SÜSS MicroTec SE

Earnings Release • Mar 27, 2018

SUSS MICROTEC – FULL YEAR RESULTS 2017

MARCH 27, 2018

HIGHLIGHTS 2017

• Order entry of more than € 200 million
• First volume orders for temporary bonding systems for 3D-integration
• Bonder segment achieved turnaround and was highly profitable in 2017
• Follow-up order from Asian customer for UV-projection scanners
• Development of a new UV-projection scanner generation

SHARE PRICE DEVELOPMENT AND MAJOR HOLDERS

(Price of the SUSS MicroTec Share at January 2, 2017: 6.54 € )

Average daily trading volume January 2017 – March 2018: ~ 118.000

in € million	delta 2017/2016	2017	2016	2015
Order Intake	+24.3%	200.3	161.1	188.6
Order Backlog 12/31	+31.4%	133.4	101.5	117.6
Revenue	-6.2%	166.5	177.6	148.5
EBIT	+25.2%	13.9	11.1	5.0
EBIT in % of Sales	+2.1%pts	8.3%	6.3%	3.4%
Earnings after tax	+34.0%	6.7	5.0	0.2
EPS in €	+34.6%	0.35	0.26	0.01
Free Cash Flow	--	2.9	-9.1	1.3
Net Cash	+6.1%	33.0	31.1	40.0
Employees 12/31	+9.6%	779	711	698

SEGMENTS, ORDER ENTRY, SALES AND EBIT 2017

SUSS MicroTec Group FY 2017* Sales: 166.5 € million

EBIT: 13.9 € million EBIT margin: 8.3%

* Including Others

LONG TERM BUSINESS DEVELOPMENT

Order Entry in € million Sales in € million

Order Backlog in € million

Free Cash Flow** in € million

Net Cash in € million

EBIT in € million

* Including a -13.2 € milion one-off effect from restructuring of the product line permanant bonding (-0,69 € per share) ** FCF = operating CF + CF from investments + changes in securities holdings

LONG TERM BUSINESS DEVELOPMENT BY QUARTER

Order Entry in € million

Sales 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%
	H1 2018:	Order entry € 70 - 80 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