Sensirion Holding Ltd.

SENS

Equity

ISIN CH0406705126 / Valor 40670512

SIX Swiss Exchange (2025-12-19)

CHF 59.30+0.85%

Sensirion Holding Ltd.
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About company

Sensirion Holding Ltd. is a Swiss company specializing in the development and manufacturing of high-quality sensor solutions. With over two decades of experience, the company provides comprehensive support to its customers, including mechanical design-in, complex algorithm development, and software integration into both embedded and cloud-based systems. Sensirion's product portfolio includes the SEN6x series, which features air quality sensor modules such as the SEN60, SEN65, and SEN66. These modules are equipped with built-in algorithms for efficient data processing, enabling clients to expedite their application development and reduce overall costs. Sensirion's expertise in sensor technology positions it as a key player in the industry, catering to a wide range of applications across various sectors.

Summarized from source with an LLMView SourceSector: Technology

Revenue & growth

Revenue: CHF 184.5m in H1 2025, +44.2% in CHF (organic growth ~45.5% in local currencies). Regional split: APAC 37.3%, EMEA 35.3%, Americas 27.4%. End‑market mix: Industrial 58.0%, Automotive 21.3%, Medical 15.5%, Consumer 5.2%.

Profitability

Gross profit: CHF 95.0m (51.5% of revenue). EBITDA: CHF 36.5m (19.8% margin). EBIT: CHF 26.3m (14.2%). Net profit: CHF 10.4m (5.7% of revenue); EPS CHF 0.67. The company notes significant improvement versus H1 2024, which included large non‑recurring restructuring charges related to the closure of Sensirion Connected Solutions GmbH.

Cash flow & balance sheet

Operating cash flow: CHF 28.4m. Free cash flow: CHF 15.6m. Cash and cash equivalents: CHF 68.2m at 30 June 2025. Net cash position reported ~CHF 67.1m. Total assets CHF 369.2m; total equity CHF 298.9m. CapEx in H1 2025: CHF 12.8m.

Key drivers & one‑offs

Main revenue drivers were the ramp‑up of A2L leakage sensors for US HVAC (industrial market) and higher demand for environmental sensors in China. H1 2024 contained non‑recurring restructuring costs (CHF 28.6m) and goodwill recycling that materially depressed prior‑year comparatives; adjusted measures exclude those items. A stronger Swiss franc and an equity‑accounted investment loss (Lumiphase) weighed on net income.

Segments & operational notes

Industrial sales (including A2L sensors) were the largest contributor and grew strongly (CHF 107.0m, +69% y/y). Automotive was flat (CHF 39.3m) due to Western automotive headwinds; medical and consumer end markets rose notably. Production footprint is being globalized (42% of revenue from new production sites in H1) to reduce Swiss franc exposure and support capacity.

Outlook

Full‑year 2025 guidance reaffirmed: revenue CHF 320–340m (organic growth 16–23% vs 2024) and EBITDA margin expected in the mid‑to‑high‑teen percent range. Management notes limited visibility (currency headwinds, US tariffs, and anticipated second‑half normalization of A2L frontloading) but narrowed the revenue range.

Corporate & strategic items

Strategic moves include start of production for a chip‑based CO2 sensor and new multi‑parameter environmental modules, acquisition of Kuva Systems (June 2025) to strengthen methane monitoring solutions via Sensirion Connected Solutions, and continued investment in automation and globalized manufacturing. Annual General Meeting elected Mirjana Blume to the Board.

Summarized from source with an LLMView Source

Key figures

11.9%1Y

-38.0%3Y

12.3%5Y

Performance

48.2%1Y

42.5%3Y

41.7%5Y

Volatility