Added to YB: 2026-03-24
Pitch date: 2026-03-19
WAF.DE [neutral]
Siltronic AG
-2.39%
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 56.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.68
P/E
-22.59
EV/Sales
2.01
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
The European Deep Value Week – 2026/11 | Siltronic – FY2025 Results Show Resilience but Weak Market Outlook for 2026
WAF.DE (update): FY25 sales €1.35B (-4.7% YoY), EBITDA €316.9M (23.5% margin) vs €363.8M prior. EBIT -€26.4M, net loss -€77.9M on Singapore fab depreciation, USD FX headwinds, price pressure outside LTAs. FCF -€111.2M. 2026 guide: sales down mid-single-digit %, 20-24% EBITDA margin on continued FX/pricing pressure, 200mm inventory glut, SD line closure. Capex cut to €180-220M. Equity ratio 42.6%, net debt €836.5M.
Read full article (1 min)