Revenue Growth TrendSustained 13.75% year-over-year revenue growth indicates expanding customer traction and market reach in the semiconductor segment. Over 2–6 months this growth underpins higher recurring top-line capacity, supports investment funding and reduces execution risk versus stagnant peers.
Improving ProfitabilitySequential improvement in net and EBIT margins signals better cost control and operational efficiency. If maintained, margin expansion provides durable earnings resilience, freeing resources for R&D, capex or shareholder returns and improving returns on invested capital over the medium term.
Strong Cash GenerationMaterial free cash flow and an OCF-to-net-income ratio of 1.65 demonstrate effective cash conversion from operations. Durable cash generation supports reinvestment, debt servicing and dividends, improving strategic flexibility and lowering refinancing risk over the coming months.