Aspocomp Group Oyj · OMXHEX:ACG1V
Aspocomp Group Oyj — Q3 2026 Earnings Presentation
19 slides from Aspocomp Group Oyj's earnings presentation, Oct 28, 2026
Slide 1: Interim Report January-September 2026
IN T ERIM REPORT JA N UA RY- SEPTEMBER 2026 // MA N U SKYT TÄ , OCTOB ER 28, 2026
Slide 2: Contents
Contents • Overview of the review period • Q3/2026 in brief • Customer segment development • Outlook for 2026 • Strategy execution in 2026 • Summary 2
Slide 3: Highlights of Q3/2026
Highlights of Q3/2026 • Net sales increased by 20 percent, growth driven by continued strong demand as well as improved capacity and delivery reliability • The defense industry became Aspocomp's largest customer segment for the first time, accounting for 40% of total net sales • Profitability suppor
Slide 4: Q3/2026 in brief
Q3/2026 in brief • Net sales EUR 10.6 (8.8) million, net sales growth 20% • Operating result EUR 1.3 (0.3) million, 12.6% (3.6%) of net sales • Earnings per share EUR 0.13 (0.03) • Operative cash flow EUR -0.3 million (0.5) • Orders received EUR 15.3 (5.7) million, up 169% • Order book at the end of
Slide 5: Q3/2026 net sales 10,6 M€, an increase of 20%
Q3/2026 net sales 10,6 M€, an increase of 20% M€ +20% 12 • Net sales EUR 10.6 (8.8) million, an increase of 20%. 10 10,6 10,6 9,7 • Growth driven by continued good demand and investments 8 8,8 8,9 in maintenance and resourcing made earlier in the year, which improved both capacity and delivery relia
Slide 6: Q3/2026 net sales 10,6 M€, an increase of 20%
Q3/2026 net sales 10,6 M€, an increase of 20% M€ 20% 12 10.6 Share of net sales (Q3), % 10 8.8 2,9 8 11% Others*, 27% 2,6 Semiconductor Industry, 33% 6 95% 4,3 2,2 4 2 4,1 -15% 3,4 0 Defense, Security and Q3/2025 Q3/2026 Aerospace, 40% Semiconductor Industry Defense, Security and Aerospace Others* 6
Slide 7: Net sales by customer segment
Net sales by customer segment Semiconductor Industry Defense, Security and Aerospace Others* Net sales, M€ Net sales, M€ Net sales, M€ 5 5 5,0 4 4,3 4,3 4 4,3 4,0 4,1 3,6 3 3,5 3,4 3 3,0 2,8 2,9 2,9 2,6 2,6 2,7 2 2,0 2,5 2 2,2 1 1 1,0 0 0 0,0 Q3/2025 Q4/2025 Q1/2026 Q2/2026 Q3/2026 Q3/2025 Q4/2025 Q
Slide 8: Order book record high, orders received increased by 169%
Order book record high, orders received increased by 169% Order book, M€ • Order book at the end of September EUR 30.6 (16.6) million +85 % 35,0 – Order book growth driven by increasing demand from AI chip manufacturing and the defense industry 30,0 30,6 – Of the order book, EUR 8.5 million schedule
Slide 9: Q3/2026 operating result
Q3/2026 operating result Operating result, M€ and % of net sales • Operating result EUR 1.3 (0.3) million, 12.6% (3.6%) of net 2 15% 12,6% sales 1,3 10% • The operating result for July–September was improved by an 1 4,0% improved product and customer mix as well as the 3,6% 5% 2,2% completion of low
Slide 10: Outlook for 2026 unchanged
Outlook for 2026 unchanged (published February 25, 2026) In 2026, the demand for Aspocomp’s products is expected to remain solid. In particular, demand in the defense industry and the semiconductor market is anticipated to remain good. Aspocomp estimates that its net sales for 2026 will grow, and th
Slide 11: Strategic priorities for 2026
Strategic priorities for 2026 Oulu plant expansion investment Strengthening the market position in Investments in production quality and selected customer segments maintenance • The expansion investment is progressing as • The defense industry the largest customer • Installation of new production eq
Slide 12: Financial targets
Financial targets Aspocomp’s strategy is focused on strengthening the company’s current market position and growth, especially in the Security, Defense and Aerospace, and Semiconductor segments, due to the increased demand. Net sales Profitability Oulu plant capacity Equity ratio To expand trading a
Slide 13: Summary
Summary • Q3 was a demonstration of Aspocomp's good operational performance and production reliability in a favorable market environment. • Strong demand continued particularly in the defense industry – the strategy to focus growth on the defense, security, and aerospace markets is working as planne
Slide 14: Manu Skyttä, CEO
ASPOCOMP Heart of your technology Manu Skytta, CEO
Slide 15: Additional materials
ASPOCOMP Additional materials
Slide 16: Major shareholders 30.9.2026
Major shareholders 30.9.2026 10 largest shareholders, 30.9.2026 Shares Ownership, % 1 Joensuun Kauppa Ja Kone Oy 1 376 361 18.28 2 Etola Group Oy 1 158 898 15.40 3 Mandatum Henkivakuutusosakeyhtiö 358 361 4.76 4 Etola Erkki Olavi 352 631 4.68 5 Nordea Life Assurance Finland Limited 275 000 3.65 6 Yl
Slide 17: Board of Directors
Board of Directors Ville Vuori Kaisa Kokkonen Jenni Enroth Anssi Korhonen Chairman of the Vice Chairman of Member Member Board the Board 17
Slide 18: Management team
Management team Manu Skyttä Antti Ojala Pekka Hanna-Leena Terhi Launis Mitri Mattila Ilkka Lohi President and CEO CCO and Deputy Holopainen Keskitalo CFO CTO Quality Director CEO Chief Operating HR Director Officer 18
Slide 19: Please contact Aspocomp Sales team
Please contact Aspocomp Sales team And follow us at: www.aspocomp.com