Presentation Strong sales growth and higher investments in € million 9M 2025 9M 2024 Change Order intake 236.8 276.2 -14.3% • Order book at €276.1 million, of which Order book as of September 30 276.1 430.8 - 35.9% €140 million (only tools) are scheduled for delivery and revenue recognition
Slide 14: Q3 business volume declined as expected, with high margin pressure
Investor Presentation In Q3, business volume declined as expected compared with previous quarters, accompanied by high margin pressure Order intake Sales €70.0m (Q3 2025) €118.0 (Q3 2025) 147.5 150.8 99.3 93.5 102.5 98.3 93.9 84.0 Sales volume remains very solid, 88.1 78.7 70.0 123.2 143.2 118.0 but
Slide 15: Product and customer mix effects impacted Q3 2025 margin development
Investor Presentation Product mix effect in Advanced Backend Solutions and customer mix effect in Photomask Solutions impacted Q3 2025 margin development Order intake Sales Gross profit margin EBIT margin (Q3 2025) (Q3 2025) (Q3 2025) (Q3 2025) €70.0m €118.0m 33.1% 10.5% Advanced 102.1 105.9 43.4% 2
Slide 16: Order Intake by Segment and Region
Investor Presentation Order Intake by Segment (in € m) and Region (in %) Book-to-bill ratio Order Intake 9M 2025: 0.62 by Region 9M 2025 147.5 139.2 EMEA 103.1 98.3 94.8 93.9 America 83.4 84.0 88.1 13.4% 78.7 70.0 10.4% Asia/ Pacific 76.2% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 € 420.5m € 423.7m € 236.
Slide 17: 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 500.9 522.9 technical fittings there amounting to € 9.2 million were main drivers for increase in non- current assets. Non-current 58.6 1 109.
Slide 18: 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 522.9 500.9 Equity ratio: 58.2% Equity ratio: 1 Equity strengthened by net income. 55.9% 2 Non-current liabilities driven by increase of financial debt from lease liabilities
Slide 19: Agenda: Outlook 2025
Investor Presentation Agenda 01 Key Messages H1 2025 02 Key Financial Figures H1 2025 03 Outlook 2025 © SUSS
Slide 20: Sales guidance confirmed for 2025, reduced margin forecasts
Investor Presentation Sales guidance confirmed for the full year 2025, reduced margin forecasts Guidance 2025 (as of October 27, 2025) Sales Gross profit EBIT margin in € million margin in % in % 470–510 35–37 11–13 Actual 2024: Actual 2024: Actual 2024: € 446.1 million 40.0% 16.8% • Based on the di
Slide 21: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar November 17, 2025 November 6, 2025 SUSS Capital Markets Day | Garching/Munich Interim Statement Q1 2026 November 24/25, 2025 March 30, 2026 German Equity Forum | Frankfurt Annual Report 2025 Nove
Slide 22: 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