Lem Holding SA
SIX:LEHN
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Lem Holding SA
LEM Holding SA engages in the provision of solutions for measuring electrical parameters. The company is headquartered in Plan-Les-Ouates, Geneve and currently employs 1,448 full-time employees. The company went IPO on 2013-06-04. The firm's core products are transducers for measuring electrical parameters like current and voltage, which are used in the industrial, traction, automation and automotive markets. The firm is organized, along with its subsidiaries, into two segments: the Industry segment develops, manufactures and sells electronic components called transducers for the measurement of current and voltage of various industrial applications, and the Automotive segment develops, manufactures and sells transducers for applications in automotive markets. The Company’s current and voltage transducers are also used in alternating current and direct current (AC/DC) converters, uninterrupted power supply systems for computers, as well as in micro turbines, wind and solar power generation. The firm has production plants in Beijing, China; Geneva, Switzerland; Machida, Japan, and Sofia, Bulgaria.
LEM Holding SA engages in the provision of solutions for measuring electrical parameters. The company is headquartered in Plan-Les-Ouates, Geneve and currently employs 1,448 full-time employees. The company went IPO on 2013-06-04. The firm's core products are transducers for measuring electrical parameters like current and voltage, which are used in the industrial, traction, automation and automotive markets. The firm is organized, along with its subsidiaries, into two segments: the Industry segment develops, manufactures and sells electronic components called transducers for the measurement of current and voltage of various industrial applications, and the Automotive segment develops, manufactures and sells transducers for applications in automotive markets. The Company’s current and voltage transducers are also used in alternating current and direct current (AC/DC) converters, uninterrupted power supply systems for computers, as well as in micro turbines, wind and solar power generation. The firm has production plants in Beijing, China; Geneva, Switzerland; Machida, Japan, and Sofia, Bulgaria.
Sales Decline: Sales fell 5% in the first half to CHF 148 million, but would have been flat excluding currency effects. China exposure and FX headwinds were significant factors.
Margin Pressure & Recovery: Gross margin dropped by 400 bps YoY to just above 40%, but improved by 150 bps in Q2 as the company adjusted pricing and improved operations.
Profitability: EBIT grew 7% YoY in Q2 to CHF 7.2 million, aided by significant cost reductions under the 'Fit for Growth' program. Net profit was 6.8% of sales, down 90 bps YoY.
Cash Flow Turnaround: Free cash flow improved from a CHF 12 million outflow last year to a CHF 5.6 million inflow, driven by cost control and lower capex.
Guidance & Outlook: Full-year sales guided to CHF 265–290 million with a high single-digit EBIT margin, reflecting seasonality and uncertainty in key markets, especially China and renewables.
Midterm Ambitions Lowered: Previous targets for CHF 600 million sales and a 20%+ EBIT margin have been pushed further out; new guidance is for 4–7% annual growth and 10–15% EBIT margin.
Cost Discipline: Management remains focused on strict cost management and expects further benefits from the Fit for Growth program, with no new restructuring planned unless market conditions worsen.
Volume vs. Price: Management confirmed that recent revenue stability reflects 4–5% volume growth offset by similar price declines, especially in China and automotive.
