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Elmos Semiconductor
Elmos Semiconductor (ELG) investor relations material
Elmos Semiconductor CMD 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2026 summary24 Feb, 2026
Strategic priorities and growth outlook
Targets EUR 1 billion in sales by 2030, supported by over EUR 3.3 billion in lifetime design wins and a 16% sales CAGR from 2021–2025, with a balanced portfolio across SDV, safety, sensing, lighting, and motor control.
Growth is driven by rising semiconductor content per vehicle, electrification, ADAS, zonal architectures, and software-defined vehicles, aiming for ~12% CAGR through 2030.
Expands into adjacent markets such as robotics and cybersecurity, leveraging automotive expertise for long-term growth beyond 2030.
Strong presence in China and India, with localized operations, operational independence, and rapid revenue growth, supporting resilience and market access.
Market share gains attributed to outperforming peers and exposure to faster-growing sub-segments.
Innovation, technology, and operational excellence
R&D efficiency improved by up to 30% year-over-year, with a global network of 500 engineers and a leading patent portfolio filing rate of ~1 per working day.
Leadership in ultrasonic ICs, smart eFuse controllers, quantum random number generators, and advances in edge intelligence for automotive cybersecurity and SDV platforms.
Transition to a fabless model reduced CapEx ratio by 70%, enabling scalable, capital-light growth and operational flexibility.
Operational improvements include 25% reduction in test time, 50% tape-and-reel efficiency gains, and 20% lower inventory intensity, with enhanced supply chain resilience via regional hubs in Asia.
Quality and reliability remain core differentiators, supporting premium positioning and customer trust.
Financial performance and capital allocation
Confirms 2030 targets: EUR 1 billion sales, ~25% EBIT margin, ~6% CapEx ratio, and ~17% free cash flow margin, with upgrades to CapEx and FCF guidance since CMD 2024.
Outperformed peers in sales growth, margins, and shareholder returns from 2021–2025, with a 353% share price increase and 384% total shareholder return.
Implements a new capital allocation policy, doubling total payout for FY 2025 and projecting up to EUR 95 million payout for FY 2026 via dividends and buybacks.
Tax rate structurally reduced to ~21% by 2030 through corporate restructuring and global earnings optimization.
Structural reduction in CapEx and working capital, with inventory normalization and operational efficiency driving higher cash generation.
Explain the new capital allocation policy
How does China strategy mitigate geopolitical risks?
How do Elmos' innovations support SDV?
Elmos China: How to unlock valuation premium?
Robotics: When will it impact Elmos' growth?
Fabless model: Key drivers for 17% FCF margin?
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Next Elmos Semiconductor earnings date
Q1 20265 May, 2026
Elmos Semiconductor
Next Elmos Semiconductor earnings date
Q1 20265 May, 2026
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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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