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PodcastInvestor Meet Company - Audio ArchiveOctober 13, 2026

ENSILICA PLC - Final Results for the financial year ended 31 May 2026

EnSilica's FY2026 revenue grew 53% to £27.8m with £375m of lifetime supply visibility, betting heavily on satellite user-terminal chip demand through 2030.

  • Record FY2026 results: Revenue up 53% to £27.8m, EBITDA £5.9m (vs near-nil prior year), operating profit £2.9m, cash £7.6m (+280%) before the post-year-end £14.9m placing.
  • Visibility and pipeline surge: Lifetime supply revenue visibility rose 50% to £375m; sales pipeline hit £600m, of which management expects to convert only 25-33% over 12-18 months.

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