Suss Microtec Se (SESMF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the earnings call of MicroSA following the publication of the first Q1 figures of 2026. I would like to welcome the company's CEO, Burkhard Frick, the CFO, Dr. Cornelia Balvisa, the COO, Dr. Thomas Hohe, and the Manager of Investor Relations, Florian Mangold, who will guide us through the presentation in a moment, followed by a Q&A session via audio line and chat. And with that, I hand over to you, Mr. Mangold. Thank you very much for the introduction. Welcome to our conference call after the release of our interim statement for Q1 2026. For those of you who did not join the full-year call a short five and a half weeks ago, a quick disclaimer. This call is being recorded and considered as copyrighted material. It cannot be recorded or rebroadcasted without permission, and participating in this call implies your consent to this procedure. Please also be aware of the safe harbor statement on page two of the slide deck. It applies throughout the call. And now I'm handing over to Burkhard to guide us through the presentations of the first quarter. All right. Thanks a lot for the intro. Welcome, everyone, also from my side. Let's start with an overview of the key financials for 2026. Order intake of 149.3 million marked a new record in the company's history, surpassing the previous record of 147.5 million in Q4 2024. This performance is broadly distributed across customers and applications. We also see the bonder business return along with renewed demand from China. This strong Q1 breaks the usual seasonal pattern. Typically, Q4 is the strongest quarter of the year followed by a slower Q1 in terms of orders. Revenue of 86.5 million is down significantly as expected. With product lead times of around six months, This reflects the lower order intake volumes of su...