๐ Key Highlights
โข Agreements with AMD and another leading technology company for additional AI and HPC substrate capacity
โข Expansion of production at the existing plant as well as at the previously unused second plant in Kulim, Malaysia
โข Planned investments of โฌ1.5Bโโฌ2.0B fully supported and financed by long-term customer contracts
โ
๐ฏ ๐๐ฎ๐ฌ๐๐ฅ๐ข๐๐ค
โข Revenue growth for 2026/27 now expected to be 45โ55% (previously 30โ35%)
โข EBITDA margin now expected to be 32โ37% (previously 25โ29%)
โข Investments rising to โฌ1.0Bโโฌ1.2B (previously โฌ400M)
โข Significantly positive operating free cash flow expected
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ
โข Capacity expansion is driven by continued strong demand for AI infrastructure and advanced packaging
โข Expansion is secured by long-term customer commitments