Melexis Nv · EURONEXT:MELE
Melexis Nv — Investor Day (2025)
108 slides from Melexis Nv's investor day presentation, 2025
Slide 1: Welcome to the Melexis Capital Markets Day 2025
Welcome to the Melexis Capital Markets Day 2025
Slide 2: Disclaimer
Disclaimer Except for those statements that report the Company's historical results, the statements being made are forward looking statements. Actual results could differ materially from those projected in the forward looking statements. Factors which could cause actual results to differ from expect
Slide 3: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 4: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 5: The world we operate in
One Health World Class Operations Climate Change Customer Intimacy SOCIETY Aging Population HOW TO WIN Geopolitical Tension Innovation vs. The world commoditization we operate in Automotive Pivot Artificial Intelligence DIVERSIFICATION Electrification of Everything Redefinition of Mobility Talent Scarc
Slide 6: Time-Tested
Time-Tested
Slide 7: The next wave of Melexis growth is underway
The next wave of Melexis growth is underway Capital Markets Day 2010 - 2023 ASSPs >50% Triaxis Expanding portfolio 1995 ~2010 Europe, Asia, US Founding ASIC sensors and drivers Automotive Electronic engineers Western Europe The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights R
Slide 8: Melexis strategy based on 4 pillars
Melexis strategy based on 4 pillars ● Technology leadership ● Customer intimacy ● Fabless model ● System solutions
Slide 9: Technology leadership
Technology leadership th Melexis ranks 4 in automotive sensors Source: TechInsights (April 2025) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 10: Technology leadership
Technology leadership Steering & EV Thermal Thermal Interior Braking Powertrain management management Lighting Sensors Sensors Sensors Drivers Drivers 1 Melexis 1. Melexis 1. Melexis 1. Melexis 1. Melexis 2 Infineon 2. Allegro 2. TDK 2. Elmos 2. Indie 3. Allegro 3. Novosense 3. Allegro 3. TDK 3. Elmo
Slide 11: Big enough to serve, small enough to care
Customer intimacy Big enough to serve, small enough to care
Slide 12: Customer intimacy: OEMs
Customer intimacy : OEMs The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 13: Customer intimacy: Tier 1
Customer intimacy : Tier 1 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 14: China awards
China awards 2025 Best Partner Award - by Inno Sensing Outstanding Supplier in the Supply Chain -by Yanzhi Technology Strategic Partner Award - by Wodeer 2024 MLX90427 - OFweek Automotive Technology Innovation Award Global Automotive Supplier Ecosystem Partner Award - by China Auto Newspaper Excelle
Slide 15: Fabless model
Fabless model Define Design and layout Wafer probe Final test Chips ? What we do External 350-110 nm (8”) 130 nm (8”) 90 nm (12”) 40 nm (12”) Wafer fab IC assembly Module assembly Full solutions
Slide 16: System solutions
System solutions Mechatronic Mechatronic Software Complex Complex module module packaging packaging Fingertip Alternative Mobility Embedded/Edge AI Triphibian PCB less Application & System engineering (simulator / webtool / GUI) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rig
Slide 17: Accelerating into the future
Accelerating into the future ● Pursue rapid innovation & win in high-growth markets ● Future-proof talent & diverse, high-performing teams ● Serving customers with world class operations
Slide 18: Pursue rapid innovation
Pursue rapid innovation Accelerating product development Scheduled product launches for full FY2025 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 19: Win in high-growth markets
Win in high-growth markets The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 20: Future-proof talent & diverse, high-performing teams
Future-proof talent & diverse, high-performing teams Strategic workforce planning Driven by values 04 Geographical relevant skills and Focus on driving high performance, competency building with increased in results and behaviors. focus on software and mechatronic. 01 INCLUSION 03 Organizational tra
Slide 21: Serving customers with world class operations
Serving customers with world class operations Building a smarter, Driving operational Establishing a strategic faster, more resilient efficiency footprint in Asia operations engine . Flawless quality with zero defect mindset Sustainable operation efficiency The content of this presentation is CONFIDEN
Slide 22: Melexis strategy house as the North Star
Melexis strategy house as the North Star
Slide 23: Leading in sensors and drivers in an electrified and robotized world
Leading in sensors and drivers in an electrified and robotized world WHY We innovate with heart for the good of people and planet HOW We develop a portfolio of products, services & solutions to enable our customers’ success Technology leadership Customer intimacy Fabless model System Solutions Altern
Slide 24: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 25: The hi-tech world we operate in
Mature Nodes vs. Advanced Nodes Silicon CMOS vs. SiC & GaN Power Devices The hi-tech world we operate in The Era of Data Edge-AI vs. Cloud-AI The Era of Electrification, Robotization & Automation
Slide 26: Product portfolio
Capital Markets Day 2025 Product portfolio Provide DATA Enable ACTION The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 27: Product portfolio
Capital Markets Day 2025 Product portfolio The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 28: Product portfolio
Capital Markets Day 2025 Product portfolio The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 29: Chosen markets
Capital Markets Day 2025 Chosen markets The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 30: Growth drivers
Capital Markets Day 2025 Growth drivers ● Maturing market growth ● Higher growth for 5 areas of focus ○ EV Powertrain ○ EV Thermal Management ○ Battery ○ E-Braking & E-Steering ○ Lighting ● ICs & Solutions The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 31: Growth drivers
Capital Markets Day 2025 Growth drivers ● High intrinsic market growth ○ Data ○ Electrification ○ Robotization ● Higher value proposition ○ ICs ○ System Solutions ○ Modules ● High multiplier in Robotics The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 32: Business Creation Organization
Capital Markets Day 2025 Business Creation Organization The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 33: Journey from idea to revenue
Capital Markets Day 2025 Journey from idea to revenue The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 34: Innovation
● Torque Sensing Capital Markets Day 2025 ● Strain Sensing ● In-cell Battery Impedance Sensing Innovation ● Self-illuminating Nanoplasmonic Biosensor ● Graphene Field Effect Transistor Readout IC ● … The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 35: Product Development
● Motor Controller feat. Dual Core 32b MCU Capital Markets Day 2025 ● Hydrogen Sensing ● Coreless Current Sensing Product Development ● Silicon RC Snubber ● 48V Switches ● … The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 36: Product Launches
Capital Markets Day 2025 Product Launches The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 37: Product Launches − 2023
Capital Markets Day 2025 Product Launches − 2023 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 38: Product Launches − 2024
Capital Markets Day 2025 Product Launches − 2024 nt s i l e The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 39: Product Launches − 2025
Capital Markets Day 2025 Product Launches − 2025 6-Nov 18-Nov 20-Nov 27-Nov MLX81350 MLX90637 MLX90382a MLX91299 4-Dec 9-Dec 11-Dec 18-Dec MLX90642p MLX90514r MLX90296 MLX90411d The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 40: Business Opportunities
Capital Markets Day 2025 Business Opportunities The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 41: Design Wins
Capital Markets Day 2025 Design Wins The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 42: Recurrent Revenue
Capital Markets Day 2025 Recurrent Revenue The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 43: Digital health
Digital health
Slide 44: Sustainable world
Sustainable world
Slide 45: Alternative mobility
Alternative mobility
Slide 46: Robotics
Robotics
Slide 47: Robotics
Robotics Temperature sensor Tactile sensing module Motor driver Motor positioning - magnetic resolver Motor positioning - inductive resolver Joint positioning - magnetic encoder Joint positioning - inductive encoder
Slide 48: Robotics
Robotics Temperature sensor Tactile sensing module Motor driver Motor positioning - magnetic resolver Motor positioning - inductive resolver Joint positioning - magnetic encoder Joint positioning - inductive encoder
Slide 49: Robotics
Capital Markets Day 2025 Robotics The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 50: Robotics
Capital Markets Day 2025 Robotics The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 51: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Gr wth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 52: The Robotics Vision
The Robotics Vision We believe in the mass adoption of robots The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 53: Tactile Sensing - an industry challenge
Tactile Sensing - an industry challenge Vision is not enough, the sense of touch is a must. Both sensing methods give complementary information about the world! The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 54: Tactile Sensing - an industry challenge
Tactile Sensing - an industry challenge The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 55: The Tactaxis Sensor
The Tactaxis Sensor Soft sensor High mechanical compliance Compact 6x6mm footprint 3D True 3D Sensing Normal and shear forces Robust Against change of temperature and stray magnetic fields The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 56: The Tactaxis Sensor
The Tactaxis Sensor ? The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 57: The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 58: Forward looking summary
Forward looking summary This is the foundation of a new, high-value tactile product family. The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 59: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 60: Major Automotive Trends
Capital Markets Day 2025 Major Automotive Trends The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 61: Global Vehicle Production
Capital Markets Day 2025 Global Vehicle Production The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 62: Global Vehicle Production vs. Powertrain Type
Capital Markets Day 2025 Global Vehicle Production vs. Powertrain Type The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 63: Global Vehicle Production: Internal Combustion Engine
Capital Markets Day 2025 Global Vehicle Production ☞ Internal Combustion Engine (ICE) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 64: Global Vehicle Production: Electric Motor
Capital Markets Day 2025 Global Vehicle Production ☞ Electric Motor The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 65: Global Vehicle Production vs. Segment
Capital Markets Day 2025 Global Vehicle Production vs. Segment The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 66: Global Vehicle Production vs. Level of Driving Automation
Capital Markets Day 2025 Global Vehicle Production vs. Level of Driving Automation The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 67: EV powertrain
EV powertrain ▪ AC phase current monitoring ▪ Rotor position sensing ▪ Power module temperature monitoring ▪ Safety cover open/close detection ▪ Power transistors protection
Slide 68: EV thermal management
EV thermal management ▪ Pressure & temperature monitoring ▪ E-compressor current sensing ▪ Fast charge current monitoring ▪ Valve positioning & controlling ▪ Pump controlling ▪ Refrigerant pressure sensing
Slide 69: EV battery
EV battery ▪ AC & DC current monitoring ▪ Pack & cell level pressure monitoring ▪ Contactless temperature monitoring ▪ Hydrogen sensing for early thermal runaway detection ▪ Cell-level impedance monitoring for State-of-Charge
Slide 70: E-braking & E-steering
E-braking & E-steering ▪ Steering angle position & torque sensing ▪ Pedal position sensing ▪ Rotor positioning ▪ Park lock motor positioning & controlling ▪ Caliper position & force sensing
Slide 71: Lighting
Lighting ▪ Interior ambient lighting ▪ Animated lighting ▪ Logo & grille illumination ▪ Daytime running light ▪ Rear lighting
Slide 72: Serviceable Addressable Market (SAM) — Automotive Growth Drivers
Capital Markets Day 2025 Serviceable Addressable Market (SAM) — Automotive Growth Drivers The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 73: Serviceable Addressable Market (SAM) — Automotive Growth Drivers
Capital Markets Day 2025 Serviceable Addressable Market (SAM) — Automotive 5 year 5 year CAGR CAGR 5 year 4% 7% CAGR 11% 2025 Melexis Other 2030 Growth Drivers The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 74: Journey from idea to revenue
Capital Markets Day 2025 Journey from idea to revenue The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 75: Melexis chips in every new car
Melexis Chassis - Body - Safety chips in ADAS / Dashboard GPU cooling Washing liquid level detection Wiper every Rain-light sensor Hood lock switch LED headlight ventilation fan LED and laser headlight control new car Tire pressure monitoring system (TPMS) Smart tire sensor Ride height Electrical po
Slide 76: Melexis chips in every new car
Melexis Chassis - Body - Safety chips in ADAS / Dashboard GPU cooling Washing liquid level detection Wiper every Rain-light sensor Hood lock switch LED headlight ventilation fan LED and laser headlight control new car At least 50% more content in Tire pressure monitoring system (TPMS) Smart tire sen
Slide 77: European mHEV
European mHEV Interior ambient lighting (x 20-100) Panorama sunshade switch (x1) Chassis - Body - Safety (# 65-145 ICs) Rain light sensor (x1) Powertrain (# 15 ICs) ADAS/ICAS GPU fan (x1) HVAC system (x2) Seat position (x2) Dashboard GPU fan (x3) Seat belt buckle (x5) Power liftgate (x1) Wastegate v
Slide 78: USA EV
USA EV Chassis - Body - Safety (# 48 ICs) Powertrain (# 4 ICs) Seat (track) motor (x4) Interior lighting (x20) Seat belt buckle (x5) Power liftgate (x1) Signal aggregator LIN interface (x2) Disconnect actuator (x2) Electronic transmission shifter (x1) EV inverter (x4) Window lifter controller (x4) P
Slide 79: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 80: Global Vehicle Production
Capital Markets Day 2025 Global Vehicle Production The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 81: Global Vehicle Production vs. Manufacturing Region/Country
Capital Markets Day 2025 Global Vehicle Production vs. Manufacturing Region/Country The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 82: Global Vehicle Production vs. Manufacturing Region/Country
Capital Markets Day 2025 Global Vehicle Production vs. Manufacturing Region/Country The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 83: Global Vehicle Production vs. OEM Country-of-Origin
Capital Markets Day 2025 Global Vehicle Production vs. OEM Country-of-Origin The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 84: Global Vehicle Production vs. OEM Country-of-Origin
Capital Markets Day 2025 Global Vehicle Production vs. OEM Country-of-Origin The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 85: Powertrain Type: China vs. Global
Capital Markets Day 2025 Powertrain Type ☞ China vs. Global The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 86: Segment: China vs. Global
Capital Markets Day 2025 Segment ☞ China vs. Global The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 87: Level of Driving Automation: China vs. Global
Capital Markets Day 2025 Level of Driving Automation ☞ China vs. Global The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 88: Automotive China
Capital Markets Day 2025 Automotive China ● Electrification ✅ ● Premiumization ✅ ● ADAS ✅ ● Leadership ● Dynamic market ☞ high speed The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 89: We play & win in China
Capital Markets Day 2025 Automotive China We play & win in China The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 90: Chinese EV
Chinese EV Chassis - Body - Safety (# 30-31 ICs) Powertrain (# 16-17 ICs) Seat ventilation fan (x8) Steering angle (x2) Seat motor (x8) Power liftgate (x2) HVAC flap actuator (x6) Charging flap (x1) Electrical oil pump (x1) Expansion valve (x 2-3) EV inverter rear (x6) EV inverter front (x6) Battery p
Slide 91: How do we continue to play? How do we continue to win?
Capital Markets Day 2025 Automotive China How do we continue to play ? How do we continue to win ? The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 92: Automotive China
Capital Markets Day 2025 Automotive China ● Continuous product innovation ● Quality track record ● Local team ☞ strengthen our technical & commercial field presence ● Product customization ● Product localization "China for China" ○ Local Supply Chain ■ Wafer (12" - 90nm) ■ Package Competitiveness ■ L
Slide 93: Automotive China
Capital Markets Day 2025 Automotive China ● Continuous product innovation ● Quality track record ● Local team ☞ strengthen our technical & commercial field presence i n a ● Product customization f C h ● Product localization "China e e ford o China" ○ Local Supply Chaine s p t t h ■ Wafera ■ Package C
Slide 94: Antifragility
Gain/benefit Antifragile Antifragility Antifragility is the property of systems that get stronger when exposed to Innovate Adapt stressors, such as volatility, randomness, and disorder. Resist Resilient Break Robust Our nature (Darwinian): adapt and survive/thrive Stress/change Fragile One of our val
Slide 95: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 96: Financial overview
Financial overview Antifragility through a financial prism Commercial Profitability Balance sheet diversification The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 97: Significant commercial diversification
Significant commercial diversification Across channels, geographies and product portfolio Sales channels Customer base Direct 62% Top 10 = 43% Distributors 38% Over 200 customers (small enough to care) Ship to Product portfolio APAC ex Greater China 33% Sensors 77% 8 Product lines China 29% Drivers 23
Slide 98: Gross margin improvement trajectory
Gross margin improvement trajectory Multiple initiatives in implementation long term target average 2025 45% 44% consensus Supply chain optimization operating ● Specialize at existing sites product mix leverage ● Ensure optimal external supply chain supply chain & innovation ● Localize close to cust
Slide 99: EBIT margin improvement trajectory
EBIT margin improvement trajectory Ensure innovation funding and control SG&A long term average 2025 target 24% consensus 25% Gross margin improvements operating ● Supply chain optimization expense ● Product mix & innovation efficiencies ● Operating leverage gross margin improvements Operating expens
Slide 100: Maintain strong balance sheet
Maintain strong balance sheet FCF provides strength and flexibility Increasing Low and decreasing R&D fully expensed Free Cash Flow leverage generation The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 101: Capital allocation priorities
Capital allocation priorities Active allocation to drive innovation and shareholder returns Invest to drive organic growth Maintain Dividend solid balance R&D (Opex) Capex sheet ~12-14% ~5-7% (% of sales) Share buyback The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserv
Slide 102: Consistently high return on equity outperforms peers
Consistently high return on equity outperforms peers Virtuous cycle of profitable growth, reinvestment and shareholder returns Melexis TI NXP Elmos Onsemi STMicro Infineon Microchip ADI Allegro Source: Bloomberg The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 103: Melexis target operating model
Melexis target operating model Balancing innovation-led top line and profit growth through the cycle Sales Gross margin EBIT margin high single digit CAGR 45% 25% Key assumptions ● Outperform where we play (SAM: 7% automotive, higher in multi-markets) ● Volume assumptions: automotive production stabl
Slide 104: Antifragility
Gain/benefit Antifragile Antifragility Antifragility is the property of systems that get stronger when exposed to Innovate Adapt stressors, such as volatility, randomness, and disorder. Resist Resilient Break Robust Our nature (Darwinian): adapt and survive/thrive Stress/change Fragile One of our val
Slide 105: Agenda
Agenda Welcome and agenda Philip Ludwig The next wave of Melexis growth Marc Biron Innovation Machine Vincent Hiligsmann Deep dive Robotics Julien Ghaye Q&A Automotive Growth Drivers Vincent Hiligsmann Deep dive China Vincent Hiligsmann Financial overview Karen van Griensven Key takeaways Marc Biron
Slide 106: Leading in sensors and drivers in an electrified and robotized world
Leading in sensors and drivers in an electrified and robotized world WHY We innovate with heart for the good of people and planet HOW We develop a portfolio of products, services & solutions to enable our customers’ success Technology leadership Customer intimacy Fabless model System Solutions Altern
Slide 107: The next wave of growth is underway
Capital Markets Day 2025 2023 - ASSPs 80% The next wave of growth is underway Modules & systems High multiplier Beyond automotive Asia, Europe, US 2010 - 2023 ASSPs >50% Triaxis Expanding portfolio 1995 - 2010 Europe, Asia, US Founding ASIC sensors and drivers Automotive Electronic engineers Western
Slide 108: Thank you
THANK YOU