Siltronic AG (SSLLF) (Q3 2026) Earnings Call Highlights: Record 300mm Shipments Drive Sales Up ...

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• 2026 depreciation expected at EUR480 million-EUR500 million, slightly below the prior EUR490 million-EUR520 million range.

  60% confidence

• 2026 capex guidance is EUR180 million-EUR200 million, from EUR180 million-EUR220 million.

  60% confidence

• 2026 EBIT expected significantly below the previous year (unchanged); 2026 net cash flow expected around the previous year's level (unchanged).

  60% confidence

• Net interest expense is expected around EUR30 million for full year 2026; Q4 guidance assumes an EUR-USD rate of 1.14.

  60% confidence

• The new Singapore fab ramp is progressing well and was no longer dilutive to group EBITDA margin in Q3.

  60% confidence

• 2026 EBITDA margin guidance narrowed to 22%-24%, the upper end of the previous 20%-24% range.

  60% confidence

• 300mm shipments reached an all-time high in Q3 2026, and wafer volumes increased QoQ across both 200mm and 300mm.

  60% confidence

• 2026 sales are now expected in the range of 2025, versus prior low-to-mid-single-digit decline; like-for-like sales expected to exceed last year.

  60% confidence

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