Graphite India Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.
GRAPHITE · price
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On the reaction day the stock moved 1.0 pts less than Nifty Smallcap 250 and 1.3 pts less than its Electrodes & Refractories peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Graphite India reported Q1 FY26 results with standalone revenue from operations of ₹643 crores, down 4.3% from ₹672 crores in Q1 FY25, and standalone profit after tax of ₹145 crores versus ₹205 crores (down ~29%). Consolidated revenue fell 8.7% to ₹665 crores and consolidated PAT dropped ~44% to ₹133 crores. EPS stood at ₹7.43 (standalone) and ₹6.87 (consolidated), down from ₹10.49 and ₹12.11 respectively. The auditor (S.R. Batliboi & Co. LLP) issued an unmodified limited review opinion. The company also announced a ₹600 crore expansion plan to add 25,000 TPA capacity in two phases (13,000 TPA in 12 months, 12,000 TPA in 36 months), partly funded by ₹100 crore for renewable power, citing anticipated growth in electrode demand. Inventory write-downs of ₹75 crores (standalone) / ₹77 crores (consolidated) were taken on falling electrode prices, lower than ₹192 crores / ₹208 crores a year ago. Pending income tax appeals could unlock further refunds on top of ₹417 crores already received.
Short-term: weaker YoY revenue and sharply lower profits may pressure the stock, though high other income cushioned the bottom line. Medium-term: the ₹600 crore capacity expansion signals confidence in future electrode demand but raises capex and execution risk; investors should watch margin recovery and price stabilization.