Elmos Semiconductor SE (ELG.DE) | Investment Case

1. Company Snapshot

1.a. Company Description

Elmos Semiconductor SE, together with its subsidiaries, develops, produces, and markets semiconductors and sensors primarily for use in the automotive industry worldwide.It offers sensor ICs, which include ultrasonic distance, sensor signal processor, integrated absolute pressure system, optical IR sensor, ToF imager, and passive infrared ICs; interface ICs, such as PSI5 transceivers, LIN/CAN, and KNX/EIB transceivers; and special project products comprising ASIC design, as well as automotive safety, engine management, and relay driver ICs. The company also provides motor control ICs, including stepper, brushless DC, and DC motor controller ICs; and power management ICs, such as LED driver, DC/DC converter, and low dropout regulator ICs. Its products are used in automotive applications comprising ADAS and safety, body and convenience, infotainment, lighting, and powertrain; and smart home and industrial automation applications.The company was founded in 1984 and is headquartered in Dortmund, Germany.

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1.b. Last Insights on ELG

Elmos Semiconductor SE's recent performance is driven by a record sales achievement for the fourth consecutive year, as reported in the FY 2024 earnings call on February 19. The company successfully navigated a challenging automotive market landscape, indicating its resilience and adaptability. Additionally, a recent intrinsic value estimate of €65.03 (€76.90) suggests a strong valuation basis, as calculated using the 2 Stage Free Cash Flow to Equity method, according to a January 10 analysis.

1.c. Company Highlights

Last Price	101.4
Change Percentage	3.15%
Open	98.8
Previous Close	98.3
Market Cap ( Millions)	1738
Volume	23639
Year High	102.2
Year Low	47.1
M A 50	87.31
M A 200	78.08

FCF Yield	1.06%
Dividend Yield	0.99%
ROE	22.45%
Debt / Equity	17.37%
Net Debt / EBIDTA	9.77%
Price To Book	2.94
Price Earnings Ratio	13.8
Price To FCF	94.46
Price To sales	3.02
EV / EBITDA	8.98

2. Transcript Summary

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3. NewsRoom

Elmos Semiconductor SE at CES in Las Vegas: Intelligent Semiconductor Solutions for the Mobility of the Future

Dec -02

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Calculating The Intrinsic Value Of Elmos Semiconductor SE (ETR:ELG)

Nov -27

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Elmos Semiconductor SE Awarded Prime Status in the ISS ESG Sustainability Rating

Nov -13

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Elmos Semiconductor SE (ETR:ELG) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov -07

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Elmos Semiconductor SE (XTER:ELG) Q3 2025 Earnings Call Highlights: Strong Profitability Amid ...

Nov -04

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Elmos Semiconductor SE's (ETR:ELG) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?

Oct -07

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Societe Generale: shares & voting rights as of 31 August 2025

Sep -09

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Vaisala Corporation: Share Repurchase 9.9.2025

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.00%)

6. Segments

Semiconductor

Expected Growth: 6%

Elmos Semiconductor SE's 6% growth is driven by increasing demand for automotive and industrial applications, growth in IoT and AI technologies, and rising adoption of electric vehicles. Additionally, the company's focus on innovation, cost reduction, and strategic partnerships contribute to its growth momentum.

7. Detailed Products

Microcontrollers

Elmos Semiconductor SE offers a range of microcontrollers that provide high-performance, low-power, and cost-effective solutions for various applications.

Power Management ICs

Elmos Semiconductor SE's power management ICs provide efficient power conversion, voltage regulation, and power monitoring for a wide range of applications.

Sensor ICs

Elmos Semiconductor SE's sensor ICs provide high-accuracy, low-power, and compact solutions for various sensing applications.

Interface ICs

Elmos Semiconductor SE's interface ICs provide high-speed, low-power, and flexible solutions for various interface applications.

Discrete Semiconductors

Elmos Semiconductor SE's discrete semiconductors provide high-performance, low-power, and cost-effective solutions for various applications.

8. Elmos Semiconductor SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Elmos Semiconductor SE is moderate due to the availability of alternative semiconductor products from other companies.

Bargaining Power Of Customers

The bargaining power of customers for Elmos Semiconductor SE is low due to the company's strong brand reputation and the lack of price sensitivity among its customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Elmos Semiconductor SE is moderate due to the company's dependence on a few key suppliers for raw materials and components.

Threat Of New Entrants

The threat of new entrants for Elmos Semiconductor SE is high due to the relatively low barriers to entry in the semiconductor industry and the potential for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry for Elmos Semiconductor SE is high due to the highly competitive nature of the semiconductor industry and the presence of several established players.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	20.87%
Debt Cost	3.95%
Equity Weight	79.13%
Equity Cost	12.16%
WACC	10.44%
Leverage	26.38%

11. Quality Control: Elmos Semiconductor SE passed 7 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Inefficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Elmos

A-Score: 4.9/10

Value: 4.5

Growth: 6.4

Quality: 7.5

Yield: 1.9

Momentum: 7.0

Volatility: 2.3

1-Year Total Return ->

X-FAB Silicon Foundries

A-Score: 4.6/10

Value: 7.3

Growth: 7.3

Quality: 3.8

Yield: 0.0

Momentum: 7.5

Volatility: 1.7

1-Year Total Return ->

SÜSS MicroTec

A-Score: 4.3/10

Value: 8.2

Growth: 8.9

Quality: 7.9

Yield: 0.6

Momentum: 0.5

Volatility: 0.0

1-Year Total Return ->

First Sensor

A-Score: 4.3/10

Value: 2.9

Growth: 3.8

Quality: 6.6

Yield: 1.2

Momentum: 1.5

Volatility: 9.7

1-Year Total Return ->

Oxford Instruments

A-Score: 4.0/10

Value: 2.3

Growth: 4.7

Quality: 6.2

Yield: 1.2

Momentum: 4.0

Volatility: 5.3

1-Year Total Return ->

Valens Semi

A-Score: 2.9/10

Value: 7.8

Growth: 4.3

Quality: 4.3

Yield: 0.0

Momentum: 1.0

Volatility: 0.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

56.66%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

10.44%

Elmos Semiconductor SE - DE0005677108

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on ELG

1.c. Company Highlights

Higher Growth

Average Quality

Medium Volatility

Earnings Beats

Revenues Beats

Fairly Valued

Revenues Miss

Better Quality

Earnings Miss

Cheaper

Stable Momentum

Weak Momentum

Average Growth

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.00%)

6. Segments

Semiconductor

Expected Growth: 6%

7. Detailed Products

Microcontrollers

Power Management ICs

Sensor ICs

Interface ICs

Discrete Semiconductors

8. Elmos Semiconductor SE's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Elmos Semiconductor SE passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

101.4$

Current Price

101.4$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA