Suss Microtec Se (SESMF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the conference call of SUS Microtec following the publication of the half-year figures of 2026. I would like to welcome the company's CEO Burkhardt Frick, the CFO Dr. Cornelia Ballwießer, the COO Dr. Thomas Rohe and the Vice President Investor Relations and Communications Sabrina Müller. 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, Ms. Müller. Thank you and welcome to our conference call following the publication of our half-yearly financial report 2026. Before we start, please note that 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 be also aware of the safe harbour statement on page 2 of this slide deck. It applies throughout the call. And with that, I'll now hand over to Burkhardt to guide you through our results for the first half year. Thank you Sabrina and also very warm welcome from my end. Let's start with an overview of the key financials for 2026. Order intake of 410 million euros was very strong. Q2 alone contributed to 260 million euro. Distribution of demand was across all product lines but dominated by coders. More than 40 coders were booked in May and June alone. Biggest driver is a single order of 115 million for one customer who will significantly scale advanced packaging capacity. This customer also serves the biggest foundry in Taiwan. Revenue compared to the first half of 2025 is down 63.8 million euro. But first half 2025 was also the best first half a year performance of the company in its history. On profitability, the gross profit margin is well on track at 37.2...