Scanfil (SCANFL) investor relations material

Executive summary

• Q2 turnover reached EUR 259.0 million, up 28.1% year-over-year, with organic growth of up to 9.5% and significant contributions from acquisitions.

• Comparable EBITA for Q2 was EUR 18.6 million, margin at 7.2%, with all regions contributing positively.

• Major strategic progress included a EUR 25 million annual agreement, Suzhou plant expansion, and MB Elettronica acquisition.

• Customer satisfaction reached record levels, with NPS rising to 50.

• Customer diversification improved, with the largest customer accounting for less than 10% of turnover.

Financial highlights

• Q2 2026 turnover was EUR 259.0 million, up from EUR 202.2 million in Q2 2025; organic growth contributed up to 5%.

• Comparable EBITA was EUR 18.6 million, up 30.8% year-over-year; margin at 7.2%.

• EPS for Q2 2026 was EUR 0.17, up 4.5% year-over-year.

• Operating cash flow for H1 was EUR 5.9 million; net debt at EUR 139.6 million (1.6x leverage).

• Equity ratio at 41.6%, down from 54.8% due to acquisitions; net gearing at 43.3%.

Outlook and guidance

• 2026 guidance unchanged: turnover EUR 940–1,060 million and comparable EBITA EUR 64–78 million.

• Management expects H2 2026 to be stronger, driven by integration of acquisitions and new customer programs.

• Focus remains on organic and inorganic growth, cost and inventory control, and operational execution.