Added to YB: 2026-05-13
Pitch date: 2026-05-05
WAF.DE [neutral]
Siltronic AG
+5.43%
current return
Author Info
No bio for this author
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 2.3B
Pitch Price
EUR 84.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.69
P/E
-17.41
EV/Sales
2.67
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
The Deep Value Week – 2026/18 | Siltronic – Q1 2026 Results in Line with Expectations
WAF.DE (earnings): Q1 sales €306.5M (-17.5% QoQ, -11.4% YoY) on lower wafer area & mix; EBITDA €65.1M (21.2% margin), EBIT -€52.4M, net -€66.8M on depreciation; FCF -€89.2M, debt €935.5M. FY26 guide: sales down mid-single-digit (or flat ex-FX/closures), EBITDA margin 20-24%. AI demand offset by memory constraints, 200mm inventory glut, pricing/FX pressure.
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