Siltronic Ag · XETR:WAF

Siltronic — Investor Presentation (September 2026)

34 slides from Siltronic's investor presentation, September 2026

  1. Slide 1: Foundation of Digital Life

    FOUNDATION OF DIGITAL LIFE Investor Relations & Communications September 2026 © Siltronic AG

  2. Slide 2: Siltronic at a Glance

    SILTRONIC AT A GLANCE 4,300 50+ employees years of history worldwide in silicon technologies 4 Supplier world-class to top production sites semiconductor producers 1.35 23.5 billion EUR percent sales in 2025 EBITDA margin in 2025 2 Investor Presentation - September 2026 © Siltronic AG

  3. Slide 3: 50+ Years of History – A Story of Success and Innovation

    50+ YEARS OF HISTORY – A STORY OF SUCCESS AND INNOVATION 1968 1984 1995 1999 2006 2015 2019 2023 Foundation of First 200 mm Acquisition of Start of 200 mm Foundation of 50:50 Siltronic Inauguration of the Inauguration of Wacker- wafers at Freiberg fab production at JV with Samsung executes new cryst

  4. Slide 4: Our International Production Network Serves Customers Around the Globe

    OUR INTERNATIONAL PRODUCTION NETWORK SERVES CUSTOMERS AROUND THE GLOBE Singapore Singapore 300 mm volume production in 200 SSW* CP 300 mm SSP mm Germany & Singapore Germany Germany (Burghausen, Freiberg) R&D hub in Burghausen 300 CP mm Leading USA USA (Portland / Oregon) Edge 200 production mm *JV w

  5. Slide 5: The Wafer Suppliers Are Fueling the Whole Electronics Value Chain

    THE WAFER SUPPLIERS ARE FUELING THE WHOLE ELECTRONICS VALUE CHAIN Silicon for electronic Semiconductor Semiconductor End markets applications silicon wafers device makers USD >5,000 bn USD 1.4 bn USD 11.4 bn USD 786 bn Servers / AI Smartphones Microsoft, Apple, With fabs Google, AWS, Samsung… Samsun

  6. Slide 6: Siltronic Is Well Positioned as the Only Western-Based Wafer Manufacturer

    SILTRONIC IS WELL POSITIONED AS THE ONLY WESTERN-BASED WAFER MANUFACTURER Global Sumco Wafers Around 75% of the market is served by the Top 5 Top 5 wafer manufacturers Wafer manufacturers Only western based wafer SK Siltron Shin Etsu manufacturer Source: Q1 – Q3 2025 Quarterly revenue reports by SEM

  7. Slide 7: Well-Diversified and Resilient Product Mix in All Three Semi-Segments

    SILTRONIC HAS A WELL-DIVERSIFIED AND RESILIENT PRODUCT MIX IN ALL THREE SEMI-SEGMENTS Demand by segments in % of total demand in 2025 Leading Edge Memory 37% Supplier Logic 37% Power Leading position Power/Others 26% Market Source: Siltronic Marketing 7 Investor Presentation - September 2026 © Siltr

  8. Slide 8: Wafer Demand Growth Expected to Continue, Driver: 300 mm Wafers

    WAFER DEMAND GROWTH EXPECTED TO CONTINUE (CAGR1 5-6%), DRIVER: 300 mm WAFERS Wafer Demand per Diameter in mn 300 mm equivalents CAGR 6% for 300 mm CAGR 1% for 200 mm Source: Siltronic estimates excluding China; 1CAGR = Compound Annual Growth Rate (2000-2025) 8 Investor Presentation - September 2026

  9. Slide 9: End Markets Expected to Grow by 7 Percent

    END MARKETS (PRE INVENTORY) EXPECTED TO GROW BY 7 PERCENT Growth in Wafer Area Consumption, in % yoy Server Split wafer consumption driven by AI 2025 2026e by end use in 2025 21% Smartphones 3% -11% 18% Servers 30% 46% 16% Automotive 18% 3% Cars with continued 14% PCs 12% -10% moderate growth 13% In

  10. Slide 10: Megatrends Continue to Drive Wafer Demand

    MEGATRENDS CONTINUE TO DRIVE WAFER DEMAND Siltronic is well positioned to Autonomous support each vehicles & Digitalization megatrend Electromobility All segments are growing Security Renewables Key benefits Artificial from strategic focus on Industry 4.0 Leading Edge and Intelligence Power market 1

  11. Slide 11: AI Is Driving Wafer Demand Across All End Markets, Strongest in Servers

    AI IS DRIVING WAFER DEMAND ACROSS ALL END MARKETS, WITH STRONGEST IMPACT IN SERVERS Servers Smartphones Growth in wafer area consumption (% yoy) Cars PCs Industrials 11 Investor Presentation - September 2026 © Siltronic AG

  12. Slide 12: Content in End Products Is Growing with New Products Entering the Market

    AND CONTENT IN END PRODUCTS IS GROWING WITH NEW PRODUCTS ENTERING THE MARKET Smartphone Car Server Smartwatch Wireless earphones (high end) (upper middle class) Content 20151 9 cm2 54 cm2 230 cm2 Content 20251 12 cm2 110–130 cm2 600–770 cm2 2–4 cm2 1–2 cm2 incl. base station More Memory and Digitali

  13. Slide 13: Additional Singapore Capacity Supports Demand

    ADDITIONAL SINGAPORE CAPACITY SUPPORTS DEMAND Fab operating as planned and serving Leading Edge customers FAB HIGHLIGHTS EBITDA further developing towards group margin level Targeted mid-term EBITDA margin: 50%+ Highly automated and substantial epi share, with high economies of scale Further ramp de

  14. Slide 14: In Freiberg We Further Improved Product Mix Fueled by Investments

    IN FREIBERG WE FURTHER IMPROVED PRODUCT MIX FUELED BY INVESTMENTS Every 2nd to 3rd semiconductor in the EU is from this region Investments of more than EUR 1 bn since 1995 by Siltronic Leipzig Infineon TSMC GlobalFoundries Bosch First-class Dresden geographical position Chemnitz in light of EU ambit

  15. Slide 15: Wafer Production Process

    WAFER PRODUCTION PROCESS 15 Investor Presentation - September 2026 © Siltronic AG

  16. Slide 16: Strong Focus on Growth Drivers R&D and Innovation

    STRONG FOCUS ON GROWTH DRIVERS R&D AND INNOVATION R&D Partnering with leading innovation platforms R&D Innovation Strategy hub in Burghausen o Stay one generation ahead as a Technology Leader 450 R&D employees o Focus on Leading Edge and Power + = 1,900 o Find new business opportunities and expand o

  17. Slide 17: Siltronic Has a Proven Track Record as a Technology Leader

    SILTRONIC HAS A PROVEN TRACK RECORD AS A TECHNOLOGY LEADER 2002 2005 2007 2009 2011 2013 2016 2018 2020 2022 2024 2026 65 nm 65 nm 45 nm 32 nm 22 nm 8 nm 10 nm 8 nm 5 nm 3 nm 2 nm A14 2004 2006 2008 2009 2012 2014 2016 2019 2021 2023 2025 45 nm 32 nm 22 nm 16 nm 10 nm 16 nm 5 nm 3 nm 2 nm A14 A10 R&

  18. Slide 18: Key Ingot and Wafer Properties Define the Wafer Specification

    A NUMBER OF KEY INGOT AND WAFER PROPERTIES DEFINE THE WAFER SPECIFICATION AND ITS FURTHER USE BY THE CUSTOMER DATA 18 Investor Presentation - September 2026 © Siltronic AG

  19. Slide 19: Purity and Flatness Requirements for Wafers Are Extreme

    PURITY AND FLATNESS REQUIREMENTS FOR WAFERS ARE EXTREME, AS SCALING THEM INTO THE MACRO WORLD SHOWS Particles Flatness Particle size specified in the nm range. Requirements are 20 nm on a wafer are equivalent to the height of a leaf on equivalent to a maximum of 10 grains of sand distributed the sur

  20. Slide 20: Financials and Outlook

    FINANCIALS AND OUTLOOK 20 Investor Presentation - September 2026 © Siltronic AG

  21. Slide 21: Successful Capital Increase

    SUCCESSFUL CAPITAL INCREASE SIZE CAPITAL INCREASE PRICE METHOD EUR 273 mn 10% EUR 91.00 ABB of existing share capital ~7% discount to prior day's Accelerated Bookbuilding, Gross issuance proceeds (3.0m new shares) closing price subscription rights excluded Use of Proceeds Investor Base Quality o Sup

  22. Slide 22: Strong Liquidity Position and Balanced Debt Maturity Profile

    STRONG LIQUIDITY POSITION AND BALANCED DEBT MATURITY PROFILE Debt Financing Instruments Maturity Profile of Debt Financing in EUR million in EUR million H2 ∑ 2029 Syn loan SGP 2026 2027 2028 – 2033 Prepayments 127 229 of around EUR 10 mn expected to be Syn loan 63 250 220 790 253 refunded in 2026 EI

  23. Slide 23: Capex Significantly Reduced Since Peak in 2023

    CAPEX SIGNIFICANTLY REDUCED SINCE PEAK IN 2023 Capital expenditure Capital expenditure in EUR million expected Maintenance of business Brownfield capex for Capability capacity addition in Singapore enhancement “staying one generation ahead” 1.316 Product mix ongoing improvement 1.074 Steady state ca

  24. Slide 24: High Cash, Cost and Capital Allocation Discipline

    Major cost items 2026 SILTRONIC WITH HIGH CASH, COST AND CAPITAL ALLOCATION DISCIPLINE Depreciation Capital Labor allocation Cost reduction program Supplies Cash management Polysilicon Energy 24 Investor Presentation - September 2026 © Siltronic AG

  25. Slide 25: Technological Leadership Recognized with Multiple Awards

    SILTRONIC’S TECHNOLOGICAL LEADERSHIP AND EXCELLENCE RECOGNIZED WITH MULTIPLE AWARDS Outstanding EPIC Supplier BEST in Value Best Supplier Supplier Best Silicon Award Award Award Performance Supplier Award Award Intel, April 2025 Samsung, September 2025 SSMC, August 2026 Micron, November 2025 ST, Nov

  26. Slide 26: 2026 Sales Guidance Edged Up

    2026 SALES GUIDANCE EDGED UP Sales EBIT Low to mid-single digit below 20251 Significantly below the previous year like for like on or slightly above 20252 EBITDA margin Capex Between 20% and 24% Between EUR 180 and 220 mn Depreciation Net Cash Flow Between EUR 490 and 520 mn In the range of the prev

  27. Slide 27: ESG @ Siltronic

    ESG @ SILTRONIC Clear commitment to an emission-free future 27 Investor Presentation - September 2026 © Siltronic AG

  28. Slide 28: Siltronic Is Enabling Technologies for a Sustainable Future

    SILTRONIC IS ENABLING TECHNOLOGIES FOR A SUSTAINABLE FUTURE Power focus Leading Edge focus Strategy on Leading Edge and Power wafers supports Power chips are crucial for New chip generations sustainability strategy decarbonization and enable increase energy efficiency renewable energies and EV’s and

  29. Slide 29: Ambitious Targets and Global Commitments Keep Us Going

    AMBITIOUS TARGETS AND GLOBAL COMMITMENTS KEEP US GOING Siltronic supports the Climate – Scope 1+2 10 principles of the UN Global Compact. CO2 emissions 2030: -42%1 We contribute to the sustainable 2045: Net zero2 development goals of the United Nations. Status 2025: -31%1 As a supplier to the electr

  30. Slide 30: Sustainability Highlights 2025

    SUSTAINABILITY HIGHLIGHTS 2025 CDP A list ‘A-Leadership’ score in CDP Climate Change and Water Security rating for the first time in 2025 USA Germany -31% CO2 Reduction of absolute >1,400 MWh Power Purchase electricity from own Agreement on green CO2 scope 1+2 photovoltaic system energy with annual

  31. Slide 31: The Siltronic Executive Board

    THE SILTRONIC EXECUTIVE BOARD Dr. Michael Heckmeier Claudia Schmitt Klaus Buchwald CEO CFO COO o CEO since May 2023 o CFO since July 2023 o COO since June 2024 (appointed until May 5, 2031) (appointed until June 30, 2031) (appointed until May 31, 2032) o 25 years at Merck o 16 years at Siltronic o 2

  32. Slide 32: Executive Summary

    EXECUTIVE SUMMARY 32 Investor Presentation - September 2026 © Siltronic AG

  33. Slide 33: Key Takeaways – Clear Commitment to Profitable Growth as a Technology Leader

    KEY TAKEAWAYS – CLEAR COMMITMENT TO PROFITABLE GROWTH AS A TECHNOLOGY LEADER Proven success in a Megatrends AI, Digitalization, cyclical industry and Electromobility will drive wafer demand to new levels Additional production capacities Clear commitment to R&D, in Singapore will improve our Sustaina

  34. Slide 34: Financial Calendar and Events; Investor Relations Contact

    Financial Calendar and Events September 2, 2026 September 21, 2026 September 24, 2026 November 23, 2026 November 30, 2026 Deutsche Bank European Berenberg and Goldman Baader Investment Deutsches Berenberg European TMT Conference, London Sachs, German Corporate Conference, Munich Eigentkapitalforum C

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