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ELES Semiconductor Equipment (ELES) investor relations material
ELES Semiconductor Equipment H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated revenues reached €36.2 million, a slight increase from €35.7 million in 2024, driven by strong growth in Industrial & AI (+25%) and Aerospace & Defense (+11%) sectors, offsetting a 17% decline in Automotive.
Strategic focus on high-potential segments like HPC and AI, with technological repositioning and innovation, including a fully automated BiB-less Burn-In Test solution for AI devices.
Strengthened presence in key markets, especially the US and Europe, and expanded high-potential applications.
Reliability Lab in Milan secured multi-year contracts, leveraging proprietary RETE methodology.
Financial highlights
Group consolidated revenues: €36.2 million, up slightly from €35.7 million year-over-year.
Industrial & AI end-market revenues grew 25% year-over-year; A&D up 11%; Automotive down 17%.
Semiconductor Division revenues: €22.8 million, down 3% year-over-year, with Test Systems up 15%.
Aerospace & Defense Division revenues: €13.4 million, up 11% year-over-year, representing 37% of total revenues.
Outlook and guidance
Positive outlook for 2026, supported by global semiconductor investment cycles and supply chain regionalization.
Anticipated double-digit growth in global semiconductor test equipment sales in 2025 and 2026, driven by HPC and AI applications.
China, Taiwan, and Korea expected to lead equipment spending through 2027, with other regions recovering in 2026-2027.
- Revenues stable at €21M, with Industrial & AI up 38% and strong outlook on new orders.ELES
Q3 202529 Oct 2025 - Revenue, EBITDA, and net income rose YoY, with strong A&D growth and improved financial position.ELES
H1 202429 Oct 2025 - Revenue up 8.9%, EBITDA margin at 16.8%, net income up 55.5%, strong global expansion.ELES
H2 202429 Oct 2025 - Revenues fell 8.6% YoY, but Industrial & AI grew 28% and net cash rose 39%.ELES
H1 202529 Oct 2025 - 1H2024 saw revenue and EBITDA growth, led by A&D, with a strengthened financial position.ELES
Investor Presentation29 Oct 2025
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Next ELES Semiconductor Equipment earnings date
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