Q3 2025 BE Semiconductor Industries NV Earnings Call Transcript

Oct 23, 2025 / 02:00 PM GMT

Release Date Price: $134.61

Transcript

Key Points

Positve

Order levels improved significantly, with bookings increasing by 36.5% compared to the previous quarter.
Liquidity remains strong with cash and deposits increasing by 5.8% due to improved cash flow from operations.
The company completed a €100 million share buyback program and authorized a new €60 million program.
BESIY expects to exceed market growth rates due to its leadership position in advanced packaging.
The semiconductor market shows signs of normalization, with inventory to booking ratios improving.

Negative

Revenue decreased by 10.4% compared to the previous quarter, reflecting continued weakness in mainstream assembly markets.
Net income decreased by 27.6% year-to-date, primarily due to lower revenue and adverse foreign exchange effects.
The assembly market growth forecast was reduced to 1.8% for 2025, down from a previous forecast of 9%.
Operating expenses are expected to increase by 5 to 10% in the fourth quarter due to higher R&D expenses.
The company faces challenges from lower hybrid bonding revenue and continued weakness in mobile and automotive applications.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BESI.AS - BE Semiconductor Industries NV
Q3 2025 BE Semiconductor Industries NV Earnings Call
Oct 23, 2025 / 02:00PM GMT

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Presentation
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Good morning. Good afternoon, ladies and gentlemen, and welcome to Basy's conference call and audio webcast to discuss the company's 20,253 quarter results.

You can register for the conference call or log in to the audio webcast via Basie's website www.basy.com.

Joining us today are Mr. Richard Plickman, Chief Executive Officer, and Mrs. Andreao, senior Vice President of Finance. Currently all participants are in a listen-only mode. Later we will conduct a question-and-answer session, and instructions will follow at that time. As a reminder, ladies and gentlemen, this conference is being recorded and cannot be reproduced in a whole or in part without permission from the company.

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