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Siltronic (WAF) investor relations material
Siltronic Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sales declined 4.7% year-over-year to €1,347 million, in line with guidance, with Q4 showing a strong sequential recovery due to delivery shifts and early 2026 demand.
EBITDA margin decreased to 23.5% from 25.8% in FY 2024, reflecting lower sales and pricing pressure, partially offset by cost reductions.
EBIT turned negative at -€26 million, impacted by new asset depreciation and adverse product mix.
Positive wafer volume growth, especially in 300 mm products, was offset by negative price, product mix, and FX effects.
Q4 2025 saw strong sales and EBITDA due to delivery shifts from Q3 and early 2026.
Financial highlights
Revenue for FY 2025 was €1,347 million, down from €1,413 million in FY 2024.
EBITDA was €317 million, a 13% decrease year-over-year, with margin at 23.5%.
EBIT margin dropped to -2.0% from 8.9% in the prior year.
Net cash flow improved to -€85 million from -€297 million in FY 2024, driven by lower capex and investment grants.
Net financial debt increased to €837 million from €733 million year-over-year.
Outlook and guidance
FY 2025 results were in line with guidance, supported by a strong Q4 performance.
2026 expected to remain challenging with price pressure outside LTAs and negative FX effects.
300 mm segment shows growth, but 200 mm segment faces continued inventory pressure.
Full impact of SD line closure to be reflected in 2026 sales.
2026 guidance will be published after further assessment of headwinds.
- TimeTickerHeadlineOpen
- SOI
Q3 revenue €160m, up 18% sequentially, Edge & Cloud AI up 27%, Q4 set for 20% growth. - IFX
Q1 2026 revenue rose 7% year-over-year, driven by AI demand and increased investments. - ELS
2025 revenue soared 11x to $23M, with strong cash, major contracts, and a robust 2026 outlook. - V2RETAIL
Q3 FY26 saw 57% revenue and 99% PAT growth, with robust expansion and capital infusion. - UBSG
Net profit surged 53% in FY25, with integration and cost savings driving strong results. - 524348
Q3 FY26 revenue up 8% and PAT up 58%, with margin recovery and new projects ramping up. - BOTX
Record gold output and profit, with investments driving strong growth outlook for 2026. - BAJAJFINSV
Q3 FY26 profit was flat at ₹2,229 crore as strong growth was offset by one-time charges. - WAF
Sales and EBITDA fell, but 300 mm wafer demand grew as 2026 outlook remains challenging. - DEVYANI
Q3 FY26 saw double-digit revenue growth, margin gains, net losses, and major strategic changes.
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