Manz : Presentation of the Capital Makets Day 2023

OCTOBER 18, 2023 - MARTIN DRASCH, CEO / MANFRED HOCHLEITNER, CFO

CAPITAL MARKETS DAY 2023

Capital Markets Day 2023

OUR VISION

As a high-tech equipment manufacturer, our innovative solutions for selected growth markets create the foundation for a future

worth living.

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Capital Markets Day 2023

HISTORY

1987	1990	1994	2006	2008	2009	2012	2014	2022
Foundation	Development of	First order	IPO on Entry	Acquisition of	Entry on	Development of	Acquisition of	Manz, GROB-
	the first	of FPD industry	Standard of	R&D and	market for	the modular	Arcotronics in	WERKE and
	automation	in Asia	Frankfurt	production sites	lithium-ion	assembly	Bologna, Italy:	Dürr conclude
	system for		stock exchange	in Slovakia,	batteries	platform	Expansion of the	unique European
	processing			Taiwan & China		"LightAssembly"	technology	cooperation in
	crystalline solar					for electronic	portfolio for the	the field of Li-Ion
	cells in pilot					products	production of Li-	production
	production						Ion batteries	technology
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Capital Markets Day 2023

GLOBAL PRESENCE

Facts & Figures

HEADQUARTERS	»	Germany
R&D AND	»	Germany
PROTOTYPING	»	Italy
	»	Taiwan
PRODUCTION	»	Slovakia
	»	Hungary
	»	China
SALES & SERVICE	»	Asia
	»	Europe
	»	USA

1987

1,500

55,000 m²

€ 251 million

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Capital Markets Day 2023

TECHNOLOGIES

Automation

Wet Chemistry

	Inspection systems	Laser processing
MOBILITY & BATTERY	Digital Printing		INDUSTRY
SEGMENTS
SOLUTIONS		SOLUTIONS

INDUSTRIES

Automotive & Electromobility

Electronics

Energy

Battery production

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STRATEGY & GROWTH DRIVERS

Capital Markets Day 2023

STRATEGIC FOCUS

"As a high-tech equipment manufacturer, our innovative solutions for selected growth markets

create the foundation for a future-worth living."

	Top 3 EU/US supplier and	Renowned solution provider
	integrator of production	for assembly and production
	equipment for the manufacture of	solutions for electronic
	lithium-ion batteries	components and devices
Principles of focused strategy & concept of growth in partnership
Actively seizing	Realizing business	Keep pushing for innovative	Further expanding
opportunities in new	potentials in maturing markets	technologies and	service business
markets and capitalizing them		businesses
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Capital Markets Day 2023

PRODUCTION SYSTEMS FOR CENTRAL COMPONENTS OF THE ELECTRIC POWERTRAIN

Our automation solutions ensure:

» Improved process and resource efficiency

» Complete traceability

» Optimized process precision

» Investment security

» Shorter time to market

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Capital Markets Day 2023

GROWTH POTENTIALS INDUSTRY SOLUTIONS

• Increasing demand from automotive market for electric powertrain components, such as cell contacting systems and inverters
• • Promising growth market for LightAssembly platform with OEM / TIER customers
• Ongoing strong demand for assembly solutions from non- automotive market, e.g., for production of power electronics
• Various new applications for digital printing technology
• • Entering semiconductor market with innovative inkjet solutions for functional printing
• Excellent market position in growth market for plating processes for FOPLP and IC substrates

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Capital Markets Day 2023

MARKET OUTLOOK FOR EV INVERTER ASSEMBLY LINES - EUROPE/N. AMERICA

Investment volume in EUR m

1,800

1,600

1,400

1,200

1,000

800

600

400

200

0

CAGR 24/30 +11%

2024	2026	2028	2030
	Basic scenario*		Extended scenario*

• By 2030 investment volume for EV inverter assembly lines to range from approx. 950 to 1.650 million EUR*
• Output of 1 Manz line: up to 375.000 pieces/year
• Several inverter assembly line projects ongoing/ delivered successfully
• Further market potential coming from other industries using inverters (e.g., solar)

*depending on processes covered and complexity of the line
Source: Manz Market Intelligence based on IHS Markit	18.10.2023 10