Financial Overview and Niche Market Leadership

Very broad based and diversified revenue streams Strong exposure to structural growth markets in automotive, industrial, medical and selected consumer applications End market split (9M 2023) Application split (estimates) (FY 2022, core portfolio*) Consumer 19% 30% I& M 13 Automotive 51% L&S Automotive Lamps AUT Semi Emitters 23% 25% Industrial LED Lighting 17% & Emitters 8% Other 2% Automotive Sensors 8% I&M Sensors 6% 11% L&S Speciality Lamps Display Management I&M = Industrial & Medical, AUT = Automotive, IND = Industrial, FWL = Forward Lighting (e.g. headlamps), Semi = Semiconductor Segment * Core portfolio already reflecting expected portfolio measures Emitters Sensors L&S amu OSRAM

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