StockWatch
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Industrial Machinery/Components
Business UpdateJul 7, 2026, 05:32 PM

SCHMID Group Secures EUR 37M+ Repeat Order; Revises Guidance

AI Summary

SCHMID Group has secured a repeat order exceeding EUR 37 million from a major Chinese customer for advanced production equipment. This equipment will support the customer's capacity expansion for next-generation AI server boards and optical module applications, building on a successful first phase completed in 2025. The significant order has boosted SCHMID's order intake for the first half of 2026 to EUR 81.7 million, prompting the company to review an upward revision of its full-year guidance, with an update expected around July 14, 2026.

Key Highlights

  • SCHMID Group received a repeat order exceeding EUR 37 million from a leading Chinese customer.
  • The order is for advanced HDI-ML and mSAP production equipment for AI server boards and optical modules.
  • This follows a successful first phase supplied by SCHMID in 2025.
  • Order intake for the six months ended June 30, 2026, reached EUR 81.7 million including this order.
  • The company is reviewing an upward revision of its full-year 2026 order intake guidance.
  • SCHMID's InfinityLine H+ and V+ platforms deliver 99% production yield.
  • Revised quantitative guidance is expected around July 14, 2026.