Added to YB: 2026-02-24
Pitch date: 2026-02-20
WAF.DE [neutral]
Siltronic AG
+0.94%
current return
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 1.6B
Pitch Price
EUR 53.40
Price Target
N/A
Dividend
0.37%
EV/EBITDA
8.96
P/E
-59.58
EV/Sales
2.14
Sector
Semiconductors and Semiconductor Equipment
Category
value
The European Deep Value Week – 2026/07 | Siltronic AG – 2026 Guidance Points to Lower Sales and Margin Pressure
WAF.DE (update): FY2026 guidance: sales down mid-single-digit % YOY (2025: €1.3B), flat ex-FX & SD line closure. EBITDA margin 20-24% (2025: 23.5%). Depreciation €490-520M from 300mm capex → EBIT significantly below 2025's -€26M. Capex €180-220M but neg cash flow ~€-85M. Headwinds: FX, price pressure, 200mm decline.
Read full article (1 min)