Reported Earnings • May 11
First quarter 2026 earnings released: EPS: €0.13 (vs €0.78 in 1Q 2025) First quarter 2026 results: EPS: €0.13 (down from €0.78 in 1Q 2025). Revenue: €86.5m (down 30% from 1Q 2025). Net income: €2.46m (down 84% from 1Q 2025). Profit margin: 2.8% (down from 12% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. New Risk • May 11
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.6% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (25% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin). Valuation Update With 7 Day Price Move • May 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €81.85, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 37x in the Semiconductor industry in Europe. Total returns to shareholders of 137% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €74.96 per share. Announcement • Apr 22
SUSS MicroTec SE, Annual General Meeting, Jun 03, 2026 SUSS MicroTec SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €66.65, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Semiconductor industry in Europe. Total returns to shareholders of 121% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €105 per share. Declared Dividend • Apr 01
Dividend of €0.04 announced Shareholders will receive a dividend of €0.04. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 0.08%, which is lower than the industry average of 1.2%. Announcement • Mar 31
SUSS MicroTec SE announces Annual dividend, payable on June 08, 2026 SUSS MicroTec SE announced Annual dividend of EUR 0.0400 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €49.08, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €34.41 per share. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €60.15, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.64 per share. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €39.04, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.74 per share. Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: €0.48 (vs €0.68 in 3Q 2024) Third quarter 2025 results: EPS: €0.48 (down from €0.68 in 3Q 2024). Revenue: €118.0m (up 15% from 3Q 2024). Net income: €9.18m (down 29% from 3Q 2024). Profit margin: 7.8% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to €26.88, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.48 per share. Buy Or Sell Opportunity • Oct 13
Now 31% overvalued Over the last 90 days, the stock has fallen 9.0% to €37.48. The fair value is estimated to be €28.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 7.1% in 2 years. Earnings are forecast to decline by 14% in the next 2 years. Buy Or Sell Opportunity • Sep 24
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 30% to €30.80. The fair value is estimated to be €38.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 7.2% in 2 years. Earnings are forecast to decline by 14% in the next 2 years. Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: €0.82 (vs €0.64 in 2Q 2024) Second quarter 2025 results: EPS: €0.82 (up from €0.64 in 2Q 2024). Revenue: €143.2m (up 44% from 2Q 2024). Net income: €15.7m (up 29% from 2Q 2024). Profit margin: 11% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. New Risk • Aug 07
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future. Buy Or Sell Opportunity • Jul 29
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.7% to €32.38. The fair value is estimated to be €42.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 0.4% in 2 years. Earnings are forecast to decline by 0.7% in the next 2 years. Buy Or Sell Opportunity • Jun 24
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 6.9% to €43.90. The fair value is estimated to be €36.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 2.4% in 2 years. Earnings are forecast to grow by 4.2% in the next 2 years. Announcement • Jun 05
Annual General Meeting Approves Dividend for the 2024 Financial Year SUSS MicroTec SE resolved to distribute a dividend of €0.30 per share for the 2024 financial year, a 50% increase compared to the previous year, which corresponds to a total dividend payout of €5.7 million. Announcement • May 27
Suss MicroTec SE Introduces the XBC300 Gen2 D2W Platform SUSS MicroTec SE introduced the XBC300 Gen2 D2W platform - a customized bonding solution that completes the company's hybrid bonding portfolio. This new platform underscores SUSS' position as an industry leader in providing a fully integrated D2W hybrid bonding solution for demanding manufacturing requirements. The new SUSS process solution enables die-to-wafer (D2W) bonding on 200mm and 300mm substrates and meets the most demanding inter-die spacing requirements. It is an ideal platform to produce high-precision chips due to footprint savings of up to 40% and a post-bond accuracy of < +-200 nm. With the integrated platform, all process steps, in particular surface activation and die positioning, are carried out in a single, fully automated solution. The integration ensures greater cleanliness and improved process control compared to modular competitor solutions. D2W bonding is an advanced semiconductor manufacturing process that precisely dielectrically and metallically bonds individual chips together on wafers to create highly precise, stable and conductive tracks. The new SUSS platform is ideal for 3D IC technologies for efficient processing of multiple die layers on top of each other, for example in high-bandwidth memory (HBM) applications. The XBC300 Gen2 D 2W platform, which is already available for customer demonstrations at the Application Center in Sternenfels, Germany, was developed in close collaboration with SET Corporation SA, a leading specialist in flip-chip bonders. The integration of SET's ultra-precision die bonder into the SUSS platform creates a powerful, fully integrated platform that meets the needs of the industry in research, development and high-volume manufacturing. Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €39.74, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €37.66 per share. Reported Earnings • May 10
First quarter 2025 earnings released: EPS: €0.78 (vs €0.54 in 1Q 2024) First quarter 2025 results: EPS: €0.78 (up from €0.54 in 1Q 2024). Revenue: €123.2m (up 32% from 1Q 2024). Net income: €15.0m (up 44% from 1Q 2024). Profit margin: 12% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Buy Or Sell Opportunity • May 05
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at €34.56. The fair value is estimated to be €43.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period. Announcement • Apr 19
SÜSS MicroTec SE, Annual General Meeting, Jun 03, 2025 SÜSS MicroTec SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time. Buy Or Sell Opportunity • Apr 03
Now 29% undervalued The stock has been flat over the last 90 days, currently trading at €31.20. The fair value is estimated to be €43.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period. Reported Earnings • Apr 01
Full year 2024 earnings released: EPS: €2.72 (vs €0.91 in FY 2023) Full year 2024 results: EPS: €2.72 (up from €0.91 in FY 2023). Revenue: €446.1m (up 47% from FY 2023). Net income: €52.1m (up 200% from FY 2023). Profit margin: 12% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to €34.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.83 per share. Announcement • Mar 28
SÜSS MicroTec SE announces Annual dividend, payable on June 06, 2025 SÜSS MicroTec SE announced Annual dividend of EUR 0.3000 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.