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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
EnSilica
EnSilica (ENSI) investor relations material
EnSilica H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary13 Oct, 2026
Executive summary
FY26 marked a move into profitability, with revenue of £27.8m, EBITDA of £5.9m and year-end cash of £7.6m.
Five chips are in long-term supply, with 14 more in design; lifetime supply visibility is $375m and the sales and opportunities pipeline exceeds $600m, both management estimates.
Financial highlights
Revenue rose 53% YoY to £27.8m from £18.2m; gross profit increased to £9.6m from £7.3m.
EBITDA was £5.9m; operating profit was £2.9m versus an operating loss of £2.6m in FY25.
Other income increased to £4.2m from £1.6m, including grant income related to the C-LEO UKSA modem project and RDEC tax credit.
Outlook and guidance
Guidance reconfirmed at revenue of £32–34m and EBITDA of £5.5–6.5m.
Increasing recurring chip supply revenue and contracted NRE are expected to support near-term cash generation.
Targeting 4–5 new design and supply contract wins annually; chips moving into recurring supply are expected to lift EBITDA margin toward the 30% target.
Two tape-outs completed in FY26, three completed in FY27 and a further two expected to complete in FY27.
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Latest events from EnSilica
- Satellite wins, 10m+ automotive ASICs shipped and a $600m+ pipeline support growth.ENSI
Corporate presentation - Record revenue and EBITDA growth, with strong FY27 outlook and major contract wins.ENSIQ4 2026 TU
- Record revenue up 37%, positive EBITDA, and strong contracted pipeline support FY26 outlook.ENSIH1 2026
- Over 35% revenue growth and EBITDA turnaround in H1 FY 2026; strong outlook maintained.ENSIH1 2026 TU
- Six FY25 design wins and growing chip supply support long-term growth amid lower revenue and cash consumption.ENSIH2 2025
- Revenue up 23% to £25.3m, but gross margin fell; FY25 outlook strong despite financing risks.ENSIH2 2024
- FY 2025 revenue guidance cut due to customer delays, but long-term outlook remains robust.ENSITrading Update
- Chip supply revenue up 164%, five major wins secure strong growth and cash flow outlook.ENSIH1 2025
Next EnSilica earnings date
H1 20273 Feb, 2027
EnSilica
Next EnSilica earnings date
H1 20273 Feb, 2027
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Frequently asked questions
EnSilica plc is a fabless chipmaker based in the United Kingdom, specializing in the design and supply of mixed-signal application-specific integrated circuits (ASICs). The company caters primarily to original equipment manufacturers (OEMs) and system houses, offering a wide range of custom ASIC solutions including RF, mmWave, mixed signal, and digital ASICs. EnSilica is involved across various markets such as automotive, industrial, healthcare, and communications. Additionally, it provides full-flow IC design services and has a portfolio of core intellectual property (IP) that includes technologies for cryptography, radar, and communication systems. The company is headquartered in Abingdon, UK, and its shares are listed on the London Stock Exchange.