Germany · Delayed Price · Currency is EUR Elmos Semiconductor SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 20% sales growth, higher margins, and robust free cash flow, prompting a raised full-year outlook. Guidance now anticipates 12% sales growth and 23–26% EBIT margin, with strong demand and new design wins offsetting potential supply chain risks.
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A global leader in automotive mixed-signal semiconductors targets €1 billion sales by 2030, driven by electrification, ADAS, and new vehicle architectures. Strong financials, robust ESG goals, and early-stage robotics expansion position the company for sustained growth.
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Structural growth in automotive semiconductors is driving a 12% CAGR target to 2030, with most revenue secured by design wins and further upside from robotics and cybersecurity. Operational excellence, innovation, and a fabless model underpin strong cash generation, margin expansion, and increased shareholder returns.
Fiscal Year 2025
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Record revenue and strong cash flow in 2025, with robust design wins and a positive outlook for 2026. Gross margin was impacted by gold prices, but mitigation is underway. Guidance for 2026 anticipates double-digit sales growth, higher EBIT margin, and continued low CapEx.
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Q3 2025 delivered strong profitability and cash flow, despite revenue delays from the SAP transition. Guidance for 2025 is reaffirmed, with robust order intake, improved margins, and ongoing cost and working capital optimization.
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Q2 2025 delivered strong revenue growth, led by China, despite margin pressure from FX, gold costs, and SAP transition. Guidance for FY 2025 sales and EBIT margin is maintained, with cost optimization and local China expansion underway.
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Q1 2025 saw a 7% year-over-year sales decline but met expectations, with strong cash flow and a positive book-to-bill ratio. China delivered double-digit growth, and cost optimization measures are underway. Full-year guidance remains unchanged despite ongoing market and geopolitical uncertainties.
Fiscal Year 2024
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Record sales and strong margins were achieved in 2024 despite market headwinds and destocking. Guidance for 2025 is cautious but anticipates sequential growth in the second half, with continued focus on operational efficiency, cash flow, and leadership in automotive semiconductors.
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The event outlined a strategy focused on profitable growth, innovation, and operational excellence, with a new fabless model, ambitious financial targets for 2030, and a strong push into China. Product leadership, robust R&D, and ESG commitments underpin the plan, while capital allocation will favor shareholder returns and selective M&A.
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Q3 2024 saw resilient growth and strong margins despite automotive market headwinds, with full-year guidance confirmed and positive free cash flow expected, aided by operational efficiency and strategic expansion in China. Record design wins and reduced CAPEX support future growth.
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Q2 2024 saw 4.4% sales growth to EUR 142 million and a 25.3% EBIT margin, driven by design wins and strong Asian market presence. Guidance for 2024 is reaffirmed, with positive free cash flow and lower CapEx expected, despite ongoing inventory corrections.