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ams Osram Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status update summary4 Feb, 2026
Strategic divestments and financial repositioning
Divested non-optical analog/mixed-signal sensor business to Infineon for €570 million, expected to close in Q2 2026, and specialty lamps business to Ushio for approximately €100 million, generating €670 million in cash proceeds.
Proceeds will be used to deleverage the balance sheet, reducing net debt by up to 35–45%, lowering the net debt/adj. EBITDA ratio from 3.3 to 2.5, and supporting pro-rata buyback or redemption of convertible bonds and senior notes.
Divestments represent about 7% of group sales and 10% of adjusted EBITDA, sharpening the focus on digital photonics.
Net debt post-transaction is expected to drop to €848 million, with further reductions possible after resolving the Kulim Sale-and-Lease-Back.
Manufacturing assets are retained, with multi-year service agreements to Infineon, and approximately 230 employees will transfer.
Growth strategy and market positioning
Refocused as a pure-play leader in digital photonics, leveraging market leadership in LED and sensor technologies.
Identified growth opportunities in AR smartglasses, optical interconnections for AI data centers, defense, laser fusion, automotive lighting, and advanced sensing for robotics.
Expanding CMOS capabilities and scaling 200mm mixed-signal foundry to meet global demand.
Maintains a diversified and resilient revenue mix across automotive, industrial, and consumer segments, with a geopolitically robust supply chain.
Traditional automotive lamps business remains for stable cash flow, supporting semiconductor growth and internal financing.
Digital Photonics and technology leadership
Digital photonics enables dynamic lighting, projection, sensing, and high-speed data communication, driving growth in ADAS, AR/VR, AI, and robotics.
'Digital Light' technology, awarded the German Future Award, has secured over €500 million in design wins.
Holds strong relative market share in target segments, with #1 or #2 positions in automotive and consumer applications.
Broadest set of differentiating emitter and optical sensor technologies in the industry.
Received €215 million from the Austrian government under the European Chips Act for a new manufacturing facility.
Detail the 2027 convertible bond reduction plan
Explain the EUR 215m Chips Act investment
Impact of divestitures on 2026 adj. EBITDA
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Next ams Osram earnings date
Q4 202510 Feb, 2026
ams Osram
Next ams Osram earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
ams-OSRAM AG is an Austria-based global leader in the semiconductor and optoelectronic industries. It specializes in the design and manufacture of sensor solutions, optical components, and LED technologies. The company operates through two key segments: Semiconductors and Lamps & Systems, providing a wide range of products including LEDs, lasers, photodiodes, and optical modules used in industries such as automotive, industrial, medical, consumer electronics, and mobility. ams-OSRAM is particularly known for its innovations in sensing and lighting technologies, including applications in autonomous driving, mobile devices, and health monitoring. Its product portfolio supports sectors such as automotive lighting, ambient light sensors, 3D sensing, and display technologies. Headquartered in Premstätten, Austria, with additional operations in Munich, Germany, ams-OSRAM is listed on the SIX Swiss Exchange.
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