Impact Coatings Ab · OMXSTO:IMPC
Impact Coatings Ab — Shareholder Meeting (May 2026)
17 slides from Impact Coatings Ab's shareholder meeting presentation, May 20, 2026
Slide 1: CEO presentation – Annual General Meeting
CEO presentation Annual General Meeting May 20, 2026
Slide 2: Agenda
Agenda 1 Recap of 2025 2 Impact Coatings in brief 3 Markets and applications 4 IMPC – Investment highlights 5 Q&A
Slide 3: Key takeaways - 2025
Key takeaways - 2025 • 2025 was a challenging year • No new sales of coating systems, as customers postponed capital investments – still in our pipeline • Growth in Coating Services, especially second half of 2025, driven by hydrogen sector – hype is over, market has consolidated • Extensive cost -
Slide 4: 2025 in brief
2025 in brief ▪ The installed base of INLINECOATER systems in China is estimated to have accounted for approximately 50% of the country’s total annual production of metal plates for PEM fuel cells ▪ Net sales SEK 47.3 million (109.9) ▪ Strong order intake during the second half of the year within Co
Slide 5: Impact Coatings | Materials science company specializing in PVD
Impact Coatings | Materials science company specializing in PVD ▪ Materials and coating technologies that protect and enhance product performances ▪ Offers expertise and flexible manufacturing solutions based on PVD – Coating Services and PVD equipment ▪ INLINECOATER – Unique PVD system platform opt
Slide 6: Markets | Industries with emerging PVD applications
Markets | Industries with emerging PVD applications Automotive Electronics New markets Energy Luxury goods
Slide 7: Recent system orders | Eyewear and waveguide antennas
Recent system orders | Eyewear and waveguide antennas
Slide 8: Luxury goods | Decorative coatings for eyewear and watches
Luxury goods | Decorative coatings for eyewear and watches
Slide 9: Electronics | Metallized radar waveguide antennas
Electronics | Metallized radar waveguide antennas Image courtesy of HJWAVE
Slide 10: Automotive | Decorative metallization, radar covers (radomes)
Automotive | Decorative metallization , radar covers (radomes) Vehicle radar with a radar - transparent decorative cover
Slide 11: Energy | Off-grid power and hydrogen-related applications
Energy | Off - grid power and hydrogen - related applications Stationary power: Solid - oxide fuel cells (SOFC) Mobility power: PEM fuel cells Hydrogen production: PEM electrolyzers
Slide 12: Energy | Advanced coatings required for critical components
Energy | Advanced coatings required for critical components SOFC (SOEC) - Interconnects Image courtesy of Ceres PEM fuel cells - Bipolar plates PEM electrolyzers - Separator plates - Porous transport layers (PTL) - Assemblies
Slide 13: Strategy pivot | Focus on SOFC
Strategy pivot | Focus on SOFC Slowdown of the green China service business Focus on hydrogen hydrogen market due to running well, supporting related applications, global economic China's growing full order books uncertainties hydrogen market Focus mainly on hydrogen 2023 2024 2025 2026 2027 Strateg
Slide 14: China | Serious about hydrogen
China | S erious about hydrogen ▪ New five - year plan approved – Hydrogen one of the identified top strategic industries ▪ Comprehensive Hydrogen Pilot Program – Launched in mid - March
Slide 15: Geopolitical tensions | A long-term market driver
Geopolitical tensions | A long - term market driver Geopolitical tensions Affect investment decisions short term. Highlight the vulnerability of today's energy systems. Driving forces for energy resilience and energy independence ( e.g ., East Asia and Europe). Heightened interest in: ▪ reduced foss
Slide 16: IMPC | Investment highlights
IMPC | Investment highlights ▪ Deep - Rooted Technical Heritage - Academic Spin - off to Proven Technology, 25+ Years of PVD Expertise ▪ Scalable INLINECOATER Platform - A Versatile Technology Engine Engineered for Industrial Scale ▪ Capturing the AI - Driven SOFC Market - Strategic Pivot to Power N
Slide 17: Thank you!
—IM -AC TE ) GOATINGS