Elmos Semiconductor SE (ELTTF) Q2 2026 Earnings Call Transcript

SA Transcripts 161.45K Followers Follow Elmos Semiconductor SE ( ELTTF ) Q2 2026 Earnings Call August 4, 2026 4:00 AM EDT Company Participants Arne Schneider - CEO & Member of the Management Board Ralf Hoppe - Head of Investor Relations & Public Relations Conference Call Participants Veysel Taze - Metzler Equities, Research Division Johannes Ries - Apus Capital GmbH Malte Schaumann - Warburg Research GmbH Lukas Spang - Tigris Capital GmbH Presentation Operator Gentlemen, and welcome to the Elmos Semiconductor SE Conference Call regarding the results of Q2 2026. The conference will be recorded. [Operator Instructions] Let me now turn the floor over to your host, Dr. Arne Schneider, CEO. Arne Schneider CEO & Member of the Management Board Ladies and gentlemen, good morning, everyone, and welcome to the Elmos conference call covering our results for the second quarter and first half of 2026. Thank you very much for joining us today and for your continued interest in Elmos. Following an outstanding start to the year, we continued our strong operational execution in the second quarter. We again delivered profitable growth, further improved our operating profitability and generated significantly higher cash flows compared with the previous year. These ongoing positive achievements are the results of the strength of our business model, our excellent strategic positioning and our disciplined execution. And with a very successful first half behind us, we fully confirm our ambitious guidance for the full year 2026. Our consistent operational execution continues to be recognized by the capital markets. Despite elevated AI-related volatility across the semiconductor sector in recent weeks, the Elmos share price has increased by around 50% year-to-date, resulting in our inclusion in the German Mid-Cap Index, MDAX in June. This marks another important milestone in the company's development and will further increase our visibility among international institutional investors. So let me start with an update