SGL Carbon SE

Informe acción XTRA:SGL

Capitalización de mercado: €615.0m

SGL Carbon Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de SGL Carbon de 86% y 3.3% por año respectivamente. Se prevé que el BPA crezca en un 90.9% al año. Se espera que la rentabilidad financiera sea de 7.5% en 3 años.

Información clave

86.0%

Tasa de crecimiento de los beneficios

90.90%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electrical27.0%
Tasa de crecimiento de los ingresos3.3%
Rentabilidad financiera futura7.48%
Cobertura de analistas

Low

Última actualización01 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa Jun 04

SGL: Future Returns Will Depend On Delivering 2026 Margin And Earnings Guidance

Analysts have raised their average price target for SGL Carbon by €1.20, citing updated assumptions for fair value, revenue growth, profit margins, and a lower future P/E multiple, as reflected in recent research from firms including Jefferies and Deutsche Bank. Analyst Commentary Bullish Takeaways Bullish analysts point to enough support in their updated assumptions to justify raising fair value estimates.
Nueva narrativa Apr 22

Semiconductor And Nuclear Tailwinds Will Support Long Term Earnings Recovery

Catalysts About SGL Carbon SGL Carbon develops and supplies carbon and graphite based materials and components for applications in semiconductors, automotive, chemicals, energy, nuclear, defense and aerospace. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 12

SGL: Future Returns Will Hinge On Delivering Cautious Long Term Guidance

Narrative Update on SGL Carbon The analyst price target for SGL Carbon has moved slightly lower to about €3.43 from roughly €3.46, as analysts adjust their models to reflect the recent €0.07 trim in target highlighted in the latest Deutsche Bank research and updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research shows only modest recalibration of views on SGL Carbon, with price targets adjusted within a relatively tight range around the mid €3 level.
Actualización de narrativa Mar 29

SGL: Future Returns Will Depend On Executing At A Cautious Hold Stance

Analysts have nudged their view on SGL Carbon slightly higher, with the consensus price target moving from €3.65 to €3.77. This reflects updated assumptions on discount rates, revenue trends, profit margins and future P/E expectations.
Actualización de narrativa Mar 10

SGL: Future Returns Will Rely On Delivering Profits At Fairly Valued Levels

Analysts have raised their price target on SGL Carbon to €3.77 from €3.65, citing updated assumptions around discount rates and future P/E multiples as the main factors behind this change. Analyst Commentary Analysts are fine tuning their view on SGL Carbon rather than making a wholesale call, which is reflected in the modest lift in the price target alongside a Hold rating.
Actualización de narrativa Feb 24

SGL: Future Returns Will Depend On Delivering Profits Despite Graphite Deal Risks

Analysts have nudged their fair value estimate for SGL Carbon slightly higher from €3.42 to €3.46, reflecting minor changes in the discount rate, revenue expectations, profit margin assumptions and future P/E. What's in the News SGL Carbon, LLC agreed a 10 year graphite supply deal with X-energy Reactor Company, LLC for its Xe-100 small modular reactor program, covering current and future projects in the SMR pipeline (Key Developments).
Actualización de narrativa Feb 09

SGL: Future Returns Will Rely On Delivering Earnings Under Reduced Expectations

Analysts have trimmed their outlook on SGL Carbon, with a recent Street price target move from €4.10 to €3.65. This reflects updated assumptions on discount rates and earnings expectations.
Artículo de análisis Feb 05

Is Now The Time To Look At Buying SGL Carbon SE (ETR:SGL)?

While SGL Carbon SE ( ETR:SGL ) might not have the largest market cap around , it saw a significant share price rise of...
Actualización de narrativa Jan 26

SGL: Future Returns Will Depend On Margin Delivery Under Softer Sales Outlook

Analysts have trimmed their price target on SGL Carbon to €3.65 from €4.10, citing updated assumptions on discount rates, profit margins and future P/E. However, they state that their overall view of the stock’s fair value remains broadly unchanged.
Artículo de análisis Jan 16

There's No Escaping SGL Carbon SE's (ETR:SGL) Muted Revenues Despite A 33% Share Price Rise

SGL Carbon SE ( ETR:SGL ) shareholders would be excited to see that the share price has had a great month, posting a...
Actualización de narrativa Jan 12

SGL: Future Returns Will Hinge On Margin Resilience And Softer Sales Outlook

Narrative Update on SGL Carbon Analysts have trimmed their price target on SGL Carbon to €3.65 from €4.10, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that point to a slightly more cautious outlook on the shares. Analyst Commentary The revised price target of €3.65, down from €4.10, reflects a more cautious stance on SGL Carbon, with analysts adjusting their fair value, discount rate, revenue, margin, and future P/E assumptions.
Actualización de narrativa Dec 26

SGL: Future Returns Will Depend On Margin Resilience Amid Softer Outlook

Analysts have trimmed their price target on SGL Carbon to EUR 3.65 from EUR 4.10, reflecting slightly lower revenue growth expectations, partially offset by a marginally improved profit margin outlook and a modestly reduced discount rate. Analyst Commentary Analyst views on SGL Carbon remain balanced, with the revised price target reflecting modestly tempered growth expectations alongside some confidence in margin resilience.
Actualización de narrativa Dec 11

SGL: Future Upside Expected As Hold Rating Persists After Price Cut

Analysts have trimmed their price target on SGL Carbon by EUR 0.45, citing a slightly lower long term valuation framework while maintaining a broadly unchanged view on near term fundamentals. Analyst Commentary Bullish Takeaways Bullish analysts view the reaffirmed Hold stance as evidence that near term execution and earnings visibility remain broadly intact despite the reduced price target.
Artículo de análisis Nov 29

The Return Trends At SGL Carbon (ETR:SGL) Look Promising

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Actualización de narrativa Nov 27

SGL: Further Upside Expected Despite Lowered Price and Index Exit

The analyst price target for SGL Carbon was reduced from €4.10 to €3.65. This change reflects analysts' caution due to a slightly lower forecasted discount rate and a downward adjustment in future price-to-earnings expectations.
Actualización de narrativa Nov 12

SGL: Stable Performance Expected Despite Higher Risk and Index Removal

Analysts have lowered their price target for SGL Carbon from €3.80 to €3.33, citing a more cautious outlook as a result of weaker projected revenue growth and profit margins. Analyst Commentary Recent research updates highlight a more cautious attitude toward SGL Carbon, with analysts indicating a reevaluation of the company's short- and medium-term prospects.
Actualización de narrativa Sep 05

SiC And Carbon Fiber Restructuring Will Secure A Bright Future

The consensus analyst price target for SGL Carbon remains stable at €3.80, with negligible changes to both the discount rate and future P/E, indicating no meaningful shift in analyst outlook or fair value assumptions. What's in the News SGL Carbon SE lowered its 2025 sales guidance, now expecting a 10% to 15% decline from the prior year due to business trends and further restructuring of Carbon Fibers; previous guidance anticipated a decline of up to 10%.
Artículo de análisis May 09

We Think SGL Carbon (ETR:SGL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Apr 05

SGL Carbon SE (ETR:SGL) Not Doing Enough For Some Investors As Its Shares Slump 29%

The SGL Carbon SE ( ETR:SGL ) share price has fared very poorly over the last month, falling by a substantial 29%. For...
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Nueva narrativa Jan 18

Silicon Carbide Focus Will Drive Future Market Revitalization

Strengthening focus on silicon carbide and semiconductors positions SGL Carbon for future growth despite a short-term market slowdown.
Artículo de análisis Nov 15

SGL Carbon (ETR:SGL) Strong Profits May Be Masking Some Underlying Issues

The recent earnings posted by SGL Carbon SE ( ETR:SGL ) were solid, but the stock didn't move as much as we expected...
Artículo de análisis Sep 07

Returns At SGL Carbon (ETR:SGL) Are On The Way Up

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Artículo de análisis Jun 22

SGL Carbon (ETR:SGL) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Mar 30

There May Be Some Bright Spots In SGL Carbon's (ETR:SGL) Earnings

The market was pleased with the recent earnings report from SGL Carbon SE ( ETR:SGL ), despite the profit numbers being...
Artículo de análisis Mar 23

At €6.53, Is It Time To Put SGL Carbon SE (ETR:SGL) On Your Watch List?

SGL Carbon SE ( ETR:SGL ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Artículo de análisis Jan 17

SGL Carbon (ETR:SGL) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Dec 20

Returns On Capital Are Showing Encouraging Signs At SGL Carbon (ETR:SGL)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Artículo de análisis Aug 19

Return Trends At SGL Carbon (ETR:SGL) Aren't Appealing

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Artículo de análisis Jul 08

An Intrinsic Calculation For SGL Carbon SE (ETR:SGL) Suggests It's 44% Undervalued

Key Insights The projected fair value for SGL Carbon is €14.32 based on 2 Stage Free Cash Flow to Equity SGL Carbon is...
Artículo de análisis May 25

Why SGL Carbon SE (ETR:SGL) Could Be Worth Watching

While SGL Carbon SE ( ETR:SGL ) might not be the most widely known stock at the moment, it saw significant share price...
Artículo de análisis Mar 30

Little Excitement Around SGL Carbon SE's (ETR:SGL) Earnings

With a price-to-earnings (or "P/E") ratio of 9x SGL Carbon SE ( ETR:SGL ) may be sending bullish signals at the moment...
Artículo de análisis Mar 17

SGL Carbon SE (ETR:SGL) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, SGL Carbon fair value estimate is €13.28 Current share price...
Artículo de análisis Dec 17

Should You Investigate SGL Carbon SE (ETR:SGL) At €6.87?

SGL Carbon SE ( ETR:SGL ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
Artículo de análisis Oct 19

A Look At The Intrinsic Value Of SGL Carbon SE (ETR:SGL)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of SGL Carbon SE...

Previsiones de crecimiento de beneficios e ingresos

XTRA:SGL - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202884247531074
12/31/20277933735904
12/31/20267492545864
3/31/2026800-673582N/A
12/31/2025850-792679N/A
9/30/2025897-1642594N/A
6/30/2025942-1411998N/A
3/31/2025988-9924111N/A
12/31/20241,026-8023120N/A
9/30/20241,0496960155N/A
6/30/20241,0678075166N/A
3/31/20241,0783875167N/A
12/31/20231,0894177164N/A
9/30/20231,1046236116N/A
6/30/20231,1476839114N/A
3/31/20231,14911938103N/A
12/31/20221,1361254294N/A
9/30/20221,1171021167N/A
6/30/20221,0601052174N/A
3/31/20221,036914191N/A
12/31/20211,0077564114N/A
9/30/2021979-8690138N/A
6/30/2021960-10189140N/A
3/31/2021914-12271126N/A
12/31/2020919-13368124N/A
9/30/2020938-1942120N/A
6/30/2020982-1141697N/A
3/31/20201,045-103087N/A
12/31/20191,087-90N/A62N/A
9/30/20191,094-76N/A45N/A
6/30/20191,0809N/A42N/A
3/31/20191,07323N/A38N/A
12/31/20181,04850N/A19N/A
9/30/20181,00456N/A-43N/A
6/30/201895453N/A-37N/A
3/31/201890727N/A-45N/A
12/31/2017860-16N/A-48N/A
9/30/2017850-27N/A24N/A
6/30/2017826-30N/A22N/A
3/31/2017799-26N/A8N/A
12/31/2016770-36N/A-14N/A
9/30/2016753-60N/A-5N/A
6/30/2016772-66N/A5N/A
3/31/2016790-71N/A6N/A
12/31/2015790-69N/A-40N/A
9/30/2015947-99N/A-60N/A
6/30/20151,077-106N/A-67N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que SGL sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (1.9%).

Beneficios vs. Mercado: Se prevé que SGL sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que SGL sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (3.3% al año) de SGL crezcan más despacio que el mercado de German (6.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.3% al año) de SGL crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SGL sea baja dentro de 3 años (7.5%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/23 12:11
Precio de las acciones al final del día2026/06/23 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SGL Carbon SE está cubierta por 17 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Catharina ClaesBerenberg
Thomas JunghannsBerenberg
Alexander VirgoBofA Global Research