1Semanaยท

๐„๐ฅ๐ฆ๐จ๐ฌ: ๐’๐ญ๐š๐ซ๐ค๐ž๐ฌ ๐–๐š๐œ๐ก๐ฌ๐ญ๐ฎ๐ฆ, ๐Œ๐š๐ซ๐ ๐ž๐ง๐ฌ๐ฉ๐ซ๐ฎ๐ง๐ , ๐๐ซ๐จ๐ ๐ง๐จ๐ฌ๐ž ๐š๐ง๐ ๐ž๐ก๐จ๐›๐ž๐ง

$ELG (-0,06%)


๐Ÿ“Š ๐„๐ซ๐ ๐ž๐›๐ง๐ข๐ฌ๐ฌ๐ž

- Turnover: โ‚ฌ152.5M (previous year โ‚ฌ126.9M)

- EBIT: โ‚ฌ36.2M (previous year โ‚ฌ25.6M)

- EBIT margin: 23.8% (previous year: 20.2%)

- Net result: โ‚ฌ26.2M (previous year โ‚ฌ18.5M)

- Free cash flow (adjusted): โ‚ฌ40.7M (previous year โ‚ฌ21.5M)

- FCF margin: 26.7% (previous year: 17.0%)

โ €

๐ŸŽฏ ๐๐ซ๐จ๐ ๐ง๐จ๐ฌ๐ž

- Sales growth 2026: +12% ยฑ2pp (previously +11% ยฑ3pp)

- EBIT margin: 23-26%

- Free cash flow margin: ~19% ยฑ2pp

- CAPEX: ~5% of sales

โ €

๐Ÿ“Œ ๐–๐ข๐œ๐ก๐ญ๐ข๐ ๐ฌ๐ญ๐ž ๐๐ฎ๐ง๐ค๐ญ๐ž

- Strong sales growth (+20%) after the end of the inventory adjustment

- Significant margin increase due to economies of scale and efficiency programs

- Very strong cash generation due to low CAPEX and WC reduction

- Demand in the automotive semiconductor market picks up significantly

- Cost increases for materials and suppliers remain a headwind

- AI boom could lead to capacity bottlenecks for wafers

- Forecast increase signals continued momentum

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ-๐€๐ฎ๐ฌ๐ฌ๐œ๐š๐ ๐ž๐ž

"We were able to deliver strong figures for sales, EBIT and, in particular, cash flow and are raising our outlook for 2026 due to the continued high demand."

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