Financial Overview and Niche Market Leadership

Business Outlook Q4 2023 Guidance 2024 comments 2026 target model - Revenue 850-950 m€ - Adj. EBIT 5-8% - Based on assumption EUR/USD 1.10 – Divesting/exiting 300-400 m€ revenues -H1 with continued macro weakness, H2 improving (design-wins backed and expected market recovery) - ~75m€ savings run-rate at year-end from 'Re-establish- the-Base' program - FCF positive (including divestments proceeds) - 6-10% revenue CAGR ~15% adj. EBIT - Further market recovery and design-win backed growth (largest automotive, then mobile sensors, then 8-inch sales, amongst other) - ~150m€ EBIT improvement from 'Re-establish-the-Base' program - CAPEX at -10% (targeted by 2025) and further improving FCF 20 20 amu OSRAM

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