Süss MicroTec SE (SESMF)
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SUSS MicroTec Is Too Cheap To Ignore After Record-Breaking FY24
FY24 was the most successful year in SUSS Microtec's history, with revenue and EBIT margin exceeding 2025 targets a year early. Despite stellar financials, the stock is down ~30% since my initial Buy rating in late 2024, presenting a potential value opportunity. The company boasts a strong backlog of €428M, sticky customer base, and limited exposure to U.S. tariffs.
SÜSS MicroTec SE (SESMF) Q4 2024 Earnings Call Transcript
SÜSS MicroTec SE (OTCPK:SESMF) Q4 2024 Earnings Conference Call March 27, 2025 9:00 AM ET Company Participants Sven Kopsel - Vice President of Investor Relations Burkhardt Frick - Chief Executive Officer Cornelia Ballwießer - Chief Financial Officer Thomas Rohe - Chief Operating Officer Conference Call Participants Michael Kuhn - Deutsche Bank Madeleine Jenkins - UBS Nicole Winkler - Berenberg Malte Schaumann - Warburg Research Operator Good day, ladies and gentlemen and warm welcome to today's Earnings Call of the SÜSS MicroTec SE on the occasion of the publication of the figures for the financial year 2024. I'm delighted to welcome the CEO, Burkhardt Frick; CFO, Dr. Cornelia Ballwießer; the COO, Dr. Thomas Rohe; as well as Vice President Investor Relations, Sven Kopsel.
SUSS MicroTec: The Semiconductor Stock To Watch
Initiating coverage on SÜSS MicroTec SE, a Europe-based semiconductor equipment manufacturer, highlighting its strong financial performance and strategic market position in both frontend and backend processes. Q3 FY24 results show impressive 46.6% YoY sales growth, strong EBIT margins, and robust liquidity, positioning SUSS MicroTec for continued growth. Despite recent stock volatility, SESMF appears undervalued compared to peers, with potential for market revaluation driven by strong order backlog and strategic expansion.
