Schmid Group N.v. · NASDAQ:SHMD
Schmid — Investor Presentation (February 2026)
25 slides from Schmid's investor presentation, February 2026
Slide 1: A global supplier of industry-leading capital equipment and complete process solutions
A global supplier of industry-leading capital equipment and complete process solutions, supporting manufacturers of advanced packaging applications and high-end PCBs February 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: Our Business
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Slide 4: Our Facts and Figures
Our Facts and Figures German quality engineering by a family-owned business since 1864 1864 3,000m² 2 Production facilities Founded in Germany, 160 Research labs and prototype Germany and China years family-owned company manufacturing 150+ Main fields 800+ Scientists, developers and Advanced packagi
Slide 5: Our Global Presence
Our Global Presence Global, flexible manufacturing and service set -up Production Sites SCHMID - GSF Freudenstadt, Germany 18,000m² production space Sales & Service Center SCHMID - SSI Arizona, USA SCHMID - GSF Freudenstadt, Germany SCHMID - STG Guangdong, China SCHMID - SKC 13,000m² production spac
Slide 6: Our Growth driven by Global Megatrends
Our Growth driven by Global Megatrends AI & military/space applications represent now more than half of the business and growing AI Military & Space Next Gen AI Packaging Sensors, Computing Solutions & AI Servers Communication Mobility 5G/6G, Communication Autonomous driving & E-mobility Additional
Slide 7: Our 3,000m² Technology Center SCHMID
Our 3,000m 2 Technology Center SCHMID From lab to high volume manufacturing (HVM) ▪ 150+ scientists, researchers and engineers worldwide ▪ 3,000m² laboratories equipped with state-of-the- art technology ▪ Perfect conditions with comprehensive analytical Full prototyping capabilities for Lamination,
Slide 8: Our Customer Service
Our Customer Service Customer Training Installation | Start up Maintenance Upgrade ▪ Individual trainings ▪ Installation and Start-up ▪ Field service ▪ Performance auditing ▪ Hands-on training ▪ Parameterization ▪ Inspection ▪ Modification ▪ Basic training up to ▪ Instruction ▪ General overhaul ▪ Fu
Slide 9: Our Technology and Growth Drivers
Our Technology and Growth Drivers
Slide 10: High Performance Computing Continues to Drive Semi Industry
High Performance Computing Continues to Drive Semi Industry 2023 to 2030 semi-industry annual growth of ~10% Semiconductor Industry Revenues ($bn) 1.000 2030: $1trn 900 800 700 600 500 2002: Blackberry 400 launch 1990: Global PC sales >25M 300 200 100 0 1985 1990 1995 2000 2005 2010 2015 2020 2025 2
Slide 11: Shift from Wafer Level to Panel Level Packaging
Shift from Wafer Level to Panel Level Packaging Global PLP market 3-4x-fold by 2030 Wafer 300 mm Panel 310 x 310 mm Panel 515 x 510 mm Panel 600 x 600 mm Larger packages drive shift from wafer level packaging towards panel level packaging. Panel = DNA 10
Slide 12: Growing package sizes
Growing package sizes 11
Slide 13: Shift from organic to glass core
Shift from organic to glass core • Organic core substrates are the major substrate to date • With increasing miniaturization requirements to sub 5μm, the SCHMID ET process will be critical • TGV (Through Glass Via) is necessary for increasing the density of the vertical core connections • SCHMID TGV
Slide 14: SCHMID leadership in growing panel size and glass core substrates
SCHMID leadership in growing panel size and glass core substrates AI Server Boards pushing for new Advanced Packaging Strategies State of the Art 2025 Ramp in 2026 Exp. in 2028 Exp. in 2028 OR Glass Core Substrate ET Board PCB Line/Space 5-8 µm (CoWoS-L) – Large Si interposer Large Si interposer Lar
Slide 15: New products leading to above market growth
New products leading to above market growth Trench etching Bottom to Top Plating (PlasmaLine) InfinityLine C+ (InfinityLine P+) PlasmaLine InfinityLine L+ Bottom to Top Plating (InfinityLine P+) Equipment InfinityLine P+ Results Base Photo process (InfinityLine H+ & V+) InfinityLine V+ Chemical Mech
Slide 16: Our Financials
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Slide 17: Cost Saving Initiative "Sprint"
Cost Saving Initiative “Sprint“ − Assembly operations in Germany and China remain capacity-constrained and unaffected − Cost base in Germany increased since 2023 due to headcount expansion in G&A, Engineering, and R&D, outpacing revenue growth − Sprint efficiency program initiated (Jan 2026) to real
Slide 18: P&L Overview
P&L Overview Business has seen a strong recovery in H2 2025; 2026 margin also benefiting from “Sprint” IFRS (€K) 2022 adj. 2023 adj. 2024 adj. H1 2025 adj. H2 2025 adj. FY 2025E 2026E audited audited audited Unaudited implied prelim. guidance Order 81 44 22 95 +20% intake (€M) Revenue 95,058 90,246
Slide 19: Pro forma financial debt bridge
Pro forma financial debt bridge pro-forma capital Remarks: Unaudited June measures 2025 (€M) (€M) - The majority of shareholder loans and all Shareholder loans 21.0 21.0 property leases from related parties are charged Loans from related parties (prop. lease) 14.0 14.0 EURIBOR +1% interest Third par
Slide 20: Appendix
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Slide 21: EBITDA Bridge
EBITDA Bridge IFRS (€K) 2022 2023 2024 Prelim. 2025 Net income for the period 3,591 37,954 (84,104) Income tax (1,924) 2,778 (1,492) Financial result 11,988 (9,594) 3,824 DA 6,283 6,904 7,315 Share in equity investments - 1,057 - EBITDA 19,937 39,099 (74.457) ~ 6,600 Adjustments Listing expenses 71,
Slide 22: Cashflow Summary
Cashflow Summary IFRS (€K) 2022 2023 2024 Income (loss) from continued operations 3,591 37,954 (84,104) Income tax expense (benefit) (1,924) 2,778 (1,492) Financial result 11,988 (8,537) 3,824 Depreciation and amortization 6,283 6,904 7,923 Net losses / (gain) from disposal of intang, + PP&E 228 (60
Slide 23: Indicative regional split orderbook and revenue segments
Indicative regional split orderbook and revenue segments Indicative order split by region 2024 (€K) Revenues Europe China Technical equipment and USA processes 47,443 Spare Parts 8,976 Service 3,971 Other 446 R. of Asia Pacific Total 60,836 22
Slide 24: 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 23
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