SÜSS MicroTec SE

Investor Presentation • May 3, 2018

SUSS MICROTEC – Q1 RESULTS 2018

MAY 3, 2018

HIGHLIGHTS Q1 2018

• Market environment remains strong
• Good order entry in Q1 2018 – in line with company expectations
• Revenue recognition for postponements from Q4 2017 has taken place in Q1 2018
• Order entry and sales include temporary bonding systems
• Revenue recognition for one UV-projection scanner (evaluation tool)

KEY GROUP FIGURES Q1 2018

			delta Q1 2018/
in € million	Q1 2018	Q1 2017	Q1 2017	2017	2016
Order Intake	38.6	46.0	-16.1%	200.3	161.1
Order Backlog 3/31	128.8	124.5	+3.5%	--	--
Revenue	43.1	23.0	+87.4%	166.5	177.6
EBIT	0.8	-4.8	--	13.9	11.1
EBIT in % of Sales	1.9%	-20.9%	--	8.3%	6.3%
Earnings after tax	0.0	-4.6	--	6.7	5.0
EPS in €	0.0	-0.24	--	0.35	0.26
Free Cash Flow*	-13.7	-3.3	--	2.9	-9.1
Net Cash	19.2	28.0	-31.4%	33.0	31.1
Employees 3/31	810	710	+14.1%	--	--

*before consideration of transactions with interest-bearing securities

SEGMENTS, ORDER ENTRY, SALES AND EBIT Q1 2018

SUSS MicroTec Investor Presentation 4

LONG TERM BUSINESS DEVELOPMENT BY QUARTER

38.6 Order Entry in € million

EBIT in € million

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
• Semi expects a market growth of +7.5 % in the semiconductor-equipment industry in 2018 after 35.6% in 2017
• Wafer fab equipment incl. Wafer-level packaging grew by +17.9% in 2017 (according to Gartner)
• Yole expects the MEMS-market to grow by +16.7% (CAGR) from 2016 to 2022 (unit growth)

	FY 2018:	Sales € 195 - 205 million EBIT-margin 8.5% - 10.0%
	Q2 + Q3 2018:	Order entry above prior year (Q2+Q3 2017: appr. € 85 million)

LONG TERM SALES DEVELOPMENT IN MIO. €

Average sales level 1999 – 2017: appr. € 150 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