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SÜSS MicroTec (SMHN) investor relations material

SÜSS MicroTec Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary7 Aug, 2025

Executive summary

  • Achieved record H1 2025 sales of €266.4M, up 38.2% year-over-year, surpassing half of the full-year sales target.

  • Order intake declined 13.2% year-over-year to €166.8M, mainly due to market uncertainty, saturation in AI-related sectors, and lower demand from China.

  • Gross profit margin fell to 37.2% (down 2.6pp year-over-year), impacted by ramp-up costs, one-off inventory write-offs, and start-up costs in Taiwan.

  • EBIT margin stood at 15.7%, in line with expectations and slightly up year-over-year, despite margin pressures.

  • Net income dropped to €27.2M, reflecting the absence of prior-year gains from discontinued operations.

Financial highlights

  • Sales for H1 2025 were €266.4M (+38.2% year-over-year), the highest first half in company history.

  • Gross profit was €99.0M (+28.9% year-over-year); gross margin at 37.2% (down from 39.8%).

  • EBIT rose to €41.9M (+39.2% year-over-year); EBIT margin at 15.7%.

  • Free cash flow was negative at -€27.6M, mainly due to fewer advance payments and higher CapEx.

  • Equity ratio at 55.8%, with cash and cash equivalents at €99.1M.

Outlook and guidance

  • Full-year 2025 sales guidance maintained at €470M–€510M; H1 sales already represent over 50% of the midpoint.

  • Gross margin guidance revised to 37–39% (from 39–41%); EBIT margin target now 13–15% (from 15–17%).

  • H2 2025 sales and profitability expected to be lower than H1, especially in Advanced Backend Solutions.

  • Cost-saving measures underway, including pausing headcount additions and focusing on operational efficiency.

  • Expects a slight upturn in order intake in H2, but risks remain elevated due to global economic and trade uncertainties.

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Frequently asked questions

SÜSS MicroTec SE is a supplier of equipment and process solutions for the semiconductor industry's microstructuring applications. The company's product portfolio encompasses a wide range of solutions, including backend lithography, wafer bonding, and photomask processing. These offerings cater to the critical steps in semiconductor manufacturing, enabling the production of advanced microelectronics and microelectromechanical systems. The company is headquartered in Garching bei München, Germany on the ETR.

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