Elmos Semiconductor (ELG) Investor presentation summary

Strategic positioning and market trends

• Focuses on intelligent mobility, leveraging five automotive megatrends: electrification, comfort, safety, ADAS/autonomous driving, and software-defined vehicles.

• Holds global #1 or #2 positions in core automotive IC segments, including ultrasonic ranging, motor control, and lighting.

• Balanced portfolio across SDV & safety, ranging, sensing, lighting, and motor control, with automotive accounting for 94% of sales.

• Average of 10 Elmos ICs in every new car globally, with up to 200 ICs per BEV.

• Expanding into humanoid robotics, leveraging automotive technology for new growth markets.

Financial performance and targets

• Achieved record FY 2025 sales of €583 million, with a 21.8% EBIT margin and 5.8% CAPEX ratio.

• Q2 2026 sales rose to €162 million (+11.2% YoY), gross margin at 44%, and operating EBIT margin at 24.4%.

• 2030 targets: ~€1 billion sales, ~25% EBIT margin, ~6% CAPEX ratio, and ~17% adjusted free cash flow margin.

• Majority of 2030 sales target already secured through design wins and follow-up business.

• Market capitalization at €3.4 billion as of May 2026.

Operational model and global presence

• Operates a fabless model, focusing on chip design and innovation, with manufacturing partnerships across Asia, Europe, and America.

• Over 1,100 employees, with ~500 in R&D; expanding R&D centers in China and the Czech Republic.

• Sales diversified by region: 61% Asia/Pacific, 29% EU, 5% America, 5% rest of world.

• Capital expenditures remain low, supporting capital discipline and scalability.