Sgl Carbon Se · XETR:SGL
Sgl Carbon — 9M 2026 Earnings Presentation
17 slides from Sgl Carbon's earnings presentation, Nov 5, 2026
Slide 1: 9M 2026 results
9M 2026 results Investor & Analyst Conference Call Andreas Klein (CEO) and Thomas Dippold (CFO) Wiesbaden I November 5, 2026 1
Slide 2: Agenda
Agenda 1. Details on 9M 2026 2. Strategy SGL Growth 2030 2
Slide 3: SGL Carbon: 9M 2026 in a nutshell
SGL Carbon: 9M 2026 in a nutshell Financials Business 594.8 mEUR Group EBITDApre • Q3 strongest operative quarter (without compensation payments) due to nuclear graphite business in GS and sales minus 8.9% mainly margin impacted by discontinued better product mix in FC increased business activities
Slide 4: Details on 9M 2026
1 Details on 9M 2026 “Strong Q3 and expectations for the coming months lead to guidance update“ 4
Slide 5: Strong EBITDApre margin due to compensation payments and product mix change
Strong EBITDApre margin due to compensation payments and product mix change Group Sales (in mEUR) Key developments Group -8.9% Sales 594.8 652.9 • Loss of sales from discontinuation of unprofitable business activities in 2025 (9M 2026 vs. 9M 2025: ~50-60 mEUR) • Positive impact due to nuclear graphi
Slide 6: Graphite Solutions (GS) – Realignment of semiconductor customer contracts and nuclear graphite ramp up
Graphite Solutions (GS) – Realignment of semiconductor customer contracts and nuclear graphite ramp up Sales (in mEUR) Key developments +10.0% Sales 358.3 • Positive effects from nuclear graphite business in Q3 325.7 and a slight increase in demand for semiconductor components in China • Sales and E
Slide 7: Process Technology (PT) – High dependence on the chemical industry impacting business performance
Process Technology (PT) – High dependence on the chemical industry impacting business performance Sales (in mEUR) Key developments -27.7% Sales 102.4 • Weak market situation and uncertainties are weighing on 74.0 order placement of chemical industry customers • Postponements, particularly of large i
Slide 8: Fiber Composites (FC) – Restructuring is paying off as well as improved earnings contribution
Fiber Composites (FC) – Restructuring is paying off as well as improved earnings contribution from our BSCCB joint venture Sales (in mEUR) Key developments -30.2% Sales 210.5 147.0 • Expected sales decline due to the discontinuation of loss-making businesses as part of the Carbon Fibers restructurin
Slide 9: Return to a positive net result due to significantly lower costs associated with last year's restructuring
Return to a positive net result due to significantly lower costs associated with last year's restructuring Key figures (in mEUR) Key developments • Significant improvement in net income Net result Free cash flow (FCF) Net financial debt – last year impacted by restructuring of Carbon Fibers 98.9 31.
Slide 10: Update Guidance 2026: Upside revision of sales and increase in EBITDApre forecast
Update Guidance 2026: Upside revision of sales and increase in EBITDApre forecast to 130 – 140 mEUR Sales (in mEUR) EBITDApre (in mEUR) 850.2 720-770 ~770 135.0 110-130 130-140 2025 2026e old 2026e update 2025 2026e old 2026e update Reasons for Guidance update: • Successful ramp up of nuclear graphi
Slide 11: October – Successful sale of Carbon Fiber site Moses Lake (USA)
October 23 – Successful sale of Carbon Fiber site Moses Lake (USA) • Purchase price: 70 mUSD (2026: 45 mUSD and 2027 25 mUSD) • Disposal gain before transaction costs: 46 mUSD Increase of free cash flow forecast for 2026 to the amount of the first purchase price installment (45 mUSD) (previous guida
Slide 12: Strategy
2 Strategy “SGL Growth 2030 well established and gaining traction“ 12
Slide 13: SGL Growth 2030 – We've achieved a lot in just seven months
SGL Growth 2030 – We've achieved a lot in just seven months • Production ramp up for nuclear graphite • Increasing demand for successful semiconductor components in China • Second X-energy order received, totaling confirmed, SGL benefiting 90 million USD • Market introduction of new coatings • Expan
Slide 14: SGL is well on course to meet its 2026 targets
SGL is well on course to meet its 2026 targets UPDATE SGL GROWTH 2030 GUIDANCE 2026 ON TRACK 14
Slide 15: Q&A
Q&A We are looking forward to your questions © Copyright SGL Carbon SE ® Registered trademarks of SGL Carbon SE
Slide 16: Financial calendar and IR contact details
Financial calendar and IR contact details Financial calendar Contact March 18, 2027 Investor Relations • Publication of the Annual Report 2026 SGL Carbon SE • Conference call for investors and analysts Söhnleinstrasse 8 65201 Wiesbaden/Germany May 5, 2027 • Statement on the First Quarter 2027 Phone:
Slide 17: Important Note
Important Note This presentation contains statements relating to certain projections and business trends that are forward-looking, including statements with respect to SGL Carbon’s outlook and business development, including developments in SGL Carbon’s Graphite Solutions (GS), Process Technology (P