ams OSRAM


AMS OSRAM REWARD WILL TEST YOUR PATIENCE (BUY; 54% UPSIDE)

01/12/25 -" The last time we wrote about ams OSRAM (BUY; Austria) in April 2025, we concluded that the company’s turnaround story was going well and it was a must-buy at those price levels. The stock did well ..."

Pages
54
Language
English
Published on
01/12/25
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03/12/25
We have incorporated the FY 25 figures into our model and updated our estimates from FY 26 to FY 28. As a result, most of the growth that we expected ...

01/12/25
The last time we wrote about ams OSRAM (BUY; Austria) in April 2025, we concluded that the company’s turnaround story was going well and it was a ...

24/11/25
We have incorporated Q3 results into our model. Consequently, we have reduced our sales growth as well as profitability metrics slightly, as the ...

18/11/25
AMS OSRAM’s Q3 results showed the company’s progress in its deleveraging journey, but the Q4 outlook was softer than what the market expected. There ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

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Corporate broking NO
Trading in corporate shares NO
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Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO