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Soitec (SOI) investor relations material
Soitec H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Nov, 2025
Executive summary
H1 2026 revenue was €231M, down 29% year-over-year, reflecting inventory corrections and weak demand in Mobile and Automotive, while Edge & Cloud AI showed resilience.
EBITDA margin improved to 34.1% despite lower sales, supported by strict cost control and R&D investment.
Net loss was €67M, mainly due to a €41M SmartSiC™ impairment and one-off FX losses.
Free cash flow was negative at €31M, with cash position at €808M after Schuldschein loan issuance.
CEO transition announced, with succession process underway by March 2026.
Financial highlights
Revenue: €231M in H1 2026, down 29% year-over-year at constant scope and FX.
Gross margin: 25.1% (down from 30.0%), mainly due to lower fab loading and unfavorable mix.
EBITDA: €79M (34.1% margin), down from €113M (33.4%) in H1'25.
Net result: -€67M, with adjusted net loss of -€2M excluding one-offs.
Free cash flow: -€31M; net debt at €145M; cash at €808M as of September 30, 2025.
Outlook and guidance
Q3 2026 revenue expected to grow mid- to high-single digits sequentially, driven by Edge & Cloud AI.
FY26 CapEx guidance reduced to ~€140M, with focus on positive free cash flow by year-end.
H2 gross margin to face headwinds from lower fab loading, mix, FX, and lower volumes.
Mobile and Automotive to remain weak due to inventory corrections; Edge & Cloud AI to maintain strong momentum.
What drove the SmartSiC impairment loss?
Analyze H1'26 Free Cash Flow decline
What drives Edge & Cloud AI division growth?
What is the target working capital % of revenue?
SmartSiC market materialization timeline?
GlobalWafers' post-license SOI production
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Q3 2026 TU4 Feb, 2026
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Frequently asked questions
Soitec S.A., together with its subsidiaries, designs and manufactures semiconductor materials worldwide. The company's products include silicon wafers used for the production of microchips and optical components. It operates through Semiconductors Materials, and Solar Energy Materials operating segments. It offers silicon by photolithographic processes; cubic, ultrapure, epitaxial and diffusion Silicon on Insulator (SOI) wafer; and diamond-like carbon (DLC) layers for use in compound semiconductor material applications. It also provides Duraspec solar cell manufacturing technologies for producing solar cells.
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