Q2 2025 X Fab Silicon Foundries EV Earnings Call Transcript
Key Points
- X-FAB Silicon Foundries SE (XFABF) recorded a revenue of $215 million in Q2 2025, up 5% year-on-year and quarter-on-quarter, exceeding guidance.
- The company upgraded its full-year revenue guidance to $840 to $870 million, indicating strong future growth expectations.
- The industrial segment showed robust growth with a 37% year-on-year and 20% quarter-on-quarter increase, driven by demand for 150mm CMOS technologies.
- Silicon carbide revenue rose 32% sequentially, with a significant increase in wafer production, driven by demand from data center applications.
- The completion of a three-year capacity expansion program positions X-FAB Silicon Foundries SE (XFABF) for future growth, with sufficient capacity for popular technologies like BCD and SOI.
- The company's visibility is reduced due to shorter ordering behavior from customers, influenced by geopolitical uncertainties.
- Despite strong revenue growth, the EBITA margin was within the guided range, not exceeding expectations due to exchange rate impacts.
- The company recorded a financial loss of $17.4 million in Q2 2025, primarily due to unrealized foreign exchange effects.
- Inventory levels remain high, with some products experiencing rush orders, indicating conservative ordering behavior in the industry.
- The increase in consigned wafers in the silicon carbide segment results in lower revenue, although the EBITA margin remains unaffected.
Hello and welcome to XFA 2nd quarter 2025 results conference call. On today's call we have Rudy De Winter, CEO, and Alba Ganti, CFO. Please note this call is being recorded and for the duration of the call, your lines will be on listen-only. However, you will have the opportunity to ask questions at the end of the call. This can be done by pressing one on your telephone keypad to register your question. And if you require assistance at any point, please press dial 0 and you will be connected to an operator.
I will now hand over to your host Rudi the Winter to begin this conference.
Thank you.
Thank you very much. Welcome to the XA 2nd quarter 2025 results call.
In the second quarter, we recorded revenues of 215 million, up 5% year on year and up 5% quarter on quarter.
Excluding the FRS 15 impact, the quarterly revenue was 218 million, which is well above the guidance of 200 to 210 million.
The second quarter revenue in our core markets, automotive, industrial,
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