Siltronic AG (LTS:0R8P)

Q2 2026 Siltronic AG Earnings Call Transcript

Jul 30, 2026 / 08:00 AM GMT

Release Date Price: €67.93 (+0.59%)

Transcript

Key Points

Positve

Demand recovery is gaining traction, particularly in the 300-millimeter business, driving a 5% sequential sales increase to EUR322 million in Q2 2026.
EBITDA improved to EUR69 million with a margin of 21.6%, up from 21.2% in Q1, supported by higher wafer shipments and improved fixed cost absorption.
Successful capital increase raised EUR273 million, strengthening financial flexibility and liquidity to EUR650 million, with strong investor demand.
Re-entry into the German MDAX reflects increased investor confidence and improved share price performance.
Expectation of a clear volume improvement in the second half of 2026, with 200-millimeter demand recovery and potential upside from memory safety stock rebuilding.

Negative

Pricing remains a challenge, with 300-millimeter spot prices still below reinvestment levels and 200-millimeter prices declining in H1 2026.
200-millimeter market conditions remain sluggish in H1, with negative product mix and elevated customer inventories weighing on performance.
Negative FX impact expected in 2026, with the euro strengthening against the US dollar compared to 2025.
EBIT remained broadly stable at a loss of EUR52 million, as higher depreciation offset EBITDA gains.
Net cash flow remained negative at EUR27 million due to ongoing investment outflows, and net loss improved only slightly to EUR63 million.

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

WAFGn.DE - Siltronic AG
Q2 2026 Siltronic AG Earnings Call
Jul 30, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by.

Hello, everyone, and welcome to the presentation of Siltronics Q2 2026 results.

Please note that this call is being recorded and streamed on Siltronics website.

The call will also be available as an on-demand version later today. Your participation in this call implies your consent to this. At this time, I would like to turn the conference over to Verena Stutza, Head of Investor Relations and Communications of Siltronic AG. Please go ahead.

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Unidentified_2 [2]
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Thank you, Cynthia. Welcome, everybody, to our Q2 2026 results

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