Full Year 2025 ams-OSRAM AG Earnings Call Transcript
Key Points
- ams-OSRAM AG (AUKUF) achieved the number one position in the global LED market, marking a significant strategic milestone.
- The company's core semiconductor portfolio grew by 7% year on year, demonstrating strong market positioning.
- Adjusted EBITDA margin improved by 1.5% points year on year, driven by cost savings from the re-established base program.
- The company generated EUR144 million in free cash flow, including interest paid, showcasing strong financial management.
- Two portfolio transactions were announced, expected to generate EUR670 million in proceeds, aiding in deleveraging efforts.
- The weaker US dollar negatively impacted revenue by approximately EUR55 million compared to the previous year.
- Adjusted EBITDA margins were down both sequentially and compared to a year ago due to an unfavorable product mix and FX headwinds.
- The automotive segment experienced a sequential decline, attributed to seasonal factors and a challenging competitive environment.
- The company faces significant cost headwinds from rising precious metal prices, particularly gold, impacting margins.
- The transition year of 2026 is expected to see a temporary drop in adjusted EBITDA due to divestments and stranded costs.
Ladies and gentlemen, welcome to the conference call on fourth-quarter and full-year 2025 results. I'm Mauritz, the Chorus Call operator.
(Operator Instructions)
The conference must not be recorded for publication or broadcast.
At this time, it's my pleasure to hand over to Jürgen Rebel, Head of Investor Relations. Please go ahead, sir.
Good morning everyone. This is Jürgen speaking.
Welcome to today's call on fourth-quarter and full-fiscal year '25 results.
Aldo, our CEO, will comment on business and strategy. Rainer, our CFO, will focus on the financials.
During the call, we are referring to the Q4 earnings call presentation that you can find in on our website. Aldo, please share your thoughts on fiscal '25 and Q4 with us.
Thank you, Jürgen, and good morning everybody also from my side. Let's start with slide 3.
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