LEM Holding SA (LTS:0QKB)

Half Year 2026 Lem Holding SA Earnings Call Transcript

Nov 10, 2025 / 09:30 AM GMT

Release Date Price: CHF374 (-12.20%)

Transcript

Key Points

Positve

LEM Holding SA (XSWX:LEHN) reported a significant improvement in cash flow, turning a negative cash flow of 12 million last year into a positive 5.6 million in the first half of 2026.
The company saw strong growth in its automotive business, particularly in China, with a 9% increase in constant currencies.
The truck business experienced a robust growth rate of 15% in constant currencies, driven by investments in public infrastructure and standardization of regulations across Europe.
LEM Holding SA is on track with its Fit for Growth program, which has helped reduce operational expenditures and improve EBIT.
The company has made positive strides in its R&D investments, particularly in integrated current sensing and TMR, receiving encouraging feedback from customers.

Negative

LEM Holding SA experienced a 5.3% decline in top-line revenue, attributed to foreign exchange losses.
The renewable energy and energy distribution segments saw declines, with renewable energy dropping by 15% in constant currencies.
Gross margin dropped by almost 15% in the first half due to price pressures and foreign exchange impacts.
The company's mid-term financial guidance has been adjusted downward, reflecting a more competitive market environment and geopolitical challenges.
Order levels have declined significantly, with the company being cautious about future bookings due to market volatility and reduced visibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LEHN.S - Lem Holding SA
Half Year 2026 Lem Holding SA Earnings Call
Nov 10, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen, and a warm welcome to the presentation of our half-year results 2,526. My name is Frank Reyfeld. I'm the CEO of LEAM, and I'm here together with Antoine Julia, our CFO.

For those who are not yet familiar with LEMM, L LEMM is providing sensors for measuring electrical parameters, namely current, voltage, and energy.

And with those help our customers and society to transition to a sustainable future.

Here you see the agenda for today's presentation. After my opening remarks, I will give you more detail on the business performance of them.

Antoine Julia, our CFO will then introduce the financial results. And I'm going to outline what we expect in the future as well as

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