Schweizer Electronic Ag · XETR:SCE
Schweizer Electronic — Hamburger Investorentage August 2026
32 slides from Schweizer Electronic's conference presentation, Aug 27, 2026
Slide 1: Hamburger Investorentage
HAMBURGER INVESTORENTAGE August 27, 2026 Marc Bunz (CFO)
Slide 2: Agenda
AGENDA AGENDA ▪ Company and Product Overview ▪ The PCB Transformation ▪ Financials 1st Half Year ▪ Guidance 2026 ▪ ESG 27 August 2026 Circulation and publication subject to prior approval by Schweizer Electronic AG Page 2
Slide 3: Company Overview
COMPANY OVERVIEW More than PCBs: Technology leadership, resilient supply chains in a growing market €173.1m €92.1m €257.5m 2025 revenue H1 2026 revenue Order book 30.06.2026 1849 ~500 4 Founded Employees Production partners Circulation and publication subject to prior approval by Schweizer Electroni
Slide 4: The Product
THE PRODUCT CUSTOM PCBs ARE OUR STANDARD – CHIP EMBEDDING IS OUR SPECIALTY CUSTOM PCBs CHIP EMBEDDING CHIP EMBEDDING From Standard PCB to customer-specific advanced PCB designs Our proprietary technologies support power electronic applications in • we can meet practically any technology need and lot
Slide 5: The Product
THE PRODUCT AUTOMOTIVE AEROSPACE INDUSTRY COMMUNICATIONS DEFENCE AI COMPUTING MEDICAL Radar FR4 Flex Bond HDI Thick Copper IMS Combi Board Embedding Inlay 27 August 2026 Circulation and publication subject to prior approval by Schweizer Electronic AG Page 5
Slide 6: The Customers
THE CUSTOMERS TRUSTED GLOBAL BRANDS (SELECTED) Automotive Industry Technology & Engineering / 27 August 2026 Circulation and publication subject to prior approval by Schweizer Electronic AG Page 6
Slide 7: The Global Network
THE GLOBAL NETWORK LOCALLY ROOTED, INTERNATIONALLY CONNECTED, RESILIENT Head offices Schramberg, GER Suzhou, CN Singapore, SG Own production Schramberg, GER Production partners WUS (CN, Thailand) Jove (CN, Thailand) FS Quality (CN, Thailand) Iljin (India) Sales and engineering partners (HQ) Nagase (
Slide 8: PCB in Transformation: Megatrends
PCB in TRANSFORMATION: Megatrends • STRATEGIC RELEVANCE • RESILIENCE
Slide 9: PCB in Transformation (1)
SCHWEIZER Electronic AG Investor presentation | Market & resilience PCB IN TRANSFORMATION (1) FROM COST-DOWN PRODUCT TO MISSION CRITICAL COMPONENT OLD PCB WORLD MARKET TRIGGERS NEW PCB WORLD € ↑ Demand ! Material ↻ Allocation ▣ Complexity ✓ pull squeeze logic rise Forecasts RF / HDI AI servers CCL R
Slide 10: PCB in Transformation (2)
SCHWEIZER Electronic AG Investor presentation | Market & resilience PCB IN TRANSFORMATION (2) FROM CHINA CONCENTRATION TO DIVERSIFIED, RESILIENT SUPPLY OLD SOURCING MODEL RESILIENCE TRIGGERS NEW SOURCING MODEL 1 2 3 4 Dependency OEM Planning Criticality risk rethinking shift CN / TW Germany PCB US a
Slide 11: PCB in Transformation (3)
PCB IN TRANSFORMATION (3) GLOBAL MARKET FOR PRINTED CIRCUIT BOARDS 2000 / 2024 Global market for PCB by region Global market for PCB by region 2000 = 41.8 bn $ 2024 = 68.2 bn $ 2030: 123.3 bn $ 2% 5% Demand for PCBs produced in Europe could 9% rise by 0.8 to 4.4 B USD. America 26% 30% EU Japan 84% 2
Slide 12: Financials
FINANCIALS
Slide 13: Financial Year 2025
FINANCIAL YEAR 2025 Revenue Order book • Significant growth above the €173.1m €194.1m market average 5.7* +19.8% compared with 2024 31 Dec 2025 • Trading business on the rise Adjusted EBITDA Cash and cash equivalents • Operational turnaround in EBITDA €1.7m €23.4m • Fundamental improvement in exclud
Slide 14: Financial Year 2025: Accelerated Growth
FINANCIAL YEAR 2025 ACCELERATED GROWTH Revenue in €m 180,0 173.1 70,0% 5.7* Growth Drivers: 5.7* 160,0 60,0% 139.4 144.5 Fab-Light strategy / Automotive 50,0% 140,0 131.0 +19.8% 40,0% 120,0 30,0% 100,0 +3.7% +6.4% 20,0% 80,0 +6.8% 10,0% 60,0 0,0% 40,0 -10,0% 20,0 -20,0% 0,0 -30,0% 2022 2023 2024 202
Slide 15: EBITDA Turnaround Achieved but Increasing Pressure
FINANCIAL YEAR 2025 EBITDA TURNAROUND ACHIEVED BUT INCREASING PRESSURE FROM MATERIAL SIDE – THE AI DILEMMA EBITDA in €m ¹ EBITDA: Total output + Other operating income − Cost of materials − Personnel expenses − Other operating expenses ² Adjusted for restructuring expenses amounting to EUR 1.0 milli
Slide 16: Improved Balance Sheet Structure
FINANCIAL YEAR 2025 IMPROVED BALANCE SHEET STRUCTURE in €M 124.7 102.4 26.7 Equity 21.6 Liabilities 98.0 80.9 ⁴ Capital expenditures on property, plant and equipment and intangible assets ⁵ Net debt in relation to equity (% 2024 2025 27 August 2026 Circulation and publication subject to prior approv
Slide 17: Partial Sale of Shares in Schweizer China and of Patents
FINANCIAL YEAR 2025 PARTIAL SALE OF SHARES IN SCHWEIZER CHINA AND OF PATENTS Sales of 15% of Shares in Sales of different China Schweizer China patents to WUS Proceeds from sale 19 M€ Proceeds from Sale 2 M€ Cash Inflow 2025 18.8 M€* Cash Inflow 2025 0 M€ Cash Inflow 2026 2 M€ * After Taxes 27 Augus
Slide 18: Liquidity Significantly Improved
FINANCIAL YEAR 2025 LIQUIDITY SIGNIFICANTLY IMPROVED in €m +7,0 +18.8 -5.8 +0.7 23.4 +1.5 8.2 12/2024 Operating Operativ Investing Investitionen Financing Finanzierung Currency Wechselkurs 12/2025 27 August 2026 Circulation and publication subject to prior approval by Schweizer Electronic AG Page 18
Slide 19: Three Drivers of Sustainable, Profitable Growth
FINANCIAL YEAR 2025 THREE DRIVERS OF SUSTAINABLE, PROFITABLE GROWTH 2025: groundwork laid Sustainable, profitable growth 01 Strengthening Capacity utilisation & Schramberg profit quality 02 Use the partner Scaling internationally network 03 Ensuring financial Balance Sheet & Liquidity strength Focus
Slide 20: H1 2026 Confirms Operational Progress
H1 2026 CONFIRMS OPERATIONAL PROGRESS – UPSTREAM MARKET CHALLENGING Revenue H1 2026 Order book • Order book and revenue growth are boosting visibility €92.1m €257.5m 5.7* +11.9% YoY +32.7% compared with 31 Dec 2025 • Revenue with products via Asia partner network increased by 13% to a revenue share
Slide 21: H1 2026 Revenue, Order Book and EBITDA
H1 2026 DESPITE THE GENERAL WEAKNESS IN THE AUTOMOTIVE SECTOR, REVENUE IN THIS SEGMENT ROSE BY 8% | RESTRUCTURING PROGRAM COMPLETED, TAKE FULL EFFECT FROM 2026 Revenue / Order book EBITDA in €m 5.7* in €m +14.0% 257.5 225.8 1,7 0.6 adjusted EBITDA +11.9% +1.7 restructuring costs 92.1 0.4 82.2 0.2 -1
Slide 22: Financials HY1 2026 Key Figures
FINANCIALS HY1 2026 Key Figures in INmillion MIO. EUR EURO / GROWTH RATE HY1 2026 HY1 2025 • Group revenue up by 12% Revenue 92.1 82.2 • Aviation & Defence revenue EBITDA 0.2 -1.1 quadrupled EBITDA adjusted 0.61) -1.1 • Order book up by 33% Period result -4.2 -5.8 • Sustainable capital base 30/06/20
Slide 23: Guidance
GUIDANCE
Slide 24: Outlook
OUTLOOK Actual 2025 HY1 2026 Target 2026 Sales 173.1 Mio.€ 92.1 Mio.€ 170 to 185 Mio.€ EBITDA 0.7 Mio.€ 0.2 Mio.€ Restructuring costs 1.0 Mio.€ 0.4 Mio.€ adjusted 1.7 Mio.€ 0.6 Mio.€ 3.3 to 4.0 Mio.€ Net Gearing -15.7% 8.8% -20% to +20% Working Capital 4.9 Mio.€ 6.6 Mio.€ 0 to 10 Mio.€ Equity Ratio
Slide 25: Appendix
APPENDIX
Slide 26: Schramberg Plant
SCHRAMBERG PLANT Employees ~ 500 Plant area 49,430 m² Production and logistic area 33,200 m² Organisation 3-shift production; Certificates ISO 9001 IATF 16949 ISO 14001 ISO 50001 EN 9100 NADCAP Circulation and publication subject to prior 27 August 2026 approval by Schweizer Electronic AG
Slide 27: PCB Technology Portfolio
PCB TECHNOLOGY PORTFOLIO ARE YOU LOOKING FOR SOLUTIONS? WE HAVE THE ANSWERS. Power Electronics Logic circuits High-frequency & sensor technology ▪ Inlay Board ▪ Multilayer ▪ RF PCBs ▪ Heavy copper PCBs ▪ HDI PCBs 6–24 GHz ▪ IMS Board ▪ FR4-Flex ▪ RF PCBs 77 GHz ▪ Combi board ▪ Bond PCBs ▪ Embedded A
Slide 28: Markets – Technologies – Complexity
MARKETS – TECHNOLOGIES – COMPLEXITY MARKET SEGMENTS TECHNOLOGIES COMPLEXITY Automotive 84 % Standard 30 % HDI 64 % Industry 12 % HF applications 26 % Multilayer 27 % Aerospace 1 % Power Electronics 5 % Double side PCBs 7 % Other 3 % p² Pack 35 % Single side PCBs 1 % Enepag 2 % Others 1 % FR4-Flex 1
Slide 29: Executive Board
EXECUTIVE BOARD Marc Bunz Nicolas-Fabian Schweizer Chief Financial Officer Chief Executive Officer Dipl.Kfm. Marc Bunz is member Ass. Jur. Nicolas-Fabian Schweizer of the Board since April 2010 and is member of the Board appointed until October 2030. since April 2011 and appointed until April 2031.
Slide 30: IR Contact
IR CONTACT Elisabeth Trik Investor Relations Schweizer Electronic AG Einsteinstrasse 10 78713 Schramberg Germany Phone: +49 7422 512 302 e-mail: ir@schweizer.ag 27 August 2026 Circulation and publication subject to prior approval by Schweizer Electronic AG Page 30
Slide 31: Safe Harbour Statement
SAFE HARBOUR STATEMENT This communication contains forward-looking statements and information – that is statements about events that lie in the future, not the past. These forward-looking statements can be identified by formulations such as “expect”, “wish to”, “anticipate”, “propose”, “plan”, “beli
Slide 32: More than PCBs
s Ko SCHWEIZER MORE THAN PCBs
Schweizer Electronic — Hamburger Investorentage August 2026 on 6ix