Preliminary Q4 2025 Elmos Semiconductor SE Earnings Call Transcript

Feb 24, 2026 / 09:00 AM GMT

Release Date Price: €142 (+11.29%)

Transcript

Key Points

Positve

Elmos Semiconductor SE (XTER:ELG) achieved record sales in Q4 2025, reaching €169.3 million, a 20% sequential increase and 16% year-on-year growth.
The company outperformed its direct peers, who reported an average 8% decline in 2025, while Elmos achieved a slight increase in revenue.
Elmos successfully completed its SAP transformation to S4 Hana, enhancing scalability, transparency, and efficiency.
The company achieved the second-highest level of new design wins in its history, indicating strong future revenue growth.
Elmos has launched a share buyback program and proposed a 50% increase in dividends, reflecting strong cash generation and a refined capital allocation strategy.

Negative

Gross margin for fiscal year 2025 was impacted by fixed cost effects and higher material costs, including increased gold prices.
Despite the positive revenue outlook, short-term visibility remains limited due to some customers ordering below normal lead times.
The EBIT margin reduction of 3.3 percentage points was noted, although it was less than the average decline of peers.
R&D expenses were slightly higher due to increased personnel costs and lower R&D grants, despite improvements in R&D efficiency.
The geopolitical environment and US trade policies present ongoing challenges, although Elmos has limited direct exposure to US tariffs.

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

ELGG.DE - Elmos Semiconductor SE
Preliminary Q4 2025 Elmos Semiconductor SE Earnings Call
Feb 24, 2026 / 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 Elmos semiconductor SE analyst conference call. 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, Doctor Anne Schneider, CEO.

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Unidentified_2 [2]
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Good morning ladies and gentlemen. Welcome to our virtual analyst Conference and earnings webcast for the fiscal year 2025.

This earnings call marks the first part of an exciting day dedicated to you,

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