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EnSilica (ENSI) investor relations material
EnSilica H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary5 Nov, 2025
Executive summary
Achieved six new NRE design wins in FY2025, progressing as planned with some expected to move into production in FY2026.
Supply revenue doubled year-over-year, offsetting a decline in total revenue due to customer delays and non-recurrence of a large prior-year takeout.
Strategic focus on high-value, long-lifetime chip markets, with a growing portfolio providing natural revenue hedging.
Strong pipeline of opportunities, with GBP 400 million in the sales pipeline and GBP 250 million in lifetime supply value from existing chips.
Financial highlights
FY2025 revenue was GBP 18.2 million, down from the prior year due to project delays and non-recurrence of a large takeout.
Gross profit margin improved by 4 percentage points to 40%, driven by a shift to higher-margin supply revenue.
Achieved break-even EBITDA despite headwinds, with significant improvement expected in FY2026.
Cash consumption slowed sharply in H2 FY2025, with GBP 5.3 million consumed for the year, mostly in H1.
Capitalized R&D investment was GBP 5.8 million, expected to remain similar in FY2026.
Outlook and guidance
Revenues year-to-date in FY2026 are significantly ahead of FY2025, with strong visibility from contracted NRE and supply.
Targeting short-term revenues of GBP 60 million and long-term ambitions exceeding GBP 100 million.
Aiming for monthly cash flow positivity during 2026.
Expecting to announce three to four new contracts before the end of FY2026.
Value of chip-as-a-service model in space?
Explain H2 FY25 cash consumption reduction?
How does EU supply chain aid IRIS2 project wins?
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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.
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