SUSS MicroTec SE (OTCPK:SESMF) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Sven Kopsel - Vice President of Investor Relations & Communications Burkhardt Frick - CEO & Member of Management Board Cornelia Ballwießer - CFO & Member of Management Board Thomas Rohe - COO & Member of Management Board Conference Call Participants Janardan Menon - Jefferies LLC, Research Division Michael Kuhn - Deutsche Bank AG, Research Division Madeleine Jenkins - UBS Investment Bank, Research Division Johannes Ries - Apus Capital GmbH Martin Marandon-Carlhian - ODDO BHF Corporate & Markets, Research Division Malte Schaumann - Warburg Research GmbH Nicole Winkler - Joh. Berenberg, Gossler & Co. KG, Research Division Presentation Operator Dear participants, we warmly welcome you to today's conference call of the SUSS MicroTec SE following the publication of the 9-month results of 2025 earlier this morning.
FY24 was the most successful year in SUSS Microtec's history, with revenue and EBIT margin exceeding 2025 targets a year early. Despite stellar financials, the stock is down ~30% since my initial Buy rating in late 2024, presenting a potential value opportunity. The company boasts a strong backlog of €428M, sticky customer base, and limited exposure to U.S. tariffs.
SÜSS MicroTec SE (OTCPK:SESMF) Q4 2024 Earnings Conference Call March 27, 2025 9:00 AM ET Company Participants Sven Kopsel - Vice President of Investor Relations Burkhardt Frick - Chief Executive Officer Cornelia Ballwießer - Chief Financial Officer Thomas Rohe - Chief Operating Officer Conference Call Participants Michael Kuhn - Deutsche Bank Madeleine Jenkins - UBS Nicole Winkler - Berenberg Malte Schaumann - Warburg Research Operator Good day, ladies and gentlemen and warm welcome to today's Earnings Call of the SÜSS MicroTec SE on the occasion of the publication of the figures for the financial year 2024. I'm delighted to welcome the CEO, Burkhardt Frick; CFO, Dr. Cornelia Ballwießer; the COO, Dr. Thomas Rohe; as well as Vice President Investor Relations, Sven Kopsel.
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Mr. Burkhardt Frick CEO | OTC PINK Exchange | DE000A1K0235 ISIN |
| DE Country | 1,370 Employees | 5 Jun 2025 Last Dividend | - Last Split | - IPO Date |
SÜSS MicroTec SE is a globally recognized leader in the development, manufacturing, and distribution of equipment and systems for the production of microelectronics, microelectromechanical systems (MEMS), and related applications. Founded in 1949 and based in Garching, Germany, the company operates across multiple key market segments, including Lithography, Bonder, Photomask Equipment, Microoptics, and Others. With a comprehensive portfolio that ranges from mask aligners, coaters and developers, UV projection scanners, to laser processing tools and more, SÜSS MicroTec SE serves a broad spectrum of industries. The company's offerings also extend to bonder systems for MEMS, compound semiconductors, and 3D integration markets, as well as specialized systems for cleaning and processing photomasks in the semiconductor sector. Additionally, it produces micro lenses and specialized optics for a variety of industrial applications. Key geographical markets include Europe, the Middle East, Africa, North America, and the Asia Pacific, where it reaches customers through its production facilities, distribution companies, and trade representatives.