Pcb Technologies Ltd. · TASE:PCBT
Pcb Technologies — Q3 2025 Earnings Presentation
23 slides from Pcb Technologies's earnings presentation, November 2025
Slide 1: PCB All-in-One Solutions Q3 2025 Company Presentation
image003 PCB All-in-One Solutions Q3 2025 Company Presentation Nov 2025
Slide 2: Forward looking statement
Forward looking statement Disclaimer The information contained herein is a summary only, and does not exhaust all the Any forward-looking information is based on current estimates and assumptions, among information about the Company or its operations, nor does it replace a review of the others, by t
Slide 3: PCB Technologies at a Glance
PCB TECHNOLOGIES at a Glance Advanced IC Packaging Providing All-in-One, Cutting-Edge Hardware Electronics Technology Legacy: Innovation: Since 1981 Strong R&D and Engineering Team HQ is in Israel New Products - 25% of Total Revenue 792 employees +100 customers programs Diversified Customer Base: Pe
Slide 4: Company History
Company History 1981 2004 2018 2022 Established PCI acquisitions AMS acquisition Galil Microwaves acquisition 2000 2004 2018 2023 PCB Assembly – China operations FIMI takes over iNPACK enhanced capabilities inauguration 2018 2022 2024 100M$ 128M$ 152.9M$ revenue revenue revenue Leading All in Onethe
Slide 5: Corporate Structure
Corporate Structure 68.87 %P UB I LI FIM C % 31.13 PCB Technologies Publicly Listed iNPACK Technologies (100% owned) AMS Electronic Assembly (100% owned) All in One Solutions © 2025. All rights reserved. PCB Technologies Ltd. 5
Slide 6: High-End Technologies
High-End Technologies PCB Technologies Ltd. solutions enabling the most advanced electronics applications & technologies PCBs & Substrates IC Packaging PCBA & Final Product (Circuits Division) (iNPACK Division) (Assembly Division) • Printed circuit boards designed to support • Complete design & manu
Slide 7: … to enable High-End Applications
… to enable High-End Applications PCB Technologies Ltd. solutions enabling the most advanced electronics applications & technologies Defense Medical Radar ADAS Drones Medical PCBs & Substrates IC Packaging PCBA + Final Product Industrial Instruments Aerospace RF Communication Medical (Miniaturizatio
Slide 8: Providing Solutions for Leading Defense & Aerospace Programs
Providing Solutions for Leading Defense & Aerospace Programs Eitan APC - Iron DOME - Arrow 3 - Optical Seeker - Navigation system Radar System Missile Program Antennas OVER 100 PROGRAMS: Providing PCB Solutions: • High Frequency • High Reliability • High Power Performance, durability & long life, ev
Slide 9: Impacting Medical Device Technology That Can Change Lives
Impacting Medical Device Technology That Can Change Lives END-TO-END FULL ASSEMBLY SOLUTION: Utilizing our All-in-One Methodology for complete, complex Medical Devices - starting from PCB right through to final product assembly. PCBA for MRI system Respiratory Monitoring - Complete System PCB Techno
Slide 10: Creating Precision Industrial Instruments for Complex Challenges
Creating Precision Industrial Instruments for Complex Challenges ALWAYS UP ON TECH: Offering innovative solutions that provide both products and entire systems for a wide range of critical industrial sectors, including: Semiconductor Aggrotech, National Utility Grids and the latest PCBA for 5G Satel
Slide 11: Markets Mega Trends
Markets Mega Trends All in One Solutions © 2025. All rights reserved. PCB Technologies Ltd. 11
Slide 12: End-Market Growth Drivers & Outlook
End-Market Growth Drivers & Outlook Segment Company US+EU Total PCB & Substrate IC Packaging Assembly & Final Company Segment CAGR % Share *EMS Market Size Market Size(B$) Market Size (B$) Product Market Addressable (2025-2030) from 2024 2024 (B$) Size (B$) Market 2024 (B$) Revenue Aerospace 50% 45
Slide 13: Unique ONE-STOP SHOP for integrated Hardware Electronics Manufacturing
Unique ONE-STOP SHOP for integrated cutting-edge Hardware Electronics Manufacturing Advanced IC Packaging Added Value to Customers: Improved time to market Better yield processes More flexibility in design Smarter customization Lower development costs OSATs EMS/ From prototype to mass production Pac
Slide 14: iNPACK
iNPACK Organic Substrate Advanced Wire Bonding Solutions for Miniaturization and Systems in Package Panel level Packaging Sub-Systems QFN Packaging 3D Modules ADAS Sensors All in One Solutions © 2025. All rights reserved. PCB Technologies Ltd. 14
Slide 15: Key Business Highlights
Key Business Highlights 15
Slide 16: Diversified end-market mix with a growing Aerospace & Defense segment
Diversified end-market mix with a growing Aerospace & Defense segment Industrial Instruments 23% Aerospace & Defense 50% Medical 27% Based on 2024 $153M Sales By Main Industries 16 Financial Overview © 2025. All rights reserved. PCB Technologies Ltd. 16
Slide 17: Sales Trend K$ (TTM)
Sales Trend K$ (TTM) Sales CAGR: 13.5% $190,000 $174,079 $168,891 $170,000 $159,914 $152,875 $150,000 $147,181 $136,741 $139,385 $135,091 $136,091 $130,000 $110,000 $90,000 $70,000 $50,000 Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Consistent Growth in Sales Trailing 12 Months Linear (Tra
Slide 18: Consolidate EBITDA & GP Trends K$
Consolidate EBITDA & GP Trends K$ $9,838 $9,972 $8,777 $8,478 $7,634 $6,966 $6,813 $6,482 $6,233 $5,757 $5,289 $5,138 $4,698 $4,327 $4,213 $3,246 $2,506 $2,649 Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 EBIDTA GP CAGR GP TTM Q3-23>>Q3-25: 60.8% CAGR EBITDA TTM Q3-23>>Q3-25: 103% Ongoing i
Slide 19: Circuits Division TTM GP K$ Trend
Circuits Division TTM GP K$ Trend 25,000 50.0% $21,856 $21,679 45.0% $21,390 $20,027 20,000 40.0% $18,183 35.0% $15,887 15,000 $13,899 30.0% $12,716 $11,535 27.3% 27.2% 25.0% 26.7% 26.4% 25.4% 10,000 23.4% 20.0% 21.4% 19.9% 17.9% 15.0% 5,000 10.0% 5.0% 0 0.0% Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-2
Slide 20: Assembly Division TTM GP K$ Trend
Assembly Division TTM GP K$ Trend 14,000 50.0% $12,805 45.0% 12,000 $10,886 40.0% 10,000 35.0% $8,483 30.0% 8,000 $6,588 25.0% 6,000 $4,946 20.0% $4,048 4,000 15.0% $3,114 $2,416 $2,632 12.5% 10.0% 11.0% 2,000 9.4% 8.0% 5.0% 6.3% 5.5% 3.5% 4.2% 3.2% 0 0.0% Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q
Slide 21: Backlog & Long Term Agreements (LTA) M$
Backlog & Long Term Agreements (LTA) M$ $196 4% $175 $174 $178 4% 4% 4% $155 52% 53% 51% 56% $98 63% 82% 44% 44% 40% 43% 35% 18% 31.12.22 31.12.23 31.12.24 31.3.25 30.6.25 30.9.25 Circuits PCB Assembly Microelectronics & Advance Packaging. Information presented in this chart is based on dates adjace
Slide 22: Our Path Forward - Continued Growth
Our Path Forward -Continued Growth ▪ A strong backlog ensures continued revenue growth across all divisions. ▪ We are involved in major programs within the Defense & Aerospace, Medical, and Industrial Instruments sectors, serving key customers. ▪ The current business climate, influenced by geopoliti
Slide 23: Thank You
Thank You