Added to YB: 2026-06-25
Pitch date: 2026-06-23
ENSI.L [neutral]
EnSilica plc
Author Info
No bio for this author
Company Info
EnSilica plc engages in the design and supply of complex mixed signal application specific integrated circuit chips in the United Kingdom, Rest of Europe, and internationally.
Market Cap
GBP 119.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-807.67
P/E
N/A
EV/Sales
5.75
Sector
Semiconductors and Semiconductor Equipment
Category
growth
EnSilica FY26 Results: The Numbers Tell One Story. Management Is Telling Another.
ENSI.L (earnings): FY26 rev £27.5m (+51% YoY, ~2% below guide midpoint); EBITDA £4.7m beat but boosted by space grants (underlying ~£3.5-4m). FY27 guide £32-34m rev, £5.5-6.5m EBITDA, 80% contracted. Pipeline up 50% to $600m; lifetime contracted supply £250m. Key driver: 3 chips moving to higher-margin supply production over 18mo (5→8 ASICs). Mgmt pushing 'scalable platform' narrative for multiple re-rate (2-4x rev). £10m raise unlocks matched gov funding. Stock tripled in 12mo. Oct audited results next catalyst; new alt-GPS/PNT angle of interest.
Read full article (4 min)