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Elmos Semiconductor (ELG) investor relations material
Elmos Semiconductor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 sales rose to €145.7M, up 14.8% sequentially and 2.6% year-over-year, with strong demand from Asia, especially China, while Europe and the US lagged.
The company is accelerating its China strategy, establishing a fully local organization to address market dynamics and regulatory needs.
SAP system migration was completed, impacting Q2 results and cash flow, but is expected to be a temporary effect.
Customers are returning to normal order levels, inventory adjustments are easing, but visibility remains low amid volatile economic and geopolitical conditions.
Record FY 2024 sales of €581M, with 92% from automotive applications and a robust operating EBIT margin of 25.1%.
Financial highlights
Q2 2025 sales reached €145.7M, up 2.6% year-over-year and 15% sequentially, mainly driven by Asia.
Q2 2025 gross margin was 41.2%, down from Q1 due to higher material costs, especially gold.
EBIT for Q2 2025 was €30.1M (20.6% margin), down from €35.9M a year ago, impacted by SAP transfer, China consulting, and FX effects.
Q2 2025 free cash flow was €0.5M, affected by SAP migration; H1 free cash flow reached €22M (8.1% of sales).
H1 2025 sales declined slightly to €272.6M from €278.8M year-over-year.
Outlook and guidance
Full-year 2025 sales guidance remains €580M ± €30M, now based on a less favorable FX rate, implying an underlying increase.
EBIT margin guidance is 23% ± 3pp, with current trends suggesting results in the lower half of the range due to one-time effects.
CapEx and adjusted free cash flow for 2025 expected at 7% ± 2pp of sales.
Guidance excludes potential impacts from new tariffs or global recession; visibility remains low.
Guidance updated for FX rate to 1.15 EUR/USD, reflecting a negative FX impact of €25M.
How did the SAP S/4HANA transformation impact earnings?
Why is Elmos expanding its presence in China?
Assess the impact of US tariff policy on Elmos.
How will Elmos realign its China footprint?
What factors impact Elmos' gross margin?
What is driving Elmos' strong Q2 sales?
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Next Elmos Semiconductor earnings date
Q3 20254 Nov, 2025
Next Elmos Semiconductor earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Elmos Semiconductor SE is a German manufacturer specializing in semiconductor products, particularly known for its application-specific integrated circuits (ASICs) primarily supplied to the automotive industry. The company's product portfolio extends to microstructures, sensor ICs, interface ICs, motor control ICs, and power management ICs, serving not only automotive applications but also non-automotive sectors such as smart homes and industrial automation. Elmos' offerings include a wide range of solutions, from motor control and interface ICs to sensors for distance, flow, and energy metering, as well as power management solutions like LED drivers and DC/DC converters. The company is headquartered in Dortmund, Germany, and its shares are listed on the XETRA.
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