Monetizing Innovation and Financial Reconciliation
In Summary: sharpening the profile & the set up for maximum result
Focus on profitability and monetizing innovation, benefitting from structural growth in Automotive, Industrial, Medical
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New management with holistic value creation mindset and proven track record
Focusing the Semiconductor portfolio on its profitable core in differentiated, intelligent sensor and emitter components
(l) Strong commitment to structural growth opportunities in AIM backed by secular mega-trends
Continue selected investments into high-volume Consumer opportunities where ams OSRAM can provide sustainable
differentiation with cutting-edge technology
Exit non-core business with revenue run-rate of EUR 300 - 400m, e.g. passive Optical Components
Impairment charge of EUR 1,313m due to market re-assessment
Automotive & specialty lamps (Lamps & Systems Segment) will continue to contribute meaningfully to Group results
"Re-establish the Base" efficiency program & portfolio focus target together EUR 150m savings by end of 2025
Centering our organizational set-up on "Monetizing Innovation" with clear end-to-end ownership
Pursuing selected, disruptive innovation such as microLED
Mid-term Target Financial Model: 6 - 10% revenue CAGR from new base, ~15% adj. EBIT 2026+
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