Sgl Group Ord (SGLFF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to the SGL Carbon 9 Month Results 2025 conference call. I am Moira, the Corus Call Operator. I would like to remind you that all participants will be in listen-only mode and the conference has been recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing star and 1 on your telephone. For operator assistance, please press star and 0. 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. Yes, thank you. Yes, a very warm welcome and thanks for your interest to our conference call today. Andrea Klein and Thomas DePaul will present our nine-month figures, inform you about 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 DePolt. Thank you, Claudia. Hello, also from my side. This is Thomas DePolt. I'm happy to guide you through the performance of our nine-month figures. And I jump directly to the overview of our group performance on slide number five. We have reached, after nine months, 2025, 653 million Euro in sales in our top line, which is 16.5% lower than last year at that nine-month timeframe. And in the end, we lose 130 million. This is quite remarkable, and there are two 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 therefore also lose some unprofitable sales, and both effects together with the cost savings and cost measures that we have undertaken level...