Upcoming Dividend • 20h
Upcoming dividend of €1.50 per share Eligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Austrian dividend payers (4.2%). Higher than average of industry peers (0.6%). Buy Or Sell Opportunity • May 07
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 66% to €194. The fair value is estimated to be €160, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years. Reported Earnings • May 06
First quarter 2026 earnings released: EPS: €1.52 (vs €1.08 in 1Q 2025) First quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. New Risk • Apr 20
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. 공시 • Apr 14
Elmos Semiconductor SE, Annual General Meeting, May 27, 2026 Elmos Semiconductor SE, Annual General Meeting, May 27, 2026. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €173, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 231% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €153 per share. Reported Earnings • Mar 21
Full year 2025 earnings released: EPS: €5.88 (vs €7.51 in FY 2024) Full year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Declared Dividend • Mar 02
Dividend increased to €1.50 Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 318%. Buy Or Sell Opportunity • Feb 08
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to €117. The fair value is estimated to be €97.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years. 공시 • Feb 06
Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026 Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026. Reported Earnings • Nov 10
Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024) Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Reported Earnings • Nov 05
Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024) Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. 공시 • Oct 17
Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH. Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares.
Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. New Risk • Sep 21
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 05
Second quarter 2025 earnings released: EPS: €1.61 (vs €1.42 in 2Q 2024) Second quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Buy Or Sell Opportunity • Jul 17
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 82% to €98.20. The fair value is estimated to be €81.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 8.4% in the next 2 years. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.57 per share. New Risk • Jun 27
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. 공시 • May 17
Elmos Semiconductor Se Approves Dividend for Fiscal Year 2024, Payable on May 20, 2025 Elmos Semiconductor SE in its annual general meeting held on May 15, 2025 approved a dividend of EUR 1.00 per share for fiscal year 2024, 17.6% higher than the previous year. The dividend will be paid on May 20, 2025. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share. Reported Earnings • May 08
First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024) First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. 공시 • Apr 01
Elmos Semiconductor SE, Annual General Meeting, May 15, 2025 Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time. 공시 • Mar 21
Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025 Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025. Buy Or Sell Opportunity • Feb 25
Now 21% undervalued Over the last 90 days, the stock has risen 14% to €70.20. The fair value is estimated to be €88.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years. 공시 • Dec 30
Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE. Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023.
Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse.
Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024. Reported Earnings • Nov 07
Third quarter 2024 earnings released: EPS: €1.49 (vs €1.63 in 3Q 2023) Third quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €63.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €100 per share. 
