MLXSF basically focuses on mixed-signal ICs and sensors for automotive and industrial applications. Their automotive segment targets EV powertrain, thermal management, battery systems, e-braking, e-steering, and advanced lighting. Beyond automotive, MLXSF adapts MEMS and ASIC platforms for micromobility, smart energy, robotics, and digital health applications.
Melexis NV. (OTCPK:MLXSF) Q1 2025 Earnings Conference Call April 30, 2025 4:30 AM ET Company Participants Marc Biron - Chief Executive Officer Karen Van Griensven - Chief Financial Officer Conference Call Participants Janardan Menon - Jefferies Francois Bouvigny - UBS Sandeep Deshpande - JPMorgan Guy Sips - KBC Securities Ruben Devos - Kepler Cheuvreux Marc Hesselink - ING Group Robert Sanders - Deutsche Bank Operator Hello and welcome to the Melexis Q1 2025 results conference call.
Melexis NV (OTCPK:MLXSF) Q4 2024 Earnings Call February 5, 2025 4:30 AM ET Company Participants Marc Biron - Chief Executive Officer Karen Van Griensven - Chief Financial Officer Conference Call Participants Ruben Devos - Kepler Cheuvreux Robert Sanders - Deutsche Bank Janardan Menon - Jefferies Marc Hesselink - ING Guy Sips - KBC Securities Sandeep Deshpande - JPMorgan Javier Correonero - Morningstar Nigel van Putten - Morgan Stanley Michael Roeg - Degroof Petercam Operator Hello and welcome to the Melexis Quarter Four Full Year 2024 Results. My name is Caroline and I'll be your coordinator for today's event.
Melexis , Belgium's largest semiconductor supplier, said on Wednesday that it expected lower margins and sales for the first quarter of 2025, compared with a year earlier.
Melexis' stock price dropped after 3Q24 results and reduced guidance, with no expected automotive semiconductor cycle recovery in FY25, especially in North America and Europe. Despite current challenges, Melexis has unique design wins, particularly in China, and potential catalysts from competitor acquisitions, making it a speculative buy for cyclical recovery. The company is undervalued with a P/E of 12.7x, and historical growth suggests potential for significant upside if margins and revenues recover.
Melexis NV (OTCPK:MLXSF) Q3 2024 Earnings Conference Call October 30, 2024 5:30 AM ET Company Participants Marc Biron - Chief Executive Officer Karen van Griensven - Chief Financial Officer Conference Call Participants Sandeep Deshpande - JPMorgan Guy Sips - KBC Securities Ruben Devos - Kepler Cheuvreux Francois Bouvignies - UBS Marc Hesselink - ING Michael Roeg - Degroof Petercam Robert Sanders - Deutsche Bank Operator Good day. And welcome to today's Melexis Q3 2024 Results Conference Call.
Belgium's largest semiconductor supplier Melexis on Wednesday forecast lower-than-expected fourth-quarter sales, citing temporary stock reductions by car-making customers and uncertainty about short-term demand.
Melexis NV (OTCPK:MLXSF) Q2 2024 Earnings Conference Call July 31, 2024 4:30 AM ET Company Participants Marc Biron – Chief Executive Officer Karen van Griensven – Chief Financial Officer Conference Call Participants Francois Bouvignies – UBS Sandeep Deshpande – JPMorgan Ruben Devos – Kepler Cheuvreux Janardan Menon – Jefferies Veikkopekka Silvasti – ING Robert Sanders – Deutsche Bank Trion Reid – Berenberg Operator Hello, and welcome to the Melexis Q2 2024 Results Call. My name is Saska, and I will be your coordinator for today's event.
Melexis , Belgium's largest semiconductor supplier, forecast third-quarter sales in line with expectations on Wednesday after second-quarter sales marginally beat estimates, driven by demand for premium automotive equipment.