Slide 1: SUSS Investor Presentation
SUSS Investor Presentation October 2026 © SUSS 1
Slide 2: Company Overview
45 suss Company Overview @suUSss 2
Slide 3: SUSS at a glance
SUSS at a glance • Hidden champion headquartered in Germany with 75 years track record of innovation and growth • Key technology provider for semiconductor frontend and advanced backend industry, benefiting from structural growth drivers such as Artificial Intelligence • Global customer base with la
Slide 4: Milestones in our company's history
Milestones in our company’s history 1949 1990 2000 2010 2020 2024 2026 Company founded Volume production of Coating systems Second German site Inkjet printing added Relaunch of the Introduction of SUSS as Karl Süss KG in wafer bonder starts added through established after to coating expertise brand
Slide 5: Committed to driving the next chapter of innovation and growth
Investor Presentation We are fully committed to driving the next chapter of innovation and growth in frontend (Moore’s Law) and backend (More than Moore) Heterogeneous integration creates new multi-chip modules Backend Innovation Frontend Innovation Striving for the next technology node © SUSS 5
Slide 6: Our two segments, fully focused on the semiconductor industry
Our two segments, fully focused on the semiconductor industry SEGMENTS PHOTOMASK SOLUTIONS ADVANCED BACKEND SOLUTIONS PRODUCTS & PROCESS STEPS PHOTOMASK GREENTEC BONDING COATING IMAGING SOLUTIONS SOLUTIONS SOLUTIONS SOLUTIONS SOLUTIONS • Photomask Cleaning • Wafer Cleaning • Bond Alignment • Coating
Slide 7: Management Board
Management Board CFO CEO COO Dr. Cornelia Ballwießer Burkhardt Frick Dr. Thomas Rohe • Finance & Controlling • Sales and Service • R&D • Legal • Strategy • Purchasing • Compliance • HR • Production • Internal Audit • Investor Relations & Communications • Logistics • Risk Management & ICS • Business
Slide 8: Photomask Solutions Portfolio Highlights
Investor Presentation Photomask Solutions Portfolio Highlights Clean Clean Strip Strip Develop Develop PEB SUSS portfolio includes photomask solutions from laboratory to high volume production. Our scalable solutions can support the next HMx Series Asx Series technology nodes. Clean Bake Pellicle Gl
Slide 9: GreenTec Solutions Portfolio Highlights
Investor Presentation GreenTec Solutions Portfolio Highlights GreenTec is launching the GT200, a 200 mm wafer cleaning platform combining Resist Strip SUSS’s patented technologies with a & Post Clean hybrid single-wafer and bath cleaning approach for a broad range of 200mm applications. GT200 © SU
Slide 10: Advanced Backend Solutions Portfolio Highlights – Imaging Systems
Investor Presentation Advanced Backend Solutions Portfolio Highlights – Imaging Systems MASK PROJECTION ALIGNER SCANNER With over 60 years of innovation SUSS offers superior exposure solutions from laboratory to high volume production. MA/BA8 Gen4 DSC300 Gen3 MASK MASK ALIGNER ALIGNER MA
Slide 11: Advanced Backend Solutions Portfolio Highlights – Coating Systems
Investor Presentation Advanced Backend Solutions Portfolio Highlights – Coating Systems COATER/ COATER/ DEVELOPER DEVELOPER SUSS has the unique capability to offer tailored coating solutions for spin, spray and inkjet coating – depending on application ACS200 Gen3 TE ACS300 Gen2 needs. COATER/ INKJE
Slide 12: Advanced Backend Solutions Portfolio Highlights – Bonding Systems
Investor Presentation Advanced Backend Solutions Portfolio Highlights – Bonding Systems PERMANENT HYBRID WAFER BONDING WAFER BONDING SUSS is market leader for temporary bonding and de-bonding solutions and complements the portfolio with permanent & hybrid XBS200 XBC300 Gen2 D2W/W2W bonding equipment
Slide 13: SUSS hybrid bonding solutions – understanding customer's needs
Investor Presentation SUSS hybrid bonding solutions – understanding customer’s needs Wafer-to-wafer HB Die-to-wafer/wafer-to-wafer HB Die-to-wafer HB XBS300 W2W XBC300 Gen2 D2W/W2W XBC300 Gen2 D2W Product launched: 10/2022 Product launched: 05/2024 Product launched: 5/2025 Target customers: HVM Targ
Slide 14: HBM roadmap enables SUSS to grow in existing and new markets
Investor Presentation HBM roadmap enables SUSS to grow in existing and new markets HBM3E HBM4 HBM4E HBM5 Expected SOP 2024 2026 2026 or 2027 2027 or 2028 DRAM devices # of DRAM layer acc. to JEDEC 8/12 12 16 16/20 Interface die Si interposer Bonding type in DRAM stack TCB TCB TCB and HB TCB and HB P
Slide 15: 2.5/3D Chiplet Technology
Investor Presentation 2.5/3D Chiplet Technology | SUSS well positioned to benefit from the strong momentum in 2.5D and 3D evolution Temporary • HBM: Structural support during thinning Bonding • HBM: Stacking of DRAMs1 Hybrid • CPO: Stacking of PIC & EIC1 Bonding • SoIC: E.g., Logic-on-Logic1 HBM Sys
Slide 16: Our three manufacturing sites for semiconductor equipment
Investor Presentation Our three manufacturing sites for semiconductor equipment Garching Sternenfels Zhubei HQ, Germany Germany Taiwan Photomask Cleaning MaskTrack X Bonding Systems XBC300 XBS300 Coating Systems ACS300 Mask Aligner UV Projection Imaging Systems MA200/300 Scanner DSC300 Operations em
Slide 17: The new application center: a strategic investment into innovation
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 18: Financials H1 2026
Financials H1 2026 © SUSS 18
Slide 19: H1 2026 at a glance: Record Order Intake
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 19
Slide 20: 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 21: 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 22: Transition year 2026: Guidance
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: Market outlook and Ambition 2030
Market outlook and Ambition 2030 © SUSS 23
Slide 24: Today's tech trends, accelerated by AI, are built on semiconductors
Investor Presentation Mobility Social Software- Autonomous Metaverse Healthcare Defined driving (AR/VR) & Med-Tech/ Vehicles Wearables Automotive Hyperconnec- Electrification tivity – 6G Today’s tech trends, Electrification/ Green power Industrial Automation Edge (AI-) Computing Internet of Things a
Slide 25: AI-led secular trends driving semiconductors toward a $1 trillion market by 2030
Investor Presentation AI-led secular trends are driving semiconductors toward a $1 trillion market by 2030 Semiconductor device revenue Market segment Growth-drivers forecast (€bn) & key growth driver AI (Generative-, Agentic-, Physical-AI) Key growth driver Computing & Autonomous driving CAGR: ≙ 1
Slide 26: Rising application requirements blurring Frontend & Backend territories
Investor Presentation Rising application requirements are blurring the lines between Frontend & Backend territories – addressed in our Business Unit strategy Frontend Backend Node size mitigation: Moore’s Law continues with nodes Advanced Packaging: evolution & broad shrinking toward Ångström era ad
Slide 27: Advanced Packaging | Strong growth ahead
Investor Presentation Advanced Packaging | Strong growth ahead – largely fueled by 2.5D and 3D packaging Interconnection of chips, wafers, and As demand for high-performance computing rises, the value in interposers (e.g., Redistribution Layers, Advanced Packaging is shifting toward high-end technol
Slide 28: Serviceable market expected to grow by ~7% per annum through 2030
Investor Presentation Serviceable market is expected to grow by ~7% per annum through 2030 Serviceable Available Market (Revenue in €M) Photomask • High-End mask market leading growth • Mid-End mask market growing mid-to high single Equipment digits annually CAGR: +7% Photomask Equipment • Market en
Slide 29: SUSS long term ambitions for 2030
Investor Presentation SUSS long term ambitions for 2030 € 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 growth compared to 2025 + ~8%-points EBIT margin expansion compared to 2025 + ~8%-points GP mar
Slide 30: 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 GT200 Solutions GreenTec GT300 HVM (Wafer Cleaning) GT200
Slide 31: More diversified regional growth – with normalizing China share
Investor Presentation More diversified regional growth – with normalizing China share 4% ~10% 9% ~15% 26% 9% ~15% Sales Sales FY2025 FY2030 8% (as reported) (projected) ~10% ~30% 37% ~20% China Taiwan Korea EMEA Americas Rest of APAC (incl. Japan) © SUSS 31
Slide 32: SUSS – a valued partner in the semi ecosystem
Investor Presentation SUSS – a valued partner in the semi ecosystem – Working alongside leading chip companies, as well as key research and industrial partners Foundries Integrated Device Technology and Academia, and OSATs Manufacturers material partners consortia We have expanded (IDMs) and institu
Slide 33: Group growth based on evolving portfolio, new products and service
Investor Presentation Group growth based on strong evolving portfolio, new product introductions, and a strengthened service business Current portfolio – key revenue drivers: Revenue development (in €M) Photomask Equipment Remain #1 in high-end segment and expand leadership into mid-end segment CAGR
Slide 34: 8 – 12% sales growth p.a.
Investor Presentation Growth path underpinned by AI-driven market tailwind and continued expansion into new segments Growth Driver Growth Impact Market growth High + Tool New market sales entry1 High 2025 - 2030 = + Market share expansion Moderate 8 – 12% sales growth p.a. + Service Intermediate 1)
Slide 35: Active pursuit of inorganic growth
Investor Presentation Active pursuit of inorganic growth – we have the means and are looking for the right fit Revenue development (in €M) Strategically enhancement of existing portfolio CAGR: 8 – 12% 750 – 900 +X • Acquisition must support existing strategic priorities, not merely broaden the portf
Slide 36: Balanced margin expansion driven by portfolio, new equipment, and service
Investor Presentation Balanced margin expansion driven by the existing portfolio, new equipment platforms, and service Gross profit margin development (in %) Current (evolving) portfolio: • New modular & standardized product generations (e.g. new Mask ~ + 8%-points Cleaner, UV-Scanner & Mask Aligner
Slide 37: EBIT margin to benefit from higher business volume
EBIT margin to benefit from higher business volume while increased R&D spend is covered by decline of SG&A expense ratio How to achieve the targeted EBIT margin of 20 – 22% Benefiting from increase Reduced SG&A expense in gross profit ratio projected Gross profit has the potential to • R&D expense r
Slide 38: Our ambition is to take SUSS to a new financial level by 2030
Our ambition is Sales FY 2025 €503.2 million FY 2030A €750 – 900 million to take SUSS to Sales growth 12.6% (YoY) 8 to 12% (CAGR 2025 – 2030A) a new financial Gross profit margin (in %) 35.7% 43 to 45% level by 2030 SG&A (in % of sales) 14.1% ~11 to 12% R&D (in % of sales) 9.3% ~11% EBIT margin (in
Slide 39: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar November 18–20, 2026 November 5, 2026 Morgan Stanley European TMT Conference | Barcelona Quarterly Statement Q3 2026 November 23–24, 2026 Deutsche Börse Equity Forum | Frankfurt (IR only) Novembe
Slide 40: 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 41: Thank you
Investor Presentation Thank you Growing Innovation Sabrina Müller Vice President Investor Relations and Communications tel: +49 160 94989008 mail: sabrina.mueller@suss.com Florian Mangold Manager Investor Relations tel.: +49 160 8098588 mail: florian.mangold@suss.com