mwb expects EUR 168 million from Elmos as stock falls 1.79 percent in trading

Published on 10/13/2026 at 09:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 sales reached EUR 162.00 million, up 11.20 percent year over year. Elmos Semiconductor stock costs EUR 136.50 on October 13, 2026 versus EUR 140.00.

mwb projected third-quarter 2026 revenue of EUR 168.00 million and an operating EBIT margin of 25.00 percent.
Elmos secured additional Dortmund wafer capacity through at least 2028 on September 17, 2026.
Elmos stock was at EUR 136.50 at Lang & Schwarz on October 13, 2026, down 1.79 percent versus the Xetra close of EUR 140.00.
Berenberg maintained a Buy rating and a EUR 215.00 target on September 22, 2026.

Schwarz-Weiß Reportage: Halbleiteringenieur analysiert Leiterplatte am Monitor mit Dortmund-Skyline — Elmos Semiconductor Ingenieure DE0005677108 arbeiten dokumentarisch an Chip-Designs in schwarz-weißer Reportage-Fotografie moderner Labore, Illustration mit AI erstellt.

Elmos Semiconductor (DE0005677108) was trading at EUR 136.50 at Lang & Schwarz on October 13, 2026 at 9:17 a.m. CEST, down 1.79 percent versus the Xetra close of EUR 140.00 on October 12, 2026. In a report dated October 8, 2026, 4investors said mwb research projected third-quarter revenue of EUR 168.00 million and an operating EBIT margin of 25.00 percent.

Third-quarter estimates set the tone

The mwb forecast implies revenue growth of 3.70 percent from the second quarter, when Elmos generated EUR 162.00 million in sales. The same forecast put gross margin at 44.50 percent and expected the book-to-bill ratio to remain above one, linking the sales outlook to continued order momentum.

The forecast also identifies a pressure point in automotive interior lighting. 4investors reported that the segment contributes 8.00 to 9.00 percent of group revenue and carries below-average profitability, while the broader portfolio includes ultrasonic sensing, motor control and software-defined vehicle applications.

What does capacity mean for margins?

Elmos secured access to significantly increased Dortmund wafer capacity through at least 2028, according to the company release dated September 17, 2026, from Elmos Semiconductor. The agreement strengthens supply planning, but the commercial effect will depend on how quickly the added capacity converts into customer shipments.

Q2 2026 sales rose 11.20 percent year over year to EUR 162.00 million, while operating EBIT margin reached 24.40 percent, according to Quartr. The 25.00 percent third-quarter margin estimate would therefore represent an improvement of 0.60 percentage points from the second quarter.

Three dated signals for Elmos

On September 17, 2026, Elmos announced Dortmund wafer capacity through at least 2028. On September 22, 2026, MarketScreener reported that Berenberg retained its Buy rating and EUR 215.00 target. On October 8, 2026, mwb projected EUR 168.00 million of third-quarter revenue.

Next reporting date

Elmos is scheduled to publish third-quarter 2026 results on November 10, 2026, a date listed by Borse Express. That release will provide the first reported comparison with the EUR 168.00 million estimate.

Stock trades below the Xetra close

At Lang & Schwarz, Elmos stood at EUR 136.50 on October 13, 2026 at 9:17 a.m. CEST, down 1.79 percent versus the Xetra close of EUR 140.00 on October 12, 2026. The primary listing is on Xetra, where the quoted currency is EUR; the 52-week range is EUR 77.90 to EUR 206.00 and market capitalization is EUR 2.3 billion as of October 13, 2026. The further course of trading is shown by the continuously updated real-time quote of Elmos stock.