Elmos Semiconductor SE (OTC:ELTTF) Q2 2025 Earnings Conference Call July 31, 2025 4:00 AM ET
Company Participants
Arne Schneider – CEO & Member of the Management Board
Conference Call Participants
Johannes Ries – Unidentified Company
Apus Capital GmbH – Unidentified Company
Lukas Spang – Unidentified Company
Tigris Capital GmbH – Unidentified Company
Malte Schaumann – Warburg Research GmbH
Robert Sanders – Deutsche Bank AG, Research Division
Veysel Taze – Metzler Equities, Research Division
Operator
Good morning, ladies and gentlemen, and a warm welcome to the Elmos Semiconductor SE conference call regarding the results of Q2 2025. [Operator Instructions]
Let me now turn the floor over to your host, Dr. Arne Schneider, CEO.
Arne Schneider
Ladies and gentlemen, good morning from Leverkusen, and welcome to the Elmos conference call for the second quarter 2025. Thank you very much for your participation and your interest in our company. Today, I would like to welcome our new analyst, Veysel Taze from Metzler, who has started to cover Elmos since June. We already know the name, but the company is new, and we very much appreciate the uptake of coverage.
Ladies and gentlemen, we can report an encouraging revenue growth for the second quarter, although we continue to face ongoing geopolitical challenges and quite dynamic markets. So let me start with an update about the current market environment. The destocking activities in the automotive semiconductor market are slowly but steadily decreasing. Our customers are now increasingly returning to normal order levels as they continue to reach their desired inventory. Nevertheless, visibility remains low and some of our customers still order on a very short notice. We also do see an increasing amount of rush orders where people exceed the level that they actually planned for this year.
The economic and geopolitical environment remains challenging. In
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