EQS-Adhoc: AT&S Austria Technologie & Systemtechnik AG: AT&S expands AI substrate capacity in Kulim and increases outlook for 2026/27
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EQS-Ad-hoc: AT&S Austria Technologie & Systemtechnik AG / Key word(s): Strategic Company Decision/Change in Forecast AT&S expands AI substrate capacity in Kulim and increases outlook for 2026/27
Disclosure of inside information pursuant to Article 17 MAR
Leoben – AT&S has reached agreements with its customer AMD and another leading technology company on key terms for expanding production capacity for high-end IC substrates in the fields of artificial intelligence and high-performance computing. Given the continued strong demand for AI infrastructure and advanced packaging technologies, the agreements will support the installation of additional production capacity at the existing plant and in the previously unused building of the second plant in Kulim, Malaysia. As of now, the € 1.5 to 2.0 billion investments required for this are fully supported and financed by long-term customer commitments, which remain subject to final negotiation and execution.
Based on these agreements, AT&S is increasing its outlook for the fiscal year 2026/27 and now expects currency-adjusted revenue growth of 45–55% (previously: 30–35%) and an EBITDA margin of 32–37% (previously: 25–29%). Capital expenditure will amount to € 1.0–1.2 billion (previously: € 400 million), with a significantly positive operating free cash flow.
AT&S Austria Technologie & Systemtechnik Aktiengesellschaft – Advanced Technologies & Solutions AT&S is a leading global manufacturer of high-end IC substrates and printed circuit boards. AT&S develops and produces leading-edge interconnect technologies for key digital industries: mobile devices, automotive & aerospace, industrial, medical and high-performance computing for AI applications. With production sites in Austria (Leoben, Fehring), China (Shanghai, Chongqing), Malaysia (Kulim), India (Nanjangud) and a European competence center for R&D and IC substrate production in Leoben, AT&S is actively shaping the digital transformation – through forward-looking investments in research and development and the responsible use of resources. The company currently employs around 14,000 people. Further information can also be found at www.ats.net
Media download: In the AT&S media portal https://ats.canto.de/v/press you find media material on AT&S. Media contact: Gerald Reischl, Vice President Corporate Communications Contact Investor Relations: Philipp Gebhardt, Vice President Investor Relations AT&S Austria Technologie & Systemtechnik Aktiengesellschaft End of Inside Information
13-Jun-2026 CET/CEST News transmitted by EQS Group |
| Language: | English |
| Company: | AT&S Austria Technologie & Systemtechnik AG |
| Fabriksgasse 13 | |
| 8700 Leoben | |
| Austria | |
| Phone: | +43 (1) 3842200-0 |
| E-mail: | ir@ats.net |
| Internet: | www.ats.net |
| ISIN: | AT0000969985, AT0000A09S02 |
| WKN: | 922230 |
| Indices: | ATX |
| Listed: | Regulated Unofficial Market in Dusseldorf, Frankfurt, Hamburg, Hanover, Munich, Stuttgart, Tradegate BSX; Vienna Stock Exchange (Official Market) |
| EQS News ID: | 2345502 |
| End of Announcement | EQS News Service |
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2345502 13-Jun-2026 CET/CEST
Boersengefluester.de (BGFL) provides an overview of the key figures on sales, earnings, cash flow and dividends to help you better assess the fundamental development of the respective companies. All information is entered manually in our database - the source is the respective annual reports. All estimates for future figures are provided by BGFL.
| The most important financial data at a glance | ||||||||
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026e | ||
| Sales1 | 1.188,22 | 1.589,87 | 1.791,34 | 1.549,78 | 1.589,63 | 1.790,78 | 2.680,00 | |
| EBITDA1,2 | 245,66 | 349,53 | 416,72 | 307,49 | 605,68 | 418,05 | 940,00 | |
| EBITDA-Margin3 | 20,68 | 21,99 | 23,26 | 19,84 | 38,10 | 23,34 | 35,08 | |
| EBIT1,4 | 79,76 | 126,46 | 146,24 | 31,12 | 277,40 | 65,64 | 550,00 | |
| EBIT-Margin5 | 6,71 | 7,95 | 8,16 | 2,01 | 17,45 | 3,67 | 20,52 | |
| Net Profit (Loss)1 | 47,42 | 103,29 | 136,64 | -36,69 | 89,70 | -25,59 | 300,00 | |
| Net-Margin6 | 3,99 | 6,50 | 7,63 | -2,37 | 5,64 | -1,43 | 11,19 | |
| Cashflow1,7 | 184,65 | 713,19 | 476,37 | 653,38 | -74,52 | 413,72 | 540,00 | |
| Earnings per share8 | 1,01 | 2,39 | 3,03 | -1,39 | 1,86 | -1,11 | 7,50 | |
| Dividend per share8 | 0,39 | 0,90 | 0,40 | 0,00 | 0,00 | 0,00 | 0,40 | |
1 in Mio. Euro; 2 EBITDA = Earnings before interest, taxes, depreciation and amortisation; 3 EBITDA in relation to sales; 4 EBIT = Earnings before interest and taxes; 5 EBIT in relation to sales; 6 Net profit (-loss) in relation to sales; 7 Cashflow from operations; 8 in Euro; Source: boersengefluester.de
Auditor: Deloitte
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| INVESTOR-INFORMATION | ||||||
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| AT & S | ||||||
| WKN | ISIN | Legal Type | Marketcap | IPO | Recommendation | Plus Code |
| 922230 | AT0000969985 | AG | 7.692,30 Mio € | 16.07.1999 | Halten | 8FVQ9358+8J |
| PE 2027e | PE 10Y-Ø | BGFL-Ratio | Shiller-PE | PB | PCF | KUV |
| 28,70 | 15,92 | 1,80 | 135,43 | 7,32 | 18,59 | 4,30 |
|
Dividend '2023 in € |
Dividend '2024 in € |
Dividend '2025e in € |
Div.-Yield '2025e in % |
| 0,00 | 0,00 | 0,00 | 0,00% |
| Annual General Meeting | Q1-figures | Q2-figures | Q3-figures | Annual press conference |
| 09.07.2026 | 04.08.2026 | 05.11.2026 | 02.02.2027 | 11.06.2026 |
| Distance 60-days-line | Distance 200-days-line | Performance YtD | Performance 52 weeks | IPO |
| +101,29% | +272,79% | +514,91% | +1.028,85% | +1.484,00% |
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