Slide 1: H1 2026 Results Presentation
H1 2026 Results Presentation August 25, 2026
Slide 2: Disclaimer
Disclaimer This presentation is intended only for information purposes. It is not final. It contains forward-looking statements. These are based on current assumptions, estimates and expectations of company management concerning future developments related to the company. They are associated with ri
Slide 3: Today's Presenters
Today‘s Presenters Arthur Schuetz Roland Rettenmeier Chief Financial Officer Chief Sales Officer 2
Slide 4: Building the foundation for profitable growth
Building the foundation for profitable growth €33m €31m €4m €52m NEW CAPITAL DEBT REDUCTION FIX COST-OUT ACHIEVED ORDER MOMENTUM Q3 Convertible and SEPA net raising Debt-to-equity swap Sprint overhead savings run-rate Strong pickup from mid Q2 ✓ ✓ Solid financing structure established Purchasing cos
Slide 5: P&L – H1 2026 vs. H1 2025
P&L – H1 2026 vs. H1 2025 Slow start in Q1 and lower gross margin than expected • H1 2026 revenue of €46.0m reflect seasonally weaker in € thousand H1 2026 H1 2025 Q1 revenues of €18.2million and stronger €27.8m in Q2 Revenue 45,999 16,892 • Equipment revenues increased from €10.7 in H1 2025 to Cost
Slide 6: Adjusted EBITDA reconciliation
Adjusted EBITDA reconciliation • Financial result: Mostly non-cash XJ Harbour liability conversion and to lesser extent warrant fair-value in € thousand H1 2026 H1 2025 changes Net income (loss) for the period (47,809) (10,165) • Sprint: German overhead efficiency program Income tax (benefit) expens
Slide 7: Cost reduction roadmap
Cost reduction roadmap Why it matters Sprint reduced German overhead costs; purchased materials are still >50% of total expenses — the next lever for margin improvement. ✓ Sprint I – Overhead RUN-RATE ≥ €4m 2 Sprint II – Purchasing TARGET ≥5% • Initiated January 2026; German HQ overhead efficiency •
Slide 8: Financing cash flow mostly invested in working capital
Financing cash flow mostly invested in working capital Working capital expected to trend flat to down through year-end, supporting a positive working capital inflow in € thousand 2025 H1 2026 Cash Flow Inventory 18,112 23,448 Trade receivable Other current assets 33,653 3,918 49,551 4,680 ~€26m Work
Slide 9: Strengthened balance sheet supports next growth phase
Strengthened balance sheet supports next growth phase Greater financing flexibility including allowing for debt financing for working capital growth €30.75m Debt reduction Conversion of debt from shareholders and related parties, (€m unless $m) Dec 2025 Jun 2026 significantly reducing financial debt
Slide 10: Operational Update
Operational Update Technology & customer New China manufacturing campus Malaysia facility up-and-running momentum • In June, SCHMID signed a preliminary manufacturing project letter of intent and investment framework agreement with local authorities in Banfu Industrial Zone, Guangdong Province • Con
Slide 11: Order intake accelerating
Order intake accelerating 100 90 €96.6m €95.0m Order intake year-to-date Order backlog as of Aug 21 80 70 52.3 60 • Acceleration of orders since end of Q2, led by global FCBGA Substrate 50 investments as well as AI infrastructure and optical-module demand across Greater China and South Korea. 40 • Q
Slide 12: New guidance
New guidance Updated outlook across revenue, margin and order intake REVENUE Ad j . E B I T D A M AR G I N O R D E R I N T AK E → UNCHANGED ↓ LOWER HIGHER Previous Previous Previous ≥ €100m >12% €125–150m New Guidance New Guidance New Guidance ≥ €100m 6-9% Upper half New guidance set toward the uppe
Slide 13: Appendix
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Slide 14: Potential dilution
Potential dilution 60.96m ordinary shares outstanding as of August 21, 2026 – illustrative dilution from outstanding instruments at four share-price scenarios (1) Instrument Outstanding Maturity / expiry Conversion / exercise $11.0m of $30.0m; $19.0m converted, 7% p.a. 2028 Convertible Notes Jan 21,
Slide 15: Potential dilution (cont'd)
Potential dilution (cont’d) • Table below shows the Ordinary Shares issuable upon conversion or exercise in full of the instruments above at four illustrative share prices • Conversion prices of the 2028 and 2029 Convertible Notes are approximated at 95% and 97% of the illustrative price, respective
Slide 16: Thank you for your Attention!
Thank you for your Attention! Please feel free to contact us if you have any questions investor-relations@schmid-group.com investor-relations@schmid-group.com +49 7441 538 0 Robert-Bosch-Str. 32-36 72250 Freudenstadt www.schmid-group.com 15
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