Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Investor Day (February 2026)
13 slides from Elmos Semiconductor's investor day presentation, Feb 24, 2026
Slide 1: China Strategy & Execution
February 24, 2026 China Strategy & Execution Dr. Burkhard von Spreckelsen, CDO
Slide 2: China: Where Scale, Growth, Innovation and Cost Converge
China: Where Scale, Growth, Innovation and Cost Converge #1 Automotive Long-term Growth Innovation-driver Comparatively Market Globally Potential Worldwide Low Cost Basis ▪ Largest vehicle manufacturer ▪ Large underserved home market ▪ Chinese OEMs lead in ADAS, SDV ▪ Economies of scale enable globa
Slide 3: Elmos China Strategy: Strongly Validated by Today's Market Reality
Elmos China Strategy: Strongly Validated by Today’s Market Reality Recap | Elmos China Strategy as introduced on CMD in November 2024 Confirming 2024-Expectations from Today’s Perspective 1 Geopolitical Dynamics Rising trade tensions and localization requirements reinforce the need for a 1 3 local-f
Slide 4: We are Executing with Full Speed on Our China Strategy
We are Executing with Full Speed on Our China Strategy Key Highlights since Our Last Capital Markets Day in 2024 Moving into our new Start of local IC development in Multi million JiWeiCheng ICs Shanghai Pudong office and our China Product Center (CPC) shipped to customers co-locating all functions
Slide 5: Elmos China: We See More Opportunities than Risks
Elmos China: We See More Opportunities than Risks 6 offices Scaling toward Senior local leaders strategically 100+ employees with proven located across with deep local track record in Scalable China expertise semiconductors Footprint Dual-Brand “All-Weather Setup”: Top OEMs Strong relationships Stra
Slide 6: Nationwide Presence in China's Key Automotive Clusters
Nationwide Presence in China’s Key Automotive Clusters Our 6 local offices are strategically located Top 5 automotive clusters in China ▪ Headquarters in Shanghai with all key functions and the Elmos office China Product Center (CPC) ▪ 5 regional offices in addition to our headquarters in Shanghai i
Slide 7: Seasoned Chinese Managers Leading a Growing Local Team
Seasoned Chinese Managers Leading a Growing Local Team Seasoned Senior Leadership in Place Scaling Towards ~100 Employees ▪ 8 Chinese senior leaders steering our China ~100 business with responsibility for all functions (GM, Sales, Operations, CPC, Quality, Finance, HR, IT) ▪ ~100 years of semicondu
Slide 8: Trusted by China's Leading OEMs (Local & JVs) in all Segments
Trusted by China’s Leading OEMs (Local & JVs) in all Segments Trusted Partner for Our Customers in OEMs in China China ▪ We are a trusted partner to China’s leading OEMs and Tier-1s/Tier-2s ▪ Long term customer relationships built on proven performance, reliability, and trusted partnerships Tier-1s/
Slide 9: Local-for-Local Approach Strengthens Resilience and Flexibility
Local-for-Local Approach Strengthens Resilience and Flexibility From HQ-driven functions... ...to fully localized setup Elmos Global R&D Team, mostly based in Europe R&D China Product Center Local Supply Chain Management, Supply Chain Management from Dortmund, Germany Operations / Supply Chain incre
Slide 10: "All-Weather Setup" Creates Strategic Optionality
“All-Weather Setup” Creates Strategic Optionality Chinese Players are Valued at a Premium Examples of Western Firms Reshaping their China Operating Model Average 2026 EV/Sales Ratio Brought in Shenzhen Original as a minority partner ~7x ~23x through a stake sale in ASM Advanced Materials Shifted con
Slide 11: China Analog & Mixed Signal & RF Listed Companies
China Analog & Mixed Signal & RF Listed Companies In million EUR, unless otherwise stated Revenue EV / Revenue EV / EBITDA P/E Name Market Cap (€Bn) EV (€Bn) 2025E 2025E 2026E 2025E 2026E 2025E 2026E Elmos 2.1 2.1 580 3.7x 3.3x 13.3x 10.8x 22.9x 19.4x Centec 8.9 8.7 170 51.4x 41.2x NA NA NM NM Guobo
Slide 12: Key Takeaways | China Strategy
Key Takeaways | China Strategy China’s Automotive Market Demonstrates Structural Growth EV and tech adoption drive sustained growth in China’s automotive semi-market Seasoned Local Senior Leadership Team Enables Execution Leaders with deep expertise in China’s semiconductor ecosystem Strong Customer
Slide 13: 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