Elmos: Revenues from Humanoids Are Already Flowing – But Robotics Is Not Yet Included in the €1 Billion Target

On Monday, we bought the Elmos shares anew for the TraderFox model portfolio. Why did we go long? 1. Metzler analysts expect a growth acceleration for Elmos starting in 2027, aiming for €1 billion in revenue by 2030. After the correction from the 52-week high, the stock has become attractive. 2. Elmos has positioned itself as a supplier for humanoid robots with its ICs. We see humanoids as the next largest volume market and therefore we need to be positioned with qualitatively good companies. I want to address the story surrounding humanoid...