Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Investor Day (February 2026)
16 slides from Elmos Semiconductor's investor day presentation, Feb 24, 2026
Slide 1: The Big Picture
February 24, 2026 The Big Picture Dr. Arne Schneider, CEO
Slide 2: This is Elmos – Enabling Intelligent Mobility Around the Globe
This is Elmos – Enabling Intelligent Mobility Around the Globe 10 Elmos ICs on average in every new car globally Note: Selected customer examples 2
Slide 3: From Visionary Start-up to Worldwide High Tech Leader
From Visionary Start-up to Worldwide High Tech Leader 1984 | Visionary Start-Up Today | Global High-Tech Leader No. 1 Most innovative German company in electrical engineering in 20251 TecDAX Member One of Germany’s largest stock listed high-tech companies Global No. 1 or 2 in our key application seg
Slide 4: Elmos Outperforms Peers – Yet Offers 20-40% Upside
Elmos Outperforms Peers – Yet Offers 20-40% Upside Performance FY 2021 – 2025 Valuation FY 2026 (as of February 17, 2026) Valuation Upside Sales Growth EBIT-Margin FCF-Margin EPS Growth CAGR Improvement Improvement CAGR EV/Sales 3.3x 3.7x >10% 16.0% 3.2pp. 7.9pp. 27.2% 20.2x 14.1x EV/EBIT >40% 2.4%
Slide 5: Elmos Delivered x9 Higher Returns than Peers since 2021
Elmos Delivered x9 Higher Returns than Peers since 2021 Share Price Development (1st Jan 2021 – 2026 YTD)1 Net Return from 1,000 EUR Investment in Jan. 20214 +353% 3,838 x2 +191% 2,082 x9 +36% 433 x28 +6% 146 PHLX2 Peers3 TecDAX 2021 2022 2023 2024 2025 2026 Elmos PHLX Peer Average3 TecDAX 1. As of
Slide 6: Looking Ahead – Elmos is Positioned at the Centre of Growth
Looking Ahead – Elmos is Positioned at the Centre of Growth Automotive Semiconductor Market Growth Drivers Growth Target 2030 in billion USD 2025 2030 Conservative Growth Target: CAGR Market-Aligned, with Upside +13% Share of 135 BEV & Hybrids ~42% ~68% Produced ~12% Share of Assisted and ~46% ~65%
Slide 7: We are Delivering on our Commitments – Recap to CMD 2024
We are Delivering on our Commitments – Recap to CMD 2024 Top Priorities & Midterm Financial Targets 2030 – as presented in November 2024 As communicated Priorities Midterm Financial Targets 2030 in November 2024 Innovation & 1 around 1 billion Design Wins Sales in 2030 2 Profitable Growth EBIT aroun
Slide 8: Innovation Power Driving Design Wins & Market Leadership
1 | Innovation & Design Wins Innovation Power Driving Design Wins & Market Leadership x2 increase in patent filings per year over the last decade >1.2 million EUR revenue per engineer >1,200 design wins since 2021 with a life-time value of >3.3 billion EUR 8
Slide 9: Profitable Growth Secured by Design Wins & Megatrends
2 | Profitable Growth Profitable Growth Secured by Design Wins & Megatrends Up to 200 Elmos ICs per modern BEV as megatrends structurally increase Elmos content per vehicle 1 billion EUR 2030 sales target largely secured by existing design wins >15% revenue CAGR over past 5 years (versus ~2% CAGR of
Slide 10: China Strategy with More Opportunities than Risks
3 | China Strategy China Strategy with More Opportunities than Risks >30% annual revenue growth achieved by Elmos between 2021 – 2025 ~100 years semiconductor experience amongst local Elmos Chinese Senior Management Team >7x premium valuation of Chinese Analog Mixed Signal Peers compared to Elmos 10
Slide 11: R&D Efficiency Setting Industry Benchmarks
4 | R&D Efficiency R&D Efficiency Setting Industry Benchmarks ~15-30% efficiency improvements of R&D runtimes in 2025 R&D represents >40% of total workforce ~1 patent per 3 engineers filed per year, outperforming the industry by multiples 11
Slide 12: Gaining Scale while Permanently Lowering Capital Intensity
5 | Operational Excellence Gaining Scale while Permanently Lowering Capital Intensity ~70% lower CAPEX ratio compared to 5 years ago, reflecting successful evolution of operating model >10 partnerships with leading foundries and OSATs in 6 countries >3x capacity increase per testing machine after OE
Slide 13: Accelerated Cash Generation Translating into Higher Returns
6 | Cash Generation Accelerated Cash Generation Translating into Higher Returns >17% FCF ratio expected in FY 2026 x2 total payout for FY 2025 vs. FY 2024 x9 net shareholder return vs. average peer group since January 2021 13
Slide 14: Updated 2030 Targets
Updated 2030 Targets EBIT CAPEX Free Cash Sales Margin Ratio1 Flow Margin 1 billion EUR ~25% ~6% ~17% CMD 2024: 1 billion EUR CMD 2024: ~25% CMD 2024: <10% CMD 2024: Gradual improvement Confirmed Confirmed Upgraded Upgraded Updated Capital Allocation Principles: Increasing dividends plus buy-backs,
Slide 15: Strong Leadership Team Delivering Today & Ready for Tomorrow
Strong Leadership Team Delivering Today & Ready for Tomorrow Dr. Arne Schneider Dr. Jan Dienstuhl Margarita Mamberger Chief Executive Officer (CEO) Chief Sales Officer (CSO) Chief Financial Officer (CFO) ▪ 15 years with Elmos ▪ 14 years with Elmos ▪ 11 years with Elmos ▪ Previously Junior Partner at
Slide 16: Disclaimer
Disclaimer This presentation contains forward-looking statements based on beliefs of Elmos‘ management. Such statements reflect the company‘s current views with respect to future events and are subject to risks and uncertainties. Many factors could cause the actual results to be materially different