Slides
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Q3 2026 Results Presentation 28 October 2026
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Disclaimer 2 The information contained in this presentation is provided for informational purpose only and should not be relied upon for the purpose of making any investment or for any other purpose. Some of the information used in preparing this presentation was obtained from third parties or public sources. The information contained in this presentation has not been independently verified. No representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, reasonableness, accuracy, completeness or correctness of such information or opinions contained herein. It is not the intention to provide, and you may not rely on this presentation as providing, a complete or comprehensive analysis of our financial or trading position or prospects. The information and opinions contained in this presentation are provided as at the date of this presentation and are subject to change without notice and will not be updated to reflect any developments which may occur after the date of this presentation. All statements, other than statements of historical facts included in this presentation, are or may be forward-looking statements. Forward-looking statements include, but are not limited to, those using words such as “seek”, “expect”, “anticipate”, “estimate”, “believe”, “intend”, “project”, “plan”, “strategy”, “forecast” and similar expressions or future or conditional verbs such as “will”, “would”, “should”, “could”, “may” and “might”. These forward-looking statements reflect the Company’s current expectations, beliefs, hopes, intentions or strategies regarding the future and assumptions in light of currently available information. Such forward-looking statements are not guarantees of future performance or events and involve known or unknown risks and uncertainties. Accordingly, actual results may differ materially from information contained in the forward-looking statements as a result of a number of factors. You should not place undue reliance on such forward-looking statements, and the Company does not undertake any obligation to update publicly or revise any forward- looking statements. No statement in this presentation is intended to be or may be construed as a profit forecast. We also do not undertake any obligation to provide you with access to any additional information or to update this presentation or any additional information or to correct any inaccuracies in this presentation or any additional information which may become apparent. This presentation does not constitute an offer or invitation to purchase or subscribe for any shares and no part of it shall form the basis of or be relied upon in connection with any contract, commitment or investment decision in relation thereto.
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Private and confidential Key Business Highlights
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Q3 2026 Business Highlights Record Group bookings, driven by TCB, SMT products, and Photonics Record TCB C2S orders fuelled by strong demand from AI data centres Adjusted gross margin rose to 42.9%, driven by both SMT and SEMI Revenue and adjusted EPS exceeded consensus 4 Record Group Bookings and Strong Earnings Across SEMI and SMT Continued momentum in Photonics resulting in record bookings and revenue
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Group Business Highlights – Continuing Operations Advanced Packaging • TCB: Record bookings in Q3 o C2S: orders hit record high o C2W: secured repeat orders from a leading global IDM o Memory: new tool purchase decisions continued to be closely linked to HBM4 product rollout schedules o Panel-level packaging: quarter panel solution undergoing sample bonding; developing solutions for embedded and surface silicon bridge die architectures • Photonics: Comprehensive portfolio across Pluggable Optical Transceivers (POT), NPO and CPO o Record bookings and Revenue o POT solutionssecured significant orders, leading position in transceiver market o AMICRA: a breakthrough NPO bulk order, and maiden orders from a leading communication services provider • Hybrid Bonding: Programmes at various stages of sampling, evaluation and qualification SEMI Mainstream • Support by AI demand for power management and server boards, alongside high utilisation in OSATs SMT • Record high booking for third consecutive quarter, highest bookings market share, driven largely by AI server boards and optical transceivers 5
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Private and confidential Financial Performance
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Q3 2026 Adjusted Group Financial Results 7 QoQ (%)Q3 2026 YoY (%) Revenue (US$’M) +6.3669.2 +48.7 Bookings (US$’M)1 +24.71,128.0 +137.9 Adj. Gross Margin2 +35bps42.9% +517bps Adj. Operating Profit (HK$’M) 2 +8.9922.4 +379.2 Adj. Net Profit (HK$’M) 2 +8.2689.7 +486.3 Adj. Basic EPS (HK$) 2 +7.8 1.65 +489.3 Note 1: Bookings reflect new orders secured during the quarter Note 2: For more information, please refer to appendix for reconciliation to Non-HKFRS Measures Revenue • Strong SEMI and SMT growth driven by continued AI- infrastructure investments Bookings • Record high, driven by AI, one-off bulk orders and pull-in • Strong demand for TCB, SMT products and Photonics • Book-to-bill ratio of 1.69, highest since Q1 2021 Adjusted Gross Margin • Higher gross margin from both SMT and SEMI Adjusted Net Profit • Improvements due to higher revenue and gross margin - Continuing Operations
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Q3 2026 Semiconductor Solutions 8 Adj. Segment Margin 2 Adj. Gross Margin 2 Bookings • AI-driven demand across a broad range of products • Highest since Q1 2021 • Strong demand for TCB, Photonics and FC solutions Revenue • YoY growth was driven by: • Photonics solutions serving AI applications • Wire and die bonders for AI and consumer applications Adjusted Gross Margin • YoY improvements due to higher volume and product mix 46.6%46.5% 41.5% Adj. Segment Profit (HK$’M) 2 Adjusted Segment Profit • Slight decline QoQ due to higher incentive provisions • YoY improvement due to higher volume and better gross margin 595.4603.2 82.6 20.3%20.9% 4.7% US$’M Adjusted Segment Performance – Continuing Operations Note 1: Bookings reflect new orders secured during the quarter Note 2: For more information, please refer to appendix for reconciliation to Non-HKFRS Measures 1
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Q3 2026 SMT Solutions 9 Adj. Segment Margin 1 Adj. Gross Margin 1 38.2%36.8% 33.9% Adj. Segment Profit (HK$’M) 1 US$’M 410.4284.8 168.7 17.7%13.9% 9.5% Bookings • A new record high for the third consecutive quarter • > US$100 million worth of bulk orders and pull-in Revenue • Growth driven by robust AI server demand Adjusted Gross Margin • QoQ and YoY improvements driven by higher volume Adjusted Segment Profit • QoQ and YoY improvements due to higher volume Adjusted Segment Performance Note 1: For more information, please refer to appendix for reconciliation to Non-HKFRS Measures
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Private and confidential Q4 2026 Revenue Guidance & Outlook
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11 (+4.6% QoQ and +37.5% YoY at mid-point of US$700 million) US$670m to US$730m Q4 2026 Revenue Guidance Q4 2026: • Revenue growth supported by double-digit SMT growth, with SEMI flat due to longer AP products lead times • YoY bookings remain significantly elevated, supported by sustained AI infrastructure investment across both segments • Bookings expected to be below Q3’s record level mainly due to one-offs and pull-in in SMT Looking Ahead: • Sustained revenue growth in 2027 driven by AI demand Outlook & Q4 2026 Revenue Guidance - Continuing Operations
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Private and confidential Q&A
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asmpt.com Private and confidential Thank You! For enquiries, please contact: Mr. Benjamin Poh / b.poh@asmpt.com Mr. Leonard Lee / leonard.lee@asmpt.com
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Private and confidential Appendix
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Reconciliation to Non -HKFRS Measures – Group Continuing Operations (Q3 2026) 15 The below tables highlighted the reconciliations of the Group’s financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q3 2026, Q2 2026 and Q3 2025 to the non-HKFRS measures: The Group has provided adjusted results and adjusted earnings per share which are supplementary to the Group’s consolidated results in accordance with HKFRS. The Group believes that these additional figures provide our shareholders and investors with useful supplementary information about our ongoing operating performance and facilitates the analysis and comparison of financial trends and results between periods. The adjusted results and adjusted earnings per share exclude the impact of one-off inventory provision/write-off due to restructuring, impairment losses on goodwill and intangibles, loss on deemed disposal of SWAT business, gain on adjustment of contingent consideration, share-based payments, restructuring costs (mainly related to employee severance, benefit arrangements and shutdown-related costs) and related tax effects. The use of these non-HKFRS measures may have certain limitations as a tool for analysis and comparison. Shareholders and investors are advised not to consider these non-HKFRS measures in isolation from, or as a substitute for analysis of, the Group’s financial performance as reported under HKFRS. Also, please note that these non-HKFRS measures may be defined differently from similar terms used by other companies. Group Q3 2026 Q2 2026 Q3 2025 Gross profit (HK$’M) Gross profit margin Operating profit (HK$’M) Net profit (HK$’M) Net profit margin Basic EPS (HK$) Gross profit (HK$’M) Gross profit margin Operating profit (HK$’M) Net profit (HK$’M) Net profit margin Basic EPS (HK$) Gross profit (HK$’M) Gross profit margin Operating profit (HK$’M) Net profit (HK$’M) Net profit margin Basic EPS (HK$) As reported 2,209.3 42.1% 798.6 533.2 10.2% 1.28 2,092.5 42.4% 786.5 417.8 8.5% 1.01 1,252.2 35.5% 80.6 (286.2) (8.1%) (0.69) Non-HKFRS adjustments : One-off inventory provision/write -off 31.4 0.6% 31.4 31.4 0.6% 0.08 73.9 2.1% 73.9 73.9 2.1% 0.18 Impairment losses on assets 22.0 0.4% 0.05 Loss on deemed disposal of SWAT 152.5 3.1% 0.36 Gain on adjustment of contingent consideration (11.4) (0.2%) (0.03) Share-based payments 7.9 0.2% 92.4 92.4 1.8% 0.22 5.4 0.1% 60.5 60.5 1.2% 0.14 3.4 0.1% 38.0 38.0 1.1% 0.09 Restructuring costs 51.5 1.0% 0.12 6.5 0.1% 0.02 304.3 8.6% 0.73 Income tax effect (18.8) (0.4%) (0.05) (10.4) (0.2%) (0.02) (12.4) (0.4%) (0.03) As adjusted 2,248.6 42.9% 922.4 689.7 13.1% 1.65 2,097.9 42.5% 847.0 637.5 12.9% 1.53 1,329.5 37.7% 192.5 117.6 3.3% 0.28
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Reconciliation to Non -HKFRS Measures – SEMI and SMT Solutions Continuing Operations (Q3 2026) 16 The below tables highlighted the reconciliations of the SEMI and SMT Solutions Segments’ financial measures for continuing operations prepared in accordance with HKFRS Accounting Standards (“HKFRS”) for Q3 2026, Q2 2026 and Q3 2025 to the non-HKFRS measures: The Group has provided adjusted results and adjusted earnings per share which are supplementary to the Group’s consolidated results in accordance with HKFRS. The Group believes that these additional figures provide our shareholders and investors with useful supplementary information about our ongoing operating performance and facilitates the analysis and comparison of financial trends and results between periods. The adjusted gross profit and segment profit exclude the impact of one-off inventory provision/write -off due to restructuring and share-based payments . The use of these non-HKFRS measures may have certain limitations as a tool for analysis and comparison . Shareholders and investors are advised not to consider these non-HKFRS measures in isolation from, or as a substitute for analysis of, the Group’s financial performance as reported under HKFRS. Also, please note that these non-HKFRS measures may be defined differently from similar terms used by other companies . Q3 2026 Q2 2026 Q3 2025 SEMI SMT SEMI SMT SEMI SMT Gross profit (HK$’M) 1,327.3 882.0 1,339.8 752.7 648.4 603.8 Non-HKFRS adjustments : Share-based payments 7.4 0.5 5.1 0.3 3.2 0.2 One-off inventory provision/write -off 31.4 - - - 73.9 - Adjusted Gross profit (HK$’M) 1,366.1 882.5 1,344.9 753.0 725.5 604.0 Gross profit margin 45.2% 38.1% 46.3% 36.8% 37.1% 33.9% Adjusted Gross profit margin 46.6% 38.2% 46.5% 36.8% 41.5% 33.9% Segment profit (HK$’M) 505.2 397.9 564.2 276.9 (13.6) 163.0 Non-HKFRS adjustments : Share-based payments 58.8 12.5 39.0 7.9 22.3 5.7 One-off inventory provision/write -off 31.4 - - - 73.9 - Adjusted Segment profit (HK$’M) 595.4 410.4 603.2 284.8 82.6 168.7 Segment profit margin 17.2% 17.2% 19.5% 13.5% (0.8%) 9.1% Adjusted Segment profit margin 20.3% 17.7% 20.9% 13.9% 4.7% 9.5%