Slides
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© Siltronic AG Michael Heckmeier & Claudia Schmitt November 4, 2026 Q3 2026 DEMAND IMPROVING © Siltronic AG
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© Siltronic AG 2 Q3 2026 Conference Call Presentation qoq: Q3 2026 vs. Q2 2026 KEY MESSAGES OF TODAY'S CALL All major KPIs improved qoq Pricing has not improved overall yet Sales outlook revised EBITDA margin narrowed Strong wafer demand both in 200 and 300 mm
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© Siltronic AG Q3 2026: SALES UP 11% ON HIGHER WAFER DEMAND 3 Q3 2026 Conference Call Presentation 355 Sales in EUR mn +11% vs. Q2 2026 22.9 EBITDA margin in % Q2 2026: 21.6% 58 Net cash flow in EUR mn Q2 2026: EUR -27 mn 40 Capex in EUR mn Focus on 300 mm -42 EBIT in EUR mn Q2 2026: EUR -52 mn 734 Liquidity in EUR mn Dec 31, 2025: EUR 534 mn © Siltronic AG
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© Siltronic AG FINANCIALS Q3 2026 Q3 2026 Conference Call Presentation4 Strong demand and favorable FX supporting Q3
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© Siltronic AG 1 qoq = Q3 2026 vs. Q2 2026 5 Q3 2026 Conference Call Presentation HIGHER WAFER DEMAND SUPPORTS SEQUENTIAL IMPROVEMENT Sales o Sales up 11% on higher wafer area sold o Pricing, product mix and FX (EUR/USD 1.15 vs. 1.16) played a minor role EBITDA (margin) o Fixed-cost absorption improved o Moderately increasing headwinds from energy, freight and energy-related supplies o Slightly positive FX and hedging effect after a negative contribution in Q2 o Q2 benefited from inventory build-up EBIT / Net Income o Improvement in line with EBITDA, depreciation and financial result slightly adverse n Q3 2026 Q2 2026 9M 2026 Sales 355 322 983 Gross profit -8 -14 -48 Gross margin, in % -2.1 -4.5 -4.9 EBITDA 81 69 216 EBITDA margin, in % 22.9 21.6 21.9 EBIT -42 -52 -147 EBIT margin, in % -11.9 -16.1 -14.9 Net Income -55 -63 -185 Comments qoq1Profit & Loss, in EUR million
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© Siltronic AG6 Q3 2026 Conference Call Presentation 1 Sep 30, 2026 vs. Dec 31, 2025 STRONG BALANCE SHEET AND IMPROVED NET FINANCIAL POSITION Fixed Assets EUR -127 mn ○ Decrease mainly reflecting depreciation exceeding capex of EUR 126 mn, partly offset by SGD currency translation effects Cash & Securities EUR +200 mn ○ Increase due to proceeds from the capital increase Equity Ratio 45% Net debt EUR 620 mn o Reduction of EUR 217 mn, based on proceeds from the capital increase Balance Sheet Composition, in EUR million Sep 30, 2026 Dec 31, 2025 Assets 4,909 4,761 Fixed Assets 3,587 3,714 Inventories & Contract assets 367 315 Receivables 221 198 Cash & Securities 734 534 Equities & Liabilities 4,909 4,761 Equity 2,195 2,028 Provisions 225 217 Financial Liabilities 1,481 1,489 Liabilities & Prepayments 1,008 1,026 Comments1
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© Siltronic AG DEBT STRUCTURE BACKED BY STRONG LIQUIDITY 7 Q3 2026 Conference Call Presentation Figures rounded SSD = Schuldscheindarlehen (Promissory Note Loan) Debt Financing Instruments in EUR million Net interest expenses of roughly EUR 30 mn in 2026 Prepayments of EUR 515 mn on the balance sheet -936 Variable loans, drawn Syn loan, not drawn yet Fixed loans, drawn SGP 233 EIB 175 SSD 280SSD 390 Syn loan 253 Syn loan 127 1,458 Maturity Profile of Debt Financing in EUR million Cash & Securities in EUR million September 30, 2026 734 Syn loan (not drawn) 127 Q4 2026 2027 2028 ∑ 2029 – 2033 64 251 224 792
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© Siltronic AG OUTLOOK 2026 Q3 2026 Conference Call Presentation8 Revised
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© Siltronic AG END MARKETS (PRE INVENTORY) EXPECTED TO GROW BY 7 PERCENT 9 Q3 2026 Conference Call Presentation ¹Infrastructure Telecommunications, game consoles, consumer electronics such as televisions, white goods such as refrigerators Source: Siltronic estimates as of September 2026 Growth in Wafer Area Consumption, in % yoy Split wafer consumption by end use in 2025 Smartphones Servers Automotive PCs Industry Others1 2026e -14% 50% 2% -10% 13% 3% 7%Total w/o inventory 21% 18% 16% 14% 13% 18% 100% 2025 3% 30% 18% 12% 2% 3% 8% Shortage in memory chips weighing on smartphones and PCs AI driving servers and industry Inventory restocking in memory contributing to wafer demand
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© Siltronic AG 200 mm300 mm Q3 2026 Conference Call Presentation10 STRONG VOLUME GROWTH IN 2026 DESPITE SD CLOSURE Volume demand Strong Strong volume since H2, but unfavorable product mix Loading Improving resuming capacity by staffing Improving qoq – close to full with further ramp ongoing Prices Non-LTA: Edging higher on limited volumes LTAs: unchanged H1: Decreasing H2: Stabilizing with first positive pricing points Wafer area increasing despite SD closure Clear improvement sequentially Overall negative price impact expected yoy Total 2025 vs. 2026
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© Siltronic AG 2026 SALES GUIDANCE REVISED, EBITDA MARGIN NARROWED 11 Q3 2026 Conference Call Presentation 1 EUR/USD exchange rate 1.14 for Q4 2026, 2 Excluding the closure of the Small Diameter business and FX impact Sales In the range of 20251 Like for like above 20252 EBITDA margin Between 22% and 24% Capex Between EUR 180 and 200 mn EBIT Significantly below the previous year Depreciation Between EUR 480 and 500 mn Net Cash Flow In the range of the previous year © Siltronic AG
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© Siltronic AG Outstanding Supplier Performance Award Micron October 2026 EPIC Supplier Award Intel April 2025 Best Supplier Award SSMC August 2026 BEST in Value Award Samsung September 2025 SILTRONIC’S TECHNOLOGICAL LEADERSHIP AND EXCELLENCE RECOGNIZED WITH MULTIPLE AWARDS 12 Q3 2026 Conference Call Presentation Outstanding Quality Performance Award Infineon September 2026 Best Silicon Supplier Award ST November 2025
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© Siltronic AG The information contained in this presentation is for background purposes only and is subject to amendment, revision and updating. Certain statements contained in this presentation may be statements of future expectations, future financial performance and other forward- looking statements that are based on management's current views and assumptions and involve known and unknown risks and uncertainties. In addition to statements which are forward-looking by reason of context, including without limitation, statements referring to risk limitations, operational profitability, financial strength, performance targets, profitable growth opportunities and risk adequate pricing, words such as "may”, “will”, “should”, “expects”, “plans”, “intends”, “anticipates”, “believes”, “estimates”, “predicts”, “continue”, “projects” or “seeks”, “potential”, “future”, or “further” and similar expressions may identify forward-looking statements. By their nature, forward-looking statements involve a number of risks, uncertainties and assumptions which could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. These include, among other factors, changing business or other market conditions, currency and interest fluctuations, introduction of competitive products, poor acceptance of new products and services, change of the corporate strategy and the prospects for growth anticipated by the management. These and other factors could adversely affect the outcome and financial effects of the plans and events described herein. Statements contained in this presentation regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future. Siltronic AG does not undertake and does not intent to undertake any obligation to update or revise any statements contained in this presentation, whether as a result of new information, future events or otherwise. In particular, you should not place any reliance on forward-looking statements which speak only as of the date of this presentation. Q3 2026 Conference Call Presentation Financial Calendar and Events Investor Relations Contact Stephanie Malgara investor.relations@siltronic.com Tel. +49 89 8564-3133 13 Verena Stütze investor.relations@siltronic.com Tel. +49 89 8564-3133 November 23, 2026 Deutsches Eigenkapitalforum Conference, Frankfurt November 30, 2026 Berenberg European Conference, London December 1, 2026 BofA European Tech Fieldtrip (virtual) November 25, 2026 GS European AI & Semis Symposium (virtual) November 20, 2026 Morgan Stanley TMT Conference, Barcelona November 11, 2026 Metzler Frankfurt Roadshow November 9, 2026 BNP Paribas Roadshow, Paris