Elmos Semiconductor Ag (ELTTF) Q1 2026 Earnings Call

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WEBVTT 00:00:00.520 -- 00:00:03.842 This conference will be recorded. 00:00:04.207 -- 00:00:09.576 Good morning, ladies and gentlemen, and welcome to the ELMOS Semiconductor SE conference 00:00:09.576 -- 00:00:12.321 call regarding the Q1 2026 00:00:12.321 -- 00:00:17.190 results. At this time, all participants have been placed on a listen-early mode. 00:00:17.190 -- 00:00:20.856 The floor will be open for questions following the presentation. 00:00:20.856 -- 00:00:23.260 Let me now turn the floor over to your host, Dr. 00:00:23.260 -- 00:00:26.122 Arne Schneider, CEO. 00:00:26.828 -- 00:00:31.215 Ladies and gentlemen, good morning, everyone, and welcome to the Elmos conference call 00:00:31.215 -- 00:00:34.320 for the first quarter of 2026. 00:00:34.320 -- 00:00:39.825 Thank you very much for your participation and your interest in our company. 00:00:40.470 -- 00:00:45.738 Ladies and gentlemen, Elmos had an impressive start into the new year with strong 00:00:45.738 -- 00:00:48.342 sales, improved profitability, 00:00:48.342 -- 00:00:51.685 and significantly higher free cash flow. 00:00:51.685 -- 00:00:56.272 In fact, as reflected in last night's ad hoc announcement, we have raised our full year 00:00:56.272 -- 00:01:01.280 2026 guidance, driven by strong first quarter performance and 00:01:01.280 -- 00:01:05.283 sustained high demand for Elmos products. 00:01:05.626 -- 00:01:10.774 The impacts that may come from the allocation are not yet fully reflected. 00:01:10.774 -- 00:01:16.961 We will incorporate that piece of good news as it materializes step by step. 00:01:17.015 -- 00:01:21.959 Our strong operational execution since many quarters significantly improved cash generation 00:01:21.959 -- 00:01:27.064 and enhanced capital allocation. Combined with more transpa...