Soitec SA

SOI

Equity

ISIN FR0013227113 / Valor 35180513

Euronext - Euronext Paris (2025-11-21)

EUR 23.30-3.40%

Soitec SA
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About company

Soitec SA, headquartered in France, is a prominent entity in the microelectronics sector, recognized globally for its pioneering role in the development and manufacturing of innovative semiconductor materials. With over three decades of expertise, the company has established itself as a crucial player in the industry, focusing on delivering products that not only boast superior technological performance but also emphasize energy efficiency. Soitec's operations span across various strategic markets, including mobile communications, automotive and industry, and smart objects, reflecting its commitment to addressing the diverse needs of the digital and electronic landscape. Listed on Euronext Paris, Soitec continues to project positive growth, as evidenced by its financial guidance for the fiscal years 2024 and 2025. Additionally, the company's collaboration with CEA-Leti and its involvement in industry workshops, such as the one co-chaired by NVIDIA at the OFC exhibition, underscore its active engagement in fostering innovation and sharing knowledge within the semiconductor community.

Summarized from source with an LLMView SourceSector: Technology

Revenue Performance

In Q4’25, Soitec SA reported revenue of €327 million, representing a 3% decline compared to €337 million in Q4’24. For the full fiscal year 2025, total revenue amounted to €891 million, down 9% year-on-year, aligning with the company’s revised guidance.

Profit Margins

Soitec achieved a robust EBITDA margin of 33.5% for FY’25 and an EBIT margin of 15.2%, highlighting effective cost management strategies amid declining revenues.

Free Cash Flow and Investments

The company generated a positive free cash flow of €26 million in FY’25 while maintaining strong investments in research and development (R&D) and industrial capacities, ensuring continued innovation and growth.

Diversification and Product Growth

Soitec accelerated its diversification efforts with POI becoming the fourth product to generate annual revenue of approximately $100 million or more. Additionally, FD-SOI, Power-SOI, and Photonics-SOI have all reached significant revenue milestones, enhancing the company's product portfolio.

Outlook and Market Trends

Looking ahead to Q1’26, Soitec expects revenue to decrease by around 20% year-on-year due to the anticipated phase-out of Imager-SOI. For FY’26, capital expenditures are projected to be around €150 million, down from €230 million in FY’25. The company remains optimistic about long-term growth driven by strong technology megatrends in 5G, energy efficiency, and artificial intelligence, expanding the addressable market from approximately 5 million wafers in 2024 to around 12 million by 2030.

Summarized from source with an LLMView Source

Key figures

-65.9%1Y

-85.3%3Y

-83.3%5Y

Performance

69.8%1Y

53.5%3Y

48.8%5Y

Volatility