SÜSS MicroTec SE

Earnings Release • Aug 3, 2018

SUSS MICROTEC – HALF YEAR RESULTS 2018

AUGUST 3, 2018

HIGHLIGHTS Q2 2018

• Market environment remains good but outlook softened somewhat
• Order entry in H1 2018 at upper end of company expectations
• After six month: good revenue and EBIT level achieved
• Sales in Q2 include temporary bonding systems for 3D applications

KEY GROUP FIGURES Q2/H1 2018

			delta H1 2018/
in € million	H1 2018	H1 2017	H1 2017	Q2 2018	Q2 2017
Order Intake	78.2	94.4	-17.2%	39.6	48.4
Order Backlog 6/30	114.1	128.8	-11.4%	--	--
Revenue	97.4	66.3	+46.9%	54.3	43.3
EBIT	7.6	1.6	>100%	6.8	6.4
EBIT in % of Sales	7.8%	2.4%	5.4%pt	12.5%	14.8%
Earnings after tax	4.2	-0.7	--	4.1	3.9
EPS in €	0.22	-0.04	--	0.22	0.20
Free Cash Flow*	-15.9	-5.6	--	-2.2	-1.7
Net Cash	17.1	25.0	-31.6%	--	--
Employees 6/30	850	734	+15.8%	--	--

*before consideration of transactions with interest-bearing securities

SEGMENTS, ORDER ENTRY, SALES AND EBIT H1 2018

LONG TERM BUSINESS DEVELOPMENT BY QUARTER

MARKET OUTLOOK

• Gartner expects the semiconductor market to grow by 7.5% in 2018 after 22.2% in 2017
• This would mark a new record sales level of USD 451 billion for the semiconductor industry in 2018
• Market growth is driven by automotive and industrial applications as well as memory chips and the internet of things
• New analysis from June 2018: Semi expects a market growth of +14 % in semi-fabequipment in 2018 and +9 % in 2019
• Yole expects the MEMS-market to grow by +16.7% (CAGR) from 2016 to 2022 (unit growth)

OUTLOOK 2018

Fiscal year 2018: Sales € 195 million – € 205 million

EBIT 8.5% – 10.0%

Q3 + Q4 2018: Order entry of more than € 95 million

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.

SÜSS MicroTec SE Schleissheimer Str. 90 85748 Garching

www.suss.com