Osram CFO Discusses Results, Buyout Offer

The video discusses the company's financial performance, highlighting strong cash flow but challenges in EBT and margins. It covers the Bain Carlyle bid, urging shareholders to consider the offer amidst AMS's rescinded bid. The auto industry outlook remains bleak, with no recovery expected soon. Trade tensions between China and the US are impacting costs and market stability. The company is reducing capital expenditures due to low factory utilization and completed investment programs.

What was a key highlight of the company's financial performance?

• Strong adjusted EBT

• Positive free cash flow

• High margins

• Significant growth

Which bid is currently supported by the company's Supervisory board?

• AMS bid

• General Motors bid

• Bain Carlyle bid

• NXP bid

What premium does the Bain Carlyle bid offer over the three-month average?

• 30%

• 23%

• 15%

• 10%

What is the current outlook for the auto industry according to the transcript?

• Rapid growth

• Stabilization with no meaningful recovery

• Continued decline

• Significant recovery

Which market is showing some signs of stabilization?

• South America

• Europe

• China

• North America

What is a direct impact of trade tensions on the business?

• Decreased imports

• Improved market certainty

• Higher costs due to tariffs

• Increased earnings

What decision has the company made regarding capital expenditures?

• Reduce CapEx

• Maintain current CapEx levels

• Increase CapEx

• Eliminate CapEx