Slide 1: ESG Roadshow: Driving Sustainable Growth
ESG Roadshow September 2024 DRIVING SUSTAINABLE GROWTH
Slide 2: We are the innovative soil from which smart electronics grow
We are the innovative soil from which smart and energy efficient electronics grow into amazing and sustainable life experiences” ESG ROADSHOW © Soitec 2024. No copying or distribution permitted. PAGE 2
Slide 3: Soitec enables a sustainable semiconductor value chain
SOITEC ENABLES A SUSTAINABLE SEMICONDUCTOR VALUE CHAIN END MARKETS LEADING SUPPLIER EQUIPMENT MOBILE COMMUNICATIONS BULK MATERIALS AUTOMOTIVE & INDUSTRIAL ENGINEERED FOUNDRIES DESIGN FABLESS SUBSTRATES UTILITIES EDGE & CLOUD AI ESG ROADSHOW © Soitec 2024. No copying or distribution permitted. PAGE 3
Slide 4: Soitec innovates to design engineered substrates delivering energy efficiency gains
SOITEC INNOVATES TO DESIGN ENGINEERED SUBSTRATES DELIVERING ENERGY EFFICIENCY GAINS AT THE DEVICE LEVEL GREENOVATION STRENGTHENS THE POSITION OF ESG AT THE HEART OF OUR VALUE CREATION MODEL MORE ENERGY EFFICIENT DEVICES PPAC: PERFORMANCE, POWER & AREA-COST -25% POWER CONSUMPTION ENGINEERED SUBSTRATE
Slide 5: Unique and sustainable business model to execute on our vision
UNIQUE AND SUSTAINABLE BUSINESS MODEL TO EXECUTE ON OUR VISION ESG ROADSHOW © Soitec 2024. No copying or distribution permitted. PAGE 5
Slide 6: Accelerating our commitment to sustainability
ACCELERATING OUR COMMITMENT 2020 • Launch of a 2021 • Approval of our 2022 • Creation of an ESG 2023 • Singapore site 2024 • MSCI A-Rating TO SUSTAINABILITY climate plan • Signing of a climate objectives by the Science-Based Committee within the Board of Directors certified ISO 50001 • Soitec joins
Slide 7: Drive the transition toward a sustainable economy through innovation and operations
DRIVE THE TRANSITION TOWARD A SUSTAINABLE ECONOMY THROUGH OUR INNOVATION AND OPERATIONS SUSTAINABLE CLIMATE WATER BIODIVERSITY INNOVATION CHANGE MANAGEMENT ESG ROADSHOW © Soitec 2024. No copying or distribution permitted. PAGE 7
Slide 8: Embedding energy efficiency in our products by design
SUSTAINABLE EMBEDDING ENERGY EFFICIENCY IN OUR PRODUCTS BY DESIGN INNOVATION OUR APPROACH TARGETS Weinvest in innovation to reduce our environmental impact #1 #2 #3 from our industrial operations to the end product Maintain and expand Estimate the avoided Develop eco-efficient our technological edge
Slide 9: SmartSiC – a greener, faster and better solution to accelerate EV adoption
SUSTAINABLE SmartSiCTM – A GREENER, FASTER AND BETTER SOLUTION TO INNOVATION ACCELERATE ELECTRIC VEHICLE ADOPTION SiC IS CRITICAL TO EV ADOPTION UNPARALLELED VALUE PROPOSITION Bulk monoSiC SmartSiCTM Very thin slice of monoSiC (A single bulk monoSiC wafer can be reused to wafer wafer produce >10x Sm
Slide 10: Developing technologies contributing to a reduced carbon footprint
SUSTAINABLE DEVELOPING TECHNOLOGIES CONTRIBUTING TO A REDUCED INNOVATION CARBON FOOTPRINT ACROSS THE PRODUCT LIFECYCLE FY24 EU TAXONOMY ELIGIBILITY SOITEC PRODUCTS ENABLING ENERGY We are constantly innovating to reduce our environmental impact, SAVINGS from our industrial operations to the end appli
Slide 11: Acting to reduce our carbon footprint in line with the 1.5°C pathway
CLIMATE ACTING TO REDUCE OUR CARBON FOOTPRINT CHANGE IN LINE WITH THE 1.5°C PATHWAY OUR ROADMAP TO ALIGN WITH THE PARIS AGREEMENT BY 2026 2020 2021 2022 2023 2024 2026 2030 First annual GHG Approval of our GHG Launch of our -15% Scope 1 & 2 MSCI A-Rating -25% on Scope 1&2 -37% on Scope 1&2 inventory
Slide 12: Acting to reduce our carbon footprint in line with the 1.5°C pathway
CLIMATE ACTING TO REDUCE OUR CARBON FOOTPRINT CHANGE IN LINE WITH THE 1.5°C PATHWAY SCOPE 1 & 2 TARGET SCOPE 3 TARGET Scope 1&2 absolute emissions (tCO2eq.) Scope 3 emissions intensity (tCO2eq./€m of added value) Projection without our Climate Plan -35% vs. 2020 -25% vs. 2020 1064 SBTi objective SBT
Slide 13: Acting to reduce our carbon footprint in line with the 1.5°C pathway
CLIMATE ACTING TO REDUCE OUR CARBON FOOTPRINT CHANGE IN LINE WITH THE 1.5°C PATHWAY Scope 3 : Internal Air freight reduction in line with Target (tonnes-km) Sea freight Air freight 74% Air freight reduction in tonnes-km between H1 2022 and H2 2023 H1 2022 H2 2022 H1 2023 H2 2023 © Soitec 2024. No co
Slide 14: Responsible water management strategies to support our growth
WATER RESPONSIBLE WATER MANAGEMENT MANAGEMENT STRATEGIES TO SUPPORT OUR GROWTH OUR APPROACH TARGETS & ACHIEVEMENTS -50% OF WATER CONSUMPTION PER UNIT OF PRODUCTION BY FY30 vs FY21 Drawing water from Consumption control non stressed areas plan (ISO14001) Water reuse ratio above target in FY24 - Raisi
Slide 15: Responsible water management strategies to support our growth
WATER RESPONSIBLE WATER MANAGEMENT MANAGEMENT STRATEGIES TO SUPPORT OUR GROWTH Targeting 50% of water reused by FY30 vs 36% in FY24 Water reuse installation developed by Soitec in Bernin © Soitec 2024. No copying or distribution permitted. PAGE 15 1 INNOVATION & OPERATIONS 2 3
Slide 16: Setting up the conditions to preserve the biodiversity on our sites
BIODIVERSITY SETTING UP THE CONDITIONS TO PRESERVE THE BIODIVERSITY ON OUR SITES OUR APPROACH TARGETS ACHIEVEMENTS #1 ON-SITE 5-YEAR BIODIVERSITY PLAN IN COLLABORATION SIGNING OF A 5-YEAR PARTNERSHIP WITH THE LEAGUE FOR Protecting nature Site development WITH NGO PROTECTION OF and ecosystems and fab
Slide 17: Leverage our inclusive and inspiring company culture
LEVERAGE OUR INCLUSIVE AND INSPIRING COMPANY CULTURE ATTRACTING AND DIVERSITY AND HEALTH AND WELL BEING@ RETAINING TALENT INCLUSION SAFETY WORK ESG ROADSHOW © Soitec 2024. No copying or distribution permitted. PAGE 17
Slide 18: Making Soitec an attractive employer to support our growth
ATTRACTING MAKING SOITEC AN ATTRACTIVE EMPLOYER AND RETAINING TO SUPPORT OUR GROWTH TALENT OUR APPROACH TARGETS ACHIEVEMENTS 24 hours of training per employee on average Pipeline development strategy to attract and retain highly skilled people #1 IMPROVE VISIBILITY AND REPUTATION in FY24 ACROSS CHAN
Slide 19: Soitec values voted by all employees
ATTRACTING SOITEC VALUES AND RETAINING VOTED BY ALL EMPLOYEES TALENT © Soitec 2024. No copying or distribution permitted. PAGE 19 1 2 C O M P A N Y C U LT U R E 3
Slide 20: Sharing the fruits of growth with all our employees
ATTRACTING SHARING THE FRUITS OF GROWTH AND RETAINING WITH ALL OUR EMPLOYEES TALENT Soitec is committed to support social equity and to attract talents by sharing growth value through its long- term incentive plans that apply with the same vesting conditions for the CEO and all employees worldwide 2
Slide 21: Actively promoting an inclusive and diverse work environment
ACTIVELY PROMOTING AN INCLUSIVE AND DIVERSITY AND INCLUSION DIVERSE WORK ENVIRONMENT AND WORKING TO ELIMINATE ALL FORMS OF DISCRIMINATION OUR APPROACH TARGETS & ACHIEVEMENTS 4 liaison officers appointed to work against sexism at different levels #1 INCREASE PROPORTION OF WOMEN IN THE EXCOM #2 INCREA
Slide 22: Actively promoting an inclusive and diverse work environment
ACTIVELY PROMOTING AN INCLUSIVE AND DIVERSITY AND INCLUSION DIVERSE WORK ENVIRONMENT AND WORKING TO ELIMINATE ALL FORMS OF DISCRIMINATION Soitec’s first employee resource group, WomEn@Soitec, was officially launched on January 30, 2024 © Soitec 2024. No copying or distribution permitted. PAGE 22 1 2
Slide 23: Guaranteeing safety in both our products and our workplace
HEALTH AND GUARANTEEING SAFETY IN BOTH SAFETY OUR PRODUCTS AND OUR WORKPLACE OUR APPROACH TARGETS Ongoing development of a “Zero Accident” safety culture Complete 850+ safety tours annually Green Partner policy addresses use of hazardous substances Maintain a frequency rate of workplace accidents wi
Slide 24: Act to become a role model for a better society
ACT TO BECOME A ROLE MODEL FOR A BETTER SOCIETY ESG ETHICS RESPONSIBLE COMMUNITIES GOVERNANCE SUPPLY CHAIN ESG ROADSHOW © Soitec 2024. No copying or distribution permitted. PAGE 24
Slide 25: ESG governance at company level
ESG ESG GOVERNANCE AT COMPANY LEVEL GOVERNANCE BOARD OF CEO direct oversight through Chief of Staff DIRECTORS and ESG Performance Lead STRATEGIC OPERATIONS: COMMITTEE ENVIRONMENT AUDIT & RISKS HR: COMMITTEE SOCIAL COMPENSATION & GENERAL SECRETARY: NOMINATIONS GOVERNANCE COMMITTEE An ESG Steering Com
Slide 26: We aim to reach the best governance standards
ESG WE AIM TO REACH THE BEST GOVERNANCE STANDARDS GOVERNANCE BOARD MEMBER EXPERTISE AND COMPLEMENTARY SKILLS COMPOSITION AND COMPETENCIES Christophe Gégout Pierre Barnabé Wissème Allali A strong corporate governance in Françoise Chombar compliance with the AFEP-MEDEF Corporate Governance Code Samuel
Slide 27: Promote ethical and sustainable corporate governance through our ESG Committee
PROMOTE ETHICAL AND SUSTAINABLE CORPORATE ESG GOVERNANCE GOVERNANCE THROUGH OUR ESG COMMITTEE represented by represented by LAURENCE DELPY FRANÇOISE CHOMBAR CHRISTOPHE GÉGOUT DIDIER LANDRU KAI SEIKKU SAMUEL DALENS Independent Director Independent Director Independent Director Employee Director Direc
Slide 28: A compensation policy aligned with our sustainable ambition
A COMPENSATION POLICY ALIGNED ESG GOVERNANCE WITH OUR SUSTAINABLE AMBITION All Compensation schemes include ESG criteria CEO SHORT-TERM VARIABLE COMPENSATION CEO AND EMPLOYEE FREE PERFORMANCE SHARE PLAN 40% of the CEO short-term objectives are non-financial The CEO and free performance share plans g
Slide 29: Setting high ethical standards for us and for our stakeholders
ETHICS SETTING HIGH ETHICAL STANDARDS FOR US AND FOR OUR STAKEHOLDERS COMPLIANCE AT SOITEC CODE OF CONDUCT ETHICS POLICIES Export control Anti-corruption Antitrust Insider Trading Personal data privacy & international sanctions OTHER GROUP AND FUNCTIONAL POLICIES General Secretary Site managers/ Hum
Slide 30: Setting high ethical standards for us and for our stakeholders
ETHICS SETTING HIGH ETHICAL STANDARDS FOR US AND FOR OUR STAKEHOLDERS OUR APPROACH TARGETS & ACHIEVEMENTS AUTHORIZED Development of a compliance program through the implementation of specific Group #1 EMPLOYEES TO COMPLETE E-LEARNING MODULE ON ECONOMIC OPERATOR policies and trainings, to ensure all
Slide 31: Building our ecosystem through supplier agreements
RESPONSIBLE BUILDING OUR ECOSYSTEM THROUGH SUPPLY CHAIN SUPPLIER AGREEMENTS OUR APPROACH TARGETS & ACHIEVEMENTS Sourcing of all raw materials under recognized international guidelines #1 BE FULLY COMPLIANT WITH THE FRENCH RESPONSIBLE PROCUREMENT CHARTER AND Conflict Minerals policy THE ISO 20400 STA
Slide 32: Strengthening ties with local communities and engaging with young people
COMMUNITIES STRENGTHENING TIES WITH LOCAL COMMUNITIES AND ENGAGING WITH “YOUNG PEOPLE” OUR APPROACH TARGETS ACHIEVEMENTS French Government label France #1 Socio-economic development surrounding SUPPORT THE LOCAL Relance #1jeune1solution operations ECONOMY A local economic pact was signed in February
Slide 33: Conclusion
CONCLUSION Sustainable innovation Climate change Responsible water Innovate to make our products the Drive the transition management Communities cornerstone of a sustainable future toward a sustainable economy through innovation and Biodiversity operations Acting against climate change to Act to bec
Slide 34: Thank you
ESG Roadshow THANK YOU www.soitec.com /soitec @soitec_FR / @Soitec_EN /soitec @soitec_corporate