ASM International (ASM) investor relations material

Opening remarks and agenda

• Meeting opened with welcome remarks, agenda overview, and language arrangements for attendees.

• Outlined roles of key speakers: CEO, CFO, committee chairs, and auditor.

• Farewell acknowledgments for retiring board members and introduction of new committee chairs.

• Voting and question procedures explained, including proxy and digital voting, and Q&A logistics.

• Confirmation of proper shareholder convening and meeting authorization.

Financial performance review

• Achieved ninth consecutive year of double-digit revenue growth, with 2025 revenue near EUR 3.2 billion.

• Operating margin exceeded 30%, with strong cash flow and profitability.

• Proposed EUR 150 million share buyback and EUR 3.25 dividend per share, up from previous year.

• Revenue heavily concentrated in logic foundry (84%), with memory at 16%; top five customers account for 53% of revenue.

• Significant investments in R&D (EUR 512 million), global expansion, and digital transformation initiatives.

Board and executive committee updates

• CEO Hichem M'Saad nominated for reappointment for four years due to strong leadership and performance.

• Changes in supervisory board membership, with ongoing search for new members to fill vacancies.

• Remuneration policies reviewed and updated to remain competitive globally, especially versus U.S. peers.