Germany's Siltronic Q4 revenue and EBITDA beat expectations on higher demand

Siltronic AG

03/02/2026 06:10

Overview

German wafer maker's preliminary 2025 revenue declined 4.7%, in line with guidance

Q4 revenue and EBITDA beat analyst expectations

Positive volume offset by negative price and FX effects

Outlook

Siltronic expects 2026 to face price pressure and negative FX effects

Company anticipates elevated inventories in 200 mm segment to pressure 2026 sales

Siltronic to publish 2026 guidance after assessing market headwinds

Result Drivers

VOLUME GROWTH - Positive volume development on increased demand for 300 mm products supported sales

NEGATIVE PRICE AND FX EFFECTS - Sales negatively impacted by price effects, product mix, and exchange rate fluctuations

SD LINE CLOSURE - Closure of SD line contributed to more than one-third of sales decline

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
EUR 372 mln
EUR 333.65 mln (4 Analysts)
Q4 EBITDA
Beat
EUR 86 mln
EUR 75.84 mln (4 Analysts)
Q4 EBIT
-EUR 34 mln
Q4 EBITDA Margin
23.30%
Q4 EBIT Margin
-9.10%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy."

Wall Street's median 12-month price target for Siltronic AG is €55.25, about 6.1% above its February 2 closing price of €52.05

Press Release: ID:nEQ9X2Qqya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)