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VAT Group AG (CH:VACN)
:VACN
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
4.2Last Year’s EPS
3.13Same Quarter Last Year
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 04, 2025
|% Change Since: -4.02%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment overall, with significant growth and strategic achievements in the semiconductor market, strong financial metrics, and an increased market share. These highlights outweigh the challenges faced in the non-semi segment, geopolitical risks, and ERP implementation hurdles. The company's readiness for future growth and its record spec wins further bolster the positive outlook.Company Guidance
During the call, VAT Group provided guidance for fiscal year 2025, emphasizing significant revenue growth driven by a 22% increase in semiconductor sales and an 84% rise in orders. The company achieved a gross profit margin of over 66% and an EBITDA margin of 31.2%, despite record R&D investments. VAT Group highlighted a return to growth in 2024 and expects continued expansion, supported by a strong market position and strategic investments in infrastructure, including a new facility in Romania and an innovation center set to open in May. The company anticipates a robust 2025, with sales expected between CHF 275 million and CHF 295 million for the first quarter. VAT Group remains optimistic about long-term growth, projecting the semiconductor market to reach USD 1 trillion by 2030, with wafer fab equipment growing to USD 150 billion.Return to Growth in 2024
VAT experienced a growth year in the semiconductor market, with orders up 84% and sales up 22%. This growth was achieved despite an unfavorable shift in wafer fab equipment spend.
Strong Financial Performance
VAT delivered a gross profit margin of over 66% and an EBITDA margin of 31.2%, even with continued investments in infrastructure and record levels of R&D.
Record Spec Wins
In 2024, VAT achieved 132 spec wins, a new record, demonstrating customer centricity and innovation. These wins will turn into sales over the next three to five years.
Market Share Increase
VAT increased its market share in the semiconductor segment by 2 percentage points, reaching 77%.
Expansion and Readiness for Growth
VAT's 1B plant in Malaysia is operational with a run rate near CHF 500 million, and a new facility in Romania is underway, indicating readiness for additional growth.
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CH:VACN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CH:VACN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 04, 2025 | CHF348.00 | CHF335.30 | -3.65% |
| Jul 18, 2024 | CHF499.80 | CHF452.90 | -9.38% |
| Mar 05, 2024 | CHF449.29 | CHF423.52 | -5.73% |
| Jul 27, 2023 | CHF353.55 | CHF365.19 | +3.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does VAT Group AG (CH:VACN) report earnings?
VAT Group AG (CH:VACN) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is VAT Group AG (CH:VACN) earnings time?
VAT Group AG (CH:VACN) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of VAT Group AG stock?
The P/E ratio of VAT Group AG is N/A.
What is CH:VACN EPS forecast?
CH:VACN EPS forecast for the fiscal quarter 2025 (Q2) is 4.2.
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