ams-OSRAM AG (AMSSY) Q2 2025 Earnings Call Transcript

2025-08-01 04:14:56 ET

ams-OSRAM AG

Q2 2025 Earnings Conference Call

July 31, 2025 03:45 AM ET

Call Participants

Aldo Kamper - Chairman of the Management Board & CEO

Juergen Rebel - Senior Vice President of Investor Relations

Rainer Irle - CFO & Member of Management Board

Conference Call Participants

Harry Blaiklock - UBS Investment Bank, Research Division

Janardan Nedyam Menon - Jefferies LLC, Research Division

Robert Sanders - Deutsche Bank AG, Research Division

Sandeep Sudhir Deshpande - JPMorgan Chase & Co, Research Division

Sébastien Sztabowicz - Kepler Cheuvreux, Research Division

Presentation

Juergen Rebel

Good morning, everyone. We welcome you to today's call on the second quarter results. Aldo, our CEO, will comment on business and strategy; Rainer, CFO, will focus on financials. We're referring during the call to the earnings call presentation that you find on our website, but there is also a full comprehensive presentation with further details. Aldo, please walk us through the latest results.

Aldo Kamper

Thank you, Juergen, and good morning, everybody. Another solid quarter. Profitability is improving. Reestablish-the-Base savings have already reached the 2025 year-end target. Our balance sheet deleveraging is progressing as planned and all this against the backdrop of high macroeconomic uncertainties despite some promising signs in auto and industrial markets....

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