Scanfil Oyj · OMXHEX:SCANFL
Scanfil Oyj — Investor Day (September 2026)
39 slides from Scanfil Oyj's investor day presentation, Sep 29, 2026
Slide 1: Americas: Accelerating Growth
Americas: Region Accelerating Growth Christina Wiklund Chief Commercial Officer & VP of Americas
Slide 2: US Market Growth Driven by Outsourcing
US Market Growth Driven by Outsourcing USD 133bn USD 184bn 6.7% EMS market size, 2025 Forecast market size, 2030 EMS market CAGR, 2025-2030 Market drivers Outsourcing Reshoring AI and EV Aerospace & AI and OEMs shift complex Government Data-center, grid and Defense Medtech production to investments
Slide 3: Organic Growth Drivers – EMS Market in the Americas
Organic Growth Drivers – EMS Market in the Americas Estimated Americas EMS market grows 6.7%. Over 1% faster than the Global EMS market average of 5.6% Market CAGR 2025-2030 Medtech & Life Science 8.5% Energy & Cleantech 8.0% Aerospace & Defense 7.5% Industrial 6.7% Sources: Semiconductor Insight. S
Slide 4: Strategy for 2026–2030: Geared for Growth
Strategy for 2026–2030: Geared for Growth CU S T OME RS | We h elp th em sh ap e th eir ind ustr ies, g lo b ally Global thinking · Local execution — responsibility close to our customers and factories GROWTH EFFICIENCY Customer Groups Medtech & Life Geographic Offering Acquisitions Dream Factory Sc
Slide 5: Organic & Inorganic Investments Are Driving Growth
Organic & Inorganic Investments Are Driving Growth CONFIDENTIAL 29 - Sep - 26 5
Slide 6: Atlanta – How We Go to Market & Our Value Proposition
Atlanta – How We Go to Market & Our Value Proposition Scanfil Atlanta is a customer partner for PCBA and advanced system integration , serving demanding electronics OEMs across the North American market. Backed by more than two decades of experience, the site pairs deep expertise in Energy & Cleante
Slide 7: Atlanta, USA
FACTORY NETWORK Atlanta, USA American Market Systems Integrator & Distributor • PCBA Production • System Integration • In/Out Warranty Repair & Refurbishment • Cable Harness Assembly • Logistics and Distribution Services • Refrigeration • ISO 9001, 14001, 13485, 45001, IPC, UL508A, CTPAT ~300 17,650
Slide 8: Detroit – Our Expertise & The Value We Provide
Detroit – Our Expertise & The Value We Provide Scanfil Detroit – ADCO Circuits - is a provider of high - performance PCBA and advanced box - build electronic assemblies , serving customers with high regulatory demands in the North American market. With more than four decades of experience, the site
Slide 9: ADCO Circuits, Detroit, USA
FACTORY NETWORK ADCO Circuits, Detroit, USA Fast Prototyping, PCBAs and Box - Build • ADCO Circuits was established in 1981 • General Manager Marc Damman is a second - generation entrepreneur • Focus on electronics manufacturing, and complementary box build for industrial customers with vast experie
Slide 10: Americas Regional Strengths and Opportunities
Americas Regional Strengths and Opportunities Strengths Opportunities • High mix & complex PCBA’s • Current speed of growth and challenges to scale • High - quality performance - low PPM • Pricing leverage with combined sites • Global OEM customers • Leverage of site unique capabilities (Atlanta – r
Slide 11: Anticipated Increase in Demand
Anticipated Increase in Demand 16.5 14.7 15 % 15 % 14.5 14.2 12.5 10.9 10.5 8.5 34 % 6.5 36 % 5.6 5.4 4.5 4.5 3.3 3.5 2.5 2.1 1.5 Aerospace & Defense Energy & Cleantech Industrial Medtech & Life Science 0.5 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 H1 2026 figures 29-Sep-26 11
Slide 12: Strategic Priorities
Strategic Priorities Profitable Growth Organic Growth Utilization & Efficiency Grow regional revenue with double - digit Leverage Atlanta & ADCO for new US logos Fill all SMT - lines, grow box - build , system profitable organic growth over the business Open new business pipeline ~€200 million integ
Slide 13: Questions & Answers
Questions & Answers
Slide 14: Central Europe: Improved Growth Prospects
Central Europe: Improved Growth Prospects Markku Kosunen VP of Central Europe
Slide 15: European Market Growth Driven by Outsourcing
European Market Growth Driven by Outsourcing USD 76.8bn USD 98bn 5.0% EMS market size, 2025 Forecast market size, 2030 EMS market CAGR, 2025-2030 Market drivers Outsourcing Electrification Aerospace & Medtech & Life Defense Science OEMs shift complex Shift towards electricity production and high as
Slide 16: Organic Growth Drivers - Market
Organic Growth Drivers - Market Europe Region to grow 5.0%, the Global EMS market average of 5.6% Market CAGR 2025-2030 Medtech & Life Science 8.5% Energy & Cleantech 8.0% Aerospace & Defense 7.5% Industrial 5.0% Sources: Semiconductor Insight, Scanfil’s market view. CONFIDENTIAL 29 - Sep - 26 3
Slide 17: Strategy for 2026–2030: Geared for Growth
Strategy for 2026–2030: Geared for Growth CU S T OME RS | We h elp th em sh ap e th eir ind ustr ies, g lo b ally Global thinking · Local execution — responsibility close to our customers and factories GROWTH EFFICIENCY Customer Groups Medtech & Life Geographic Offering Acquisitions Dream Factory Sc
Slide 18: Inorganic Investments and New Customer Acquisitions Are Driving Growth
Inorganic Investments and New Customer Acquisitions Are Driving Growth inorganic growth: Q1 EUR 21.1 million Q2 EUR 37.5 million 29 - Sep - 26 5
Slide 19: Platform for Growth in Central Europe
Platform for Growth in Central Europe • Central Europe is the most important single market for Scanfil • Balancing Scanfil presence and creating a significant growth platform in Southern Europe Wutha, Germany Sieradz, Poland Renate, Italy Myslowice, Poland • Competence centers for Aerospace & Defens
Slide 20: Myslowice in Poland – Our Value Proposition
Myslowice in Poland – Our Value Proposition Scanfil Myslowice is a customer partner for sheet metal manufacturing and complex system integration , serving demanding customers across the Central European market. Expertise in Energy & Cleantech and Industrial with large system integrations with high -
Slide 21: Myslowice, Poland
FACTORY NETWORK Mys lowice , Poland Complex System Integration and Mechanics • Mechanics and electronics assembly • Sheet metal mechanics • Painting • Engineering (NPI, Prototyping) • Logistics and distribution services • Expansion project of 6,000 m2 • Ready in Q1 2028 • ISO 9001, 14001, 13485, 383
Slide 22: Sieradz in Poland – Our Value Proposition
Sieradz in Poland – Our Value Proposition Electronics manufacturing at scale with vertically integrated PCB assembly, testing and module manufacturing in a Special Economic Zone in the heart of the Europe Complex box build and system integration with more than two decades of expertise in Energy & Cl
Slide 23: Sieradz, Poland
FACTORY NETWORK Sieradz , Poland Electronics Manufacturing and Complex Box Build • Electronics manufacturing • After sales services • Test Development and • Readiness for expansion of engineering the building (10 000 sqm) • PCB Assembly & Testing • Excellent location in Special Economic Zone • Box -
Slide 24: Wutha in Germany – Our Value Proposition
Wutha in Germany – Our Value Proposition Scanfil Wutha is a small / medium - volume PCBA and box build – complex system integration and mechanical assembly plant in the South Germany. Medical devices, security and defense expertise – clean room production of medical devices and upcoming EN 9100 cert
Slide 25: Wutha, Germany
FACTORY NETWORK Wutha , Germany Medium-Volume PCBA and System Integration • PCBA and complex system integration • Production of medical devices • Clean room • Mechanical assembly • Dedicated staff for fast prototyping • High quality, fast delivery • Umwelterklärung, ISO14001, EN 9100 (upcoming), ISO
Slide 26: Central Europe Regional Strengths and Opportunities
Central Europe Regional Strengths and Opportunities Strengths Opportunities • Service portfolio includes all Scanfil services • Strong customer demand and sales pipeline • Global and local OEM customers, all segments • Increase the utilization of equipment • Long customer relationships • Capacity /
Slide 27: Positive Trend in Demand
Positive Trend in Demand New Customer Wins in the Period Customer Group % of turnover in 35 34.3 H1 2026 9% 31.8 31.8 18 % 30 24.6 25 20 35 % 15 14.3 12.8 11.5 10.7 10 9.1 38 % 5.3 5 Aerospace & Defense Energy & Cleantech Industrial Medtech & Life Science 0 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25
Slide 28: Strategic Priorities
Strategic Priorities Profitable Growth Organic Growth Utilization & Efficiency Grow regional revenue > EUR 500 million by Leverage MB cross-selling opportunities to Fill all SMT-lines, system integration and 2030 sustain growth. continue implementation of the Dream and EBITA margin of 7-8% Open pipe
Slide 29: Questions & Answers
Questions & Answers
Slide 30: Scanfil Group
Scanfil Group
Slide 31: MB Elettronica Was Founded by Francesco Banelli in 1961
MB Elettronica Was Founded by Francesco Banelli in 1961 • Started as a small lab under the name CAFEL in Cortona • Family - owned for 64 years • Still managed by the family: Roberto Banelli is the CEO of MB Elettronica • Heritage in radio frequency products since the 70’s • Focus on Aerospace & Defe
Slide 32: Leading Supplier of Mission Critical Products
Leading Supplier of Mission Critical Products • Four sites in Italy • ~85% of revenue from Italy • ~80% of the business in Cortona • Commercial focus • High mix / low volume • Techincally complicated products • High quality requirements • Full - service offering • Extensive design and engineering ca
Slide 33: Certified to Serve the Markets with Highest Standards
Certified to Serve the Markets with Highest Standards • One of few in Europe with double Nadcap certifications – both for PCBA and cabling • FDA registered for manufacturing of finished medical products • Certified according to the European Space Agency standards for manufacturing of Space products
Slide 34: Serving all Scanfil’s Target Customer Groups
Serving all Scanfil’s Target Customer Groups Sales by Customer Group in 2025 • Aerospace & Defense (incl. Space) is the largest market for MB Elettronica • Vast majority of the Medtech & Life Science revenues are from finished products • FDA registered • The Industrial customers constitute a diverse
Slide 35: Each Factory Plays a Crucial Part in Our Italian Operations
Each Factory Plays a Crucial Part in Our Italian Operations Cortona L’Aquila Renate Mozzate • The heart of the • Roots in the Space • Highly certified and • Cost - efficient company industry close to customers in manufacturing – limited Northern Italy certifications • ~80% of the output • Acquired i
Slide 36: Post-Closing Focus: Serving Our Customers
Post - Closing Focus: Serving Our Customers • Meeting customers and solving problems • Familarizing with MB’s customers • Understanding their needs • Facilitating interaction with the rest of Scanfil • Sales opportunities • Supply chain cooperation • Common sales / marketing activities • Integration
Slide 37: Significant Opportunities in the Markets We Serve
Significant Opportunities in the Markets We Serve Aerospace & Defense Space Industrial Medtech & Life Science Defense and space • Grow both organically • Focus on certain • Growing market and investments are growing and through the Scanfil industrial niches where desire for regional network MB has a
Slide 38: Wrap-up
Wrap - up • Strong heritage within manufacturing of mission - critical products • Infrastructure in place to grow • Highly certified • Four sites with unique capabilities • Active in growing markets • Blue chip customers with strong organic growth • Our top three priorities: Customers, Customers and
Slide 39: 29 - Sep - 26
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