Added to YB: 2025-04-28
Pitch date: 2025-04-25
WAF.F [bullish]
Siltronic AG
Author Info
No bio for this author
Company Info
Siltronic AG, together with its subsidiaries, develops, produces, markets, and sells hyperpure silicon wafers for the semiconductor industry in Germany, rest of Europe, the United States, Taiwan, Mainland China, South Korea, rest of Asia, and internationally.
Market Cap
EUR 1.1B
Pitch Price
N/A
Price Target
69.00 (+81%)
Dividend
0.55%
Sector
Semiconductors and Semiconductor Equipment
Category
value
Siltronic AG: Sidecar Investing Alongside HAL Trust
WAF.F: Silicon wafer oligopolist (1 of 5 global producers, only Western one) at 6.18x EV/EBITDA. 2025E rev €1.41B, EBITDA margins 22-27%. HAL Trust increased stake to 15.1%. Monte Carlo sim shows +70-100% upside vs minimal downside. AI/EV/server growth driving non-substitutable product demand.
Read full article (3 min)