Ipg Photonics Corporation · NASDAQ:IPGP
Ipg Photonics — Merger or Acquisition (July 2026)
12 slides from Ipg Photonics's merger presentation, Jul 17, 2026
Slide 1: Lumibird Medical Acquisition
Lumibird Medical Acquisition Expanding IPG Medical Platform Conference Call on July 17, 2026 8:00 am ET By phone 877-407-6184 in the US or 201-389-0877 internationally June 30, A2026 live webcast of the call will be available and archived on the investor relations section of the Company's website at
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws, including statements regarding the proposed acquisition of Lumibird Medical, the anticipated timing and completion of the transaction, the expected benefits of the tran
Slide 3: Key Messages
Accelerates IPG’s strategic evolution Expands the Advanced Solutions portfolio into higher-growth and higher-margin, medical markets with durable demand Key Messages Delivers financial benefits Adds a high-margin business that is expected to be accretive to margins, EBITDA, and adjusted EPS Acquirin
Slide 4: Acquisition Advances IPG's Strategic Goals
Acquisition Advances IPG’s Strategic Goals Executing focused strategy for sustained value creation Strategic Growth One-IPG Sustained Value Initiatives Operating Model Creation Building upon our strong Transforming into an Growth strategy supported foundation in Industrial organization positioned fo
Slide 5: Accelerates IPG's Strategic Expansion in Advanced Solutions
Accelerates IPG’s Strategic Expansion in Advanced Solutions Expanding our leadership Attractive Medical The New IPG Photonics in Advanced Solutions Opportunity in Ophthalmology Includes ~$204M1 in • Creates broader medical laser portfolio, • Favorable long-term demand supported by 26% 16% Medical sa
Slide 6: Transaction Overview
Transaction Overview Accretive to gross margin, EBITDA, and adjusted EPS Consideration • Purchase price of €300 million represents 15.9x adjusted EBITDA for FY20251 and Valuation • Contingent earnout up to €50 million based on financial performance in FY2026 and 2027 • Acquisition of high-margin bus
Slide 7: Lumibird Medical At-a-Glance
Lumibird Medical At-a-Glance Acquiring a global leader in medical lasers for ophthalmology applications Highlights: Net Sales Mix1 Designs and produces medical diagnostic and treatment solutions for ophthalmology 13% RoW Established leader with strong brand recognition, broad product portfolio,
Slide 8: Creates a Scaled Medical Laser Platform
Creates a Scaled Medical Laser Platform Adds ~$1B in addressable market opportunity with leadership in specialized Ophthalmology market1 DIAGNOSIS LASER TREATMENTS ANTERIOR CHAMBER LASERS ULTRAS O UND RE TI NA LAS E RS CATAR ACT G LAUCO M A DRY E YE Treat exudative conditions Diagnose and treat dry
Slide 9: Enables Long-term Value Creation
Enables Long-term Value Creation Combines complementary strengths to enhance growth profile IPG LUMIBIRD MEDICAL COMBINED STRENGTH Leader in thulium laser systems Product Leader in ophthalmology for urology and OEM lasers Portfolio diagnostics and treatment for dermatology Builds long growth runway
Slide 10: Summary
Accelerates IPG’s strategic evolution Expands the Advanced Solutions portfolio into higher-growth and higher-margin, medical markets with durable demand Summary Delivers financial benefits Adds a high-margin business that is expected to be accretive to margins, EBITDA, and adjusted EPS Acquiring Lum
Slide 11: Appendix
Appendix Illustrative reconciliation of IFRS EBITDA to adjusted EBITDA reflecting estimated IFRS/U.S. GAAP accounting differences FY 2025 in millions Euro USD Revenue 112.2 $130.5 Reported "IFRS" EBITDA 24.1 $28.0 IFRS 16 Lease charges (0.6) $(0.7) Capitalization of R&D (4.2) $(4.9) Other, net (0.4)
Slide 12: Contact
Contact Eugene Fedotoff Senior Director, Investor Relations IPG Photonics Corporation 508-597-4713 efedotoff@ipgphotonics.com