Sensirion Holding Ag · SIX:SENS
Sensirion — Investor Day (April 2026)
85 slides from Sensirion's investor day presentation, Apr 14, 2026
Slide 1: Welcome – Investor Day 2026
WELCOME Investor Day 2026 April 14, 2026
Slide 2: Please note that this event will be recorded
Please note that this event will be recorded.
Slide 3: Today's Agenda & Speakers
TODAY’S AGENDA & SPEAKERS Welcome | Moritz Lechner, Co-Founder and Co-Chairman of the Board Sensirion at a glance & growth strategy | Marc von Waldkirch, CEO Market insights & growth hotspots Medical HVAC Automotive Connected Andreas Alt, Niculin Saratz, Max Eichberger, Felix Hoehne, Market Director
Slide 4: Today's Presenters 1/2
TODAY’S PRESENTERS 1/2 Moritz Lechner Marc von Waldkirch Martin Wirz Lars Dünnhaupt Co-Chairman of the Board Chief Executive Officer Chief Financial Officer Director Investor Relations • Co-Founder of Sensirion • CEO since 2016 • CFO since 2025 • Director IR since 2023 and Co-CEO until 2016 • VP R&D
Slide 5: Today's Presenters 2/2
TODAY’S PRESENTERS 2/2 Andreas Alt Niculin Saratz Maximilian Eichberger Felix Hoehne Market Director Product Director General Manager General Manager Medical Market Gas Sensors Sensirion Automotive Solutions Sensirion Connected Solutions • Market Director since 2017 • Product Director since 2020 • G
Slide 6: Disclaimer
Disclaimer Certain statements in this document are forward-looking statements, including, but not limited to, those using words such as “believe,” “assume,” “expect” and other similar expressions. Such forward-looking statements are based on assumptions and expectations and, by their nature, involve
Slide 7: A Welcome Message from the Co-Founders
A WELCOME MESSAGE FROM THE CO-FOUNDERS 7 © Copyright Sensirion, Switzerland
Slide 8: Achieved market leadership in humidity and flow sensing
Achieved market leadership in humidity and flow sensing Proved ability to win high market share through focused portfolio and technological leadership Focus on core: humidity & flow sensing Focused on becoming #1 in humidity & small-flow components Leveraged technological leadership to access market
Slide 9: Expanded into environmental sensing market
Expanded into environmental sensing market Successfully sustained high market share while capturing additional growth from new market entry Focus on core: Expand into adjacencies: humidity & flow sensing environmental sensing Maintained and strengthened market leadership in humidity & flow Leveraged
Slide 10: Established basis for next growth phase in gas sensing
Established basis for next growth phase in gas sensing Technological capabilities extended towards mission-critical gas sensing applications Focus on core: Expand into adjacencies: Next growth phase: humidity & flow sensing environmental sensing gas sensing Sensirion is well- positioned to capture a
Slide 11: DNA for our future
DNA for our future Capable of winning Capable of keeping Demonstrated that Conditions set high market shares. high market shares. new markets can be for next expansion. captured for Will be a longer additional growth. journey. 11 © Copyright Sensirion, Switzerland Confidential
Slide 12: At a glance
SENSIRION At a glance
Slide 13: We measure gases precisely, reliably and at scale
WE MEASURE GASES precisely, reliably and at scale 13 © Copyright Sensirion, Switzerland Confidential
Slide 14: Sensirion at a glance
Sensirion at a glance Leading global partner for smart gas sensing solutions with a differentiated multi-technology platform CHF 342.4M >250M 1,280 >45% revenue ~18.5% Revenue1 Sensors Full-time from non-Swiss of revenue invested produced per year1 equivalents (FTE)2 manufacturing1 in R&D3 1 FY 2025
Slide 15: 28 years of pioneering solutions to solve complex sensing problems
28 years of pioneering solutions to solve complex sensing problems Driven by megatrends across 4 end markets Automotive Medical Industrial Consumer Clear view and clean cabin air Safe and effective Safe and energy-efficient Comfortable indoor for passengers respiratory therapy room climate environme
Slide 16: Why we consistently win in mission-critical sensing
Why we consistently win in mission-critical sensing Powered by Trusted partner for leading OEMs Full ownership of the sensing technology stack enables five structural to translate complex requirements into scalable sensor solutions for sustained innovation and differentiation. strengths high-value a
Slide 17: We turn complex customer needs into a scalable sensor platform
1 2 We turn complex customer needs into a scalable sensor platform 3 and strive to dominate these mission-critical application niches 4 5 Relevant Innovation power and technology stack Market customer problem dominance Superior solutions and Deep application know-how scalability Examples of our mark
Slide 18: We innovate where it matters most
1 2 We innovate where it matters most 3 End-to-end ownership of the sensing technology stack enables speed, differentiation and scalable solutions 4 5 We own the This unique setup powers us full technology stack to deliver application-driven solutions across the full spectrum— from components to hig
Slide 19: How we work to dominate high-value niches
1 2 How we work to dominate high-value niches 3 Solving mission-critical sensing problems where we can make the difference 4 5 Identify relevant and demanding sensor problems Early problem discovery built on customer We systematically scan the smart gas-sensing landscape for intimacy relevant and ch
Slide 20: We scale technology leadership into market dominance
1 2 We scale technology leadership into market dominance 3 Disciplined R&D investment converts technologies into category leadership and value creation 4 5 Share of R&D Purpose Value creation Example Targeted adaptations to secure Leverage to market dominance 10% Customization OEM-specific variants
Slide 21: We build structural resilience across the entire value chain
1 2 We build structural resilience across the entire value chain 3 A business model designed to perform and scale through volatility 4 5 Market Technology • Broad and steadily expanding network with Fully owned technology stack leading OEMs in each field ensures strategic independence and • Broad ma
Slide 22: Exogenous factors tested our structurally resilient business model
1 2 Exogenous factors tested our structurally resilient business model 3 CAGR 2018 – 2025: 13% (constant currencies) 4 5 ❹ Pandemic demand surge ❶ #1 supplier of medical ventilator sensors: ❸ Extra demand due to COVID-19 Supply allocation and destocking ❷ Mission-critical single-source supplier: ❷ m
Slide 23: Innovation needs a dedicated company culture
1 2 Fair and 3 4 honest 5 INNOVATION NEEDS A DEDICATED COMPANY CULTURE Together A company culture dedicated to long-term innovation… … with an entrepreneurial mindset to push limits… … and built by exceptional people Top performance Confidential
Slide 24: Our growth strategy
SENSIRION Our growth strategy
Slide 25: Smart gas sensing: A fast-growing multi-billion market
Smart gas sensing: A fast-growing multi-billion market Diversified set of mission-critical applications underpinned by strong secular megatrends Secular megatrends Drive Mission-critical applications in smart gas sensing Health and demographic change Breath analysis, ventilation, anesthesia and High
Slide 26: We measure gases – precisely, reliably and at scale
We measure gases – precisely, reliably and at scale Our unique edge: Proprietary capabilities to measure small gas amounts Targeting mission- We master the critical applications technologies to Precisely, reliably, and spanning high-volume measure small gas at scale components to high- amounts end s
Slide 27: Our Vision 2030
Our Vision 2030 Sensirion is well-positioned to capitalize on a range of attractive growth opportunities Global leader in “High-Value Smart Gas Sensing,” solving mission-critical l challenges as a trusted partner to our customers across all markets and regions Our unique edge provides the foundation
Slide 28: Clear strategic path to achieve Vision 2030
Clear strategic path to achieve Vision 2030 Leveraging our technology, market position and execution capabilities across four strategic pillars Global leader in “High-Value Smart Gas Sensing,” solving mission-critical challenges Vision as a trusted partner to our customers across all markets and reg
Slide 29: Continue to apply our proven Go-to-market strategy
Continue to apply our proven “Go-to-market strategy” Solving mission-critical sensing problems where we can make the difference Identify relevant and demanding sensor problems Early problem discovery built on customer We systematically scan the smart gas-sensing landscape for intimacy relevant and c
Slide 30: We target market leadership in high-value smart gas sensing
We target market leadership in high-value smart gas sensing Our playbook: Addressing markets with structural tailwinds through technology ownership and market access Structural demand tailwinds We address markets with structural tailwinds driven by regulation, safety and efficiency requirements Tech
Slide 31: We operate a full and structured growth pipeline
We operate a full and structured growth pipeline Additional growth opportunities beyond those presented today are already under development Revenue generators Next growth areas Future growth areas Applications in production, Emerging applications shaping Early-stage opportunities contributing to rev
Slide 32: Lumiphase: Deliberate and controlled exposure to AI-driven upside
Lumiphase: Deliberate and controlled exposure to AI-driven upside Outside of our core strategy, but with clearly defined, limited risk and capital commitment Future growth areas Early-stage opportunities in smart gas sensing Lumiphase Sensirion’s Upside and profile engagement downside potential • Sp
Slide 33: Deep dive into selected growth areas
Deep dive into selected growth areas Our experts provide insights into four growth areas that will drive revenue growth to 2030 Andreas Alt Niculin Saratz Maximilian Eichberger Felix Hoehne Market Director Product Director General Manager General Manager Medical Market Gas Sensors Sensirion Automoti
Slide 34: Medical market
SENSIRION Medical market
Slide 35: Our solutions for the medical market
Our solutions for the medical market A dominant respiratory core business creates the foundation to expand into high-value medical growth fields Recovery • Ventilation Home care and longevity • CPAP Intensive care • Metabolism tracking • Anesthesia • Ventilation Emergency Transport • Gas delivery th
Slide 36: Flow leadership enables multi-parameter respiratory diagnostics
Flow leadership enables multi-parameter respiratory diagnostics Regulation, clinical practice, and technology converge to expand respiratory sensing beyond flow Market shift Our position today: Leveraging our unique Unlocking attractive toward multiparameter system-critical flow edge to enable multi
Slide 37: Staggered medical product pipeline drives sustained growth
Staggered medical product pipeline drives sustained growth Sequential product launches enable revenue layering and continuous expansion across respiratory applications Sensirion’s medical product launches over the coming years Gas delivery therapy 2 Capnography Filled product pipeline ensures 1 Smar
Slide 38: Smart resuscitation enables feedback-guided ventilation
Smart resuscitation enables feedback-guided ventilation 1 Integrated smart gas sensing replaces blind bagging with outcome-driven emergency ventilation Major megatrends Sensirion solution Emergency & Healthcare • Single-use, integrated sensor module enabling guided ventilation Market challenge • Com
Slide 39: Feedback-guided emergency ventilation is gaining adoption
Feedback-guided emergency ventilation is gaining adoption Guidelines, outcome evidence and technology readiness are converging to drive market adoption Manual bag-valve-mask ventilation provides life-saving Driven by guidelines, market seeks solution to provide emergency care but suffers from poor c
Slide 40: Feedback-guided ventilation is moving toward market adoption
Feedback-guided ventilation is moving toward market adoption Design-ins underway, with a scalable market opportunity through 2035 Single-use combo module to provide real- time physiologic feedback during manual ventilation Flow Broad usage: from cardiac arrest and trauma to emergency andtransport ve
Slide 41: Volumetric capnography unlocks deeper lung diagnostics
Volumetric capnography unlocks deeper lung diagnostics 2 Combining proximal flow and CO₂ measurement enables diagnostic insights beyond conventional capnography Major megatrends Sensirion solution Emergency & Healthcare Capnography device integrating proximal flow + CO₂ Market challenge Lack of suff
Slide 42: From indication to diagnosis: The next step in capnography
From indication to diagnosis: The next step in capnography Advanced ventilation strategies require synchronized, quantitative CO₂ and flow data at the patient interface From basic capnography … … to volumetric capnography Is the patient ventilated? How effective is the ventilation? • Confirms that a
Slide 43: Volumetric capnography: Path to scalable adoption
Volumetric capnography: Path to scalable adoption A modular, OEM-ready solution enables broader ventilation and anesthesia usage adoption Capnography device consisting of a reusable sensor head integrating a single-use airway adapter Market introduction: • Expected to complement conventional capnogr
Slide 44: Why Sensirion is positioned to win in medical growth fields
Why Sensirion is positioned to win in medical growth fields Flow leadership and OEM trust, backed by a scalable pipeline—ready for medical growth tailwinds Flow leadership Transitions to Market leader as gateway to multiparameter in gas flow multi-parameter respiratory sensing gas sensing therapy so
Slide 45: HVAC market
SENSIRION HVAC market SENSIRION
Slide 46: Our solutions for the HVAC market
Our solutions for the HVAC market HVAC sensor demand increases as environmental, safety, and efficiency regulations tighten Indoor air quality Demand-controlled ventilation management • CO2 for ventilation control • Humidity and temperature • Air flow measurement • PM2.5, VOCs • Humidity and tempera
Slide 47: Refrigerant leak detection
Refrigerant leak detection 1 An emerging global HVAC safety market Major megatrends Sensirion solution • Environmental protection • Solutions available • Safety & Regulations • Based on thermal conductivity and photoacoustic sensing Market challenge Adoption of eco-friendly refrigerants in HVAC; fla
Slide 48: Climate regulations promote refrigerant transitions
Climate regulations promote refrigerant transitions Safety regulations mandate leak detection systems, creating a structurally attractive HVAC sensing market Climate regulations demand Flammability of new Attractive market Growing volumes of heat change of refrigerants in refrigerants requires oppor
Slide 49: New refrigerants reduce climate impact—at higher flammability
New refrigerants reduce climate impact—at higher flammability A2L and A3 refrigerants reduce environmental impact but require leakage detection for safety The Montreal Protocol and its Kigali amendment demand global phase-out of A1 refrigerants due to ozone layer depletion and Global warming high gl
Slide 50: Local implementation of the global refrigerant transition
Local implementation of the global refrigerant transition As refrigerants move from A1 to A2L and A3, safety norms increasingly mandate leakage monitoring Montreal Protocol, Kigali Amendment, F-Gas Regulations Phasing out gases with high global warming potential and “forever chemicals” United States
Slide 51: Sensirion: Market leader in A2L leakage detection
Sensirion: Market leader in A2L leakage detection Market leadership achieved with customer intimacy and technology excellence Market evolution of refrigerant leakage detection US regulatory demand to adopt A2L refrigerants (illustration) with leak detection systems as of January 1, 2025 Sensirion ac
Slide 52: A3 refrigerants: The next global growth wave in HVAC safety
A3 refrigerants: The next global growth wave in HVAC safety Transition to natural, PFAS-free, refrigerants increases flammability risk and therefore need for leak detection Market evolution of refrigerant leakage detection (illustration) Environmental regulations force transition to A3, natural refr
Slide 53: Sensirion is well positioned to extend leadership from A2L to A3
Sensirion is well positioned to extend leadership from A2L to A3 Proven tech, application expertise, OEM ties, and resilient supply chain accelerate A3 leak detection expansion Sensirion R290 RDS Solution Ideal position to maintain refrigerant leakage market Proven base technology leadership and exp
Slide 54: Why Sensirion is positioned to win in the HVAC safety transition
Why Sensirion is positioned to win in the HVAC safety transition End-to-end technology ownership and deep OEM integration create durable competitive advantage Customer Full control Market intimacy paired over complete leadership with tailored value chain solutions Global footprint for resilient Deep
Slide 55: Automotive market
SENSIRION Automotive market
Slide 56: Our solutions for the automotive market
Our solutions for the automotive market Electrification and regulations expand demand from comfort and control to safety-critical systems Cabin climate • Antifogging • In cabin air quality • Climate seat Autonomy Water ingress 1 Humidity ingress Combustion control • Air intake control Electrificatio
Slide 57: Reliability of Advanced Driver Assistance Systems (ADAS)
Reliability of Advanced Driver Assistance Systems (ADAS) 1 ADA-Systems require lifetime water- and humidity ingress monitoring, creating a new safety market Major megatrends Sensirion solution Autonomous driving • Contactless water- and humidity-ingress detection • Based on industry’s first Market c
Slide 58: Automotive adoption of proven HVAC gas-leakage solutions
Automotive adoption of proven HVAC gas-leakage solutions 2 PFAS-free and low-GWP refrigerants address sustainability regulation in mobile air conditioning systems (MACs) Major megatrends Sensirion solution Sustainability Automotive-grade gas sensing solutions based on photoacoustic, thermal or NDIR
Slide 59: Vehicle electrification creates a new, regulated safety market
Vehicle electrification creates a new, regulated safety market 3 Thermal runaway risk in EV batteries is driving demand for fast, reliable gas-based early-warning systems Major megatrends Sensirion solution Electrification Automotive-grade gas sensing solution for reliable, early thermal-runaway det
Slide 60: Battery safety becomes critical as EV adoption accelerates
Battery safety becomes critical as EV adoption accelerates Electrification heightens battery failure risk, increasing the need for early detection … increases safety risk linked to battery Rapid increase in global EV adoption … malfunction 45% of annual global light Thermal runaway Uncontrolled batt
Slide 61: Global regulation mandates early thermal runaway detection
Global regulation mandates early thermal runaway detection Safety standards require warnings before hazardous conditions, making gas sensing a system-critical solution UN GTR 20 5-minute early warning United States Europe China Japan and Korea Timeline pending • 2027 New models 2026 New models 2030,
Slide 62: Gas sensing enables early, reliable thermal runaway detection
Gas sensing enables early, reliable thermal runaway detection Gas sensing enables the earliest possible detection of battery failure … solved with Sensirion’s smart gas sensing Shortfalls of conventional indicators … solutions Today’s indicators react Cell failures release specific Earliest possible
Slide 63: Market entry now with great traction across the ecosystem
Market entry now with great traction across the ecosystem Multiple entry points across OEMs, Tier-1s and battery suppliers enable progressive market penetration Automotive gas sensing Served through multiple market solution available entry points Automotive-grade smart gas sensor solutions consistin
Slide 64: Why Sensirion is positioned to win in automotive growth fields
Why Sensirion is positioned to win in automotive growth fields Regulatory pull combined with a globally leading supplier status create a durable competitive advantage Solutions for Trusted solution mission-critical Full vertical provider to problems in integration of global OEMs and sectorial key te
Slide 65: Connected Solutions
Connected Solutions
Slide 66: Reducing emissions for the energy sector
Reducing emissions for the energy sector Continuous methane emissions monitoring for the oil & gas industry Major megatrends Sensirion solution Reduction of greenhouse gas Complete portfolio of continuous emissions monitoring IoT solutions from sensors through analytics to the cloud Market challenge
Slide 67: Regulation and public pressure drive methane reduction
Regulation and public pressure drive methane reduction Reducing emissions is becoming a license-to-operate requirement for oil & gas operators Oil & Gas production is a “License to operate” for oil & Monitoring solutions support major source of global warming1 gas requires emission reduction industr
Slide 68: Global market forces for the adoption of methane monitoring
Global market forces for the adoption of methane monitoring Reduction of emissions and transparent reporting Industry reporting United States Canada Europe & Middle East • UN program: Oil and • State: New Mexico, • Upcoming stricter federal • Upcoming stricter Gas Methane Partnership California, Col
Slide 69: Methane monitoring for the oil & gas industry
Methane monitoring for the oil & gas industry Monitoring needs along the complete O&G value chain from production to distribution Upstream > 100,000 sites Offshore > 1,000 sites Mid-stream > 10,000 sites 69 © Copyright Sensirion, Switzerland Confidential
Slide 70: Continuous monitoring for efficient methane mitigation
Continuous monitoring for efficient methane mitigation Current best practices Problems Continuous monitoring solutions • Periodic measurements • Leaks are detected too late • Fast detection of leaks including short 1 – 4 times per year • Emission spikes are often missed emission spikes • Fly-overs,
Slide 71: Sensirion—one-stop shop for continuous methane monitoring
Sensirion—one-stop shop for continuous methane monitoring 71 © Copyright Sensirion, Switzerland Confidential
Slide 72: A picture is worth a thousand words
A picture is worth a thousand words Making methane emissions visible in order to monitor storage tanks on oil & gas production site Sensirion – Kuva camera Infrared gas image Visual camera image gas cloud imaging 72 © Copyright Sensirion, Switzerland Confidential
Slide 73: We offer a complete methane mitigation solution
We offer a complete methane mitigation solution Recurring revenue stream, enabled by a software-as-a-service-like business model Accurate sensor technology; Data analytics for Software interfaces to support Customer and field service robust IoT sensor node quantification and localization operational
Slide 74: Market driven by US with Canada, Middle East and Europe following
Market driven by US with Canada, Middle East and Europe following Multi-year contracts with top operators and a growing pipeline of pilots provide tailwinds United States Canada Europe & Middle East • Main drivers • Main drivers • Main drivers • State regulations • Stricter federal and • EU regulati
Slide 75: Why Sensirion wins in the methane emissions monitoring growth field
Why Sensirion wins in the methane emissions monitoring growth field End-to-end solutions, complete solutions portfolio, proven commercial traction with leading operators Full solutions Full solutions One-stop-shop for megatrend from sensing for continuous emissions via analytics to monitoring reduct
Slide 76: We target market leadership in high-value smart gas sensing
We target market leadership in high-value smart gas sensing Our playbook: Addressing markets with structural tailwinds through technology ownership and market access Structural demand tailwinds We address markets with structural tailwinds driven by regulations, safety and efficiency requirements Tec
Slide 77: Financial performance & capital allocation
Financial performance & capital allocation
Slide 78: Recorded double-digit growth amid volatile market environment
Recorded double-digit growth amid volatile market environment Revenue growth and adjusted EBITDA margin of Sensirion since IPO +13% Revenue CAGR: 18 – 25 at constant FX rates Extending our growth trajectory by capturing identified market Ø17% opportunities Adj. EBITDA margin 18 – 25 IPO 2018 2019 20
Slide 79: Multiple levers to support a resilient, strong earnings profile
Multiple levers to support a resilient, strong earnings profile Building resilience and sustaining healthy margins over time Innovate to Leverage market Ensure strengthen leadership to end-to-end position in sustain gross value chain mission-critical margins control applications Internationalize Enh
Slide 80: Diversified top-line exposure provides stable foundation
Diversified top-line exposure provides stable foundation Well-balanced revenue mix across markets, regions and customers Revenue by market Revenue by region Revenue by customer1 2025 2025 2025 6% 23% 26% 37% 100% Customer #1 14% Customer #2 57% Automotive Customer #3 Medical APAC Customer #4 Industr
Slide 81: Strong balance sheet and cash generation fuel continued growth
Strong balance sheet and cash generation fuel continued growth Healthy financial situation enables Sensirion to execute its capital allocation strategy from a position of strength CHF M 75.0 Significant operational cash generation enables internally funded growth investments 50.0 Organic expansion a
Slide 82: Driving sustainable value creation via disciplined capital allocation
Driving sustainable value creation via disciplined capital allocation Innovation investments require a long-term perspective on returns Long-term ROIC1 well above the cost of capital, …with clearly identified areas to further enhance Sensirion’s reflecting disciplined and value-accretive reinvestmen
Slide 83: Sensirion positioned to drive next phase of profitable growth
Sensirion positioned to drive next phase of profitable growth We are reaffirming our mid-term financial outlook Demonstrated ability in long-term growth-led value creation, with an ambition to strengthen earnings profile, enabled by our strategy Gross margin resilience structurally supported by Mid-
Slide 84: Questions and Answers
QUESTIONS AND ANSWERS Thank you! 84 © Copyright Sensirion, Switzerland Confidential
Slide 85: Sensirion
SENSIRION