Monetizing Innovation and Financial Reconciliation
Group revenue development: I&M, Consumer up sequentially
Like-for-like Q2 development QoQ & YoY (excl. disposal effects), figures in EURm
44
Q1 2023
Q2 2023
QoQ revenue development
YoY revenue development
-2%
-7%
~79m
I&M QoQ disposal effects
~30m
~110m
AUT YOY disposal effects
I&M YOY disposal effects
465
443 433
433
-23%
-38%
+4%
316
284
+18%
243
234 243
Q2 2022
Q2 2023
175
175
149
Automotive
I&M
Consumer
Automotive: Stabilizing and positive trends in order
patterns, seasonal effects in aftermarket business
I&M: Strong medical, mixed industrial business depending
on sub-market business trends
Consumer: Positive development across business areas
after challenging Q1
-
Automotive
I&M
Consumer
Automotive: Stable YoY development with normalizing supply
chain in Q2 2023 and seasonality in aftermarket auto lamps
I&M: Challenging environment in several industrial sub-
markets
Consumer: Muted demand across device classes and
expected end-of-life of certain volume projects
I&M denotes Industrial & Medical
amu OSRAMView entire presentation