Sensirion Holding (SENS) investor relations material

Executive summary

• Revenue grew 44% year-over-year to CHF 184.5 million in H1 2025, driven by strong demand for A2L leakage sensors, environmental sensors, and rebounds in industrial, medical, and consumer segments.

• Completed the acquisition of Kuva Systems to expand methane monitoring and data-driven business initiatives.

• Productivity optimizations and disciplined growth strategies were implemented across operations, R&D, and administration.

• Maintained focus on innovation with new product launches, including chip-based CO2 sensors and environmental sensor modules.

• Profitability and cash flow improved significantly, reversing prior year losses despite currency headwinds.

Financial highlights

• Net sales reached CHF 184.5 million, up 44% year-over-year, with gross margin at 51.5% and EBITDA margin at 19.8%.

• Operating profit (EBIT) was CHF 26.3 million (14.2% of revenue); net income was CHF 10.4 million.

• Operating cash flow was CHF 28.4 million; free cash flow CHF 15.6 million; cash and equivalents at CHF 68.2 million.

• Equity ratio stands at 81%, reflecting a robust capital structure.

• CapEx for property, plant, and equipment was CHF 7.2–9 million, focused on Switzerland and Hungary.

Outlook and guidance

• Full-year 2025 guidance reaffirmed, with revenue range CHF 320–340 million and EBITDA margin in the mid to high teens.

• H2 expected to be softer due to front-loaded demand, A2L sensor normalization, and China stimulus phase-out.

• Market conditions remain uncertain due to U.S. trade policy, global slowdown, and currency volatility.

• Medium-term outlook remains positive, supported by a strong project pipeline and structural megatrends.