Report
Emmanuel Matot

Soitec : Retour maintenu à la croissance du CA au S2

>Une publication S1 rassurante avec des guidances réitérées pour FY 25 - Les résultats S1 sont ressortis en ligne avec les attentes, à savoir un CA en baisse organique de 15% (importants déstockages RF + faiblesse de l’automobile) et une marge d’EBITDA résistante (+40 pb - bonne gestion de la baisse de l’activité).Les guidances pour FY 25 ont également été confirmées (stabilité du CA et +1 point pour la marge EBITDA à 35%) avec, par rapport aux attentes initiale...
Underlying
Soitec SA

Soitec is a manufacturer of silicon and integrated circuits. Co. offers products based on Silicon-on-Insulator (SOI), which serves to support the manufacturing of more energy-efficient integrated circuits. Co.'s operations can be divided into three divisions: Electronics, Solar Energy and Lighting. The Electronics division manufactures and sells substrates and components intended for the microelectronics industry; the Solar Energy division manufactures and sells photovoltaic modules, designs and constructs turnkey projects, and operates photovoltaic power plants; and the Lighting division isolates resources to develop materials designed for the production of light emitting diodes.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Emmanuel Matot

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