Jenoptik AG (LTS:0ZPV)

Q2 2025 Jenoptik AG Earnings Call Transcript

Aug 13, 2025 / 09:00 AM GMT

Release Date Price: €18.47 (-0.94%)

Transcript

Key Points

Positve

Jenoptik AG (JNPKF) reported a 75% increase in semi-business order intake in Q2 compared to Q1, indicating a positive trend.
Free cash flow improved year-over-year, showcasing effective cash management strategies.
The company's cash conversion rate increased from 41% to 55%, reflecting strong cash management.
Biophotonics business showed strong performance with revenue up by 11%, driven by dental, ophthalmology, and lab science segments.
Smart mobility solutions business saw an 18% revenue increase in the first half, with strategic gains in the US and Middle East Africa regions.

Negative

Overall order intake for the first half of 2025 was down by 9.9% compared to the previous year.
Revenue in the first half declined by close to 8% year-over-year, particularly impacted by a 15% drop in the semi-business.
EBITDA decreased by 22% compared to last year, with the margin contracting by 300 basis points.
The market environment remains uncertain and fragmented, with significant volatility in demand patterns.
Jenoptik AG (JNPKF) expects KPIs to come in the lower half of the forecast range due to ongoing uncertainties and challenges.

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

JENGn.DE - Jenoptik AG
Q2 2025 Jenoptik AG Earnings Call
Aug 13, 2025 / 09:00AM 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 tech conference call regarding the results of the first half year 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.

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Unidentified_2 [2]
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Thank you very much and a very good morning from our end here in.

And Sunnyena, with me today as always is, and Kosk, our CFO, and we're happy to present our first half numbers.

I'd like to kick it off as saying

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