Added to YB: 2025-01-27
Pitch date: 2025-01-19
SGL.DE [neutral]
SGL Carbon SE
-24.26%
current return
Author Info
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Company Info
SGL Carbon SE, together with its subsidiaries, engages in the manufacture and sale of special graphite, carbon fibers, and composite products in Germany, rest of Europe, the United States, China, rest of Asia, and internationally.
Market Cap
EUR 476.2M
Pitch Price
EUR 3.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.03
P/E
6.48
EV/Sales
0.57
Sector
Electrical Equipment
Category
value
[SGL] SGL Carbon: Two Companies, One Stock
SGL.DE (deep dive): Specialized carbon co. w/ 25% margin semiconductor biz (53% rev) at 4.5x EBITDA vs peer 8-10x. €116.5M customer prepayments. BMW/VW own 25.8%. Carbon fiber div losing $. Bear: EV slowdown, German mfg issues. Bull: Critical supplier for SiC chips, reshoring beneficiary. Value vs growth debate.
Read full article (15 min)