Pcb Technologies Ltd. · TASE:PCBT
Pcb Technologies — Investor Presentation (March 2025)
22 slides from Pcb Technologies's investor presentation, March 2025
Slide 1: PCB All-in-One Solutions 2024 Annual Report
A blue and white computer screen with a person in a wheelchair Description automatically generated PCB All-in-One Solutions 2024 Annual Report Company Presentation March 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 -14% HQ is in Israel of employees. 774 employees New Products - 26% of Total Revenue +100 customers programs Diversifie
Slide 4: Company History
Company History 1981 2004 2018 2022 Established Galil Microwaves PCI acquisitions AMS acquisition 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 PCB Technologies Publicly Listed iNPACK Technologies (100% owned) AMS Electronic Assembly (100% owned) All in One Solutions © 2022. 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 © 2022. 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 © 2022. 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 $152M Sales By Main Industries 16 Financial Overview © 2022. All rights reserved. PCB Technologies Ltd. 16
Slide 17: Sales Trend K$
Sales Trend K$ $160,000 Sales CAGR: 9% $152,875 $150,000 $147,181 $139,385 $140,000 $136,091 $136,741 $133,846 $135,091 $132,530 $130,000 $128,462 $120,000 $110,000 $100,000 $90,000 $80,000 Q4-22 Q1-23 Q2-23 Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Trailing 12 Months Poly. (Trailing 12 Months) Consistent
Slide 18: Consolidate EBITDA & GP Trends K$
Consolidate EBITDA & GP Trends K$ CAGR GP 2022 >> 2024: 38.3% CAGR EBITDA TTM 2022 >> 2024: 58.5% Ongoing improvement in operational efficiency and product mix Financial Overview © 2022. All rights reserved. PCB Technologies Ltd. 18
Slide 19: Circuits Division GP K$ Trend
Circuits Division GP K$ Trend CAGR GP TTM 2022 >> 2024: 34.4% Double GP by product mix and revenue stream, driven by our proprietary technology and strong OEM partnerships Financial Overview © 2022. All rights reserved. PCB Technologies Ltd. 19
Slide 20: Backlog & Long Term Agreements (LTA) M$
Backlog & Long Term Agreements (LTA) M$ $175 4% $155 2% 56% $98 63% 82% 40% 35% 18% 31.12.22 31.12.23 31.12.24 Circuits Assy iNPACK Information presented in this chart is based on dates adjacent to the release of the financial statements Financial Overview © 2022. All rights reserved. PCB Technologi
Slide 21: 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 22: Thank You
Thank You
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