Q3 2025 ams-OSRAM AG Earnings Call Transcript
Key Points
- ams-OSRAM AG (AUKUF) delivered strong cash flow and significant growth in the core portfolio on a like-for-like basis.
- The semiconductor core business grew approximately 9% on a comparable basis, indicating successful portfolio choices.
- Adjusted EBITDA margin improved quarter-over-quarter and year-over-year by almost 1 percentage point to 19.5%.
- The company secured design wins worth EUR4 billion in the first nine months, underpinning future growth.
- R&D investments are focused on differentiating technology platforms, such as infrared emitters and Time-of-Flight sensors, indicating potential for future growth.
- Year-over-year revenues are down by 3%, primarily due to the weaker US dollar.
- The adjusted EBITDA included a one-off gain of more than EUR10 million from asset sales, which may not be sustainable.
- The automotive market faces uncertainty with short-term order behavior and no significant restocking in sight.
- The consumer segment experienced a slight decline year-over-year due to the impact of the weaker USD.
- The company faces ongoing price pressure and FX challenges that could impact profitability.
Ladies and gentlemen, welcome to the conference call on third quarter 2025 results. I am Mathilde, the chorus call operator. (Operator Instructions) The conference is being recorded.
(Operator Instructions) The conference must not be recorded for publication or broadcast.
At this time, it's my pleasure to hand over to Juergen Rebel, Head of Investor Relations. Please go ahead.
Good morning, everyone. This is Juergen speaking. We welcome you to today's call on third quarter results of fiscal year 2025. Aldo, our CEO, will comment on business and strategy; Rainer, our CFO, will focus on financials. We are referring to the Q3 earnings call presentation that you can find on our website. There, you'll also find further materials such as the full comprehensive IR presentation.
Aldo, please let us have your thoughts on Q3.
Thank you, Juergen, and good
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