Besi publishes investor presentation on advanced packaging strategy, hybrid bonding and AI-driven assembly demand

• Besi raised its long-term revenue model to EUR 1.7-2.2 billion, lifting the midpoint about 15%.
• Engine 1 target increased 10% to EUR 1.1 billion; Engine 2 target lifted to EUR 0.6-1.1 billion, about 21% higher at midpoint.
• Operating margin target increased to 45%-55%; gross margin target maintained at 64%-68%.
• H1-26 orders rose 116% to EUR 562.6 million; revenue climbed 49% to EUR 434.7 million.
• Net cash improved to EUR 164 million from negative EUR 36 million in H1-25.

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