SGL Carbon Sales Decline but EBITDA Margin Shows Resilience

SGL Carbon reports a 21.3% drop in sales for the first quarter of 2026, posting €184.5 million compared to the previous year. This decline stems from ending unprofitable business activities in 2025 and lower demand in the Graphite Solutions sector. Despite this, the EBITDA margin improved from 14.3% to 16.0%, bolstered by a €7.7 million compensation from a semiconductor contract adjustment.

Restructuring completion led to a rise in EBIT and a positive net income of €5.9 million. The Fiber Composites unit showed significant EBITDA growth due to cost reductions. However, Process Technology saw a sales decline of 30%, affecting its EBITDA negatively.

Challenges persist in the semiconductor industry due to high inventory levels, with SGL Carbon in dialogue to strengthen future customer relations. The company's 2026 forecast remains unchanged, anticipating €720-€770 million in sales.