Suss Microtec Se (SESMF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Dear participants, we warmly welcome you to today's conference call of the SUSE Microtech SE following the publication of the nine-month results of 2025 earlier this morning. SUSE is represented by the CEO, Burkhard Frick, CFO, Dr. Cornelia Baywieser, and COO, Dr. Thomas Rohr. The Management Board will speak shortly and guide us through the presentation, followed by a Q&A session. But before we start the presentation, let me hand over to Sven Kapsel from Investor Relations. Thank you, Sarah. Yeah, and many thanks. Welcome to our Q3 conference call. As you probably know from earlier calls, this call is again being recorded and considered as copyright material. It cannot be recorded or rebroadcast without permission, and participating in this call implies your consent to this procedure. Please be aware of our safe harbor statement on page two of the slide deck. It applies throughout the conference call. And now I hand over to our CEO, Burkhard, for some opening remarks, followed by our CFO, Dr. Cornelia Balvisa, presenting the financial development. Burkhard, please. Ben, many thanks, and welcome, everyone, to this call. I will go a bit faster over the next few slides to have more time to focus on the margin analysis you guys are all interested in, I'm sure. We showed the next page. We showed exactly this page already nine days ago in the extraordinary call. So nothing new here. There are no changes to the figures since then. We also mentioned the low level of 70 million in orders received in Q3. After various customer meetings in Korea and Taiwan last week, I'm very happy to report that activities are picking up in the fourth quarter. Orders exceeding 100 million euros are likely. We do see quite some momentum here. We already communicated last week about the pressure...