SGL Carbon SE (SGLFF) Q4 2025 Earnings Call Transcript

SA Transcripts159.06K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call SGL Carbon SE (SGLFF) Q4 2025 Earnings Call March 19, 2026 5:00 AM EDT Company Participants Claudia Kellert - Head of Investor Relations, Communications & Corporate SustainabilityThomas Dippold - CFO & Member of Management BoardAndreas Klein - Chairman of the Management Board & CEO Conference Call Participants Sven Sauer - Kepler Cheuvreux, Research DivisionLars Vom Cleff - Deutsche Bank AG, Research Division Presentation Claudia KellertHead of Investor Relations, Communications & Corporate Sustainability Good morning, and a very warm welcome to our conference call today. We would like to give you an overview about fiscal 2025, but also a detailed outlook and our expectations for the current fiscal year and above all, our new strategy. Andreas Klein, our CEO; and Thomas Dippold, our CFO, will lead the presentation and will be available for your questions after the presentation. But let's get started. Thomas, it's your turn. Thomas DippoldCFO & Member of Management Board Thanks so much. This is Thomas Dippold. It's a pleasure to have you all in this call on the details of 2025. We split the presentation. I will guide you through our figures for 2025, and Andreas Ben will take over and introduce our new strategy and our Growth 2030 -- but first, starting with how we ended up in 2025. On Slide #4, you see our overall profitability performance for the year. As you all know, 2025 has been a difficult year for SGL Carbon. Why is that? Beginning of the year, we informed you that we are about to restructure our carbon fiber business. And while doing that, we closed 2 sites in the course of the year and just were left over with the profitable remains of that business unit. So what did we do? We closed Lavradio in June and Moses Lake, we