EnSilica (ENSI) Q4 2026 TU earnings summary

Executive summary

• Achieved record trading year with substantial growth across all key metrics for FY26.

• Transitioned further from design-led to semiconductor design-and-supply business, with a rapidly expanding sales pipeline.

• Major contract wins in satellite and automotive sectors, supporting long-term revenue growth.

Financial highlights

• FY26 revenue reached £27.5m, up 51% year-over-year; EBITDA was £4.7m, exceeding guidance.

• Cash at year end was £7.5m, significantly improved from £2.0m in FY25.

• Lifetime supply revenues increased 50% to $375m; sales pipeline expanded 50% to $600m.

Outlook and guidance

• FY27 revenue expected at £32-34m, with EBITDA of £5.5-6.5m; 80% of FY27 revenues already covered by contracts.

• Board confident in continued growth, profitability, and positive operational cash generation by end of FY27.