Slide 1: Conference Call Q1 2026
May 7, 2026 Conference Call Q1 2026 © SUSS
Slide 2: Disclaimer
Investor Presentation Disclaimer This presentation contains forward-looking statements relating to the business. financial performance and earnings of SUSS MicroTec SE and its subsidiaries and associates. Forward-looking statements are based on current plans, estimates, projections and expectations
Slide 3: Agenda
Investor Presentation Agenda 01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 Outlook 2026 © SUSS
Slide 4: Key Messages Q1 2026
Investor Presentation Agenda 01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 Outlook 2026 © SUSS
Slide 5: Order intake at a record high
Investor Presentation Order intake at a record high – Q1 expected to be the low point in sales over the course of the year Financial Results Q1 2026 149.3 86.5 36.1 4.3 in € million in € million in % in % Order intake Sales Gross profit margin EBIT margin Q1 2026 Q1 2026 Q1 2026 Q1 2026 +69.5% YoY -
Slide 6: Key CEO messages
Investor Presentation Key CEO messages We entered the new fiscal year with very strong customer demand, recording €149.3 million in order intake from January to March – the highest quarterly figure in the company’s history. Both, Advanced Backend Solutions and Photomask Solutions contributed. On the
Slide 7: Segment Overview Q1 2026
Investor Presentation Segment Overview Q1 2026 Advanced Backend Solutions Photomask Solutions in € million Q1 2026 Q1 2025 in € million Q1 2026 Q1 2025 Order intake 99.7 54.3 Order intake 49.6 33.7 Order book as of March 31 229.8 241.5 Order book as of March 31 100.4 149.5 Sales 55.7 83.8 Sales 30.8
Slide 8: Key Financial Figures Q1 2026
Investor Presentation Agenda 01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 Outlook 2026 © SUSS
Slide 9: Strong sales growth and higher CapEx
Investor Presentation Strong sales growth and higher CapEx in € million Q1 2026 Q1 2025 Change • Order book of €330.1 million, of which the Order intake 149.3 88.1 +69.5% majority is scheduled for delivery and revenue recognition in 2026 Order book as of March 31 330.1 391.0 -15.6% • Sales reflect t
Slide 10: Order intake momentum remains positive
Investor Presentation Order intake momentum remains positive; EBIT margin under pressure due to lower cost absorption Order intake Sales €149.3m (Q1 2026) €86.5m (Q1 2026) 141.7 124.9 119.0 117.6 117.5 88.1 78.8 70.0 86.5 149.3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Sales of €86.5 million reflect Gross profit marg
Slide 11: Significantly stronger order intake in both segments
Investor Presentation Significantly stronger order intake in both segments in the first quarter Order intake Sales Gross profit margin EBIT margin (Q1 2026) (Q1 2026) (Q1 2026) (Q1 2026) €149.3m €86.5m 36.1% 4.3% Order intake by quarters Sales by quarters Gross profit margin by quarters EBIT margin
Slide 12: Order Intake by Segment and Region
Investor Presentation Order Intake by Segment (in €m) and Region (in %) Book-to-bill ratio Order Intake Q1 2026: 1.73 by Region Q1 2026 149,3 147,5 117,5 EMEA 98,3 93,9 88,0 84,0 78,7 15.6% 70,0 Americas 19.4% Asia/ 65.0% Pacific Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 €423.7m €354.3m €149.3m FY 2024 FY
Slide 13: Less working capital and an increase in cash and cash equivalents
Investor Presentation Less working capital and an increase in cash and cash equivalents. Assets in € million 1 Decline of non-current assets through 507.4 524.7 depreciation that exceeded CapEx. Non-current 2 Inventory increased by €14.0 million in Q1 1 118.8 2026 to €185.6 million due to higher wor
Slide 14: Increase in current liabilities as part of working capital
Investor Presentation Increase in current liabilities as part of working capital Liabilities and equity in € million 524.7 507.4 Equity ratio: 1 Equity increased by €3.2.million due to net Equity ratio: 60.7% income of €2.5 million and OCI by €0.7 62.2% million. Equity ratio at 60.7 %. 2 No major ch
Slide 15: Outlook 2026
Investor Presentation Agenda 01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 Outlook 2026 © SUSS
Slide 16: Strong order intake has improved visibility
Investor Presentation Strong order intake has improved visibility and will support operational stabilization throughout the year Sales achieved in Q1 2026 € 86.5 million Order book as of March 31, 2026, of which the majority is expected to be executed in 2026 € 330.1 million © SUSS 16
Slide 17: Transition year 2026
Investor Presentation Transition year 2026: A temporary dip in sales is expected, leading to lower fixed-cost coverage and, together with rising R&D expenses, to a lower EBIT margin while the gross profit margin remains broadly stable Guidance 2026 (as of March 30, 2026) Sales Gross profit EBIT marg
Slide 18: Thank you
Thank you Growing Innovation Florian Mangold Manager Investor Relations Tel.: +49 89 32007-306 E-mail: florian.mangold@suss.com
Slide 19: Investor Relations information
Investor Presentation Investor Relations information Conference and Roadshow Calendar Financial Calendar May 19, 2026 May 7, 2026 Roadshow (Kepler) | Paris Interim Statement as of March 31, 2026 May 20, 2026 June 3, 2026 UBS Technology, Media and Internet Conference | London Annual General Meeting,