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HEG (HEG) investor relations material
HEG Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary4 Aug, 2025
Executive summary
Revenue and profitability saw significant year-over-year and sequential growth, with consolidated net profit for Q1 FY26 at ₹104.83 crore, up from ₹23.04 crore in Q1 FY25 and a loss of ₹73.67 crore in Q4 FY25.
Revenue from operations increased to ₹616.93 crore in Q1 FY26, up from ₹571.46 crore year-over-year and ₹542.25 crore sequentially.
EBITDA margin improved to 23% in Q1 FY26 from 17% in FY25, reflecting operational efficiency gains.
The company remains the lowest-cost producer globally, leveraging a single large production site and competitive cost structure.
Board approved a major capacity expansion of 15,000 tons to reach 115,000 tons, with ₹650 crore capex, expected to be operational by Q4 FY28 and funded by internal accruals and debt if required.
Financial highlights
Standalone revenue from operations for Q1 FY26 was ₹612.78–₹613 crore, up from ₹571.46 crore in Q1 FY25.
Standalone net profit for Q1 FY26 was ₹71.80 crore, compared to ₹2.58 crore in Q1 FY25 and a loss of ₹61.68 crore in Q4 FY25.
Consolidated EBITDA for Q1 FY26 reached ₹154 crore, up from ₹59 crore in Q1 FY25 and ₹108 crore in Q4 FY25.
EPS for Q1 FY26 stood at ₹3.72, up from ₹0.13 in Q1 FY25 and a loss of ₹3.20 in Q4 FY25 (restated for share split).
The company remains long-term debt-free with treasury size of ₹977 crore as of June 30, 2025.
Outlook and guidance
Capacity utilization is expected to be around 85% for the remaining quarters of the year.
Operational EBITDA margins are expected to remain stable, excluding mark-to-market effects.
Management anticipates price recovery as industry utilization improves, with potential for margin expansion as demand rises.
Long-term demand for graphite electrodes is expected to rise due to global decarbonization and EAF steelmaking trends.
Short-term market conditions remain challenging with weak demand and price pressure, but structural transition supports long-term growth.
What is the timeline for the 15,000 TPA capacity addition?
What is the rationale for the capacity expansion?
What is Graftech's impact on other income/expenses?
Rationale for organic capacity expansion?
Electrode price recovery timeline and drivers?
Assess GrafTech investment's debt/liquidity risk.
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Next HEG earnings date
Q2 25/2614 Nov, 2025
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Frequently asked questions
HEG Limited is an India-based company primarily engaged in the manufacturing of graphite electrodes, which are used in electric arc furnaces for steel production. The company operates one of the largest integrated graphite electrode plants in the world and serves both domestic and international markets. HEG’s operations include the production of graphite electrodes, related specialty products, and by-products. The company also has interests in power generation to support its energy-intensive manufacturing processes. HEG Limited is headquartered in Noida, India, and its shares are listed on the BSE.
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