Jenoptik AG (LTS:0ZPV)

Q3 2024 Jenoptik AG Earnings Call Transcript

Nov 12, 2024 / 10:59 AM GMT

Release Date Price: €22.17 (-3.73%)

Transcript

Key Points

Positve

Jenoptik AG (JNPKF) confirmed its revenue and profit targets for the fiscal year 2024, indicating strong performance in line with expectations.
The semiconductor business has seen stable demand, avoiding any significant downturns.
The company reported a 6% increase in revenue for the first nine months of 2024, driven by organic growth.
EBITA grew substantially, with a margin improvement of over 100 basis points, mainly due to scale effects.
The dental surgery optics business is performing well, with demand exceeding supply, highlighting a strong growth area.

Negative

Order intake decreased by 6% year over year, with significant declines in the North American and German automotive markets.
The company postponed its midterm strategic targets by one year, now aiming for 2026 instead of 2025.
Smart mobility margins declined due to investments in sales channels and R&D, despite stable revenue.
The semiconductor market did not experience the anticipated growth, impacting future projections.
The company faces uncertainties related to political developments in North America, affecting the Prodomax business.

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

JENGn.DE - Jenoptik AG
Q3 2024 Jenoptik AG Earnings Call
Nov 12, 2024 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen, and welcome to the JPY Optic conference call regarding the results of the first nine months, 2024.

At this time, all participants have been placed on a listen-only mode. The flow will be open for questions following the presentation. Let me now turn the floor over to your host, Dr Stefan Trigger.

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Unidentified_2 [2]
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Thank you very much and a very warm welcome from Yena. Thanks for being with us today to our Q3 call with me. As always is Pkae Koic, our CFO pa is going to dwell on the numbers in a bit more detail later in the call.

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