Half Year 2025 ams-OSRAM AG Earnings Call Transcript

Jul 31, 2025 / 07:45AM GMT

Release Date Price: $6.36 (-9.14%)

Transcript

Key Points

Positve

ams-OSRAM AG (AUKUF) achieved revenues of EUR775 million, exactly at the midpoint of their guidance.
The company improved its adjusted EBITDA margin by more than 2 percentage points year over year to 18.8%.
The 'Re-establish the Base' program is six months ahead of schedule, with EUR160 million in run rate savings already implemented.
The company secured EUR2.5 billion in future semiconductor business in the first half of the year.
ams-OSRAM AG (AUKUF) successfully sold its entertainment and industry lamps business, marking the first step in its asset disposal strategy.

Negative

Year-over-year revenues declined by 5% due to cyclical inventory corrections and a weaker US dollar.
The automotive lamps aftermarket business experienced a steep inventory correction at US retailers.
The company faced a EUR35 million top-line impact due to the weaker US dollar compared to Q2.
There is still a lot of uncertainty in the supply chain, with short-term ordering below normal lead times.
The industrial automation demand remains muted, with customers still overstocked, affecting order volumes.

Operator

Ladies and gentlemen, welcome to the conference call on second-quarter results 2025 results. I'm -- the Chorus Call operator. (Operator Instructions) and the conference being recorded. (Operator Instructions) The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to turn over to Juergen Rebel, Head of Investor Relations. Please go ahead.

Juergen Rebel

ams-OSRAM AG - Head of Investor Relations

Good morning everyone. We welcome you to today's call on the second quarter results. Aldo, our CEO, will comment on business and strategy. Rainer, CFO, will focus on financials. We're referring during the call to the earnings call presentation that you find on our website, but there is also a full comprehensive presentation with further details.

Aldo, please walk us through the latest results.

Aldo Kamper

ams-OSRAM AG - Chairman of the Management Board, Chief Executive Officer

Thank you, Juergen, and good morning everybody. An over solid quarter profitability is

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