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

Q1 2026 X-Fab Silicon Foundries Europese Vennootschap Earnings Call Transcript

Apr 30, 2026 / 04:30 PM GMT

Release Date Price: €6.26 (-8.61%)

Transcript

Key Points

Positve

X-FAB Silicon Foundries SE (XFABF) achieved revenues of $205.8 million, exceeding the guided range.
The industrial business saw a 32% year-on-year increase, driven by strong silicon carbide demand and data center power management.
Medical revenue increased by 39% year-on-year, with significant contributions from pacemakers, ultrasound, and DNA sequencing.
Microsystems and photonics business delivered a record $33.7 million, up 42% year-on-year.
Wide band gap revenue increased by 152% year-on-year, with silicon carbide wafer shipments nearly tripling.

Negative

Overall revenue decreased by 4% year-on-year and 12% quarter-on-quarter.
Automotive revenue declined by 10% year-on-year due to inventory adjustments and limited short-term visibility.
EBITDA margin was impacted by softness in the automotive market, resulting in a margin of 17.5%.
Net debt increased slightly from $285 million to $291 million by the end of Q1 2026.
The company faces ongoing challenges with high fixed costs, which are not reducing proportionally with revenue declines.

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
Q1 2026 X-Fab Silicon Foundries Europese Vennootschap Earnings Call
Apr 30, 2026 / 04:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the XFAB First Quarter 2026 Results Conference Call. For the first part of the conference call, the participants will be in listen-only mode.

During the questions and answers session, participants are able to ask questions by dialing #K5 on their telephone keypad or through the hand-raising option on the player. I will hand the conference over to Damien Mack, CEO. The floor is yours. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator. Ladies and gentlemen,

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