Siltronic AG (XTER:WAF)
€ 42.14 -1.3 (-2.99%) Market Cap: 1.30 Bil Enterprise Value: 2.43 Bil PE Ratio: 34.06 PB Ratio: 0.68 GF Score: 69/100
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Q1 2025 Siltronic AG Earnings Call Transcript

Apr 30, 2025 / 08:00AM GMT
Release Date Price: €35.6 (-8.72%)

Key Points

Positve
  • Siltronic AG (SSLLF) maintained a stable market share in Q1 2025, demonstrating resilience in the semiconductor industry.
  • The company's sales guidance for 2025 remains unchanged despite uncertainties, indicating confidence in their market position.
  • Siltronic AG (SSLLF) is strategically focusing on leading-edge and advanced memory applications, positioning itself well for future demand.
  • The qualifications for the new fab in Singapore are progressing well, with plans for depreciation to start by the end of the year.
  • The company benefits from long-term agreements (LTAs) that provide stability in pricing and customer relationships.
Negative
  • Quarter-over-quarter sales declined by 4%, attributed to negative product mix and price effects.
  • The EBITDA margin decreased to 22.6% in Q1 2025 from 25.8% in Q4 2024, impacted by negative FX valuation effects.
  • Net cash flow was negative at EUR74 million, with CapEx spending exceeding depreciation.
  • The company's tax rate remained elevated at 43%, influenced by lower profit before taxes and local taxation in Singapore.
  • Siltronic AG (SSLLF) faces increased uncertainties due to US tariffs and corresponding countermeasures, affecting market growth projections.
Operator

Hello, everyone and welcome to the presentation of Siltronic's Q1 2025 results.

Please note that this call is being recorded and streamed on Siltronic's website. 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 Stütze, Head of Investor Relations & Communications at Siltronic AG.

Verena Stuetze
Siltronic AG - Head of Investor Relations and Communications

Thank you, Elaine. Welcome, everybody to our Q125 results presentation.

This call will also be webcast live on siltronic.com. A replay of the call will be available on our website shortly after the end of the call.

Our CEO, Michael Heckmeier; and our CFO, Claudia Schmitt, will give you an overview of our financials, the current market developments, and our guidance. After the presentation, we will be happy to take your questions.

Please note that management comments during this call will include forward-looking

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