Q3 2025 SGL Carbon SE Earnings Call Transcript

Nov 6, 2025 / 01:00 PM GMT

Release Date Price: $3.94

Transcript

Key Points

Positve

SGL Carbon SE (SGLFF) managed to increase its EBITDA pre-margin slightly to 16.6% despite a significant drop in sales.
The restructuring of the carbon fiber business has led to a positive operative result for the first time in three years.
Process Tech business unit maintained stable sales and achieved a 9.4% increase in EBITDA, showcasing strong performance.
The company confirmed its guidance for 2025, expecting EBITDA pre in the range of €130 to €150 million.
SGL Carbon SE (SGLFF) has a strong balance sheet with an equity ratio of 39.7% and a leverage ratio of 0.8.

Negative

Sales dropped by 16.5% compared to the previous year, with a notable impact from the semiconductor and LED business line.
The net result was significantly negative at €-50.3 million, mainly due to non-recurring restructuring costs.
The carbon fiber business unit experienced a 20% drop in sales, despite achieving a positive operative result.
Composite Solutions saw an 11% decline in sales, partly due to the cancellation of a profitable project with a US SUV OEM.
There is a continuous price pressure in the Process Tech business, which may erode strong performance by the end of the year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SGCG.DE - SGL Carbon SE
Q3 2025 SGL Carbon SE Earnings Call
Nov 06, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Yeah, well, welcome and thanks for your interest in our conference call today. Andreas Klein and Thomas Depar will present our 9 month figures, inform you about the status of our carbon fiber restructuring, and give you some more insights about our expectations for the upcoming months. After the presentation, we look forward to answering your questions, but let's start with the financials. I hand over to Thomas Stappord.

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Unidentified_2 [2]
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Thank you, Claudia. Hello, also from my side. This is Thomas Depot. I'm happy to guide you through the performance of our 9

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