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ams Osram
ams Osram (AMS) investor relations material
ams Osram Q4 2025 Fixed Income earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 Fixed Income earnings summary10 Feb, 2026
Executive summary
Achieved #1 global position in the LED market, with core semiconductor portfolio growing 7% year-over-year and record €5bn in new design wins, driving strong profitability and free cash flow of €144m.
Strategic divestments totaling €670m accelerated deleveraging and sharpened focus on digital photonics.
Launched €200m 'Simplify' transformation program, targeting €200m run-rate savings by FY28 and impacting ~2,000 employees.
Achieved 'Re-establish the Base' savings target one year ahead of plan, with €220m realized run-rate savings.
FY25 adjusted EBITDA margin improved by 1.5 percentage points year-over-year, reaching 18.3%.
Financial highlights
Q4 2025 revenues reached €874m, with adjusted EBITDA margin at 18.4% and free cash flow of €144m.
FY25 group revenues were €3,330m, adjusted EBITDA €608m (18.3% margin), and adjusted net result €57m.
Gross margin improved to 29.1% in FY25, with OPEX reduced by 8% year-over-year.
IFRS net result for FY25 was -€129m, a significant improvement from -€785m in FY24.
Cash on hand at year-end was €1,483m; net debt reduced to €1,078m.
Outlook and guidance
Q1 2026 revenues expected between €710–810m, with adjusted EBITDA margin around 15% ±1.5 percentage points.
FY26 group revenues expected to soften due to divestments and weaker USD; adjusted EBITDA to be impacted by one-off items including stranded costs and higher precious metal prices.
2030 targets: mid- to high single-digit semiconductor revenue CAGR, ≥25% adjusted EBITDA margin, group free cash flow >€200m, and leverage ratio <2.
What new efficiencies does 'Simplify' target?
Detail Digital Photonics growth drivers
Quantify deleveraging impact on interest expenses
What are the main risks to "Simplify" program?
Kulim II sale: What are the specific hurdles?
Data center AI: How to differentiate vs. incumbents?
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Next ams Osram earnings date
Q1 20267 May, 2026
ams Osram
Next ams Osram earnings date
Q1 20267 May, 2026
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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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