Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Investor Day (November 2024)
10 slides from Elmos Semiconductor's investor day presentation, Nov 11, 2024
Slide 1: Profitable Growth & Value Generation
November 11, 2024 Profitable Growth & Value Generation Dr. Arne Schneider, CEO
Slide 2: The Elmos Journey – 40 Years of Innovation, Growth & Success
The Elmos Journey – 40 Years of Innovation, Growth & Success Early Days: A Vision Becomes Reality Establishing a New ASIC Automotive Specialist Internationalization & ASSP Focus Outperforming Growth Group Sales (in million Euro) 600 CAGR 500 +35.2% 400 300 CAGR +4.8% 200 CAGR +16.5% 100 0 1984 1989
Slide 3: Elmos since 2021: Outperforming Growth & Value Generation
Elmos since 2021: Outperforming Growth & Value Generation Elmos Sales vs. Automotive & Auto Semi Market Elmos Share Price vs. Indices Elmos Sales Automotive Market Automotive Semicon Market Elmos DAX SDAX TecDAX PHLX Semi Index 275% 350% CAGR 250% 35.2% 300% 225% 250% 25.6% 200% 200% 175% 150% 150%
Slide 4: Global Automotive Megatrends…
Global Automotive Megatrends… Electrification & Efficiency ADAS & Autonomous Driving Global Production of BEV & Hybrids (in million units) SAE Autonomous Level (in % of Global Car Production) % of global 13% 44% 73% car production 21.7% 42.2% 56.4% L2 or higher 71.5 >50% of all EVs 78.3% produced in
Slide 5: …Fueling Long-Term Market Growth Potential
…Fueling Long-Term Market Growth Potential Global Light Vehicle Production Semiconductor Content per Vehicle Automotive Semiconductor Market (in million units) (in USD) (in billion USD) CAGR CAGR CAGR +3% +11% +14% 97.2 1,514 148.6 90.1 18.5 Europe Chip shortage 74.6 17.3 2020 - 2023 CAGR +26% 1,036
Slide 6: Value Generation in a Disruptive Environment
Value Generation in a Disruptive Environment Challenges for Future Growth Elmos Core Competencies The Elmos Approach for Value Generation 1 Market & customer Complex and fragile Geopolitical tensions understanding New management supply chains structure Innovation power Dynamic market with New compet
Slide 7: New Management Structure
New Management Structure Elmos Executive Committee (EEC) New Management Structure Management Board Dr. Arne Dr. Jan Margarita Dr. Patrick Jochen Dr. Michael Dr. Burkhard von Schneider Dienstuhl Mamberger Schmitt Vaihinger Neuhäuser Spreckelsen Chief Executive Chief Sales Officer Chief Financial Chie
Slide 8: New Corporate Structure
New Corporate Structure Elmos Semiconductor SE Holding Other Subsidiaries Elmos Semiconductor Elmos Semiconductor Elmos Semiconductor Elmos Semiconductor ▪ Germany Business Services GmbH Sales & Solutions GmbH Technology & Engineering GmbH Dortmund Operations GmbH ▪ Netherlands ▪ USA Main Responsibi
Slide 9: Top Priorities & Midterm Financial Targets 2030
Top Priorities & Midterm Financial Targets 2030 Priorities Midterm Financial Targets 2030 Innovation & Design Wins around 1 billion Sales in 2030 R&D Efficiency Operational EBIT Margin around 25% Excellence China Strategy CAPEX Ratio < 10% (in % of sales) Profitable Growth Free Cash Cash Generation
Slide 10: 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