Earning Presentation for the Financial year 31/03/2026
GRAPHITE · price
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Graphite India reported FY2026 consolidated net sales of Rs. 2,852 Crores, up 11.4% year-on-year driven by higher sales volumes. However, profitability declined significantly with EBITDA at Rs. 375 Crores (down 45.8%) and net profit at Rs. 171 Crores (down 62.7%). Q4 was particularly weak with a net loss of Rs. 105 Crores due to inventory write-downs of Rs. 47 Crores caused by falling electrode prices, plus fair value losses of Rs. 242 Crores on investments. Treasury income dropped 60% due to financial market volatility from geopolitical challenges. The balance sheet remains strong with net cash of Rs. 3,767 Crores. Capacity utilization improved to 104%. The company announced a dividend of Rs. 7 per share.
The stock faces short-term pressure from Q4 losses and margin compression, but the strong cash position and expansion plans (electrode capacity and SGAM project) provide long-term support. Rising input costs and weak electrode realizations are near-term headwinds.