X-FAB Silicon Foundries SE (LTS:0ROZ)

Q3 2025 X Fab Silicon Foundries EV Earnings Call Transcript

Oct 30, 2025 / 05:30 PM GMT

Release Date Price: €6.51 (-0.84%)

Transcript

Key Points

Positve

X-FAB Silicon Foundries SE (XFABF) reported a revenue increase of 11% year on year and 6% quarter on quarter, surpassing their guidance.
The medical business achieved a record high revenue of 21 million, up 74% year on year and 40% quarter on quarter, driven by strong demand for contactless temperature sensors and DNA sequencing applications.
Microsystems revenue grew by 27% year on year and 9% sequentially, indicating strong demand for customer-specific technologies.
The silicon carbide business showed significant recovery with a 30% year-on-year and 21% quarter-on-quarter revenue increase, supported by growing demand from data centers and electric vehicles.
The company inaugurated a new clean room in Malaysia, which will increase manufacturing capacity, particularly for the 180 nanometer BCD on SOI technology.

Negative

Order intake for the third quarter was down 25% year on year and 21% quarter on quarter, primarily due to inventory corrections by automotive customers and macroeconomic uncertainties.
Prototyping sales decreased by 16% year on year and 166% quarter on quarter, indicating potential challenges in new contract acquisition.
The backlog decreased from 413 million to 347 million, reflecting reduced visibility and potential future revenue challenges.
The company anticipates a potentially weaker start to 2026 due to current market conditions and reduced order visibility.
Despite revenue growth, the EBIT decreased by 5% year on year, highlighting potential cost management issues.

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

XFAB.PA - X-Fab Silicon Foundries Europese Vennootschap
Q3 2025 X Fab Silicon Foundries EV Earnings Call
Oct 30, 2025 / 05:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello. Welcome to the XFA Third quarter 2025 results conference call.

My name is George. I'll be coordinator for today's event.

Please note this conference is being recorded and for the duration of the call, your lines will be in a listen-only mode. However, you will have the opportunity to ask questions towards the end of the presentation, and this can be done by pressing one on your cellphone keypad to register your question.

If you require assistance at any point, please press 0 and you'll be connected to an operator.

I'd like to have to call over to your host, Mr. Rudy De Winter, CEO to begin this conference. Please go ahead, sir.

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