ams OSRAM delivers Q2 at guidance high end and readies microLED arrays for next-generation AR smart glasses

Key Performance Update Q2/26

Revenues EUR 805 m, 16.9 % adjusted EBITDA margin, at the high end of the guidance; 14.2 % (non-adjusted) EBITDA margin

+13 % year-on-year like-for-like growth of the semiconductor core portfolio at constant FX

Design-wins of more than EUR 1.6 bn in semis (H1/26: approx. EUR 2.5 bn)

EUR 1 bn of new senior notes at 7.25 % placed, saving annual interest cost of approx. EUR 40 m

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