ASML (ASML) investor relations material

Opening remarks and agenda

• Meeting held in hybrid format, welcoming both in-person and online shareholders.

• Introductions of Board of Management, Supervisory Board, external auditor, and meeting secretary.

• Explanation of voting and Q&A procedures, with options for both virtual and in-person participation.

Financial performance review

• 2025 sales reached EUR 32.7 billion, a 16% increase year-over-year; gross margin at 52.8%.

• Net income was EUR 9.6 billion; earnings per share near EUR 25.

• EUV sales grew 39% to EUR 11.6 billion; 48 EUV systems recognized in revenue.

• Installed base business increased 26%, driven by service and upgrades.

• Regional sales shifted: China declined to 33%, South Korea and Taiwan increased; EMEA at 1%.

Board and executive committee updates

• Marco Pieters appointed CTO, expanding Board of Management to six members.

• Roger Dassen and Frédéric Schneider-Maunoury reappointed as CFO and COO, respectively.

• Benjamin Loh appointed to Supervisory Board, bringing extensive industry and Asian experience.