Jenoptik AG (LTS:0ZPV)

Q4 2025 Jenoptik AG Earnings Call Transcript

Mar 25, 2026 / 10:59 AM GMT

Release Date Price: €29 (+14.76%)

Transcript

Key Points

Positve

Jenoptik AG (JNPKF) implemented a new organizational structure, increasing accountability and transparency.
The company successfully brought its new micro-optics facility in Dresden online, positioning for future growth.
Strong performance in the biophotonics business, with revenue up by 10%, driven by defense and med tech sectors.
Smart mobility solutions business saw a revenue increase of almost 9%, particularly in the US market.
Despite a challenging environment, Jenoptik AG (JNPKF) improved its operating cash flow and reduced debt significantly.

Negative

Overall revenue in 2025 declined by approximately 6% year on year, impacted by weaker order intake trends.
The semiconductor business faced a 12% revenue drop due to softer demand in the lithography sector.
Order intake for the semiconductor and advanced manufacturing unit was down by around 11% year on year.
The metrology and production solutions business experienced a decline in orders due to ongoing weakness in the automotive market.
EBITDA margin contracted by 150 basis points year on year, influenced by lower fixed cost absorption and product mix effects.

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

JENGn.DE - Jenoptik AG
Q4 2025 Jenoptik AG Earnings Call
Mar 25, 2026 / NTS GMT

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Presentation
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Unidentified_1 [1]
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This conference will be recorded.

Good morning ladies and gentlemen, and welcome to the Genoptic conference call regarding the financial results of 2025. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation within the conference call. Let me now turn the floor over to your host, Doctor Priska Harrannek.

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Unidentified_2 [2]
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Thank you very much. Good morning everyone and welcome to our fiscal year 2025 results course. Today, I'm here with Andreas Tyson, our head of Investor relations. I

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