X-FAB Silicon Foundries SE (STU:XFB)

Q4 2024 X Fab Silicon Foundries EV Earnings Call Transcript

Feb 6, 2025 / 05:30 PM GMT

Release Date Price: €4.71 (+2.84%)

Transcript

Key Points

Positve

X-FAB Silicon Foundries SE (XFABF) reported a revenue of $197 million for Q4 2024, within the guided range.
The company achieved an EBITDA margin of 21.1% in Q4 2024, which would have been 22.8% excluding the impact of revenue recognized over time.
The 180 nanometer technology is expected to be a growth driver for 2025 due to capacity expansions and strong demand.
X-FAB Silicon Foundries SE (XFABF) anticipates a gradual recovery in the industrial and medical markets, with increased orders and bookings.
The company plans to return to positive cash flow in the second half of 2025, following the completion of its major CapEx expansion plan.

Negative

The 350 nanometer technology segment is experiencing weakness due to automotive inventory corrections, with a current utilization rate of 75%.
X-FAB Silicon Foundries SE (XFABF) reported a net loss of $7.3 million in Q4 2024, primarily due to a non-cash deferred tax asset adjustment.
Cash and cash equivalents decreased by 32% against the previous quarter, following several CapEx payments.
The automotive supply chain is still reducing inventories, impacting the company's business in this segment.
The silicon carbide portion of the industrial segment is lagging behind in recovery compared to the CMOS segment.

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

XFAB.PA - X Fab Silicon Foundries EV
Q4 2024 X Fab Silicon Foundries EV Earnings Call
Feb 06, 2025 / 05:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the X Fab full year and fourth quarter, 2024 results conference call. My name is George and I'll be your coordinator for today's event.

Please note this conference is being recorded after the duration of the call. You guys are in a listen-only mode. However, you will have the opportunity to ask questions towards the end of the presentation and this could be done by pressing star one on your top of keypad to register your question.

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

I don't like time to call over to your host, Mr Rudy de Winter CEO to begin today's conference. Please go ahead, sir.

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