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HomeFINANCE NEWSSGL Carbon SE (SGLFF) Q3 2025 Earnings Call Transcript

SGL Carbon SE (SGLFF) Q3 2025 Earnings Call Transcript


SGL Carbon SE (OTCPK:SGLFF) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST

Company Participants

Claudia Kellert – Head of Investor Relations, Communications & Corporate Sustainability
Thomas Dippold – CFO & Member of Management Board
Andreas Klein – Chairman of the Management Board & CEO

Conference Call Participants

Thomas Deser

Presentation

Operator

Ladies and gentlemen, welcome to the SGL Carbon 9 Months Results 2025 Conference Call. I am Moira, the Chorus Call operator. [Operator Instructions] The conference is being recorded. [Operator Instructions] The conference must not be recorded for publication or broadcast.

At this time, it’s my pleasure to hand over to Claudia Kellert. Please go ahead.

Claudia Kellert
Head of Investor Relations, Communications & Corporate Sustainability

Yes. Thank you. Yes, a very warm welcome, and thanks for your interest to our conference call today. Andreas Klein and Thomas Dippold will present our 9 months figures, inform you about our — 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 Dippold.

Thomas Dippold
CFO & Member of Management Board

Thank you, Claudia. Hello also from my side. This is Thomas Dippold. I’m happy to guide you through the performance of our 9 months figures, and I jump directly to the overview of our group performance on Slide #5. We have reached after 9 months 2025, EUR 653 million in sales in our top line, which is 16.5% lower than last year at a 9-month time frame. And in the end, we lose EUR 130 million. This is quite remarkable, and this — there are 2 effects behind it. On the one hand side, there is a continuous weakness in our demand from semiconductors. And the second is that we restructure our carbon fiber business unit and



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