November 11, 2026 / SemiMedia / — Infineon expects revenue to grow more than 20% to approximately €20 billion in fiscal 2027, supported by data center power supplies, energy infrastructure and software defined vehicles. The company forecasts a Segment Result Margin in the mid twenties percentage range, roughly five percentage points above fiscal 2026's 19.7%. The outlook assumes an average exchange rate of $1.15 per euro.

Data center power supply revenue is projected to reach close to €4 billion, up from €2.2 billion in fiscal 2026. That prior year total included €1.7 billion from AI data centers and €500 million from traditional data centers, according to the company's investor presentation.

CEO Jochen Hanebeck said Infineon entered the new fiscal year with strong momentum from an ongoing cyclical recovery and demand in structural growth markets. He identified power infrastructure upgrades, electromobility and software defined vehicles as additional contributors alongside data centers.

For the fourth quarter ended September 30, Infineon reported revenue of €4.706 billion and a Segment Result of €1.119 billion, with a Segment Result Margin of 23.8%. The results were announced on November 10.

Full year fiscal 2026 revenue rose 12% to €16.353 billion. The Segment Result reached €3.223 billion, while Adjusted Free Cash Flow was €1.925 billion.

Infineon plans investments of €3.0 billion to €3.5 billion in fiscal 2027 and forecasts Adjusted Free Cash Flow of approximately €2.2 billion. Management also intends to propose a dividend of €0.38 per share, up from €0.35, at the February 2027 annual general meeting.