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ams Osram (AMS) investor relations material
ams Osram Q2 2025 Fixed Income earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 Fixed Income earnings summary31 Jul, 2025
Executive summary
Q2 2025 revenues reached €775 million, at the midpoint of guidance, with profitability and cost savings ahead of schedule due to the 'Re-establish the Base' program achieving €160 million run-rate savings.
Secured €2.5 billion in new semiconductor design wins in H1 2025, supporting midterm growth.
Advanced deleveraging and refinancing through asset disposals, bond tap, and extension of credit facilities.
Announced sale of Entertainment & Industrial Lighting/Lamps business to Ushio for €114–140 million, expected to close Q1 2026.
Received positive legal settlements, including €37 million from an IP lawsuit and €7 million from a microLED project write-up.
Financial highlights
Q2 2025 revenues were €775 million, down 5% year-over-year, mainly due to inventory corrections and FX effects.
Adjusted EBITDA margin improved to 18.8% in Q2 2025 from 16.4% in Q2 2024; adjusted EBITDA was €135–145 million.
Free cash flow for Q2 was slightly negative, impacted by inventory build and annual payouts.
CapEx in Q2 was €40 million, with full-year CapEx expected below 8% of revenues.
Adjusted net result and EPS positive in Q2; IFRS net result and EPS also positive.
Outlook and guidance
Q3 2025 revenues expected between €790 million and €890 million, with adjusted EBITDA margin guidance at 19.5% ±1.5pp.
Second half of 2025 projected to be stronger due to product ramp-ups and seasonality, with free cash flow for the year expected above €100 million.
Ongoing monitoring of FX volatility, tariffs, and macroeconomic headwinds; mitigation actions in place.
FY 2025 CapEx expected below 8% of sales.
What is the status of Kulim facility disposal?
Assess impact of US tariffs on 2025 outlook.
Explain the reason for FCF fluctuation QoQ.
What EBITDA multiple was achieved on lamps disposal?
What is the expected timing of the put option offer?
Assess impact of LED market consolidation.
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Q3 202518 Nov, 2025
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Frequently asked questions
ams-OSRAM AG is an Austria-based global leader in the semiconductor and optoelectronic industries. It specializes in the design and manufacture of sensor solutions, optical components, and LED technologies. The company operates through two key segments: Semiconductors and Lamps & Systems, providing a wide range of products including LEDs, lasers, photodiodes, and optical modules used in industries such as automotive, industrial, medical, consumer electronics, and mobility. ams-OSRAM is particularly known for its innovations in sensing and lighting technologies, including applications in autonomous driving, mobile devices, and health monitoring. Its product portfolio supports sectors such as automotive lighting, ambient light sensors, 3D sensing, and display technologies. Headquartered in Premstätten, Austria, with additional operations in Munich, Germany, ams-OSRAM is listed on the SIX Swiss Exchange.
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