Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Investor Day (February 2026)
30 slides from Elmos Semiconductor's investor day presentation, Feb 24, 2026
Slide 1: Market Opportunities & Where We Play
February 24, 2026 Market Opportunities & Where We Play Dr. Jan Dienstuhl, CSO
Slide 2: Automotive Semiconductors on a Structural Growth Path
Automotive Semiconductors on a Structural Growth Path Automotive Semiconductor Market Principal Growth Drivers Key Takeaways (in billion USD) Global light vehicle production (in million units) CAGR ▪ Automotive semiconductor market growth is +13% CAGR structural rather than cyclical 135 +1% 90 97 ▪
Slide 3: Five Megatrends are Driving Semiconductor Content per Vehicle
Five Megatrends are Driving Semiconductor Content per Vehicle ADAS / Autonomous Electrification & Comfort & SDV & New Safety Driving Efficiency Premium Architectures ADAS drives Electrification Share of premium cars Regulation and Software Defined substantial growth in multiplies control, as well as
Slide 4: ADAS Adoption Increases Sensor & Control Content in Vehicles
ADAS Adoption Increases Sensor & Control Content in Vehicles SAE Autonomous Level – L0+1 vs. L2 or higher ADAS & Autonomous Driving (in % of global car production) ▪ ADAS-driven semiconductor content growth is 19.5% 46.0% already embedded in today’s vehicle production 64.9% L2 or higher 80.5% ▪ Curr
Slide 5: Electrification Multiplies Control, Power and Thermal IC-Content
Electrification Multiplies Control, Power and Thermal IC-Content Global Production of BEV & Hybrids Electrification & Efficiency (in million units) % of global ▪ Rising efficiency requirements multiply the 13% 42% 68% car production number of regulated and actively controlled functions in the vehicl
Slide 6: Share of Premium Cars and Feature Density are Increasing
Share of Premium Cars and Feature Density are Increasing Production of Premium Cars IC Content of Premium Cars Comfort & Premium (in million units | % of global production) (in billion units) 7.2% 9.8% 11.4% CAGR ▪ Share of premium cars (in % of total car +13% production) is increasing 29.5 CAGR +8%
Slide 7: Examples | How Premium Features Drive IC Content in Vehicles
Examples | How Premium Features Drive IC Content in Vehicles How Features from the Past… … Look Like Today… … and Drive IC Content in Vehicles Basic Interior Lighting Exterior Multi-Zone Lighting Ambient Control & Light Sky Systems 5-10x Single driver to dozens of RGB Single-zone dome and reading li
Slide 8: Software Defined Vehicles Increase Intelligence at the Edge
Software Defined Vehicles Increase Intelligence at the Edge New Architectures & Software Defined Vehicles SDV & New Architectures E/E Platforms (in % of total car production) 2020 2025 2030e Zonal Domain Zonal Zonal ▪ Service based centralized/zonal architectures 0.6% 5.3% increase computational int
Slide 9: Megatrends Converge to Define the Standard Modern Car
Megatrends Converge to Define the Standard Modern Car Today‘s Drivetrain Independent / PHEV Tomorrow‘s What the Modern Car Looks Like Premium ICE Vehicle Premium BEV ▪ Autonomous and safe: Intelligent assistance systems enhancing safety and driving confidence Combustion Engine Sensors Wiper Control
Slide 10: Market Growth: Elmos Profits from All Key Growth Drivers
Market Growth: Elmos Profits from All Key Growth Drivers Recap: Automotive Semi Market Growth Drivers Growth Target 2030 2025 2030 CAGR Conservative Growth Target: Share of +13% BEV & hybrids ~42% ~68% Market-Aligned, with Upside produced ~12% Share of assisted and ~46% ~65% automated driving Share
Slide 11: 1 Billion EUR Targeted with a Balanced Multi-Segment Portfolio
1 Billion EUR Targeted with a Balanced Multi-Segment Portfolio Elmos Sales by Segment 2025 2030e (in % of total sales, figures are rounded) SDV & Safety 14% Ranging SDV & Safety 25% 10% Sensing Ranging 14% 34% 583 Sensing 18% ~1,000 million million EUR 20% EUR Lighting 22% 20% Motor Control Motor Co
Slide 12: Key Takeaways | Market Opportunity & Where-we-Play
Key Takeaways | Market Opportunity & Where-we-Play Automotive semiconductor growth is structural, not cyclical IC content per car – not car volumes – is the dominant long-term growth driver Multiple megatrends reinforce each other and drive IC content per car Electrification, safety, ADAS, comfort &
Slide 13: Growth Strategy & Right-to-Win
February 24, 2026 Growth Strategy & Right-to-Win Dr. Jan Dienstuhl, CSO
Slide 14: Elmos' Right-to-Win Is Built on a Set of Key Differentiators
Elmos’ Right-to-Win Is Built on a Set of Key Differentiators Relative to direct competitors What the Market Demands Elmos Right-to-Win Lower Higher Strong system-level Proprietary application-specific system expertise understanding Global market leader w/ unmatched domain depth in high-value applica
Slide 15: Elmos Leads Markets with Deep Know-how and Disciplined Focus
Elmos Leads Markets with Deep Know-how and Disciplined Focus #1 #1 #1 #1 #2 ICs for Motor Control ICs ICs for Pressure Sensing ICs for Ultrasonic Parking & for Smart HVAC LED Rear ICs for RGB Interior 360° Ranging Actuators Lighting Brake Systems Lighting Elmos holds global #1 or #2 positions in its
Slide 16: Elmos Delivers Trusted Collaboration across All Partners
Elmos Delivers Trusted Collaboration across All Partners Matthias Beck Elmos ICs Delivered to All Major Tier-1 Companies Head of Development Lighting Electronics “Elmos is an exceptionally flexible and reliable IC development partner. The cooperation is highly professional, and their responsiveness
Slide 17: Elmos Drives Industry-Leading, Award-Winning Innovation
Elmos Drives Industry-Leading, Award-Winning Innovation Thomas Foj Vice President Supplier Management, Solutions and Digitalization #1 German SME 2025 in Electrical Engineering1 “Elmos is for us a trustful partner, known for innovation, product focus Recognized as most innovative German SME in and m
Slide 18: Elmos Delivers Excellence in Quality, Reliability & Supply Security
Elmos Delivers Excellence in Quality, Reliability & Supply Security Consistently low field-return rates (PPB) provide transparent, decision-relevant quality performance across the automotive portfolio Quality Reliability Secure and adaptable edge solutions for ICE & BEV cars deliver long-term system
Slide 19: Elmos Combines Global Reach with Local Proximity
Elmos Combines Global Reach with Local Proximity Tianjin Seoul Tokyo Nijmegen Berlin Dortmund Frankfurt Changzhou Shanghai Detroit Dusseldorf Oder Chongqing Brno Pune Leverkusen Dresden Shenzhen Taiwan Elmos Sales & Application Engineering Elmos R&D Sites Singapore Local presence, global reach – ena
Slide 20: Building Growth on Our Strengths – 1 Billion EUR Sales by 2030
Building Growth on Our Strengths – 1 Billion EUR Sales by 2030 Worldwide 1 1 billion EUR target is Regional billion based on executing our Quality, Setup Reliability, automotive business pipeline Supply EUR (i.e., our design wins) Focused Analog Continuity & Mixed-Signal Deep Dive 1 Dedicated Innova
Slide 21: Design Wins are the Foundation of Our Growth Ambition
Deep Dive 1 | Automotive business pipeline Design Wins are the Foundation of Our Growth Ambition Deep Dive on next slides Deep Dive on next slides >1,200 Design Wins >3.3 Billion EUR 7 “Big Wins” Fully Aligned with from 2021 - 2025 Lifetime Revenue (LTR) >100 Million EUR LTR Structural Growth Broad
Slide 22: Ø Design Win LTRs More Than Doubled Since 2020/2021
Deep Dive 1 | Automotive business pipeline Ø Design Win LTRs More Than Doubled Since 2020/2021 Ø Design Win Lifetime Revenues FY 2020 – 2025 Design Win Lifetime Revenues (in million EUR) (in million EUR) CAGR: ~19% 1,000 900 >2x 800 ~725 700 600 500 400 ~350 0 2020-2021 2022-2025 2020 2021 2022 2023
Slide 23: Majority of Top-Line Growth to 2030 is Already Awarded
Deep Dive 1 | Automotive business pipeline Majority of Top-Line Growth to 2030 is Already Awarded > 1 billion EUR ~15% New business to be won by Design Wins 2027 and later ~10% Remaining Design Win Target 2026 (already >20% achieved YTD) ~25% Business revenue from Design Wins since 2021 Won follow-u
Slide 24: Examples | Recent Design Win Highlights
Deep Dive 1 | Automotive business pipeline Examples | Recent Design Win Highlights Example 1 | High-End Front Lighting Win Example 2 | Air Vent Motor Control Win ▪ Next-gen grille lighting in a top-selling ▪ Next-gen air vent control in premium premium SUV of a leading German OEM platforms of leadin
Slide 25: Elmos is Well Positioned in India – the World's Next Growth Hub
Deep Dive 1 | Automotive business pipeline Elmos is Well Positioned in India – the World’s Next Growth Hub Vehicles per 1,000 inhabitants / Population India Automotive Semi Market in India (in billion USD) CAGR | 0.4% ▪ Strong growth of Elmos India with sales CAGR CAGR of ~40% since 2020 +15% ~470 ~
Slide 26: Cars and Robots Share Key Commonalities
Deep Dive 2 | Adjacent markets Cars and Robots Share Key Commonalities 48V low-voltage 40–60V board net Power Architecture battery power Central HPC Central compute with zonal ECUs System Architecture with body zones Automotive Ethernet-based Ethernet backbone Communication internal network Edge con
Slide 27: Elmos ICs Enable the Nervous System of (Humanoid) Robots
Deep Dive 2 | Adjacent markets Elmos ICs Enable the Nervous System of (Humanoid) Robots Edge Control & Communication Motion & Actuation ▪ Central compute with Ethernet backbone ▪ High no. of BLDC motor drivers across joints ▪ Distributed edge gateways (head, hands, legs) ▪ Position and force sensing
Slide 28: Robotics Market Expands Elmos' Long-Term Growth Potential
Deep Dive 2 | Adjacent markets Robotics Market Expands Elmos’ Long-Term Growth Potential Global Humanoid Robot Shipment Estimates Average Estimates Evolution Comments (in million units) (in million units) ▪ Demand volumes still relatively low, but market & business is expected to grow significantly
Slide 29: Key Takeaways | Growth Strategy & Right-to-Win
Key Takeaways | Growth Strategy & Right-to-Win Global market leadership driven by proprietary application-specific expertise Deep domain know-how secures #1/#2 positions in core automotive IC markets Industry-leading innovation accelerates next-generation platforms Decades-long innovation leadership
Slide 30: 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