GRAPHITENSEGraphite India Limited· ElectrodesMediumNeutral
Announced Wed, 14 May · 18:52 IST

Graphite India Limited has informed the Exchange about General Updates

Mgmt Guided Margin PressureInvestor Communications View source PDF

GRAPHITE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Graphite India reported FY2025 consolidated net sales of Rs. 2,560 Cr, down 13.2% year-on-year, driven by lower realisations despite higher volumes. Consolidated EBITDA stood at Rs. 692 Cr and net profit at Rs. 458 Cr (down 43.1% from Rs. 805 Cr last year, which included a one-time Rs. 954 Cr gain from sale of Bengaluru land). Q4 FY2025 net sales were Rs. 666 Cr, down 7.5% y-o-y, while net profit recovered to Rs. 49 Cr. The company declared a dividend of Rs. 11 per share and holds a strong net cash position of Rs. 4,005 Cr (gross debt just Rs. 172 Cr). Management flagged ongoing margin pressure due to weak graphite electrode prices and sticky raw material costs like petroleum needle coke, with inventory write-downs of Rs. 113 Cr in FY25. Standalone capacity utilisation fell to 81% in Q4 from 93% a year ago.

Likely market impact

Despite weaker top-line and margin pressure, shareholders get a healthy dividend payout supported by a robust Rs. 4,005 Cr net cash pile, giving the company strong optionality for growth or expansion. The stock reaction may be muted as soft realisations and lower capacity utilisation offset the comfort from the strong balance sheet.