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© SUSS Conference Call 9M 2026 November 5, 2026
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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 9M 2026 02 Key Financial Figures 9M 2026 03 Outlook Agenda © SUSS Investor Presentation
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01 Key Messages 9M 2026 02 Key Financial Figures 9M 2026 03 Outlook Agenda © SUSS Investor Presentation
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5 Key CEO messages 5© SUSS Investor Presentation Growth & Capacity Expansion − Capacity, workforce and supply chain extension underway to support ramp − Production network optimization enhances scalability and prepares SUSS for increasing customer demand Technology & Innovation − GreenTec product family expands SUSS into attractive wafer cleaning market with unique sustainability benefits − Further product launches in Photomask Solutions support long-term growth ambitions Business Momentum Q3 2026 − Record order Intake drives all-time high order book of €600.6m − Order book provides exceptional visibility for 2027 and beyond − Strong demand across all product lines, led by Coating solutions Operational Execution − Temporary supply chain constraints delayed shipment of selected tools shifted revenues into late 2026 and early 2027 − Customer demand unchanged: affected orders remain fully intact − Mitigation measures implemented, including second sourcing, supplier qualification and inventory builds
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6 9M 2026 at a glance: Significant Acceleration of Order Intake in FY 2026 633.5 in € million 299.8 in € million 6.1 in % Financial Results 9M 2026 37.0 in % +167.5% YoY -22.3% YoY +0.2 pp YoY -9.1 pp YoY © SUSS Investor Presentation Order Intake Sales Gross Profit Margin EBIT Margin
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© SUSS 7 Segment Overview 9M 2026: Strong Order Momentum – Sales to follow from 2027 in € million 9M 2026 9M 2025 Order intake 503.1 182.5 Order book as of September 30 464.3 187.1 Sales 223.8 263.0 Gross profit 79.3 92.5 Gross profit margin 35.4 % 35.2 % EBIT 14.1 29.1 EBIT margin 6.3 % 11.1 % • Strong Order Intake for Coating Solutions product line for Advanced Packaging Applications; Orders for Coaters represent >50% of segment order intake for the Segment in 9M 2026. Imaging and Bonding also increase significantly compared to last year. • Segment Sales are below prior years levels – supply chain situation create tool pushouts into Q4 2026 and Q1 2027. Bonder still the strongest product line within the sales mix with one third of sales contribution. Advanced Backend Solutions in € million 9M 2026 9M 2025 Order intake 130.4 54.3 Order book as of September 30 136.3 87.8 Sales 76.0 122.6 Gross profit 28.8 48.2 Gross profit margin 37.9 % 39.4 % EBIT 9.8 33.6 EBIT margin 12.9 % 27.4 % • Overall, very good order momentum, China contributes significantly with orders for High- and Mid-End-Cleaners • Lower Sales volumes in the first three quarters after muted FY 2025 order intake allow the order book to rise on the back of strong Q3 demand environment • GT200 Wafer Cleaner introduced: SUSS enters the attractive Wafer Cleaning market with a new solution with significantly reduced chemicals consumption and attractive cost of ownership Photomask Solutions Investor Presentation
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64.6 65.8 67.7 102.1 54.3 65.8 62.4 92.0 99.7 226.5 176.9 33.7 28.1 16.3 45.4 33.7 12.9 7.6 25.5 49.6 34.2 46.6 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 430.8 276.1 Total Order Book: €600.6m (as of September 30, 2026) © SUSS 8 Order Intake: Significant Acceleration, boosted by Advanced Packaging Demand Advanced Backend Solutions Photomask Solutions €354.3m FY 2025 €423.7m FY 2024 €633.5m 9M 2026 3 1 3 Strong order intake for coaters in Q3 – expansion of the existing major Q2 coater order and additional OSAT volume orders. Overall demand strong across all product lines in Advanced Backend Solutions in first 9M 2026. Expectations for Order Intake: After three strong quarters, Q4 will also show strong order momentum above prior years’ levels. Investor Presentation Order Intake (in €m) 1 2 Of the ~€601m Order Book, the total volume of Orders for Coating Solutions is ~ 45% with deliveries already stretching into 2028. 2 Order Book
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9M 2026 Q4 2026e FY 2027e FY 2028e © SUSS 9 Order Book: ~€415-435m scheduled to convert into sales in 2027 – additional upside depends on Order Intake Trajectory and Order Structure Order Book Sales ~€415-435m FY 2027e Expected Revenue Conversion 1 Investor Presentation ~€105-125m Q4 2026e Expected Revenue Conversion 2 3 1 3 2 Order Book as of September 30, 2026, increases to new all-time high of ~€600m Out of the current Order Book, ~€105- 125m are expected to convert into sales in 2026 (range of Sales Guidance) Visibility for 2027 improves with ~€415-435m of orders for the fiscal year ahead* Expected Revenue Conversion – subject to change* ~€60m FY 2028e Expected Revenue Conversion €299.8m Sales 9M 2026 4 First orders for delivery in 2028 scheduled Total Order Book: €600.6m (as of September 30, 2026) * The expected revenue conversion is based on the current Guidance Corridors. It does not represent management guidance or a revenue forecast. 4
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01 Key Messages 9M 2026 02 Key Financial Figures 9M 2026 03 Outlook Agenda © SUSS Investor Presentation
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11 Selected Financials and KPIs 11 in € million 9M 2026 9M 2025 Change P&L Sales 299.8 385.6 -22.3 % Gross profit 110.8 141.9 -21.9 % Selling, admin and R&D expenses 88.8 86.5 +2.7 % EBIT 18.3 58.6 -68.8 % EPS basic (in €) 0.53 2.10 -74.8 % Balance Sheet (as of September 30) Cash and cash equivalents 160.4 98.7 +62.5 % Net cash 112.1 43.9 +155.4 % Cash flow Free Cashflow 65.3 -28.1 +132.4 % Capital Expenditures 15.0 17.8 -15.7% Employees (as of September 30) 1,650 1,593 +3.6% • Sales: impacted by supply chain situation – suppliers cancelling on short notice or pushing out delivery schedules, creating push outs from Q3 to Q4 and into Q1 2027 • Gross profit: lower sales volumes lead to lower gross profit compared again strong prior year; • Selling, admin, and R&D: Selling costs down, admin expenses flat and R&D expenses up by 11%, supporting our product launches • EBIT: below prior year due to less volume respectively gross profit and slightly increased Opex • Cash & Cash Equivalents: strong increase by round €62m due high free cash flow • Free Cashflow: increase to €65.3m primarily driven by higher customer prepayments for large coater orders • CapEx: expansion of €9.5m in Q3 relates mostly to self-constructed tools which SUSS intends to use for demonstration and training purposes • Employees: Driven by start of ramping capacities in Zhubei © SUSS Investor Presentation
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© SUSS Strong order momentum persisted Investor Presentation 2025 2026 Gross profit margin EBIT margin 39.2% 36.9% 34.2% 31.9% 36.1% 38.0% 36.5% Q1 Q2 Q3 Q4 18.0% 15.2% 12.2% 6.2% 4.3% 9.0% 4.2% Q1 Q2 Q3 Q4 88.1 78.8 70.0 117.5 149.3 260.7 223.5 Q1 Q2 Q3 Q4 124.9 141.7 119.0 117.6 86.5 116.2 97.0 Q1 Q2 Q3 Q4 36.5% (Q3 2026) 4.2% (Q3 2026) 12 The prior-year figures have been adjusted. Order intake (Q3 2026) €223.5m Sales (Q3 2026) €97.0mGroup
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© SUSS 13 Investor Presentation Strong order intake and rising sales in Advanced Backend Solutions 7.6 25.5 49.6 34.2 46.6 25.2 30.9 30.8 22.8 22.1 33.1% 45.6% 43.0% 39.5% 29.1% 18.3% 31.0% 23.1% 12.4% -0.7% Photomask Solutions Advanced Backend Solutions 62.4 92.0 99.7 228.6 176.9 93.7 86.7 55.7 95,0 74.9 34.0% 26.3% 32.0% 36.4% 36.9% 10.9% -0.5% -5,4% 12.1% 7.7% The prior-year figures have been adjusted. Order intake by quarters Sales by quarters Gross profit margin by quarters EBIT margin by quarters Segments Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3 Q3 Q4 Q1 Q2 Q3
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© SUSS 14 Investor Presentation Order Intake and Sales by Region: Record Order Intake for all Sales Regions Sales in €m Order Intake in €m 30.9 38.2 24.7 90.9 28.4 28.6 31.8 71.2 326.4 233.0 180.3 471.3 9M 2025 9M 2026 9M 2025 9M 2026 North America EMEA APAC
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© SUSS 15 Balance Sheet Expansion due to Inventory Build and Prepayments Investor Presentation 98.7 160.4 386,7 476,9 120.8 127.1 December 31, 2025 September 30, 2026 507,4 604,0 Of which Cash and cash equivalents Current assets Non-current assets 117.8 199.9 74.2 75.2 315.5 328.9 December 31, 2025 September 30, 2026 54.5% 62.2% Current liabilities Non-current liabilities Equity +62.5% 1 +23.3% +5.2% +69.7% +1.3% +4.2% 1 3 3 Equity Ratio Strong increase in inventories – rising number of tools as work in progress – driven by component availability 2 2 Cash and cash equivalents increase strongly due to prepayments for the large coater orders Assets Liabilities Contract liabilities increase as a result of prepayments for large coater orders 4 4 Equity increase supported by net income and accumulated other comprehensive income. But Equity ratio decreased to 54.5 % due to higher total assets. Total Assets
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01 Key Messages 9M 2026 02 Key Financial Figures 9M 2026 03 Outlook Agenda © SUSS Investor Presentation
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© SUSS 17 Record Order Intake and Order Book put focus on execution: Acting from a position of strength Order Intake 9M 2026 € 633.5 million Order Book as of September 30, 2026 € 600.6 million Investor Presentation
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© SUSS 18 Investor Presentation SUSS is already in Ramp-up since Q2 – scaling two major sites for order book conversion Zhubei is a full Manufacturing & Operations Hub in Asia with an expansion program already well underway to prepare capacity for planned growth Our Production Network: Strong foundation in our two prime production sites to support order book conversion and future demand growth in 2027+ Zhubei October 2025 (Opening) 2027 Revenue Potential - €700m Production Cleanroom 6,300m² 6,800m² Sternenfels 2027 Revenue Potential €400m Production Cleanroom ~3,100m² − Additional production, warehouse and logistics capacity already added − Workforce expansion ongoing − Production network optimized for higher output and scalability; positioned to support delivery of the backlog and future demand − Conversion of ~500m² of space into production cleanroom started early Q3 2026 – to be finalized in Q1 2027 HQ Garching
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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 GreenTec (Wafer Cleaning) 2026 Photomask Cleaning (Mid-End) 19 GreenTec-200 LVM GreenTec-300 HVM GreenTec-200 HVM MaskTrack PRO/X CL ASC5500 Temp. Bonding / De-Bonding W2W Hybrid Bonding D2W Hybrid Bonding Inkjet Spin Coater UV-Scanner Mask Aligner Upcoming Product Introductions MaskTrack SMART CL: EoY 2026 ASC9500: 11/2026 © SUSS Investor Presentation DSC310 Panel Level Scanner Successfully launched Next Gen UV-Scanner
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© SUSS 20 Revised Guidance for 2026 Transition Year for SUSS – setting the base for future growth Guidance 2026 (as of October 27, 2026) Sales in € million 405–425 Gross profit margin in % 35–37 EBIT margin in % 5–7 Actual 2025: € 503.2 million Actual 2025: 35.7% Actual 2025: 13.1% Investor Presentation • Revised EBIT Margin guidance reflects one-off expenses related to the optimization of the global manufacturing network and the relocation of production activities • Adjusted Sales guidance primarily due to temporary supply chain constraints, resulting in sales shifting into 2027 • Underlying customer demand remains strong, as reflected in the record order book and continued high order intake
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© SUSS Conference Call 9M 2026 Q&A November 5, 2026
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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 23 Investor Relations information Financial CalendarConference and Roadshow Calendar There may be changes to the SUSS conference and roadshow schedule. Investor Presentation November 25, 2026 Goldman Sachs European AI & Semis Forum | London (IR-Only) November 23-24, 2026 Equity Forum I Frankfurt (IR-Only) November 5, 2026 Quarterly Statement as of September 30, 2026 November 17, 2026 Morgan Stanley TMT Conference I Barcelona November 11, 2026 SEMICON Europa I Munich January 7, 2027 Oddo BHF Forum | Lyon (IR-Only) March 30, 2027 Annual Report 2026 May 11, 2027 Quarterly Statement as of March 31, 2027 May 25, 2027 Annual General Meeting I Munich August 5, 2027 Half-yearly Financial Report 2027 November 4, 2027 Quarterly Statement as of September 30, 2027