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Telsys (TLSY) investor relations material
Telsys Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Aug, 2025
Executive summary
The reporting entity operates in electronic components import, distribution, and SOM (System On Module) manufacturing, with significant international sales and a wholly owned subsidiary, Variscite.
The company changed its functional currency to USD from January 2025, continuing to report in ILS, impacting translation reserves.
No material operational impact from the ongoing Israel conflict as of the report date, but future risks to sales and profitability remain.
U.S. tariff changes in 2025 did not materially affect SOM products due to exemptions, but future policy changes are possible.
Financial highlights
H1 2025 consolidated revenue: ₪206.9M (SOM: ₪146.7M, Distribution: ₪60.3M); SOM sales down 3% in ILS, flat in USD; Distribution up 42% in ILS, 46% in USD year-over-year.
H1 2025 net profit attributable to owners: ₪64.9M; EPS: ₪10.57.
Gross margin for H1 2025: 54.5%; operating margin: 44.8%.
H1 2025 cash flow from operations: ₪37M increase; liquidity at period end: ~₪97M.
Dividend distributions in H1 2025 totaled ₪75M.
Outlook and guidance
Management used conservative, no-growth revenue assumptions for impairment testing, despite internal forecasts of future growth.
No impairment of Variscite goodwill; recoverable amount (NPV) estimated at $169M, well above book value.
US tariff changes: current risk to SOM sales?
VariSight's memory supply: mitigation strategy?
VariSight impairment test: rationale for 0% growth?
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Next Telsys earnings date
Q3 202523 Nov, 2025
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Frequently asked questions
Telsys Ltd is an Israel-based company engaged in the distribution and integration of electronic components and systems. The company provides semiconductors, embedded systems, communication modules, and related technologies to customers in sectors such as defense, telecommunications, medical devices, and industrial automation. Telsys also offers value-added services including technical support, logistics, and engineering solutions. The company operates primarily in Israel through partnerships with global technology manufacturers. Telsys Ltd is headquartered in Petah Tikva, Israel, and its shares are listed on the TASE.
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