Added to YB: 2026-04-06
Pitch date: 2026-04-02
SMHN.DE [neutral]
SUSS MicroTec SE
Author Info
No bio for this author
Company Info
SUSS MicroTec SE, together with its subsidiaries, develops, manufactures, markets, and maintains systems to produce microelectronics, microelectromechanical systems, and related applications.
Market Cap
EUR 937.8M
Pitch Price
N/A
Price Target
65.00
Dividend
0.41%
EV/EBITDA
9.00
P/E
16.63
EV/Sales
1.67
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SUSSpicious Semiconductor Leader
SMHN.DE (overview): Near 100% exposure to AI advanced packaging supercycle. Global leader in Temporary Bonding/Debonding & Mask Aligners for HBM/CoWoS. Customers: TSMC, SK Hynix, Samsung, Micron. FY25 rev €420M, modeling 11% CAGR, 15% EBIT margin. DCF fair value €47.80/share. Upside to €65-70 if margins hit 18-20% peer avg. Risks: customer concentration, legacy biz drag, execution.
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