Siltronic AG Raises 2026 Sales Guidance Amid Growing Wafer Demand

Siltronic AG reported a positive Q3 performance, driven by increasing demand for 300 mm and 200 mm wafers. Sales climbed 10.5% from Q2 to EUR 355.4 million, reaching EUR 983.5 million in the first nine months of 2026, slightly surpassing the previous year. This growth was fueled by higher wafer area sold, effectively offsetting price, product mix, and foreign exchange impacts.

Despite increased sales, higher depreciation led to a lower EBITDA of EUR 215.7 million, and EBIT showed a negative result of EUR -42.4 million in Q3. However, cost management improved gross and EBITDA margins, the latter rising to 22.9%.

Siltronic's guidance for 2026 improved due to elevated demand and a favorable USD/EUR exchange rate. Sales are expected to maintain previous year's levels, countering earlier predictions of a decline. The EBITDA margin outlook now stands at 22-24%.