RIBER: 2025 performance driven by production systems and the rollout of ROSIE

Core Viewpoint - RIBER reported full-year revenues of €40.3 million for 2025, slightly down by 2% compared to 2024, but in line with the company's guidance [2][3]. Revenue Performance - The revenue breakdown for 2025 shows a first-half revenue of €10.7 million (down 22% from €13.7 million in 2024) and a second-half revenue of €29.5 million (up 7% from €27.4 million in 2024) [2]. - MBE systems revenues remained stable at €30.9 million, with invoicing for 12 machines, including 9 production systems and the first ROSIE platform [4]. - Revenue from services and accessories decreased to €9.4 million, an 8% decline year-on-year, although it showed recovery in the second half with an increase of 8.5% [4]. Geographical Revenue Breakdown - In 2025, Europe accounted for 45.1% of total revenue (up from 35.7% in 2024), Asia accounted for 39.7% (down from 57.3%), and North America accounted for 15.2% (up from 7.1%) [5]. Order Book Developments - The total order book at December 31, 2025, reached €26.9 million, reflecting a 24% increase from €21.7 million in 2024 [6]. - The MBE systems order book increased by 22% to €20.3 million, corresponding to 6 systems, including 4 production machines and 1 ROSIE platform [7]. - The services and accessories order book rose by 31% to €6.6 million compared to the previous year [7]. Future Outlook - RIBER anticipates growth in revenues for 2026, driven by the manufacturing of ROSIE 2 and the availability of BTO/STO thin films for the scientific and industrial community [10][11]. - The company is positioned to benefit from large-scale investments in artificial intelligence, data infrastructure, and quantum technologies, enhancing its role in the semiconductor value chain [10].