Scanfil (SCANFL) investor relations material

Market overview and positioning

• Operates as a contract manufacturer focused on electronics for industrial clients, with 5,000 employees across 16 factories on four continents.

• Targets a EUR 649 billion market with a 6% CAGR, focusing on high-mix, low-to-mid volume segments rather than high-volume consumer goods.

• Customer base includes global industrial leaders, providing electronics, sub-assemblies, and full product solutions.

• Diversified revenue streams, with the largest customer now below 10% of revenue, down from 19% in 2003.

• Long-term strategy emphasizes both organic and acquisitive growth, with a focus on resilience and local customer support.

Segment performance and growth drivers

• Four main segments: Aerospace & Defense, Energy & Cleantech, Industrial, and Medtech & Life Science.

• Energy & Cleantech is the largest and fastest-growing segment, with 20% quarterly growth and strong customer relationships.

• Aerospace & Defense has doubled its revenue share to 11% through acquisitions and organic growth.

• Medtech & Life Science shows above-average growth potential, supported by factory qualifications and new customer wins.

• Industrial segment provides balanced growth, encompassing customers outside the other three segments.

Investments, expansion, and ESG

• Recent investments include doubling the China site, expanding U.S. electronics manufacturing, and new automated lines in Malaysia.

• Malaysia offers strategic trade advantages and supports a dual Asia strategy.

• Achieved EcoVadis Gold in 2025, reinforcing sustainability and customer alignment.