Mucber / Wikimedia Commons / CC BY-SA 4.0
NEUBIBERG, Germany – Infineon Technologies forecast revenue of about €20 billion for fiscal 2027, an increase of more than 20%, after a record fourth quarter lifted its annual sales and profitability. The chipmaker expects revenue from power supplies for data centers to reach close to €4 billion in the new fiscal year.
In its results announcement, Infineon reported fourth-quarter revenue of €4.706 billion, up 13% from €4.172 billion in the preceding quarter and 19% from a year earlier. The quarter and fiscal year ended September 30, 2026.
Quarterly Segment Result rose to €1.119 billion from €797 million in the third quarter. The corresponding margin widened to 23.8% from 19.1%. Net profit for the period was €532 million, compared with €423 million in the preceding quarter and €231 million a year earlier.
Segment Result is Infineon’s adjusted operating-performance measure. It excludes items such as certain impairments, restructuring costs, share-based payments and acquisition-related expenses. It is distinct from reported operating profit, which was €775 million in the quarter.
For fiscal 2026, revenue reached €16.353 billion, up 12% from €14.662 billion. Full-year Segment Result was €3.223 billion, with a margin of 19.7%, compared with 17.5% a year earlier. The figures are preliminary and unaudited.
Chief executive Jochen Hanebeck said a cyclical recovery and demand in the company’s structural growth areas supported its outlook. Infineon identified data-center power supplies, energy infrastructure, electromobility and software-defined vehicles as key contributors to future growth.
The fiscal 2027 forecast assumes an exchange rate of $1.15 per euro. Infineon expects its Segment Result Margin to reach the mid-20% range. For the first quarter, it forecasts revenue of about €4.6 billion and a Segment Result Margin of about 23%.
Planned investment for fiscal 2027 is €3 billion to €3.5 billion, depending on customer demand. Projects include production expansion in Dresden, silicon carbide capacity in Malaysia and gallium nitride manufacturing on 300-millimeter wafers in Austria.
The full financial release says the outlook excludes the announced sale of the NOR Flash and F-RAM memory business to Winbond. That transaction remains subject to regulatory approvals and is expected to close in the second half of calendar 2027.
Infineon’s management board also intends to propose a dividend of €0.38 per share at the annual general meeting in February 2027, an increase of €0.03. The payment remains subject to shareholder approval.
JBizNews Desk | Neubiberg
© JBizNews.com. All rights reserved. Unauthorized reproduction or redistribution is strictly prohibited.
