Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Shareholder Meeting (May 2025)
14 slides from Elmos Semiconductor's shareholder meeting presentation, May 2025
Slide 1: Elmos Semiconductor SE – Annual General Meeting 2025
This English translation is provided for convenience only. Elmos Semiconductor SE – Annual General Meeting 2025 Presentation of CEO Dr. Arne Schneider
Slide 2: 40 years of Elmos − A journey through time
This English translation is provided for convenience only. 40 years of Elmos − A journey through time ELMOS − Electronics in MOS technology Successful ASIC manufacturer Initial public offering From ASICs to ASSPs Internationalization Strategic developments 2
Slide 3: FY 2024: Elmos Group sales and automotive market
This English translation is provided for convenience only. FY 2024: Elmos Group sales and automotive market Elmos Group sales (in million Euro) Automotive production worldwide (in million units)1 +1.1% 575.0 581.1 447.2 -1.1% 90.5 89.5 82.3 322.1 74.6 77.2 232.6 2020 2021 2022 2023 2024 2020 2021 20
Slide 4: FY 2024: EBIT and consolidated net income / earnings per share
This English translation is provided for convenience only. FY 2024: EBIT and consolidated net income / earnings per share (operating) EBIT (in million Euro) & EBIT margin (in % of sales) Consolidated net income (in million Euro) & EPS (in Euro) Net income Earnings per share Unadjusted1: Unadjusted1:
Slide 5: Share price performance over the last 5 years
This English translation is provided for convenience only. Share price performance over the last 5 years Elmos Semiconductor SE share price performance January 2020 – May 13, 2025 (in %) Elmos SDAX TECDAX 400% 300% 200% 100% 0% Jan 2020 Jan 2021 Jan 2022 Jan 2023 Jan 2024 Jan 2025 5
Slide 6: Dividend development over the last 10 years
This English translation is provided for convenience only. Dividend development over the last 10 years Dividend per share (in Euro) & Pay out (in million Euro) +18% 1.00 0.85 0.75 0.65 17.2 14.6 0.52 0.52 0.52 12.8 0.40 11.1 0.35 10.2 0.33 0.33 9.4 9.4 7.9 6.5 6.5 6.9 2014 2015 2016 2017 2018 2019 2
Slide 7: Important strategic projects and structural milestones in 2024
This English translation is provided for convenience only. Important strategic projects and structural milestones in 2024 Andere Tochtergesellschaften Transformation to a fabless Successful launch of the OEE Elmos China Strategy with Modernization of the Mgmt company program in the testing area JiWe
Slide 8: Safety & ADAS – Application Examples
This English translation is provided for convenience only. Safety & ADAS – Application Examples 360° Environment Detection for Enhanced Safety Hands-On Steering Wheel Sensing for Autonomous Driving Safety Airbag Deployment Control Light Functions for Safety Warnings 8
Slide 9: Comfort & Premium – Application Examples
This English translation is provided for convenience only. Comfort & Premium – Application Examples Pressure/Force Sensor Measurement for Brake-By-Wire Systems Comfort with Direct Flow Control for HVAC Systems Multi-Pixel for Dynamic Front Light Functions RGB LED Control for Ambient Interior Lightin
Slide 10: Electrification & Efficiency – Application Examples
This English translation is provided for convenience only. Electrification & Efficiency – Application Examples Electrical Fuses for Zonal Board Nets Motor Control for Aerodynamic Flaps Extends Driving Ranges In-Cylinder Pressure Sensing for Efficient Combustion EV Thermal Management with Pump, Valve
Slide 11: First quarter of 2025: Sales and EBIT
This English translation is provided for convenience only. First quarter of 2025: Sales and EBIT Sales (in million Euro) EBIT (in million Euro) & EBIT margin (in % of sales) 136.8 33.8 126.9 25.6 24.7% 20.2% Q1 2024 Q1 2025 Q1 2024 Q1 2025 11
Slide 12: First quarter of 2025: Capital Expenditures and Adjusted Free Cash Flow
This English translation is provided for convenience only. First quarter of 2025: Capital Expenditures and Adjusted Free Cash Flow Capital Expenditures1 (in million Euro & in % of sales) Adjusted Free Cash Flow2 (in million Euro) 21.5 20.3 13.5 14.8% 10.6% -48.9 Q1 2024 Q1 2025 Q1 2024 Q1 2025 1 Cap
Slide 13: Outlook 2025
This English translation is provided for convenience only. Outlook 2025 Automotive production worldwide (in million units)1 Elmos outlook (unchanged) Full year 2025 Sales 580 million Euro ± 30 million Euro EBIT margin 23% ± 3 percentage points of sales 89.5 87.9 Capital expenditures1 7% ± 2 percenta
Slide 14: Elmos Semiconductor SE – Annual General Meeting 2025
This English translation is provided for convenience only. Elmos Semiconductor SE – Annual General Meeting 2025 Thank you very much for your attention. DISCLAIMER This presentation contains forward-looking statements based on assumptions and estimates made by the management of Elmos. Although we ass