SGL Carbon SE (WBO:SGL)

Q2 2025 SGL Carbon SE Earnings Call Transcript

Aug 7, 2025 / 12:00 PM GMT

Release Date Price: €3.46 (-2.81%)

Transcript

Key Points

Positve

SGL Carbon SE (SGLFF) successfully restructured its carbon fiber business unit, leading to a positive result in this segment for the first time since 2022.
The company maintained a stable EBITDA pre-margin of 16.1% despite a significant drop in sales, showcasing effective cost management.
Process technology segment showed strong performance with stable sales and increased profitability, reaching a margin of 28.3%.
SGL Carbon SE (SGLFF) achieved a EUR 14.9 million cost saving in the first half of 2025, contributing to improved business performance.
The company confirmed its EBITDA guidance for the year, indicating confidence in its financial outlook despite current challenges.

Negative

SGL Carbon SE (SGLFF) experienced a 15.8% decline in sales compared to the same period last year, primarily due to low demand in the semiconductor and automotive industries.
The graphite solutions business unit, particularly the high-margin silicon carbide segment, saw a significant drop in sales and profitability.
The company reported a heavily negative net result of EUR 31 million, impacted by restructuring provisions and lower demand.
There is a declining order book and order intake, indicating potential sluggish development in the latter part of the year.
SGL Carbon SE (SGLFF) adjusted its sales expectations to a 10-15% reduction range, reflecting ongoing market challenges.

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

SGCG.DE - SGL Carbon SE
Q2 2025 SGL Carbon SE Earnings Call
Aug 07, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Yeah, thank you, Matilda. Good afternoon and very warm welcome to our conference call today.

Andreas Klein and our CEO and Thomas, our CFO, will give you a detailed overview about our business development in the first half of 2025.

And our expectations for the upcoming months. We will also comment on the successful restructuring of our carbon fiber business unit. After the presentation, you have enough time to say your questions. Now I hand over to Thomas De Paul for the financials.

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Unidentified_2 [2]
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Hello everybody, this is Thomas, and it's a

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