)
Visual
earnings real time
Soitec (SOI) investor relations material
Soitec H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Nov, 2025
Executive summary
H1 2026 revenue was €231 million, down 29% year-over-year, mainly due to inventory corrections and weak Mobile Communications and Automotive & Industrial markets.
EBITDA margin improved to 34.1% despite lower revenue, reflecting strict cost control and temporary inventory increases.
Net loss was €67 million, mainly due to a €41 million SmartSiC™ impairment and significant FX losses.
CEO Pierre Barnabé announced intention to step down by March 2026; succession process initiated.
Strategic focus on diversification, disciplined capital allocation, and a new client- and product-centric organization to drive future growth.
Financial highlights
Revenue for H1 2026 was €231 million, down 29% organically year-on-year; gross margin declined 490 bps to 25.1%.
EBITDA was €79 million (34.1% margin), down from €113 million (33.4%) in H1'25.
Net result was -€67 million, mainly due to non-recurring items: €41 million SmartSiC™ impairment and FX losses.
Free cash flow was -€31 million, impacted by lower revenue, higher inventories, and capital expenditure.
Cash position at period end was €808 million, with net debt at €145 million and net debt-to-EBITDA at 0.5x.
Outlook and guidance
Q3 2026 organic revenue expected to grow mid- to high single digits sequentially, driven by Edge & Cloud AI.
FY26 CAPEX guidance reduced to around €140 million, with focus on positive free cash flow by year-end.
H2 gross margin to reflect lower fab loading, with headwinds from mix, FX, and lower volumes.
Market conditions remain challenging in Mobile Communications and Automotive & Industrial, while Edge & Cloud AI is expected to maintain solid momentum.
What drove the SmartSiC impairment loss?
Analyze H1'26 Free Cash Flow decline
What drives Edge & Cloud AI division growth?
What is the target working capital % of revenue?
SmartSiC market materialization timeline?
GlobalWafers' post-license SOI production
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Soitec earnings date
Q3 2026 TU3 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Soitec S.A., together with its subsidiaries, designs and manufactures semiconductor materials worldwide. The company's products include silicon wafers used for the production of microchips and optical components. It operates through Semiconductors Materials, and Solar Energy Materials operating segments. It offers silicon by photolithographic processes; cubic, ultrapure, epitaxial and diffusion Silicon on Insulator (SOI) wafer; and diamond-like carbon (DLC) layers for use in compound semiconductor material applications. It also provides Duraspec solar cell manufacturing technologies for producing solar cells.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage