ASML N: Opening Skip Miller Vice President Investor Relations Investor Day Veldhoven ASML SMALL TALK 2022 2 – Form 6-K

Skip Miller
Vice President Investor Relations
Veldhoven Investor Day

Safety first
1. Please locate the nearest emergency exit
2. Clear aisles, place bags under your seat
Released November 11, 2022
Page 3

Other items
Toilet locations
Please put your phone on silent or airplane mode
Presentations will be posted on our website at the end of the day
Q&A process: in person and online
November 11, 2022
Page 4

Question and answer session
November 11, 2022 public
page 5

Time SubjectPresenter
12.30 – 13.30Registration & lunch
13.30 – 13.40Reception & agendaPasser Miller
1:40 – 2:20 p.m.End markets and capacity plansPeter Wennink
2.20 – 2.50Business modelRoger Dassen
14.50 – 15.00 Closing remarksPeter Wennink
15:00 – 15:30 Break
15:30 – 16:30Q&AASML management
16.30 – 16.35 End of formal program
November 11, 2022 public
Page 6

Forward-Looking Statements This document and related discussions contain forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995, including statements regarding expected trends, including end-market and technology industry trends and business environment trends. , expected growth and growth rate and revenue of the lithography and semiconductor industry, capital intensity outlook, expected growth of semiconductor end markets, expected growth in demand and capacity of wafers and additional wafer capacity needs, expected investments in wafer capacity and plans to increase capacity, expected growth in lithography spending, opportunity for growth in services and upgrades, and expected growth in product management sales. installed base, projected capacity increase and plan for ASML and its suppliers to increase capacity and production to meet demand, projected production of systems, updated model for 2025 and 2030, outlook and expected, model results generated or potential financial statements, including revenue projections and annual gross margin of revenue opportunities, R&D costs, general and administrative expenses, capital expenditures, cash conversion cycle and annualized effective tax rate for 2025 and 2030 and the assumptions underlying these expected, modeled or potential amounts, and other underlying assumptions our business and financial models, expected trends in semiconductor end markets and long-term growth opportunities, demand and demand drivers, expected growth in the semiconductor industry, including demand growth and expected capital expenditures in the coming years, the impact of technological sovereignty and foundry competition, statements regarding dividends and share buybacks and dividend policy, including including dividend and buyback growth forecasts and statements regarding ASML’s new buyback plan, production and consumption trends of energy and the desire for energy efficiency, the increase in technological sovereignty in the world, including the specific objectives of countries around the world, increased competition in the foundry sector and other non-historical statements. You can usually identify these statements by the use of words such as “may”, “will”, “could”, “should”, “plan”, “believe”, “anticipate”, “expect”, ” plan”, “estimate”, “forecast”, “potential”, “intention”, “continue”, “target”, “future”, “progress”, “goal” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections regarding our business and future financial results and readers should not place undue reliance on them. Forward-looking statements are not guarantees of future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, but are not limited to, economic conditions, product demand and capacity of the semiconductor equipment industry, global demand and capacity utilization of semiconductor manufacturing, the impact of general economic conditions on consumer confidence and our customers’ product demand and capacity, the performance of our systems, the impact of the COVID-19 outbreak and the measures taken to contain it on us , our suppliers, the global economy and financial markets, the impact of Russian military actions in Ukraine and the measures taken in response on the global economy and global financial markets and other factors that may affect ASML’s financial results, including customer demand and ASML’s ability to obtain parts and components for its products and to meet demand, the success of technological advancements and the pace of new product development and customer acceptance and demand for new products, the risks of executing technology roadmaps, production demand and capacity, and our and our supplier’s ability to increase capacity to meet demand, the impact of inflation and any recession, investments in capacity and
lithography expenditures, our ability to meet the objectives and expectations of our business and financial models and whether the assumptions underlying our models prove to be reasonable and accurate, the number and timing of systems ordered, shipped and accounted for in the revenues, and the risk of order cancellation or eviction, supply chain and logistics capacity and constraints and constraints on our ability to produce systems to meet demand, our ability to increase capacity, including our infrastructure and our workforce, our ability to control costs and to maintain and improve gross margin and competitive position, trends in the semiconductor industry, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, the availability of raw materials, manufacturing equipment cation and qualified employees, the business environment, geopolitical risks and the impact on our business, import/export and national security regulations and orders and their impact on us, including the impact of new regulations on exports, changes in exchange rates and tax rates, available liquidity and liquidity requirements, our ability to refinance our indebtedness, available liquidity and distributable reserves for, and other factors having an impact on dividend payments and share buybacks, the results of our share buyback program and other risks noted in the risk factors included in ASML’s Annual Report on Form 20-F for the fiscal year ended December 31, 2021 and other documents filed and filed with the United States Securities and Exchange Commission. These forward-looking statements speak only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. November 11, 2022 Public Page 7

Introductory video placeholder Page 8 public

page 9


ASML Holding SA published this content on November 14, 2022 and is solely responsible for the information contained therein. Distributed by Audienceunedited and unmodified, on Nov 14, 2022 11:53:11 AM UTC.

Public now 2022

All the news about ASML HOLDING NV

Analyst recommendations for ASML HOLDING NV

2022 sales 21,078 million
21,771 million
21,771 million
2022 net income 5,467 million
5,647 million
5,647 million
Net cash 2022 980 million
1,012 million
1,012 million
PER 2022 ratio 40.1x
2022 return 1.11%
Capitalization 220B
EV / Sales 2022 10.4x
EV / Sales 2023 8.70x
# of employees 34,720
Floating 99.0%

Duration :

Period :

ASML Holding NV Technical Analysis Chart |  MarketScreener

ASML HOLDING NV Technical Analysis Trends

Short term Middle term Long term
Tendencies Bullish Neutral Bearish

Evolution of the income statement


To buy

Medium consensus TO BUY
Number of analysts 33
Last closing price €551.50
Average target price €654.32
Average Spread / Target 18.6%

Comments are closed.