Elmos Semiconductor SE (OTC:ELTTF) Q2 2025 Earnings Convention Name July 31, 2025 4:00 AM ET
Firm Individuals
Arne Schneider – CEO & Member of the Administration Board
Convention Name Individuals
Johannes Ries – Unidentified Firm
Apus Capital GmbH – Unidentified Firm
Lukas Spang – Unidentified Firm
Tigris Capital GmbH – Unidentified Firm
Malte Schaumann – Warburg Analysis GmbH
Robert Sanders – Deutsche Financial institution AG, Analysis Division
Veysel Taze – Metzler Equities, Analysis Division
Operator
Good morning, women and gents, and a heat welcome to the Elmos Semiconductor SE convention name concerning the outcomes of Q2 2025. [Operator Instructions]
Let me now flip the ground over to your host, Dr. Arne Schneider, CEO.
Arne Schneider
Girls and gents, good morning from Leverkusen, and welcome to the Elmos convention name for the second quarter 2025. Thanks very a lot in your participation and your curiosity in our firm. At this time, I want to welcome our new analyst, Veysel Taze from Metzler, who has began to cowl Elmos since June. We already know the identify, however the firm is new, and we very a lot admire the uptake of protection.
Girls and gents, we are able to report an encouraging income progress for the second quarter, though we proceed to face ongoing geopolitical challenges and fairly dynamic markets. So let me begin with an replace concerning the present market surroundings. The destocking actions within the automotive semiconductor market are slowly however steadily lowering. Our clients at the moment are more and more returning to regular order ranges as they proceed to succeed in their desired stock. Nonetheless, visibility stays low and a few of our clients nonetheless order on a really brief discover. We additionally do see an rising quantity of rush orders the place individuals exceed the extent that they really deliberate for this yr.
The financial and geopolitical surroundings stays difficult. In