Financial Overview and Niche Market Leadership
ams OSRAM at a glance
A company in transition to structural growth in automotive, industrial/medical & selected consumer applications
110+ years of combined company history
Our segments & technologies
Revenues by application (9M 2023) & Market positions
Semiconductors
Sensors & ICs
LED & lasers
Automotive &
Specialty Lamps
Consumer:
■ #2 in light sensors
Automotive:
#1 Auto LED & lasers
19%
OSRAM
~70% of revenues
Key Figures & Semiconductor TAM
■ #1 in traditional lamps
GYLVANIA
Industrial & medical:
51%
■ Leader Horticulture
■ Leader medical imaging
30%
~30% of revenues
Return to structural growth-value proposition
-
Target operating model 2026:
6-10% revenue CAGR, -15% adj. EBIT, ~10%
CAPEX to sales
'Re-establish the base' program to achieve profit
improvement
Positive Free Cash Flow* starting in 2024
* Defined as Operating Cashflow - Capital expenditures + proceeds from divestments
TAM
CAGR
■
Revenue (FY22):
4.8bn€
Automotive
4 bn
13%
■
Adj. EBIT (FY22):
407m€ / 8%
■
Employees:
~20,000
Industrial /
Medical
9 bn
4%
晶
Selected
4 bn
9%
■
Engineers:
~3,200+
high-volume
■
Patents:
>15,000
Consumer
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