Added to YB: 2025-02-06
Pitch date: 2025-02-05
WAF.DE [neutral]
Siltronic AG
+28.2%
current return
Author Info
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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 1.7B
Pitch Price
EUR 37.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.08
P/E
-62.33
EV/Sales
2.21
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Siltronic (WAF) Recovery delayed again as inventory issues persist
WAF.DE (overview): 2025 recovery delayed, rev flat at €1.4B vs €1.5B consensus. H1 weak, 150mm wafer production ending. Long-term €2.2B rev & high 30s EBITDA margin targets pushed past 2028. Poor visibility near-term, but long-term potential intact as semiconductor demand grows.
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