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Infineon*: the acceleration in revenues and margins is not reflected in the share price.
Antoine Dupuy d'Angeac • 30 March 2023
Infineon (*) : the growth in revenues and margins is not reflected in the share price.
Infineon is the world’s biggest maker of semiconductors for solar and wind renewable energy infrastructure and vehicle electrification.
Infineon gave a business update yesterday. Like in the past two years at this stage, they are significantly revising up their original full year revenue forecast of €15.5 billion (see chart below).
Thanks to the increase in revenue, positive pricing due to improved product mix and energy savings, Margin is now expected to be around 28% (compared to the originally projected level of around 25 percent)
(*)Infineon is owned by Deshima Certificate “Croissance Contrariante Europe”
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