Slide 1: Financial results H1 and Q2 2026
Financial results H1 and Q2 202 6 XTPL S.A. (WSE:XTP) September 29 , 2026
Slide 2: Agenda
Agenda 01 Executive Summary 02 About XTPL 0 3 Business Development 04 Financial Performance 05 Summary 2
Slide 3: Executive Summary
XT9°L 01 Executive Summary
Slide 4: Executive Summary H1 2026
Executive Summary H1 2026 Podsumowanie najważniejszych wydarzeń w okresie 01.01.2026 - 29.09.2026 Industrial implementations PLN 3.3 million total revenue in H1 2026 ▪ First industrial implementation followed by another order – following the delivery of 6 UPD modules under the first batch, in July 2
Slide 5: About XTPL
XT9°L 02 About XTPL
Slide 6: Leader in ultra-precise microprinting technology
Leader in ultra - precise microprinting technology We are a provider of breakthrough microprinting solutions for the advanced electronics market. We have developed a disruptive technology that is being implemented at industrial scale by our first client , we have an interdisciplinary team of experts
Slide 7: Deep tech built globally
Deep tech built globally XTPL successfully commercializes its products in more than 20 countries worldwide, while advanced evaluations of its UPD technology – aimed at industrial implementation by global electronics manufacturers – are underway in the US, Taiwan, South Korea, Japan, China and Europe
Slide 8: UPD is a new way to manufacture modern electronics
UPD is a new way to manufacture modern electronics Ultra - Precise Dispensing (UPD) technology provides solutions unattainable with methods previously Precise application available in the market. It is unparalleled in terms of resolution, viscosity, and the size of conductive ▪ Deposition of high -
Slide 9: Patent cloud secures XTPL technology
Patent cloud secures XTPL technology Intellectual property is one of the key competitive advantages of XTPL and its global solutions are being systematically secured by expansion of the patent cloud with protection obtained from the moment of patent submission . Patent groups of submitted applicatio
Slide 10: Business Development
XT9°L 03 Business Development
Slide 11: A portfolio tailored to the needs of global clients
A portfolio tailored to the needs of global clients XTPL is continuously engaged in R&D, expanding the functionality and potential of its individual business lines while developing new product ranges to meet market demand. An increase in the commercialization of any business line drives growth in ot
Slide 12: First industrial implementation followed by another order
First industrial implementation followed by another order Proven potential and credibility of the technology in the eyes of global partners. The successful lab - to - fab transition of XTPL technology acts as a catalyst for other projects in the pipeline and opens new business opportunities. 6 units
Slide 13: Implementation impacts further business opportunities
Implementation impacts further business opportunities Since the start of industrial implementation in 2025, XTPL has added 3 new business opportunities at Stage 4 of advanced evaluation (China, Europe, Japan); with its existing customer in China, XTPL has also initiated preliminary 3 3 testing in ne
Slide 14: A wide pipeline of projects at various stages of advancement
A wide pipeline of projects at various stages of advancement A geographically diverse pipeline of projects spanning various application areas, aimed at the industrial implementation of the UPD technology. If successfully validated and fully deployed, the 11 projects that are currently at least at st
Slide 15: Evaluation of key industrial projects (Stage 4)
Evaluation of key industrial projects ( Stage 4) There are 6 entities worldwide testing prototype industrial machines integrated with the UPD module. Our partners and end clients are leading global manufacturers of advanced electronics. The decision to implement the solution at an industrial scale r
Slide 16: Entering the Japanese market with an industrial project
Entering the Japanese market with an industrial project In June of this year, XTPL received its first order for an expanded UPD module destined for Japan, which will be integrated into a prototype industrial machine belonging to the direct partner – a publicly traded Japanese manufacturer of advance
Slide 17: XTPL is part of the Polish semiconductor ecosystem
XTPL is part of the Polish semiconductor ecosystem The Polish semiconductor ecosystem is dominated by global corporations. XTPL is among the largest domestic companies developing its own technologies for this sector, targeting, among other things, the promising market for advanced packaging. The Pol
Slide 18: Delta Printing System is building XTPL's global presence
Delta Printing System is building XTPL's global presence YTD 2020 2021 2022 2023 2024 2025 2026 4 7 units 13 units DPSs ordered 1 4 7 13 9 11 2 DPSs delivered since DPSs delivered in the DPSs delivered 1 3 3 13 12 13 2 the start of the period: 2020/21 January 1 –September commercialization 29 , 2025
Slide 19: Strategic partnership with Manz Asia
Strategic partnership with Manz Asia The DPS device was installed at the Semiconductor Innovation R&D Center Manz in Taoyuan, Taiwan, enabling joint demonstrations and evaluations of UPD technology for industrial customers in the advanced semiconductor packaging industry. Partnership with Manz Asia
Slide 20: New business line – ODRA systems
New business line – ODRA systems The ODRA business line (formerly DPS+) is intended to fill the gap between DPS devices and UPD modules. It is being developed in response to market demand, serving advanced HMLV (high - mix, low - volume) production and offering potential for rapid scaling. Purpose ▪
Slide 21: High scalability potential and defence sector interest
High scalability potential and defence sector interest In the Management Board’s view, the ODRA system business line – due to the size of the market and the client profile – has significantly higher scaling and revenue - generation potential than DPS devices, which serve as a technology demonstrator
Slide 22: Financial Performance
XT9°L 04 Financial Performance
Slide 23: XTPL revenue evolution
XTPL revenue evolution Figures in PLN thousand ▪ Longer DPS purchasing process in H1 2026 Revenues from the Commercial sales of PLN 1.5 million in commercial sales ( - 45% YoY) commercial sales of products and services PLN 3.3 million in total revenue ( - 70% YoY) products and services share in tota
Slide 24: Strong cost discipline and expenditure optimization
Strong cost discipline and expenditure optimization Figures in PLN thousand H1 2026 H1 2025 Q2 2026 Q2 2025 Revenue from the sale of products 1 518 5 132 299 3 108 ▪ Working capital management improvements , together with and services cost optimization measures across the entire cost structure , Gra
Slide 25: XTPL cash flows in H1 2026
XTPL cash flows in H1 202 6 Figures in PLN thousand 1518 1777 1267 1796 871 14 536 24 779 301 3 493 1369 5 132 407 436 10 273 1479 16 841 2 684 1628 2 937 3 422 13 850 27 686 17144 27 686 16 312 15 795 24 129 6 642 9 948 01.01.2025 sprzedaż amortyzacja dotacje kapitał obrotowy przepływy koszt sprzed
Slide 26: Secured financing, pending investor and debt
Secured financing, pending investor and debt The updated Strategy identified a capital gap in Q2 2026 of approx . PLN 15–20 million, which was covered through a share issue and a grant from the NCBR (a total of nearly PLN 30 million gross). Of the four parallel processes underway, the Company is con
Slide 27: International and long-term shareholders
International and long - term shareholders Listed on the Main Market of the Listed on the Open Market at Shareholder Structure of XTPL S.A. Warsaw Stock Exchange since the Deutsche Börse in (as of June 30, 2026) February 2019 Frankfurt since March 2020 Selected market information 14,8 % Ticker GPW X
Slide 28: Summary
XT9°L 05 Summary
Slide 29: Historically highest revenue scaling potential
Historically highest revenue scaling potential In the microprinting industry, we are the only company in the world that has begun deploying its proprietary technology at an industrial scale. In parallel, we have 6 additional projects at an advanced evaluation stage with global electronics manufactur
Slide 30: Outlook for XTPL business lines within the strategy horizon
Outlook for XTPL business lines within the s trategy horizon 2026 2027 2028 Advanced evaluations Multiple simultaneous industrial implementations with leading global with global partners manufacturers of next - generation electronics UPD modules 5–10 DPS devices sold A gradual YoY growth in sales 10
Slide 31: Disclaimer
Disclaimer This presentation was prepared by XTPL S.A. (“the Company”) The Company and its representatives are under no obligation to solely for the purpose of presenting its business activities. provide further information, update, or correct this document after its presentation. The presentation:
Slide 32: Thank you
Thank you XTPL S.A. Legnicka 48E 54 - 202 Wrocław, Poland xtpl.com Contact for investors: investors@xtpl.com Mardoniusz Maćkowiak mardoniusz.mackowiak@ccgroup.pl +48 605 959 539