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Siltronic (WAF) investor relations material
Siltronic Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
H1 and Q2 2025 targets were achieved with solid results despite FX, tariff headwinds, and soft end markets.
Sales for H1 2025 declined 2.9% year-over-year to EUR 674.8 million, mainly due to negative price and product mix effects, despite higher wafer area sold.
Prime wafer qualifications at the new Singapore fab were completed, with depreciation starting in August; SD closure on track for July 2025.
Ongoing cost and cash initiatives and strategic milestones, including customer qualifications and cost-saving measures, progressed well.
Ongoing high inventory levels at customers and pricing pressure outside long-term agreements continued to weigh on results.
Financial highlights
Q2 2025 sales were €329M, down 5% sequentially, mainly due to FX and minor price effects, despite higher wafer area sold.
EBITDA margin improved to 26.3% in Q2 from 22.6% in Q1; H1 2025 EBITDA margin was 24.4%.
Net income for Q2 was €15M, up from €4M in Q1; H1 2025 net income was EUR 18.8M, down from EUR 50.1M in H1 2024.
CapEx in Q2 was €126M, mainly for the Singapore fab; H1 2025 CapEx totaled EUR 222M.
Net financial debt increased to €903M by June 2025, up from €733.5M at year-end 2024.
Outlook and guidance
Full-year 2025 sales now expected to be mid-single digit percentage below 2024, revised due to a weaker USD (EUR/USD 1.15 for H2).
EBITDA margin guidance remains at 21–25%; depreciation expected at €340–400M.
EBIT expected to decline significantly year-over-year; net cash flow to improve but remain negative.
CapEx guidance for 2025 is €350–400M, with lower investment expected in H2.
Q3 sales expected below Q2, with significant delivery volumes shifted to Q4.
Assess impact of ceasing small wafer production.
How does U.S. tariff policy affect Siltronic?
Explain the lowered 2025 sales expectations.
How will tariffs impact Siltronic's business?
Quantify FabNext's capacity to be added in '25/'26.
Are Siltronic close to breaching debt covenants?
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Q3 202528 Oct, 2025
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Frequently asked questions
Siltronic AG is a Germany-based company specializing in the production of ultrapure silicon wafers used in semiconductor manufacturing. The company's wafers serve as a critical substrate for integrated circuits and other microelectronic devices, enabling applications in consumer electronics, automotive systems, industrial automation, and renewable energy. Siltronic offers a wide range of wafer sizes and technologies, focusing on high quality and precision to meet the needs of advanced semiconductor applications. The company is headquartered in Munich, Germany, and its shares are listed on the Frankfurt Stock Exchange.
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