Melexis Nv Ieper (MLXSF) Q2 2025 Earnings Call

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WEBVTT 00:00:01.415 -- 00:00:06.462 Good morning and welcome, everyone. Joining us today for Melexis' second quarter 2025 00:00:06.462 -- 00:00:11.469 earnings call. I'm Philippe Ludwig, investor relations at Melexis, 00:00:11.469 -- 00:00:16.756 and today I'm joined by your speakers, CEO Marc Viron and CFO 00:00:16.756 -- 00:00:21.359 Karin van Gliensven. Marc, please go ahead. 00:00:21.683 -- 00:00:26.629 Thank you, Philippe. Hello, everyone, and welcome to this earnings call. 00:00:26.629 -- 00:00:31.849 I will briefly discuss our second quarter performance Then I will hand over to Karen 00:00:31.849 -- 00:00:35.513 for our financial overview and outlook. 00:00:35.513 -- 00:00:41.500 So on-quarter sales grew sequentially and has included in-quarter customer orders. 00:00:41.500 -- 00:00:46.746 We are able to support this increase of these short-term orders because of the inventory 00:00:46.746 -- 00:00:52.412 we continue to build up in order to be ready for the next upturn in demand. 00:00:52.412 -- 00:00:57.478 We have recorded double-digit quarter-on-quarter sales growth in both China and 00:00:57.478 -- 00:00:59.212 EMEA. 00:00:59.212 -- 00:01:04.218 Sales for automotive applications were 88% of the total sales and I would 00:01:04.218 -- 00:01:09.265 like to highlight powertrain sales which grew both for internal combustion engines and 00:01:09.265 -- 00:01:14.631 electric motors. In interior lighting, where we have a leading position, 00:01:14.631 -- 00:01:18.954 sales were also up to double digits. 00:01:18.957 -- 00:01:24.015 Sales for beyond automotive applications were 12% of total sales We 00:01:24.015 -- 00:01:30.248 had mainly outperformance in cooling fans for consumer appliances and data centers. 00:01:30.248 -- 00:01:35.418 While today these applica...