on VAT Group AG (isin : CH0311864901)
VAT Group AG Reports Strong Q1 Order Intake Amid Supply Chain Delays
VAT Group AG experienced significant order intake growth in the first quarter of 2026, driven by strong demand in the semiconductor industry. However, conflict-related supply chain disruptions and customer configuration adjustments led to delays in revenue recognition.
The company now anticipates first-quarter sales of approximately CHF 215 million, below the initial guidance of CHF 240–260 million. The book-to-bill ratio for this period is expected to be around 1.6x.
The recent Middle East conflict caused temporary supply chain disruptions, impacting sales by CHF 25 to 30 million. This situation has improved, with reconfigured orders planned for delivery in the second quarter.
Despite these challenges, VAT maintains a positive outlook for 2026, anticipating higher order intake, revenue, and financial metrics compared to 2025. A detailed trading update is scheduled for April 16, 2026.
R. H.
Copyright © 2026 FinanzWire, all reproduction and representation rights reserved.
Disclaimer: although drawn from the best sources, the information and analyzes disseminated by FinanzWire are provided for informational purposes only and in no way constitute an incentive to take a position on the financial markets.
Click here to consult the press release on which this article is based
See all VAT Group AG news