Slides
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Scanfil Group Strong Customer Wins Create Momentum for Scanfil's Growth July-September 2026 CEO Christophe Sut and CFO Iiris Heiskanen 23 October 2026
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Q3 2026: Strong Momentum in New Sales Drives Facility Expansions 22-Oct-26 2 Myslowice Plant Expansion in Poland • Strong demand for system integration in Europe • Myslowice expansion will increase the production complex by 6,000 m² • The total area ca 36,000 m² upon completion. • It will become Scanfil’s largest factory in Europe by floor area. • The expanded facilities are expected to be operational in Q1 2028 Suzhou Plant Expansion in China • Solid demand from Western customers • Especially good outlook in Energy & Cleantech and Medtech & Life Science customers • Investment of EUR 9 million • Will increase the facility’s area by 15,700 m², bringing the total area to nearly 37,000 m² • To be completed in mid-2027 Long-Term Financial Targets • 29 September Scanfil raised it’s long-term financial targets • 15% average annual turnover growth over the business cycle (before 10%) • Net debt / EBITDA 1–2 (before ≤ 1.5) • Accelerating organic and in-organic growth
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• Q3 momentum accelerated: turnover rose 31.8% to EUR 252.2 million, with 8.5% organic growth • Comparable EBITA increased 26.1% to EUR 17.8 million, the margin was 7.1% • Growth was broad-based, led by the Americas and Central Europe • Component availability remained challenging, requiring close cooperation with customers and suppliers • New customer projects totaled approximately EUR 48 million in Q3 and EUR 172 million in January–September • Capacity investments continued, including expansions in Myslowice and Suzhou 22-Oct-26 3 Growth Accelerated and Profitability Increased Q3 2026 MEUR 252.2 / 31.8% Turnover / YoY, % EUR 0.18 / 25.4% EPS / YoY, % MEUR 17.8 / 26.1% Comparable EBITA, YoY 8.5% Organic growth, %, YoY 7.1% / 7.4% Comparable EBITA-% / YoY
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Turnover and EBITA Growth Continued 22-Oct-26 4 Turnover EBITA 173.3 212.3 192.6 202.2 191.3 211.0 229.1 259.0 252.2 0 50 100 150 200 250 300 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 12.8 15.5 12.6 14.2 14.1 15.5 15.6 18.6 17.87.4 7.3 6.5 7.0 7.4 7.3 6.8 7.2 7.1 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.0 0 2 4 6 8 10 12 14 16 18 20 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26
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Americas Is Growing Strongly • Key takeaways in Q3: • Turnover rose 73.9%, of which 5.4% organic growth • All customer groups grew, led by Aerospace & Defense and Energy & Cleantech • Comparable EBITA increased to EUR 1.9 million from EUR 1.0 million, margin improved to 8.7% from 8.1%, demonstrating solid profitability. 22-Oct-26 5 % of turnover in Q3 2026 9 %
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Key takeaways in Q3: • Turnover rose 25.9%, 16.6% organic growth • Growth was led by Energy & Cleantech, followed by Medtech & Life Science • Comparable EBITA was EUR 4.1 million, margin was 6.1% • Profitability was temporarily affected by costs related to the implementation of new product introductions and lower activity levels at the SRX factories APAC Demand is Driven By Energy & Cleantech 22-Oct-26 6 % of turnover in Q3 2026 27 %
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Key takeaways in Q3: • Q3 turnover rose 56.9%, 8.2% organic growth. • Growth was led by Aerospace & Defense, also Industrial • Comparable EBITA increased to EUR 7.7 million, the margin improved to 7.8% • Restructuring in Wutha and new customer projects in Poland supported performance Central Europe Delivered Strong Organic Growth 22-Oct-26 7 % of turnover in Q3 2026 39 %
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Key takeaways in Q3: • Q3 turnover increased 1.9%, 1.8% organic growth • Aerospace & Defense increasing • Comparable EBITA margin decreased to 6.7% from 8.6%. Northern Europe Continues with Solid Performance 22-Oct-26 8 % of turnover in Q3 2026 25 %
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Well-Balanced Customer Portfolio 22-Oct-26 9 11 % 31 % 39 % 19 % Aerospace & Defense Energy & Cleantech Industrial Medtech & Life Science 13% 13% 11% 42% 46% 42% 46% 41% 47% 0% 25% 50% 75% 100% 2024 2025 1-9 2026 The biggest TOP10 (ex. the biggest) Remaining % of turnover in 1-9 2026
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Aerospace & Defense’s Growth Momentum Continued Turnover Deals Won Deals 0.25M€ Military 0.1 Military 0.3M€ In total 0.1 5.3 0.9 2.5 0.3 0 1 2 3 4 5 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 7.1 9.9 9.1 9.8 9.3 12.4 21.0 28.3 30.9 0 5 10 15 20 25 30 35 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 26 Q3 22-Oct-26 10 % of turnover in Q3 2026 12 %
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Energy & Cleantech Had Solid Organic Growth Turnover Deals Won Deals 19.6M€ Recycling 0.7M€ Energy production 0.3M€ Water infrastructure … … 25.9M€ In total 55.1 70.8 61.6 64.1 68.8 76.6 73.2 78.1 79.0 20 30 40 50 60 70 80 90 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 16.1 19.9 24.8 12.1 18.4 27.9 23.9 41.4 25.9 5 10 15 20 25 30 35 40 45 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 22-Oct-26 11 % of turnover in Q3 2026 31 %
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Industrial’s Growth Supported by Acquisitions 4.5M€ Process industry 1.6M€ Mining 0.9M€ Logistics … … 11.2M€ In total Turnover Deals Won Deals 77.0 91.6 82.9 88.9 74.1 83.9 93.2 102.9 95.5 50 60 70 80 90 100 110 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 17.5 31.6 15.3 24.8 38.6 11.8 15.5 13.7 11.2 0 10 20 30 40 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 22-Oct-26 12 % of turnover in Q3 2026 38 %
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Medtech & Life Science New Customers Are Building Momentum Turnover DealsDeals Won 2.1M€ Anesthetics 1.5M€ Analytics 1.5M€ Ultrasound … … 11.0M€ In total 34.2 40.0 38.9 39.4 39.1 38.2 41.7 49.6 46.8 15 25 35 45 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 8.1 9.5 6.4 4.7 15.3 14.3 11.5 14.5 11 0 5 10 15 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 22-Oct-26 13 % of turnover in Q3 2026 19 %
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Financials CFO Iiris Heiskanen 22-Oct-2614
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Turnover and Comparable EBITA 1522-Oct-26 Turnover increased 31.8 % • Strong contribution from acquisitions • Organic growth was 8.5%, positive across all regions Q3 2026 TURNOVER GROWTH (y-o-y) EUR million Q3 2026 COMPRABLE EBITA (y-o-y) EUR million Comparable EBITA EUR 17.8 million, margin 7.1% • Increased 26.1% • Americas and Central Europe: solid margins • APAC: higher volumes kept EBITA broadly stable Y/Y despite lower margin • Northern Europe: strong prior-year comparison, stable performance Q/Q 7.4% 7.1%
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Cash Flow and Net Working Capital 16 Net working capital increased 1-9 2026 • Higher inventories reflecting higher business volumes • Receivables increased with higher sales • NWC % of sales remained stable Q/Q Operating cash flow EUR 10.0 million in 1-9 2026 • Working capital increased due to strong revenue growth • Continued focus on working capital and cash generation 22-Oct-26
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Net Debt and Net Debt /EBITDA 17 Net debt at EUR 141.0 million • Increased after acquisition financing and working capital increase • Net Debt /EBITDA 1.50 (0.14) • Available liquidity remains strong, EUR 153.6 million in unused credit limits and loan facilities 22-Oct-26
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Development of Key Figures 1822-Oct-26
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Outlook for 2026 CEO Christophe Sut
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Guidance remains unchanged: turnover EUR 940–1,060 million and comparable EBITA EUR 64–78 million. Solid operational execution, organic growth and major strategic steps in building company’s future. Focus areas: • Drive good momentum in organic growth • Investing in organic and in-organic growth • Continue cost and inventory control Solid Outlook for 2026
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Q&A 22-Oct-2621
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Key Takeaways – Good Momentum Continued Growth accelerated: Q3 2026 turnover rose 31.8% year over year to €252.2 million, including 8.5% organic growth, led by the Americas and Central Europe Earnings increased: Comparable EBITA grew 26.1% to €17.8 million, margin slightly down from 7.4% to 7.1% due to exceptionally good comparison quarter in Q3 2025 Customer wins supports future growth: New customer projects totaled approximately €48 million in Q3 and €172 million in January–September Raised growth ambitions: Scanfil increased its long-term annual turnover growth target to 15%: acquisitions and organic growth 22-Oct-26 22
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Contact information and analysts CHRISTOPHE SUT, CEO +358 407 318 411 christophe.sut@scanfil.com IIRIS HEISKANEN, CFO +358 44 788 2415 iiris.heiskanen@scanfil.com PASI HIEDANPÄÄ, IR Director +358 50 378 2228 pasi.hiedanpaa@scanfil.com DNB Carnegie AB, Stockholm Marcus Develius +46 70 848 85 67 marcus.develius@dnbcarnegie.se Inderes Oyj Antti Viljakainen +358 44 591 2216 antti.viljakainen@inderes.fi Nordea Oyj Pasi Väisänen +358 9 5300 5192 pasi.vaisanen@nordea.com
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Disclaimer 24 Not to be published or distributed, directly or indirectly, in any country where its distribution or publication is unlawful. Forward looking statements: certain statements in this presentation may constitute "forward- looking" statements which involve known and unknown risks, uncertainties and other factors which may cause actual results, performance or achievements of Scanfil Plc to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. When used in this presentation, such statements use such words as "may," "will," "expect," "anticipate," "project," "believe," "plan" and other similar terminology. New risk factors may arise from time to time and it is not possible for management to predict all of those risk factors or the extent to which any factor or combination of factors may cause actual results, performance and achievements of Scanfil Plc to be materially different from those contained in forward-looking statements. Given these risks and uncertainties, investors should not place undue reliance on forward-looking statements as a prediction of actual results. The forward- looking information contained in this presentation is current only as of the date of this presentation. There should not be an expectation that such information will in all circumstances be updated, supplemented or revised, except as provided by the law or obligatory regulations, whether as a result of new information, changing circumstances, future events or otherwise. 22-Oct-26