Elmos Semiconductor Ag (ELTTF) Q2 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.240 Morning, ladies and gentlemen, and a warm welcome to the Elmhurst Center Conductor S.E. 00:00:05.240 -- 00:00:10.144 Conference Call regarding the results of Q2 2025. 00:00:10.308 -- 00:00:14.074 At this time, all participants have been placed in a listen-early mode. 00:00:14.074 -- 00:00:17.420 The floor will be open for questions following the presentation. 00:00:17.420 -- 00:00:19.944 Let me now turn the floor over to your host, Dr. 00:00:19.944 -- 00:00:23.126 Arne Scheider, C.A.O. 00:00:24.213 -- 00:00:28.340 Ladies and gentlemen, good morning from Leverkusen and welcome to the ELMOS conference 00:00:28.340 -- 00:00:32.927 call for the second quarter 2025. Thank you very much for your participation and your 00:00:32.927 -- 00:00:35.291 interest in our company. 00:00:35.291 -- 00:00:40.720 Today I would like to welcome our new analyst, Weihl-Harder from Metzler, who has started 00:00:40.720 -- 00:00:46.009 to cover ELMOS since June. We already know the name, but the company is new and 00:00:46.009 -- 00:00:49.863 we very much appreciate the uptake of coverage. 00:00:49.863 -- 00:00:54.409 Ladies and gentlemen, we can report an encouraging revenue growth for the second quarter, 00:00:54.409 -- 00:00:59.416 although we continue to face ongoing geopolitical challenges and quite dynamic 00:00:59.416 -- 00:01:00.958 markets. 00:01:00.958 -- 00:01:05.765 So let me start with an update about the current market environment. 00:01:05.765 -- 00:01:10.231 The stocking activities in the automotive semiconductor market are slowly but steadily 00:01:10.231 -- 00:01:11.713 decreasing. 00:01:11.713 -- 00:01:16.700 Our customers are now increasingly returning to normal order levels as they continue 00:01:16.700 -- 00:01:19.681 to reach their de...