Added to YB: 2025-02-04
Pitch date: 2025-02-03
SOI.PA [neutral]
Soitec SA
-69%
current return
Author Info
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Company Info
Soitec SA develops and manufactures semiconductor materials in Asia, Europe, and the United States. The company offers CONNECT Radio Frequency Silicon-on-Insulator for smartphone front-end modules; CONNECT FD SOI for engineered substrates; CONNECT Piezoelectric-on-Insulator RF filters for smartphones; and CONNECT RF gallium nitride which increases the frequency system efficiency and power density of next generation sub 6GHz and mmWave-band cellular 5G infrastructures and mobile devices.
Market Cap
EUR 849.5M
Pitch Price
EUR 82.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.09
P/E
80.91
EV/Sales
1.25
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Creams, Semis and Oil - Soitec SA
SOI.PA (overview): Signs of RF-SOI stabilization after inventory adjustment. Q3 flat, Q4 growth expected. FY24-25 guidance: stable sales, slight EBITDA margin increase. Smartphone market (60%+ rev) growth positive. Diversified customer base, photonics promising. Limited auto exposure (17% sales). AI potential.
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