SGL Carbon's Carbon Fibers unit sales fell to €209.8M in 2024 from €224.9M in 2023
Automotive Composites Market 2025 to 2032: Lightweighting, NEV Demand and the Carbon Fiber Inflection →SGL Carbon reported its Carbon Fibers business unit sales declining to €209.8 million in 2024, down from €224.9 million in 2023, amid visible profitability pressure as end-markets rebalance and competition intensifies across the carbon-fiber value chain. This softness at a major supplier suggests near-term buyer leverage on price, but also raises the risk of capacity or program rationalization if weakness persists.
Use supplier revenue softness as leverage in 2025 carbon fiber and composite price negotiations
Declining sales and intensifying competition typically improve buyers' negotiating position on price and terms.
Track SGL's capacity utilization and program commitments for early signs of supply rationalization
Prolonged weakness could prompt capacity cuts that tighten future supply for the category.