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SGL Carbon (SGL) investor relations material
SGL Carbon Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M sales were €594.8m, down 8.9% YoY, mainly due to discontinued carbon-fiber activities; EBITDApre was €106.3m vs €108.6m, while its margin rose to 17.9% from 16.6%.
Q3 sales were €200.6m, up 0.5% YoY; adjusted EBITDA was €36.5m, up 1.1%, with nuclear graphite and product mix supporting performance.
FY 2026 EBITDApre guidance increased to €130m–€140m; sales are expected near €770m or at the upper end of the €720m–€770m range.
Financial highlights
9M adjusted EBIT was €69.2m vs €69.4m; reported EBIT rose to €66.1m from a €15.3m loss as one-time and special items improved to -€3.1m from -€84.7m.
Net income attributable to parent shareholders was €31.3m vs a €51.3m loss; EPS was €0.26 vs -€0.42.
Free cash flow was €38.0m vs €12.5m; operating cash flow rose to €72.0m from €40.1m.
Semiconductor contract compensation payments totaled €30.4m in 9M, including €1.7m in Q3, and supported results and margin.
Outlook and guidance
FY 2026 EBITDApre guidance increased from €110m–€130m to €130m–€140m; sales are expected near €770m, with the final outcome dependent on November and December trading.
Guidance reflects nuclear graphite ramp-up, Fiber Composites mix and a higher BSCCB contribution; the medium-term plan through 2030 is unchanged.
FY 2026 free cash flow expectations increased following receipt of the first $45m Moses Lake sale installment.
Process Technology has no relevant recovery expected in 2027 based on the current order book; improvement depends on chemical-industry demand and project activity.
- Sales fell 13% but margins and cash flow improved, with 2026 guidance reaffirmed.SGL
Q2 2026 - Sales fell 21.3%, but margins and net profit improved; 2026 outlook remains confirmed.SGL
Q1 2026 - Sales fell 17.2% in 2025 amid restructuring; 2030 targets focus on new growth markets.SGL
Q4 2025 - Restructuring stabilized earnings amid sales decline; focus shifts to new growth markets.SGL
Q4 2025 (Media) - Restructuring and cost savings offset weak demand, supporting stable margins and future growth.SGL
Investor presentation - EBITDA margin rose to 16.3% as sales fell 4.8%, with a major Carbon Fibers impairment expected.SGL
Q3 2024 - Sales down 4% but margins and net profit up; guidance confirmed, H2 aided by contract compensation.SGL
Q2 2024 - Sales and profit dropped on weak demand and restructuring, but 2025 outlook is maintained.SGL
Q1 2025 - Margins improved despite lower sales; restructuring and market headwinds impact outlook.SGL
Q4 2024
Next SGL Carbon earnings date
Next SGL Carbon earnings date
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