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August 6 , 2026 Conference Call H1 2026 © SUSS SUSS
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2 Disclaimer This presentation contains 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 therefore subject to risks and uncertainties, most of which are difficult to estimate and which in general are beyond the control of SUSS MicroTec SE. Consequently, actual developments as well as actual earnings and performance may differ materially from those which explicitly or implicitly assumed in the forward-looking statements. SUSS MicroTec SE does not intend or accept any obligation to publish updates of these forward-looking statements. Investor Presentation © SUSS
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01 Key Messages H1 2026 02 Key Financial Figures H1 2026 03 Updates 04 Outlook 2026 Agenda © SUSS Investor Presentation
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01 Key Messages H1 2026 02 Key Financial Figures H1 2026 03 Updates 04 Outlook 2026 Agenda © SUSS Investor Presentation
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5 H1 2026 at a glance: Record Order Intake of 410.0 million in the first six months 410.0 in € million 202.8 in € million 7.0 in % Financial Results H1 2026 37.2 in % +145.8% YoY -23.9% YoY -0.8 % YoY -9.5 pp YoY © SUSS Investor Presentation Order Intake Sales Gross Profit Margin EBIT Margin
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6 Key CEO messages 6© SUSS Investor Presentation Market & Demand Environment - Significant upward revisions for Wafer Fab Equipment (WFE) Market - Record Order Intake of €260.7m in Q2 and overall strong Order Intake in H1 significantly improve visibility Segments − Advanced Backend Solutions: strong order intake, driven by large coater project for advanced packaging applications − Photomask Solutions: Lower sales volumes after slow Order Intake in H2 2025. Guidance - Confirmed: Sales of €425 – 485 million, Gross Profit margin of 35 – 37% and EBIT margin 8 – 10 % Key Developments Q2 2026 - New Application and Development Center announced - First Panel Level UV-Scanner shipped to customer
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© SUSS 7 Segment Overview H1 2026: in € million H1 2026 H1 2025 Order intake 326.2 120.1 Order book as of June 30 361.7 220.3 Sales 148.9 169.3 Gross profit 51.7 60.7 Gross profit margin 34.7% 35.8% EBIT 8.3 18.8 EBIT margin 5.6% 11.1% • Order intake significantly above H1 2025: very strong order intake in the Coater product line, Bonding and Imaging above prior years level. • Segment sales down 12.0 % compared to strong first half of 2025. Bonding Solutions still contribute strongly to sales, share of Imaging and Coating is rising. • Product Launches: First Panel-Level Projection Scanner successfully delivered to Taiwanese customer Advanced Backend Solutions in € million H1 2026 H1 2025 Order intake 83.8 46.7 Order book as of June 30 112.0 105.3 Sales 53.9 97.4 Gross profit 22.4 39.9 Gross profit margin 41.5% 41.0% EBIT 9.9 29.0 EBIT margin 18.4% 29.8% • Overall good order momentum in H1 with Q1 as the strongest quarter in terms of order intake. Demand from China remained stable. • Sales declined in H1 after low order intake in H2 2025. • Gross Profit margin for H1 profited from strong Q1 contribution, EBIT margin lower because of cost coverage and customer mix. Photomask Solutions Investor Presentation
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64.6 65.8 67.7 102.1 54.3 65.8 62.4 92.0 99.7 228.6 33.7 28.1 16.3 45.4 33.7 12.9 7.6 25.5 49.6 34.2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 © SUSS 8 Order Intake: significant acceleration in Order Intake driven by strong demand for existing solutions Advanced Backend Solutions Photomask Solutions €354.3m FY 2025 €423.7m FY 2024 €410.0m 6M 2026 3 1 3 Strong order intake for coaters from one Taiwanese customer in the Advanced Packaging Space of ~€115m; overall demand strong across all product lines in Advanced Backend Solutions in Q2 2026. Total Order Intake of €410.0 for the first six months for 2026 represents a significant acceleration of the Order Intake: combined OI is almost at the level of FY 2024. Investor Presentation Order Intake (in m€) 1 2 Current Order intake for existing solutions over the last quarters provides comfort for product launches and portfolio refresh. 2 Book-to-Bill-Ratio H1 2026: 2.0
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H1 2026 H2 2026e FY 2027e © SUSS 9 Order Book: Strong Order Intake improves visibility for 2027 significantly Order Book Sales ~€220m FY 2027e Expected Revenue Conversion 1 Investor Presentation €473.7m Order Book (as of June 30, 2026) €202.8m Sales H1 2026 ~€240m H2 2026e Expected Revenue Conversion 2 3 1 3 2 Order Book as of June 30, 2026, increases to new all-time high of €473.7m Out of the current Order Book, ~€240m are expected to convert into sales in 2026 Visibility for 2027 improves with ~€220m of orders already planned for the fiscal year ahead* Expected Revenue Conversion – subject to change* * The expected revenue conversion reflects the current order book and planned delivery schedules as of June 30, 2026. It does not represent management guidance or a revenue forecast.
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01 Key Messages H1 2026 02 Key Financial Figures H1 2026 03 Updates 04 Outlook 2026 Agenda © SUSS Investor Presentation
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11 Strong order growth and lower CapEx 11 in € million H1 2026 H1 2025 Change Order intake 410.0 166.8 +145.8% Order book as of June 30 473.7 325.6 +45.5% Sales 202.8 266.6 -23.9% Gross profit 75.4 101.2 -25.5% Gross profit margin 37.2% 38.0% -0.8%-Pp Selling, admin and R&D expenses 59.2 58.9 +0.5% EBIT 14.2 44.1 -67.8% EBIT margin 7.0% 16.5% -9.5%-Pp Earnings after taxes 8.7 32.6 -73.3% Net profit 8.7 29.2 -70.2% EPS basic (in €) 0.46 1.70 -72.9% Cash and cash equivalents 112.3 98.7 +13.8% Net cash 63.6 43.3 +46.9% Free cash flow +16.4 -27.5 - Capital Expenditures 4.6 11.2 -58.9% Employees as of June 30 1,605 1,595 +0.6% • Sales: H1 shows the anticipated sales dynamic with Q1 as an inflection point and higher sales levels troughout the year. • Gross Profit: Due to lower revenue, gross profit decreased by 25.5% compared to the prior year. The gross profit margin was 37.2%, slightly below the prior-year figure • Selling, admin, and R&D: almost stable, selling cost lower, R&D expenses increase and admin costs slightly higher. • EBIT: EBIT and EBIT margin below prior year due to lower business volume and gross profit and a negative FX-effect of €1.5 million. • Free cash flow: €+16.4 million driven by positive operating cashflow and significantly lower Capex • CapEx: mostly for installations at German sites, only minor items in Taiwan © SUSS Investor Presentation
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© SUSS Q2 2026 delivered significantly higher sales and profitability than Q1 Investor Presentation 2025 2026 Gross profit margin EBIT margin 39.2% 36.9% 34.2% 31.9% 36.1% 38.0% Q1 Q2 Q3 Q4 18.0% 15.2% 12.2% 6.2% 4.3% 9.0% Q1 Q2 Q3 Q4 88.1 78.8 70.0 117.5 149.3 260.7 Q1 Q2 Q3 Q4 124.9 141.7 119.0 117.6 86.5 116.2 Q1 Q2 Q3 Q4 38.0% (Q2 2026) 9.0% (Q2 2026) 12 The prior-year figures have been adjusted. Order intake (Q2 2026) €260.7m Sales (Q2 2026) €116.2mGroup
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© SUSS 13 Investor Presentation Strong order intake and rising sales in Advanced Backend Solutions 13.0 7.6 25.5 49.6 34.2 56.2 25.2 30.9 30.8 22.8 40.6% 33.1% 45.6% 43.0% 39.5% 25.9% 18.3% 31.0% 23.1% 12.4% Photomask Solutions Advanced Backend Solutions 65.8 62.4 92.0 99.7 228.6 85.5 93.7 86.7 55.7 95,0 33.9% 34.0% 26.3% 32.0% 36.4% 9.0% 10.9% -0.5% -5,4% 12.1% Q2 Q3 Q4 Q1 Q2 The prior-year figures have been adjusted. Order intake by quarters Sales by quarters Gross profit margin by quarters EBIT margin by quarters Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Segments
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© SUSS 14 Quarterly Order Intake and Sales by Region: America and EMEA pick up volume EMEA APACAmerica 6.2 9.7 15.8 41.9 12.6 10.4 11.6 31.0 69.4 58.5 121.9 187.8 8.6 17.2 16.8 14.0 105.2118.5 56.2 95.3 11.1 6.0 13.5 7.0 Order Intake (in € million) Sales (in € million) Investor Presentation Q2 Q4 Q1 Q2Q3Q1 Q2 Q4 Q1 Q2Q3Q1 Q2 Q4 Q1 Q2Q3Q1 Q2 Q4 Q1 Q2Q3Q1Q2 Q4 Q1 Q2Q3Q1 Q2 Q4 Q1 Q2Q3Q1 +262.9% H1 2025 H1 2026 +85.2% H1 2025 H1 2026 +142.1% H1 2025 H1 2026 -32.3%H1 2025 H1 2026 +19.4% H1 2025 H1 2026 +19.9% H1 2025 H1 2026
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98.7 112.3 386,7 432,3 120.8 120.2 December 31, 2025 June 30, 2026 © SUSS +13.8% 15 Rising Cash and Cash Equivalents due to positive Free Cashflow Decline of intangible assets and poperty, plan and equipment through amortisation and depreciation compensated by higher deferred tax assets. Inventory increased by €10.7 million in H1 2026 to €182.3 million due to higher work in progress. Contract assets increased by € 14.1 to €72.8 million and current tax assets to 9.7 million. Cash and cash equivalents up by 13.8 % to €112.3 million due to positive Free Cash Flow of €+16.4 million. 1 3 2 Investor Presentation Of which Cash and cash equivalents Current assets Non-current assets 1 3 2 552.5507.4 +11.8% -0.5%
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117.8 150.9 74.2 75.5 315.5 326.1 December 31, 2025 June 30, 2026 Liabilities and equity in € million 16 Increase in current liabilities as part of working capital © SUSS Investor Presentation Current liabilities Non-current liabilities Equity 552.5 507.4 Equity ratio: 59.0%Equity ratio: 62.2% 1 3 2 Equity increased due to net income of €8.0 million and OCI by €2.6 million. Equity ratio at 59.0%. Non-current liabilities remained largely unchanged during the period. Contract liabilities increase by €33.8 million. Customer prepayments – mainly from China – are rising in line with order intake. 1 3 2 +28.1% +1.8% +3.4%
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01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 SUSS Updates 04 Outlook 2026 Agenda © SUSS Investor Presentation
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© SUSS 18 The new application center: a strategic investment into innovation and future growth Investor Presentation Located in Karlsruhe, close to the KIT-Campus, SUSS will invest €45 million until 2028. First rendering of the planned application and development center in Karlsruhe. The illustration is subject to change as planning progresses. Innovation Hub: • Access to key talents and leading semiconductor research through professorship at KIT • Accelerates product development and innovation cycles Strengthens long-term technology leadership Capacity for Growth: • Relocation of R&D and application activities to Karlsruhe • Frees up cleanroom space in Sternenfels Platform for the Future: • Improves collaboration between development and customers • Enables long-term growth in Advanced Packaging
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Upcoming new product introductions – initiating next growthphase Advanced Backend Solutions Photomask Solutions 2028 2029 20302025 2027 Photomask Cleaning (High-End) Bonding Imaging Coating GreenTrack (Wafer Cleaning) 2026 Photomask Cleaning (Mid-End) 19 GreenTrack-200 LVM GreenTrack-300 HVM GreenTrack-200 HVM MaskTrack PRO/X CL ASx 5500 Temp. Bonding / De-Bonding W2W Hybrid Bonding D2W Hybrid Bonding Inkjet Spin Coater UV-Scanner Mask Aligner Upcoming Product Introductions MaskTrack SMART CL ASx 9500 © SUSS Investor Presentation
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01 Key Messages Q1 2026 02 Key Financial Figures Q1 2026 03 SUSS Updates 04 Outlook 2026 Agenda © SUSS Investor Presentation
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© SUSS 21 Strong order intake continued – clear path to achieving our goals for 2026 Sales achieved in H1 2026 € 202.8 million Order book as of June 30, 2026 € 473.7 million Investor Presentation
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© SUSS 22 Transition year 2026: A temporary dip in sales is expected, leading to lower fixed-cost coverage and, together with rising R&D expenses, to a lower EBIT margin while the gross profit margin remains broadly stable Guidance 2026 (as of March 30, 2026) Sales in € million 425–485 Gross profit margin in % 35–37 EBIT margin in % 8–10 Actual 2025: € 503.2 million Actual 2025: 35.7% Actual 2025: 13.1% Investor Presentation
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Growing Innovation Thank you Sabrina Müller Vice President Investor Relations & Communications +49 160 94989008 sabrina.mueller@suss.com +49 160 8098588 florian.mangold@suss.com Florian Mangold Manager Investor Relations
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© SUSS 25 Investor Relations information Financial CalendarConference and Roadshow Calendar There may be changes to the SUSS conference and roadshow schedule. Investor Presentation August 27, 2026 Deutsche Bank Global Tech Conference | Dana Point August 24, 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conference I Chicago August 6, 2026 Half-yearly financial Report November 5, 2026 Quarterly Statement as of September 30, 2026 August 19/20, 2026 7th Needham Virtual Semiconductor & SemiCap I Virtual August 11, 2026 mwb Round Table I Virtual September 21, 2026 Berenberg/Goldman Sachs German Corporate Conference | Munich