Nynomic (M7U) Investor presentation summary

Profile and market positioning

• 30+ years in optical measurement; ~500 employees, with ~30% engineers and scientists; listed on Deutsche Börse Scale since 2007.

• Clean Tech targets >10% growth; Life Science has high-single-digit structural growth; Green Tech has mid-single-digit cyclical growth and is expected to remain broadly stable near term.

• FY2025 revenue of €93m comprised Clean Tech 65%, Life Science 22% and Green Tech 13%; Clean Tech growth is expected to exceed 10% p.a.

• Vertically integrated offering spans photonic components, systems and complete measurement solutions, supported by group-wide R&D and central functions.

Financial performance and outlook

• Q1–Q3 2026 revenue was €75.4m, up 16% YoY; EBIT was €4.9m versus -€1.5m, and EBIT margin was 6.5% versus -2.3%, up 8.8 pp.

• Q1–Q3 2026 cash was €15.5m, up 21% YoY; credit institution liabilities fell 57% to €2.3m, while orders on hand rose 59% to €77.3m.

• Orders on hand increased from €45.0m in Q4 2025 to €55.6m in Q1, €63.5m in Q2 and €77.3m in Q3 2026, supporting the outlook for Q4 2026 and FY2027.

• FY2026 guidance is revenue of €100–105m and EBIT margin of 6–8%; management considers the upper end of both ranges achievable.

• Mid-term ambition, excluding M&A, is average revenue growth of ~10% p.a. and EBIT margin above 15%.

Growth drivers and technologies

• Semiconductor growth is driven by AI-related demand; gas measurement benefits from rising energy demand, including AI-supported and non-AI demand; process measurement is expected to track the photonics industry.

• Global semiconductor equipment sales are forecast to reach a record $229.5bn in 2028, versus $165.9bn in 2024.

• Infrared multi-gas sensors monitor transformer insulating oil; dissolved gas concentrations and ratios indicate decomposition, aging and maintenance needs, amid data center expansion and energy investment.

• HELISYS, launched in 2026 for laser annealing, enables real-time measurement and control at 40,000 measurements per second.

• Margin recovery is supported by a reduced fixed-cost base, synergies, scale effects and full-year NYFIT2025 savings of ~€5m p.a.