Elmos Semiconductor (ELG) German Select VII Conference summary

Company Overview and Market Positioning

• Evolved from a small startup in 1984 to a global leader in automotive mixed-signal semiconductors, holding #1 or #2 positions in key segments.

• Over 90% of revenues are generated in the automotive market, with growing opportunities in smart home, factories, and robotics.

• Products are present in vehicles from all major OEMs worldwide, reflecting a broad global footprint.

• Part of the German TecDAX, with strong share price performance and potential MDAX entry.

• Market capitalization of ~€2.8 billion as of April 2026, with a diversified shareholder base and 17% free float.

Strategic Direction and Business Model

• Transitioned to a fabless model, focusing on core competencies and leveraging partnerships for manufacturing and testing, enhancing scalability and capital efficiency.

• Relocated headquarters to Leverkusen and expanded R&D and operational presence in China to optimize tax and capture local growth.

• Emphasizes innovation with a robust design-win pipeline, supporting a €1 billion sales target by 2030.

• Maintains a balanced, multi-segment portfolio with global leadership in automotive ICs.

• Prioritizes shareholder value through disciplined capital allocation and sustainable dividend policy.

Product Innovation and Technology

• ICs enable real-time data processing for electrification, ADAS, autonomous driving, and software-defined vehicles.

• Holds global leadership in ultrasonic ranging, motor control, LED lighting, and pressure sensing ICs.

• Ultrasonic ICs with integrated AI enhance ADAS by enabling precise environmental mapping.

• Up to 200 ICs per premium BEV, enabling advanced features and software-defined architectures.

• Expanding into adjacent markets such as robotics, leveraging expertise in edge control, sensing, and power management.