Infineon Technologies AG Analyst Call Q3 FY26 Dresden; order backlog near €30 billion
Infineon Analyst Call Q 3 FY26 Intro Statement; 5 August 2026 Page 1
Q3 FY 2026 105th Quarterly Results of Infineon Technologies AG Analyst Call Intro Statement Jochen Hanebeck (CEO), Dr. Sven Schneider (CFO)
Jochen Hanebeck: General Introduction At present, positive cyclical momentum and structural growth are converging into a bright picture – and Infineon is generating value from it. The recovery continues to gain traction, the upcycle is fully on track. What initially started in selected segment s is now becoming broad, supported by improving demand patterns, normalized inventory levels and increasing order activity across many end markets. The strongest dynamic continues to come from AI -related infrastructure. Investments in datacenters continue to go up. Energy -efficient power delivery solutions are required to support ever-growing processing capabilities. Use cases for agentic and physical AI are emerging at a fast clip. Industrial markets are also showing improving dynamics, in particular related to power infrastructure. In Automotive, we are seeing a pick -up of customer order momentum. In this environment, we are combining a strong operat ional focus on the current upcycle with targeted investments in our broad set of future growth opportunities. The prime example for the latter is the recent opening of our new Smart Power Fab in Dresden. The cleanroom space available there enables us to ramp the world’s largest fab for cutting edge power semiconductors and analog/mixed -signal technologies – at just the right point in time. Furthermore, we closed the acquisition of the sensor portfolio from ams OSRAM as planned within a very short timeframe. Let us now turn to our third -quarter performance. Group performance in Q 3 The third quarter of our 2026 fiscal year was the first one with over 4 billion Euros of revenue for two and a half years. With 4 billion 172 million Euros we achieved an all -time high in quarterly revenues and came in a bit ahead of expectations, even considering a minor positive currency effect. All our divisions contributed to 9.4 percent sequenti al growth on group level. Compared to the same quarter one year earlier, our reported revenue grew by close to 13 percent. The Segment Result for the June quarter amounted to 797 million Euros, corresponding to a Segment Result Margin of 19.1 percent, 200 basis points up from the quarter before, mainly driven
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