X Fab Silicon Foundries EV Solid set of 2Q25 results, expecting this positive trend to continue in 2H25
X-Fab presented a solid set of 2Q25 results and expect this positive trend to continue in 2H25. We saw an above-average order intake for X-Fab's microsystems business. With the completion of its CapEx program, X-Fab claims it is ideally positioned to grow profitably together with its customers (mainly Melexis). Sufficient capacity is now available for its most popular technologies, suited to address the megatrends of our time, such as the electrification of everything. This will generate high demand in the long term despite a currently reduced visibility.3Q25 revenue is expected to come in within a range of $ 215-225m (KBCSe from $ 206.4m to $ 218.8m, CSS was at ) with an EBITDA margin in the range of 22.5% and 25.5%. (KBCSe 24.0%).
We updated our model (Accumulate, new € 7.0 Target Price) as X-Fab upgrades its FY25 revenue guidance to $ 840-870m (up from the previous range of $ 820-870m) with an anticipated EBITDA margin between 24% and 27%. We increased our FY25E sales forecast from $ 836.7m to $ 858.0m and our FY25E EBITDA-margin from 25.0% to 25.5%.
X Fab Silicon Foundries EV is a Belgium-based company primarily engaged in the semiconductors industry. The Company focuses on the design and manufacture of silicon wafers for mixed-signal integrated circuits (ICs). Its products are integrated with additional features, such as high voltage option, embedded non-volatile memory, optical, radio frequency (RF) and bipolar elements, as well as microelectromechanical sensors. The Company distributes silicon wafers for various applications, including automotive, industrial, medical, as well as consumer electronics and mobile communications sector. The Company operates in a number of countries, such as Germany, France, Malaysia and the United States.
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