Switzerland · Delayed Price · Currency is CHF Sensirion Holding AG Earnings Call Transcripts
Fiscal Year 2026
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The event outlined a strategy focused on defending and expanding market leadership in smart gas sensing across diversified end markets, with strong R&D investment and a resilient, globalized manufacturing footprint. Financial guidance was reaffirmed, with growth driven by regulatory trends, innovation, and new high-value applications in medical, HVAC, automotive, and energy sectors.
Fiscal Year 2025
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Revenue grew 29% in local currencies and profitability improved, with EBITDA margin reaching 18.5%. 2026 guidance targets 5%-12% structural growth and stable margins, supported by new programs in automotive, medical, and industrial segments.
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Strong H1 2025 growth was driven by industrial, medical, and consumer segments, with profitability and cash flow improving year-over-year. Guidance for 2025 is reaffirmed, though H2 is expected to be softer due to seasonality and macro uncertainties.
Fiscal Year 2024
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Sales grew 22% in local currency, led by automotive and industrial segments, with improved EBITDA margin after cost reductions. 2025 guidance targets 12–27% revenue growth, mainly from A2L, and mid to high teens EBITDA margin, despite macroeconomic and geopolitical risks.
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Long-term growth is driven by innovation, miniaturization, and market diversification, with a focus on expanding core sensor markets and entering new fields like leakage detection and medical solutions. Financial guidance targets double-digit growth and sustained profitability, supported by strong R&D and sustainability commitments.
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H1 2024 saw a return to growth, led by automotive and industrial segments, while medical and consumer remained weak due to destocking. Guidance for 2024 is unchanged, with A2L sensor ramp-up expected to drive H2 growth. Extraordinary costs from Berlin closure fully recognized.