SGL Carbon Q1 Earnings Call Highlights

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MarketBeat

Thu, May 7, 2026 astatine 8:22 AM CDT 8 min read

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Key Points

Group income fell 21.3% to EUR 184m, mostly owed to discontinued carbon‑fiber activities, but EBITDA pre lone declined 11.6% to EUR 29.6m and the institution swung to a nett net of EUR 5.9m with affirmative escaped currency travel (EUR 6.4m) and a leverage ratio of 0.7.
Performance was mixed by segment: Process Technology saw the biggest deed (sales -30%, EBITDA pre -62%), Graphite Solutions was weakened by precocious silicon‑carbide lawsuit inventories and declaration renegotiations, portion the recently combined Fiber Composites is smaller but profitable with a meaningful equity‑accounted JV contribution.
Management reiterated full‑year guidance (sales EUR 720–770m; EBITDA pre EUR 110–130m), warned of no betterment successful semiconductors and automotive successful 2026, and is focusing connected SiC lawsuit negotiations, a increasing defence task pipeline, and an X‑energy ramp expected to present astir $100m implicit 3 years.
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SGL Carbon (ETR:SGL) reported first-quarter 2026 results showing a crisp diminution successful gross driven mostly by discontinued operations, portion profitability and currency travel held up amended than income amid ongoing weakness successful cardinal extremity markets.

Group results: income down 21% arsenic discontinued concern weighs connected comparisons

Chief Financial Officer Thomas Dippold said the company’s apical enactment was “influenced to a ample grade by discontinued unprofitable businesses activities,” pointing to c fibre operations successful Lavradio and Moses Lake that were closed during 2025 pursuing actions taken successful 2024. Group income fell by EUR 50 million, oregon 21.3%, to EUR 184 cardinal from EUR 234 cardinal a twelvemonth earlier. Dippold attributed EUR 28 cardinal of the diminution to the c fibre discontinuations, with further declines coming from Graphite Solutions and Process Technology.

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Despite the gross drop, Dippold said the institution constricted the diminution successful earnings. EBITDA pre decreased by EUR 4 cardinal to EUR 29.6 cardinal from EUR 33.5 million, a diminution of 11.6%, which helium noted was little terrible than the alteration successful revenue. He cited little contributions from high-margin silicon carbide-related concern successful Graphite Solutions and weaker results successful Process Technology, partially offset by ongoing outgo discipline.

Business portion performance: mixed trends with crisp downturn successful Process Technology

Graphite Solutions posted Q1 income of EUR 106 million, down 8.8% (EUR 10 million) from EUR 116 million. Dippold said results were pressured by anemic request from silicon carbide customers, whose inventory levels “are inactive precise high.” He added that the institution is moving with customers “on an idiosyncratic lawsuit basis” to renegotiate definite CVD declaration terms. He besides referenced a colony with 1 CDP silicon carbide lawsuit that affected sales, EBITDA, and currency flow, describing it arsenic an statement that anticipates aboriginal income and includes “a benignant of a breakup fee” done adjusted declaration conditions.

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