Suss Microtec Se · XETR:SMHN
Suss Microtec — Investor Day (2025)
9 slides from Suss Microtec's investor day presentation, 2025
Slide 1: Summary & Ambition 2030
Summary & Ambition 2030 (Burkhardt Frick) Public | SUSS Capital Markets Day 2025 1
Slide 2: Previous long-term plan delivered early - New Ambition 2030
Previous long-term plan delivered early - strong growth and margin expansion ahead Revenue [€M] & EBIT margin [%] New Ambition 2030 + 280 – 390 750 – 900 750 – 900 Mio. € revenue + 255 43 – 45 470 – 510 % GP margin 446 Ambition CMD 2023: €400M 191 Ambition 20 – 22 CMD 2023: 20 – 22 % EBIT margin 17
Slide 3: Growth based on strong evolving portfolio, new product introductions, and a strengthened service business
Growth based on strong evolving portfolio, new product introductions, and a strengthened service business Current portfolio – key revenue drivers: Revenue development (in €M) Photomask Equipment Remain #1 in high-end segment and expand leadership into mid-end segment CAGR: 9 – 13% Temporary Bonding
Slide 4: 9 – 13% sales growth p.a.
Growth path underpinned by AI-driven market tailwind and continued expansion into new segments Growth Driver Growth Impact Market growth High + Tool New market sales entry1 High 2025 - 2030 = + Market share expansion Moderate 9 – 13% sales growth p.a. + Service Intermediate 1) Wafer Cleaning & Hybri
Slide 5: Balanced margin expansion driven by the existing portfolio, new equipment platforms, and service
Balanced margin expansion driven by the existing portfolio, new equipment platforms, and service Gross profit margin development (in %) Current (evolving) portfolio: • New modular & standardized product generations (e.g. new Mask ~ + 8%-points Cleaner, UV-Scanner & Mask Aligner) • Optimized producti
Slide 6: Product Innovation: our enabler for long-term success
Product Innovation: our enabler for long-term success Portfolio transition in ‘26 & ‘27 Margin uplift Portfolio strengthening with multiple from modularization & introductions of new modular product standardization from ’27/‘28 generations across all equipment families Selective R&D outsourcing rema
Slide 7: Active pursuit of inorganic growth – we have the means and are looking for the right fit
Active pursuit of inorganic growth – we have the means and are looking for the right fit Revenue development (in €M) Strategically enhancement of existing portfolio CAGR: 9 – 13% 750 – 900 +X • Acquisition must support existing strategic priorities, not merely broaden the portfolio 750 – 900 +X • Ac
Slide 8: Slide library
Confidential | Slide library 8
Slide 9: Disclaimer
Disclaimer The following presentations contain 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 and are there