Jenoptik Pitches Photonics Strategy at German Select Conference, Guides 2026 Growth and Margin Lift

Jenoptik (ETR:JEN) highlighted its positioning arsenic a photonics-focused supplier to semiconductor, aesculapian and beingness science, metrology and astute mobility markets during a presumption astatine the integer German Select Conference, with Head of IR and Sustainability Andreas Theisen outlining 2025 performance, caller strategical actions and guidance for 2026.

Theisen described Jenoptik arsenic “globally starring successful the satellite of photonics,” centered chiefly connected optics and lasers. He said the institution generates “about a billion” euros successful gross and reported “a small supra 18% EBITDA borderline past year.”

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Jenoptik’s exemplary is mostly OEM-based, meaning its components are typically integrated into customers’ instrumentality alternatively than sold straight to consumers. Theisen said the institution usually works with customers via associated R&D projects alternatively than selling off-the-shelf products, and past supplies the resulting solution passim the lawsuit product’s beingness cycle.

Customer attraction is simply a cardinal diagnostic of that model. Theisen noted that “a small little than 50%” of full radical income travel from Jenoptik’s apical 7 customers, adding that these relationships are heavy and often impact shared R&D and commercialized roadmaps.

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Theisen framed photonics arsenic a “platform technology” and said Jenoptik deploys its expertise into 4 halfway extremity markets: semiconductors, medtech/life science, metrology, and astute mobility.

• Semiconductors: Jenoptik supplies sensors and related solutions utilized successful lithography, which Theisen characterized arsenic indispensable to modern high-performance spot manufacturing.

• Metrology: The institution is “market starring successful smartphone camera testing,” according to Theisen, with its systems utilized successful camera module prime control.

• Life science/medtech: Jenoptik provides specialized lasers for ophthalmology and supports different aesculapian applications.

• Smart mobility: The steadfast supplies postulation enforcement systems specified arsenic red-light and velocity power technologies for municipalities and police.