Slide 1: JENOPTIK AG – First half-year 2026
JENOPTIK AG – First half-year 2026 Dr. Dominic Dorfner, CEO I Dr. Prisca Havranek-Kosicek, CFO I August 12, 2026 © Copyright Jenoptik. All rights reserved.
Slide 2: Disclaimer
Disclaimer This presentation can contain forward-looking statements that are based on current expectations and certain assumptions of the management of the Jenoptik Group. A variety of known and unknown risks, uncertainties and other factors can cause the actual results, the financial situation, the
Slide 3: First half-year 2026
First half-year 2026
Slide 4: High order intake dynamics continues into second quarter
High order intake dynamics continues into second quarter Business development: − Exceptionally strong demand in the OEM businesses, both in semiconductor equipment Semiconductor & and biophotonics Advanced Manufacturing − Revenue slightly up year-on-year − EBITDA margin significantly improved − Free
Slide 5: Continued high order intake momentum, supported by major orders
Continued high order intake momentum, supported, among other things, by major orders Order intake in MEUR 53.0% In million euros H1/2026 H1/2025 Change in % 800 723.4 Semiconductor & Advanced Manufacturing 350.3 189.0 85.3 366.6 Biophotonics 163.9 113.1 44.9 600 Metrology & Production Solutions 111.
Slide 6: H1/2026: revenue slightly above prior year
H1/2026: revenue slightly above prior year Revenue in MEUR 600 1.0% In million euros H1/2026 H1/2025 Change in % Semiconductor & Advanced Manufacturing 230.4 209.1 10.2 498.4 503.2 Biophotonics 113.9 119.2 –4.5 254.8 262.0 Metrology & Production Solutions 79.7 92.0 –13.4 400 Q2 Smart Mobility Soluti
Slide 7: EBITDA margin increased to 19.7% compared to prior year
EBITDA margin increased to 19.7% compared to modest prior-year level of 15.8% EBITDA in MEUR 120 25.5% EBITDA in million euros EBITDA in % H1/2026 H1/2025 H1/2026 H1/2025 98.9 Semiconductor & Advanced 90 54.5 Manufacturing 74.5 47.9 31.8 22.2 78.8 Biophotonics 24.9 25.4 21.7 21.2 Q2 42.6 Metrology &
Slide 8: Earnings figures significantly improved year-on-year
Earnings figures significantly improved year-on-year In million euros H1/2026 H1/2025 Change in % Revenue 503.2 498.4 1.0 − Gross margin improved in particular by higher contribution of Semiconductor & Advanced Gross margin 36.1% 31.2% Manufacturing − Functional cost ratio amounted to 23.8% Function
Slide 9: Free cash flow influenced by increase in working capital; financial position remains robust
Free cash flow influenced by increase in working capital; financial position remains robust In million euros H1/2026 H1/2025 Change in % Cash flows from operating − Cash flows from operating activities impacted by 68.8 81.3 −15.3 activities before income taxes demand-driven increase (prior year: red
Slide 10: Outlook
Outlook
Slide 11: Revenue and EBITDA margin for 2026 now expected in upper half of guidance ranges
Revenue and EBITDA margin for 2026 now expected in upper half of previous guidance ranges Semiconductor & Advanced Manufacturing Targets 2026 − Revenue increase in upper half of previous guidance range (previously: single- Biophotonics digit percentage range / 2025: 1,046.0 million euros) − EBITDA m
Slide 12: Appendix
Appendix
Slide 13: New organizational and reporting structure
New organizational and reporting structure Semiconductor & Metrology & Smart Mobility Advanced Biophotonics Production Solutions Manufacturing Solutions − Optical and micro- − Optical components for − Systems and service for − Camera systems and optical components for life science & medical inspecti
Slide 14: Dates and contact
Dates and contact 12.08.2026 Result of first half-year 2026 01.09.2026 Coba ODDO Conference, Frankfurt/Main (IR) 02.09.2026 dbAccess Conference, London (IR) 8.-9.9.2026 Roadshow USA (CFO/IR) 16.9.2026 Roadshow Lugano / Milano (IR) 21.09.2026 Baader Conference, Munich (CEO/CFO/IR) 22.09.2026 Berenber