Sensirion Holding Ag · SIX:SENS
Sensirion — Investor Day (November 2024)
97 slides from Sensirion's investor day presentation, Nov 5, 2024
Slide 1: Sensirion Capital Markets Day 2024
WELCOME SENSIRION Sensirion Capital Markets Day 2024 5th November 2024
Slide 2: Please note that this event will be recorded
Please note that this event will be recorded.
Slide 3: 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 4: Today's presenters 1 of 2
Today’s presenters 1 of 2 Years at Sensirion Moritz Lechner Felix Mayer Marc von Waldkirch Matthias Gantner Co-Chairman of the Board Co-Chairman of the Board Chief Executive Officer Chief Financial Officer • Co-Founder of Sensirion and • Co-Founder of Sensirion and • CEO since 2016 • CFO since 2012
Slide 5: Today's presenters 2 of 2
Today’s presenters 2 of 2 Years at Sensirion Franziska Brem Johannes Schumm Lukas Bürgi Lars Dünnhaupt Vice President Operations Vice President R&D Director R&D Sensor Innovation Director Investor Relations • VP Operations since 2023 • VP R&D since 2016 • Director R&D Sensor • Director IR since 2023
Slide 6: Today's agenda
Today’s agenda Indicative Time (CET) Time Topic Speaker 11:00 – 11:05 5 min Welcome remarks Lars Dünnhaupt 11:05 – 11:20 15 min Keynote of the Founders Moritz Lechner / Felix Mayer 11:20 – 11:40 20 min Sensirion at a glance Franziska Brem 11:40 – 11:50 10 min Strategic achievements since last Capita
Slide 7: Keynote of the founders
KEYNOTE of the founders SENSIRION
Slide 8: Sensirion continuous growth is based on innovation
Sensirion continuous growth is based on innovation CAGR of 15% over 17 years CAGR: +15% 340 320 28 300 280 22 260 240 220 70 Revenue (CHFm) 200 180 160 140 293 53 266 265 120 17 233 3 100 3 175 171 184 80 148 60 131 115 114 100 40 84 63 64 20 39 24 29 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2
Slide 9: Sensirion at a glance
SENSIRION at a glance SENSIRION
Slide 10: We make the difference in sensing for a better world
We make the difference in sensing for a better world Our Mission Statement 10 © Copyright Sensirion, Switzerland
Slide 11: We make the difference
We make the difference We combine the “sensor world” with the scalable Semicon production world. We want to be the leading provider of sensor components and want to further integrate these components into modules and sensor solutions in order to create clear added value for our OEM customers, with a
Slide 12: Sensirion at a glance
Sensirion at a glance Leading position in environmental & flow A pure-play sensor company, driven by mega sensors as well as entering the leak detection trends for long-term growth market A deeply anchored mindset of innovation: it’s in Highly diversified in end markets; long-standing our DNA to con
Slide 13: Sensirion at a glance
Sensirion at a glance 1235 233.2M CHF ~200 Mio ~61% ~21% Full-time Revenue2 Sensors global market share of revenue invested equivalents (FTE)1 produced per year in humidity sensing3 in R&D4 1 As of June 30, 2024 2 FY 2023 3 Based on internal estimates 4 Average 2018 – 2023 13 © Copyright Sensirion,
Slide 14: Pioneer in sensor miniaturization
1998 CMOSens® 1 humidity sensor PIONEER (< 1mm) CMOSens® in sensor miniaturization 1 humidity sensor up to 75’000 sensors (~11 cm) per wafer 14 © Copyright Sensirion, Switzerland
Slide 15: Rinse and repeat
RINSE Differential Pressure Particulate matter and repeat Environmental combo for CO2 Sensing PM, RH/T, VOC, NOx 15 © Copyright Sensirion, Switzerland
Slide 16: Sensirion drives innovation along multiple layers
Sensirion drives innovation along multiple layers Innovation Monetization Example Applications and 0-2 years Applications and solutions Customer engagement, ~30% derived from existing profitability and cash Gas meter market solutions platform technologies flow R&D spending PM2.5 sensor Platform 2-6
Slide 17: Our competences for innovation
OUR COMPETENCES … for innovation Development of design and processes Calibration expertise Application expertise ASIC MEMS Packaging Automation Hardware Software Market and Field Cloud application Solutions support Manufacturing Manufacturing outsourced partially outsourced 17 © Copyright Sensirion,
Slide 18: Sensirion supports you through the day
Sensirion supports you through the day 6 am 7 am 10 am 6 pm 11 pm Breakfast at home Commuting Work Family time Sleeping Energy Car cabin air Optimized ventilation Air Purifier CPAP-devices for optimization in monitoring & car & Indoor Air Quality Heating sleep apnoe the refrigerator emission optimiz
Slide 19: Wide range of solutions across diverse end markets
Wide range of solutions across diverse end markets Innovation Automotive Medical Industry Consumer % of FY 2023 revenue 31% 19% 43% 7% Humidity / temperature Gas (VOC, Formaldehyde) Environmental Carbone dioxide (CO2) sensing solutions Particulate matter Gas chromatography Automotive Module Differen
Slide 20: Stability through strong market and customer diversification
Stability through strong market und customer diversification Highly diversified in end markets and regions (2023) 7.0% 11.5% 31.1% 42.7% 43.0% 45.0% 19.2% Automotive Medical Industrial Consumer APAC EMEA Americas 20 © Copyright Sensirion, Switzerland
Slide 21: Global footprint ensures customer proximity
Global footprint ensures customer proximity Netherlands Germany South Korea Hungary Japan Switzerland United States (Headquarters) China Taiwan Production Singapore R&D Sales 21
Slide 22: We make the difference in sensing for a better world
We make the difference in sensing for a better world Our Mission Statement 22 © Copyright Sensirion, Switzerland
Slide 23: Innovation needs a dedicated company culture
Fair and honest 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
Slide 24: Strategic achievements since our last CMD 2021
STRATEGIC ACHIEVEMENTS since our last CMD 2021
Slide 25: Main strategic achievements since 2021
Main strategic achievements since 2021 Strategic goal of CMD 2021 achieved: Establish Sensirion as a leading manufacturer of environ- mental sensors Developed the products for the next growth cycle Ongoing globalization of our operational footprint Captured several short-term market opportunities th
Slide 26: Strategic goal of CMD 2021 achieved
Strategic goal of CMD 2021 achieved Sensirion established as one of the Top-2 manufacturers for environmental sensors Contribution of “environmental sensors (w/o Humidity)” to Sensirion group sales (in % of revenue) 21% 36% 7% 2017 20201 2024 H1 Humidity/temperature Humidity/temperature Gas: VOC, fo
Slide 27: Developed the products for the next growth cycle
Developed the products for the next growth cycle We are ready to capture the next growth cycle, supported by secular megatrends Mid-term: Mid-term: Mid-to-long term: Longer term: Miniaturized versions of New product family of gas Autonomous Driving and Advanced Medical solutions environmental sensor
Slide 28: Expanded global operational footprint
Expanded global operational footprint Sensirion’s operational footprint is expanding strongly to Asia and Eastern Europe Contribution to group output in % of revenue (excl. COVID-19-related ventilator business) 17% 4% 38% 2017 2020 2024 H1 96% 62% 83% 28 © Copyright Sensirion, Switzerland
Slide 29: Captured several short-term market opportunities
Captured several short-term market opportunities Pandemic-driven extra medical Market share gains thanks to best-in- ventilator business Medical CPAP extra-business class lead times during supply chain Revenue +92 MCHF Revenue +28 MCHF crisis 29 © Copyright Sensirion, Switzerland
Slide 30: We delivered better than we guided
We delivered better than we guided 2020-24 average to be at and above the top end on all guided KPI Mid-term guidance Average (CHFm) as of March 20211 2020 – 2024 Averaged annual revenue growth rate Low- to ~12% (excl. fx effects) 2,3 (CAGR) 2,3 mid-teens % ~10% (incl. fx effects) 2,3 Stable Gross m
Slide 31: Strategic update
STRATEGIC STRATEGICUPDATE UPDATE
Slide 32: Strong underlying megatrends drive innovation and growth
Strong underlying megatrends drive innovation and growth Sensirion’s sensor solutions are critical for many applications across these megatrends Energy efficiency Environmental protection Health and aging society Safety and regulations • Scarcity of resources • Decarbonization • Economic development
Slide 33: Growth along three strategic foci
Growth along three strategic foci Our new strategic foci Strategic focus 3 Lay the technological foundation for long-term growth Go beyond our core to foster additional growth opportunities in Strategic focus 2 adjacent market fields Drive and expand our strong market position in our core markets of
Slide 34: Strategic focus 1
STRATEGIC STRATEGICFOCUS FOCUS11
Slide 35: Growth along three strategic foci
Growth along three strategic foci Our new strategic foci Strategic focus 3 Lay the technological foundation for long-term growth Go beyond our core to foster additional growth opportunities in adjacent Strategic focus 2 market fields Drive and expand our strong market position in our core markets of
Slide 36: Drive and expand our strong market position in our core markets
Drive and expand our strong market position in our core markets Solutions Focus 1 represents our growing core business which builds the base for our profitability and new future opportunities Modules Focus 1: • Environmental Sensing Components • Flow Sensing Product portfolio 36 © Copyright Sensirio
Slide 37: Evolution of environmental sensing
Evolution of environmental sensing Based on our humidity business we evolved Top-2 for environmental sensing Further grow Establish as market leader for environmental sensing and catch new opportunities 2nd Gen Miniaturized Miniaturized components enable new Environmental applications for further gr
Slide 38: Humidity sensing: gaining market share in a growing market
All values are Sensirion estimates Humidity sensing Gaining market share in a growing market Market Continuous innovation with our new 4th generation • Dominating the humidity market due to long- • 70% smaller sensor volume optimizes costs and raises lasting customer relationships with all major mar
Slide 39: Humidity sensing
Humidity sensing Keeping profitable business and building foundation for growth Lidar Radar Cost-efficiency and specialization create new applications ADAS / AD CCU Example: Safety for autonomous driving and electrification • Solution: Humidity sensor detecting water ingress before vehicle Radar ele
Slide 40: Environmental sensing: one-stop-shop
All values are Sensirion estimates Environmental sensing Be the one-stop-shop for environmental sensing 1st Product generation: 2024 Develop new sensor modalities for our existing customer base Priority ~51% Time-to-market - “Fast market entry Example Application: Air Purifier with innovation light”
Slide 41: Growth by miniaturization
Growth by miniaturization Bring Sensirion’s technical competitive advantage into play 2nd Gen: 2nd Product generation: 1st Gen: Start of production “Miniaturization unlocks new applications and drives volumes” established in 2025 Carbon Priority: Decreased size and improved cost- dioxide structure o
Slide 42: CO2 sensors: satisfying the needs of a growing market
All values are Sensirion estimates CO2 sensors Satisfying the needs of a growing market CO2 is the main index Sensirion’s unique CO2 sensor portfolio addresses for Indoor Air Quality (IAQ) different market requirements Our strategy of miniaturization enables efficient Price & development of disrupti
Slide 43: Further growth of existing environmental portfolio
Further growth of existing environmental portfolio Growth based on strong customer base and broad technology portfolio Carbon Monoxide Ozone … Nitrogen Oxides Customer relationship Our excellent customer intimacy allows us to identify future customer requirements Broad technology platform for furthe
Slide 44: Flow sensing: stronger than before the COVID pandemic
All values are Sensirion estimates Flow sensing Stronger than before the COVID pandemic Sensirion Ventilation Flow Market supplies to all (Medical) : major CPAP ~50% growing (sleep apnea) ~90% with new ~50% • The flow sensor market is very fragmented manufacturers, projects and covering more new cus
Slide 45: Flow market
Flow market Examples of different growth opportunities HVAC-Building Control Gas Metering «More than Flow» Increasing market share by winning Growth with new applications such as Combination of know-how in flow and new customers and increasing biogas & hydrogen in “power to gas” environmental sensin
Slide 46: Summary Strategic Focus 1
Summary “Strategic Focus 1” Drive and expand our strong market position in our core markets of environmental and flow sensing What we have achieved Outlook: We are well positioned We continuously increased our content at To monetize our brand-new portfolio of existing customers and expanded our mark
Slide 47: Q&A
Q&A Online Participants: Please register your question via the Q&A or Chat functionality The moderator will read out your questions. Thank you very much. 47 © Copyright Sensirion, Switzerland
Slide 48: CMD lunch break
CMD LUNCH BREAK 12.40 -13.40 Good to know Remember to visit the Sensirion product show.
Slide 49: Strategic focus 2
STRATEGIC STRATEGICFOCUS FOCUS22
Slide 50: Growth along three strategic foci
Growth along three strategic foci Our new strategic foci Strategic focus 3 Lay the technological foundation for long-term growth Go beyond our core to foster additional growth opportunities Strategic focus 2 in adjacent market fields Drive and expand our strong market position in our core markets of
Slide 51: Focus 2: Megatrends drive additional growth potential
Focus 2: Megatrends drive additional growth potential Leverage our strong market and technology leadership in our core business to expand the market. Secular Our market position Our existing megatrends & customer base technology toolbox New market opportunities beyond our core Leakage Breath Data se
Slide 52: Go beyond our core to foster additional growth opportunities
Go beyond our core to foster additional growth opportunities Industrial Solutions Solutions Medical solutions Modules Focus 2 Leakage sensors Focus 1: • Environmental Sensing Components • Flow Sensing Product portfolio 52 © Copyright Sensirion, Switzerland
Slide 53: Go beyond our core to foster additional growth opportunities
Go beyond our core to foster additional growth opportunities Industrial Solutions Solutions Medical solutions Modules Focus 2 Leakage sensors Focus 1: • Environmental Sensing Components • Flow Sensing Product portfolio 53 © Copyright Sensirion, Switzerland
Slide 54: Make the difference in leakage sensing
“Make the difference” in leakage sensing Become the leader in the emerging market for leak detection solutions in all markets Secular Megatrends: Environmental protections Sensirion sensor technology portfolio Safety and regulations Regulations for new, flammable refrigerants (A2L / A3) in ACs to re
Slide 55: Refrigerant leakage
All values are Sensirion estimates Refrigerant leakage for Air Conditioner & Heat Pumps Major supporting megatrends Addressable market potential • Environmental protection ≈100 MCHF • Safety and regulations Market drivers Sensirion’s position • Transition to lower GWP refrigerants • A2L: Strong mark
Slide 56: CO2 leakage
All values are Sensirion estimates CO2 leakage for CO2-based heat pumps (automotive & industrial markets) Major supporting megatrends Addressable market potential • Energy efficiency ≈20-40 MCHF (in some years) • Safety & regulations Market drivers Sensirion’s position Transition to EV cars drives m
Slide 57: Hydrogen leakage
All values are Sensirion estimates Hydrogen leakage for battery and hydrogen systems (automotive & industrial markets) Major supporting megatrends Addressable market potential • Environmental protection ≈30-50 MCHF (in some years) • Safety and regulations Market drivers Sensirion’s position Hydrogen
Slide 58: Go beyond our core to foster additional growth opportunities
Go beyond our core to foster additional growth opportunities Industrial Solutions Solutions Medical solutions Modules Focus 2 Leakage sensors Focus 1: • Environmental Sensing Components • Flow Sensing Product portfolio 58 © Copyright Sensirion, Switzerland
Slide 59: Advanced Medical solutions
Advanced Medical solutions “Make the difference” in sensor technology, application expertise and algorithms Business rationale Next level of medical breath products: combining flow and gas analysis technologies to increase treatment safety and efficiency Sensirion’s favorable position Gas analysis C
Slide 60: Medical solutions
All values are Sensirion estimates Medical solutions Combining flow and gas technologies for medical applications Major supporting megatrends Addressable market potential Health and aging society ≈100+ MCHF (in some years) Business rationale Target applications (selection only) Next level of medical
Slide 61: Go beyond our core to foster additional growth opportunities
Go beyond our core to foster additional growth opportunities Industrial Solutions Solutions Medical solutions Modules Focus 2 Leakage sensors Focus 1: • Environmental Sensing Components • Flow Sensing Product portfolio 61 © Copyright Sensirion, Switzerland
Slide 62: Industrial solutions
Industrial solutions “Make the difference” in sensor technology, application expertise and algorithms Business rationale Target applications we are working on (selection only) Leverage our sensor technologies and application know-how for high- • Continuous Methane leakage detection for oil & gas ind
Slide 63: Methane leakage monitoring
All values are Sensirion estimates Methane leakage monitoring Where technology helps to protect the climate Methane accounts for about 16% of all global emissions 1 Methane is ≈84x more potent than CO2 1,2 Almost 15% of the methane emitted by the energy sector is caused by unintentionally leaked nat
Slide 64: Our solution: Nubo Sphere
Our solution: Nubo Sphere End-to-end continuous methane emissions monitoring solution Leak detection and repair Emissions quantification, Alerting; Emission localization Continuous monitoring enables reporting and reconciliation and quantification fast reaction time and a complete picture of emissio
Slide 65: Advanced gas analytic solutions by gas chromatography
All values are Sensirion estimates Advanced gas analytic solutions by gas chromatography Leverage our deep know-how in gas analytics The situation today Providing a comprehensive gas analytics solution Strong footprint in gas analytics for CO2, Micro-gas chromatograph (GC) technology methane, VOCs,
Slide 66: Broad application opportunities across different markets
Broad application opportunities across different markets We are working on these industrial and environmental applications Gas (natural, bio) Factory automation Environmental monitoring • Biomethane quality guards • Chemical industry • Fenceline monitoring • Natural gas (calorific value) • Process c
Slide 67: Summary Strategic focus 2
Summary “Strategic focus 2” Go beyond our core to foster additional growth opportunities in adjacent market fields What we have achieved Outlook: We are well positioned We have successfully laid the foundation to foster market to become the leader in the emerging market for leak opportunities beyond
Slide 68: Success story: A2L
SUCCESS SUCCESSSTORY STORY A2L A2L
Slide 69: Success story: A2L journey from innovation to monetization
Success story: A2L journey from innovation to monetization How did we tackle this challenge? 2016 2019 2024/2025 Kick-off of internal Benchmarking of 4 Start of production technology development different technologies for 5 of Top-6 US HVAC manufacturer Application Development Product Development 20
Slide 70: Forward-looking technology development is key
Forward-looking technology development is key Key take-aways from the “A2L success story” Broad market presence and The technological base To successfully foster customer proximity help to development has to start emerging market identify emerging sensor early enough as it takes potentials, the tren
Slide 71: Strategic focus 3
SUCCESS STORY STRATEGIC FOCUS 3 A2L
Slide 72: Growth along four strategic foci
Growth along four strategic foci Our new strategic foci Strategic focus 3 Lay the technological foundation for long-term growth Go beyond our core to foster additional growth opportunities in Strategic focus 2 adjacent market fields Drive and expand our strong market position in our core markets of
Slide 73: Our innovation is embedded in a structured process
Our innovation is embedded in a structured process We have a full pipeline of new product ideas at different stages of maturity Idea Phase A Phase B Phase C Product Development Stack Paper study Pretotype Pre-project Several projects in phases B and C MS 0 (Kick-off) • Currently, several promising p
Slide 74: Focus 3 topics drive new product innovations
Focus 3 topics drive new product innovations Numerous products were initially kicked-off by focus-3 initiatives MOX multi-pixel gas CO2 Photoacoustic CO2 A2L leakage detection 1 Generation st 2nd generation 20171 2018 2020 2021 2022 2024 Particulate Electrochemical matter PM2.5 (formaldehyde) Methan
Slide 75: M&A strategy
M&A strategy We have implemented a systematic strategy for M&A activities to enhance our strategic growth areas. Markus Geiser Director M&A Growth strategy M&A activities Strategic foci Strategic acquisitions Market access Technology acquisition Identified growth areas IP deal Technology acquisition
Slide 76: Focus 3: M&A successfully supported growth initiatives
Focus 3: M&A successfully supported growth initiatives Strategic acquisitions IP deals 2017 2012 Sensirion’s Automotive Tier-1 business IP for Sensirion’s metal oxide sensor portfolio 2021 2016 IP for Sensirion’s Particulate Matter PM2.5 Sensirion’s first “full solution portfolio” portfolio 2021 201
Slide 77: Summary Strategic focus 3
Summary “Strategic focus 3” Lay the technological foundation for long-term growth What we have achieved Outlook: We are well positioned Innovation is in our DNA: we embrace challenges, take to drive innovation and technology developments to calculated risks, and drive disruptive technological addres
Slide 78: Our sustainability journey & business
OUR SUSTAINABILITY JOURNEY & BUSINESS
Slide 79: We are committed to our environmental and social responsibility
We are committed to our environmental and social responsibility Environmental commitment and responsibility Social commitment and responsibility We aim to offer our employees an inspiring and safe Our innovative sensors enhance energy efficiency working environment and optimal conditions for and hel
Slide 80: Our sensors enable customers to develop more eco-friendly products
Our sensors enable customers to develop more eco-friendly products and/or decarbonize their operations Application examples Increased energy efficiency of cars Strongly reduced GWP of new refrigerants Continuous monitoring of methane gas Humidity/temperature and CO2 sensors in car in ACs emissions i
Slide 81: Our ambitious journey towards decarbonization
Our ambitious journey towards decarbonization Our promise Our higher ambitions We pledge to the Swiss Federal Since 2021, we are working on our ambitious journey to government net-zero target for 2050 decarbonize our own operations (focus on Scope 1&2) Our achievements so far We have reduced our glo
Slide 82: Selected Milestones on our journey to decarbonization
Selected Milestones on our journey to decarbonization 2019 2021 2023 2025 Introduction of parking fee Initial comprehensive Solar cell installation at Partnerships with two in CH & eco-bonus for Greenhouse Gas our HU site achieved over carbon removal projects public transport accounting completed fo
Slide 83: We have reduced our global CO2 emissions by 61% since 2021
We have reduced our global CO2 emissions by 61% since 2021 First significant achievements on our journey to decarbonization Energy consumption 1 GHG emissions Clean sources: Most of the electricity has been converted Reduction of total GHG emissions by 61% since the to renewable sources by end of 20
Slide 84: Impressions
Impressions The Sustainable Debrecen Grand Prize was awarded to Photovoltaic system in Building C, Stäfa - Switzerland Sensirion Hungary Kft. The photovoltaic system on the roof of building C has been The factory uses geothermal energy for heating and cooling, in operation since May 28, 2024. The no
Slide 85: Our ambitious journey towards decarbonization
Our ambitious journey towards decarbonization Our challenge Our approach Our Swiss MEMS factory uses We studied alternative process gases (mainly SF6) filtration technologies to with high global warming reduce our process gas and potential that can’t be fully Scope 1 emissions. What’s next? eliminat
Slide 86: Our efforts in sustainability are recognized by agencies and partners
Our efforts in sustainability are recognized by agencies and partners Agency Rating Scale External recognition A Updated: 20.12.2023 As of October 2024, Sensirion received an overall ESG Risk Ranking ESG Risk Rating: of 124 out of 245 companies in the 30.3 (-3.9) Semiconductor Design and Ranking Man
Slide 87: Finance strategy
FINANCE STRATEGY
Slide 88: Sustained high revenue growth driven by innovation
Sustained high revenue growth driven by innovation Environmental and Flow remain key to growth as we broaden our customer reach in Leak detection and Medical and Industrial solutions 500 Growth: Low- 450 to mid-teens % 400 350 300 28 Driven by Revenue (CHFm) 22 • Environmental sensing 250 • Flow sen
Slide 89: Market driven product mix changes drive P&L profile adjustment
Market driven product mix changes drive P&L profile adjustment Modules get more important Moderate dilution of gross margin Stable EBITDA profile Market / customer demand drives Higher module material content change in product mix allowing expected to reduce gross margin EBITDA margin profile is Sen
Slide 90: Strong balance sheet and free cashflow generation
Strong balance sheet and free cashflow generation Will finance mid-term growth Organic Growth strategy M&A activities Growth and Maintenance Strategic acquisitions Capex stable at typically 6-8% IP deal One-off Capex Second production building in Switzerland Solid liquidity base 2025-2027 Minority s
Slide 91: Tax outlook
Tax outlook Expected tax range: 11-14%* Our strategy Ruling Tax substance mainly in Tax ruling referring to revised Switzerland innovation Company law in place Privileged taxation after dismissal of holding privilege Tax rate Definition of patent box solution and deduction of Tax substance mainly in
Slide 92: Wrap-up & mid-term guidance
WRAP-UP & MID-TERM GUIDANCE SENSIRION
Slide 93: Summary: growth along three strategic foci
Summary: growth along three strategic foci Strategic foci Sensirion strategically well positioned • to drive innovation and technology developments to address Strategic Focus 3: Develop future megatrends technologies for long-term growth • to secure long-term sustainable company growth Strategic Foc
Slide 94: Confirmed mid-term guidance for next cycle
Confirmed mid-term guidance for next cycle We see many promising We maintain the innovation power As a result, we expect the average additional business fields in all with lower R&D spending of 18- EBITDA level to remain stable in three strategic foci 20% (instead of 22-24%) due to the mid to high t
Slide 95: Q&A
Q&A Online Participants: Please register your question via the Q&A or Chat functionality The moderator will read out your questions. Thank you very much. 95 © Copyright Sensirion, Switzerland
Slide 96: Sensirion
SENSIRION
Slide 97: Production Tour in Stäfa
Production Tour in Stäfa Instructions • 5 Min Walk to Building C • Sensirion guides will provide further details. In general: • Put on disposable coat and shoe cover • Taking pictures is not allowed • Production tours start: 15.45 -16.30 16.00 -16.45 97 © Copyright Sensirion, Switzerland