Jenoptik AG (LTS:0ZPV)

Q1 2025 Jenoptik AG Earnings Call Transcript

May 13, 2025 / 10:59 AM GMT

Release Date Price: €19.16 (-0.60%)

Transcript

Key Points

Positve

Jenoptik AG (JNPKF) has strong positions in key markets, particularly in semiconductor and advanced manufacturing, and biophotonics.
The company has opened a new factory in Dresden, which is expected to support mid-term demand for high-performance chips.
Despite challenges, Jenoptik AG (JNPKF) reiterates its 2025 guidance, showing confidence in its ability to manage cyclical business environments.
The smart mobility solutions business saw very strong order intake, driven by developments in the Americas and Middle East Africa.
The company has implemented a new organizational structure with four fully verticalized strategic business units, aiming for greater customer focus and efficiency.

Negative

Jenoptik AG (JNPKF) experienced a significant decline in order intake in its semiconductor and advanced manufacturing business due to a one-off effect.
Revenue and operating profit did not reach prior levels in the first quarter, with declines in the semiconductor and metrology and production solutions businesses.
The book-to-bill ratio in Q1 was down to 0.85, indicating challenges in converting orders to revenue.
The company faces increased market uncertainty and timing risks, particularly in the semiconductor sector.
There is a cautionary note on the sustainability of strong performance in the biophotonics business, with expectations of normalization in growth rates.

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

JENGn.DE - Jenoptik AG
Q1 2025 Jenoptik AG Earnings Call
May 13, 2025 / 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 EOI conference call regarding the results of the first quarter 2025.

At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation.

Let me now turn the floor over to your host, Dr. Stefan Trega. Please go ahead.

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Unidentified_2 [2]
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Thank you very much and a very warm welcome from our end here at Welcome to our Q1 earnings call with me as always is Koziczek, our CFO. We're happy to take you through our numbers of Q1 to some

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