Monetizing Innovation and Financial Reconciliation

First L&S, now Semiconductors: Focused portfolio for improved profitability Development of L&S segment revenues and EBIT margin (adj.) since 2021, figures in EUR million Proven track record of successful portfolio re-alignment with focus on sustainable and profitable businesses Reduction of revenue base while markedly increasing profitability Focus on attractive core business areas, similar approach now applied to Semiconductors segment 17.1% 500 451 457 448 14.6% 439 422 400 411 400 384 380 10.2% 300 251 7.6% 200 6.0% 5.5% 4.5% Г EBIT margin (adj.) Revenues YoY deconsolidation effects due to disposals 100 1.6% 1.0% 0.6% 0 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 12 amu OSRAM

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