Financial Overview and Niche Market Leadership

Mid-term target financial model re-confirmed on strong design-win basis Focus on profitability and structural growth from the new core portfolio in Semiconductors Over-the-cycle mid-term target financial model Revenue growth CAGR Adjusted EBIT 6% -10%* ~15% (2026+) Assumptions: Starting base is CY 2023 revenues, less EUR 300m to 400m of non-core semiconductor portfolio to be exited Target Financial Model is valid for new Semiconductor Segment + Lamps & Systems Segment combined 10 晶CAPEX 10% *>2x WSTS opto-electronics F99 & sensors H99 = 3.1% CAGR 22 to 26 due to addressed segments Long-term target leverage Long-term leverage Net Debt (adj.) EBITDA < 2 amu OSRAM

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