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SGL Carbon SE: Business Overview, Financials & Competitive Analysis

SGL Carbon SE scores 5/10 on the AskCyborg Cyborg Score (Mixed). Global specialty carbon leader facing near-term cyclical demand pressures but maintaining margin discipline and strategic cost controls with stabilized 2026 guidance. In Q1 2026 the company reported consolidated sales of €184.5 million, a 21.3% decline, with sales pressure from subdued demand weighing on performance, though profit margin improvements and.

What is SGL Carbon SE's industry? SGL Carbon SE (sglcarbon.com) operates in Advanced Materials. AskCyborg classifies SGL Carbon SE under Advanced Materials in its company registry.

SGL Carbon SE is a German company that operates worldwide in the fields of carbon, graphite, and composite materials. The company produces carbon and graphite-based products, operating through segments like Composite ...

5/ 10Mixed

Cyborg Score thesis

Global specialty carbon leader facing near-term cyclical demand pressures but maintaining margin discipline and strategic cost...

Read the full analyst-debate transcript →
Industry Advanced Materials
6 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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Analyst-debate audio for SGL Carbon SE

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What's in This Report
SGL Carbon SE OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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SGL Carbon SE Overview

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SGL Carbon SE is a German company that operates worldwide in the fields of carbon, graphite, and composite materials. The company produces carbon and graphite-based products, operating through segments like Composite Solutions, Graphite Solutions, Process Technology, Carbon Fibers, and Corporate. The business model is based on the development and manufacture of innovative materials for industries such as automotive, aerospace, chemical, semiconductor, and steel.

Strategic Profile

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SGL Carbon is one of the world's leading manufacturers of products from carbon, with 29 production sites around the globe (17 in Europe, 8 in North America and 4 in Asia), and a service network in more than 80 countries. The Graphite Solutions segment generates maximum revenue, offering graphite products for industrial applications and industries like semiconductors, energy, chemicals, and automotive.

Competitive Landscape

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Competitors include Dow (Midland), Tokai Carbon, Mersen, Axalta Coating Systems, and Superior Graphite. SGL Carbon competes on global scale with integrated production capabilities across graphite electrodes, carbon fibers, and composite solutions, serving capital-intensive end-markets (semiconductors, steel, automotive) where switching costs and long-term customer relationships provide competitive moats.

Industry Context

SGL Carbon SE operates in Advanced Materials.

Key facts

Founded: 1992 · Headquarters: Wiesbaden, Germany · Employees: 4,837 (2026) · Revenue: €850.2M (2025); €1.026B (2024) · Market cap: $628M

What the analysts stress-tested

The top findings that survived the multi-agent debate for SGL Carbon SE.

  • SGL Carbon expects consolidated revenue of €720–€770 million and adjusted EBITDA of €110–130 million for fiscal year 2026, representing stabilized guidance despite Q1 2026's 21.3% sequential sales decline, signaling management confidence in demand stabilization.
  • In January 2026, SGL Carbon executed a 10-year graphite supply agreement with X-energy, securing long-term revenue visibility in the nuclear technology market and diversifying beyond cyclical semiconductor and automotive end-markets.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • January 202610-year graphite supply agreement with X-energy for nuclear applications
  • August 2025Launched prepregs made from natural fibers for motorsports applications
  • +1 moreTrack every material event for SGL Carbon SE as it happens. Explore monitoring →
Get alerted when SGL Carbon SE has a new material development →

Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Graphite ProductsGlobal graphite and carbon fiber manufacturer→Graphite Electrodes & Specialty MaterialsElectrical specialty materials and carbon products→Graphite & Carbon ProductsSpecialty graphite and engineered carbon solutions→Imerys Graphite & CarbonAdvanced graphite and carbon materials manufacturer for semiconductors, steel, and industrial applications→Poco GraphitePremium specialty graphite producer for semiconductor, aerospace, and industrial applications→Toyo TansoIsotropic graphite and carbon products for semiconductor, aerospace, and advanced technology industries→

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Industry context

SGL Carbon SE operates in Advanced Materials. See how the rest of the sector scores on the Cyborg framework.

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Analyst debate, not single-author opinion

Every report is stress-tested by a panel of AI analysts arguing across 11 dimensions. The output is the part of the case that survived pushback.

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Recalibrated weekly

The Cyborg Score is recomputed weekly against fresh data. Recent material developments are continuously tracked and surfaced.

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Methodology open at /methodology

The framework, dimensions, and band breakdowns are documented. The same company gets the same score from any analyst running the framework.

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Frequently asked questions

What does SGL Carbon SE do?+
SGL Carbon SE is a German company that operates worldwide in the fields of carbon, graphite, and composite materials. The company produces carbon and graphite-based products, operating through segments like Composite ...
What is SGL Carbon SE's Cyborg Score?+
SGL Carbon SE has a Cyborg Score of 5/10 (Mixed). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are SGL Carbon SE's main competitors?+
Named competitors include Graphite Products, Graphite Electrodes & Specialty Materials, Graphite & Carbon Products, Imerys Graphite & Carbon. The full competitive landscape is in the AskCyborg report.
How can I get the full SGL Carbon SE research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the SGL Carbon SE research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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