Sensirion Holding Ag · SIX:SENS
Sensirion — FY2025 Earnings Presentation
30 slides from Sensirion's earnings presentation, Mar 10, 2026
Slide 1: Full-Year 2025 Results
FULL-YEAR 2025 RESULTS Sensirion Holding Marc von Waldkirch, CEO | Martin Wirz, CFO 10 March 2026
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: Agenda
AGENDA Marc von Waldkirch Martin Wirz Marc von Waldkirch Q&A CEO CFO CEO Full-year 2025 highlights Full-year 2025 Outlook FY 2026 Financial review Business review 01 02 03 04 4 © Copyright Sensirion, Switzerland Confidential
Slide 5: Full-year 2025 Overview
OVERVIEW Full-year 2025 Business Update Financials 342.4m, +29% 52.3% Revenue in CHF Gross margin Strong organic growth in revenue and profitability +24% in CHF vs. 49.2% in 2024 adj. ▪ +29% revenue growth in local currencies ▪ +119% EBITDA increase vs. adjusted FY2024 - strong 18.5% CHF 58.3m opera
Slide 6: Automotive
Automotive • Revenue CHF 78.8m (+2.1% LC / –2.3% CHF); flat despite a persistently weak Western automotive market and no major product launches. • Key OEM nominations secured for EV battery monitoring. • Notable progress in our strategic growth areas of high-potential automotive applications, streng
Slide 7: Medical
Medical • Revenue CHF 49.2 m (+14.3% LC /+10.5% CHF); driven by CPAP & ventilation recovery and new project wins. • Core respiratory applications fully normalized, returning to steady pre-COVID growth. • Medical remains a strategic anchor market with resilient underlying demand. Strategic Growth Are
Slide 8: Industrial
Industrial • Strong revenue growth to CHF 193.9 m (+47.9% LC / +41.2% CHF); driven by fast-growing A2L leakage-sensor demand in the US and supported by the broader industrial market. • A2L: Strong H1 driven by frontloading, H2 customers optimizing inventories as expected. • Established global leader
Slide 9: A2L Becomes a Stable Long-Term Contributor
A2L Becomes a Stable Long-Term Contributor Ramp-up and inventory effects fade; A2L settles into a steady, moderately growing run-rate Ramp-up and Inventory Stable contribution from 2026 frontloading optimization onward • Temporary surge as • Volumes soften as • A2L transitions to a predictable, mode
Slide 10: Consumer
Consumer • Revenue CHF 20.5 m (+49.7% LC /+46.1% CHF) • driven by strong channel demand across all regions and a broad customer base. • Portfolio expansion with miniaturized CO₂, particulate matter and formaldehyde sensor. Strategic Growth Areas Miniaturized CO₂ sensing unlocks entirely new IAQ appl
Slide 11: A structurally resilient business model across the entire value chain
A structurally resilient business model across the entire value chain Building structural resilience from market to technology to operations Market Technology • Broad market and regional • Fully owned technology stack ensures diversification strategic independence and high • Resilient to dynamic tar
Slide 12: Strategic edge: Scaling Leadership in Smart Gas Sensing
Strategic edge: Scaling Leadership in Smart Gas Sensing Leveraging our unique edge to scale the core and expand into high-value solution markets. Strategic focus 1 Strategic focus 2 Own the core in smart gas sensing Expand into Mission-Critical Gas-Sensing Solutions Leadership in environmental and f
Slide 13: Strategic Achievements FY 2025
Strategic Achievements FY 2025 “We make the difference in sensing for a better world” Strategic foci Strategic achievements 2025 03 Lay the technological foundation for long-term growth. • We are working on advanced spectroscopic technologies based on low-cost IR laser systems • For other early-stag
Slide 14: Agenda
AGENDA Marc von Waldkirch Martin Wirz Marc von Waldkirch Q&A CEO CFO CEO Full-year 2025 highlights Full-year 2025 Outlook FY 2026 Financial review Business review 01 02 03 04 14 © Copyright Sensirion, Switzerland Confidential
Slide 15: Full-year 2025 Key financials
Full-year 2025 Key financials Strong operating leverage translated growth into margin and cash Net sales +29% in LC Gross profit margin EBITDA margin in CHFm +24% in CHF in % in % 342.4 52.3% 18.5% 49.2% 10.5% 276.5 48.8% 0.1% 233.2 52.2% 4.3% Opex margin NWC Operating & free cash flow in % in % of
Slide 16: Full-year 2025 Key financials
Full-year 2025 Key financials Growth broad-based across markets and regions YOY Revenue Development YOY Sales Growth YOY Sales Growth in CHFm by Market by Regions 80.9 342.4 LC: +2.1% Automotive LC: +121.5% GC1: -2.3% Americas +29% -15.0 GC: +110.3% 276.5 LC: +14.3% Medical GC: +10.5% LC: +6.3% EMEA
Slide 17: Gross margin development
Gross margin development Gross Margin FY 2025 Gross margin structurally improved through scale, footprint optimization and efficiency program • Improved Gross Margin driven by • higher utilization in component manufacturing, 52.3% • ongoing efficiency programs, 52.2% 49.2% • Expansion of Sensirion’s
Slide 18: Opex development
Opex development Cost discipline unlocking operating leverage while investing for growth R&D expenses FY 2025 • R&D intensity reduced to 18% of revenue, reflecting disciplined cost allocation R&D opex and margin CHFm/% of revenue • Focused R&D investment supports acceleration in strategic growth are
Slide 19: EBITDA Development
EBITDA Development EBITDA more than doubled driven by top line growth, operating leverage and disciplined cost allocation EBITDA Margin FY 2025 • EBITDA to CHF 63.5m and EBITDA Margin driven EBITDA1 and EBITDA margin by: CHFm/% of revenue • Strong top-line growth and improved gross profit, • Operati
Slide 20: Income Statement
Income Statement Return to targeted growth and profitability levels – in line with mid-term guidance Net finance result impacted by Lumiphase participation result and the strong FX-Headwinds CHFm/% of revenue FY 2025 reported FY 2024 adjusted* FY 2024 reported Revenue 342.4 276.5 276.5 Cost of sales
Slide 21: Net working capital and Capex
Net working capital and Capex Tightened NWC control alongside continued strategic growth Capex NWC • NWC reduced to 31.8% of LTM revenue, Net working capital1 continued downward trend as receivables CHFm/% of LTM revenue remain well controlled and payables 44.1% optimization. 38.6% 33.5% 31.8% • Yea
Slide 22: Statement of cash flows
Cash Flow from Operating activities Statement of cash flows Strong operating cash flow fully funding growth investments • Cash flow from operating activities increases sharply to CHF 58.3m, driven by higher profitability and disciplined working capital management. CHFm FY 2023 FY 2024 FY 2025 Cash f
Slide 23: Balance sheet highlights
Balance sheet highlights Continued strong balance sheet KPIs Net cash1 in mCHF Net cash/LTM EBITDA2 Equity/total assest in % 100 6 100 • Strong net cash position: +35% increase 80 80 • Leverage ratio indicates a very healthy and low- 4 60 60 risk financial position provide significant strategic flex
Slide 24: Agenda
AGENDA Marc von Waldkirch Martin Wirz Marc von Waldkirch Q&A CEO CFO CEO Full-year 2025 highlights Full-year 2025 Outlook FY 2026 Financial review Business review 01 02 03 04 24 © Copyright Sensirion, Switzerland Confidential
Slide 25: Outlook 2026
Outlook 2026 Continued growth expected in 2026, with FX headwinds temporarily dampening reported performance. Challenging macro & FX backdrop, but broad market and regional diversification continue to provide resilience. (CHFm) FY 2026 Mid-term guidance New growth areas begin contributing in 2026 —
Slide 26: Financial Calendar
Financial Calendar Upcoming Events April 14, 2026: Investor Update, Growth & Market Insight May 11, 2026: Annual General Meeting August 19, 2026: Publication of the 2026 half-year report More information on the Sensirion website: https://sensirion.com/company/investor-relations/finance-events 26 © C
Slide 27: Event calendar and contacts
Event calendar and contacts Upcoming roadshows/conferences Investor inquiries 13 March 2026 ZKB, Zurich (CH) Lars Dünnhaupt 19 March 2026 ZKB, London (UK) Head of Investor Relations 26 March 2026 J.P. Morgan European Opportunities, London (UK) 14 April 2026 Sensirion, Investor Update, Growth & Marke
Slide 28: Agenda
AGENDA Marc von Waldkirch Martin Wirz Marc von Waldkirch Q&A CEO CFO CEO Full-year 2025 highlights Full-year 2025 Outlook FY 2026 Financial review Business review 01 02 03 04 28 © Copyright Sensirion, Switzerland Confidential
Slide 29: Thank you
Q&A Thank you 29 © Copyright Sensirion, Switzerland Confidential
Slide 30: Sensirion
SENSIRION