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HEG · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
HEG Limited reported Q4 FY26 standalone revenue of Rs 603.21 crore, down from Rs 655.66 crore in Q3, with a loss before tax of Rs 189.01 crore due to a Rs 126 crore negative EBITDA from fair valuation loss on GrafTech investment. For the full year FY26, revenue grew 19% to Rs 2,568.50 crore and PAT surged 78% to Rs 180.72 crore with EPS of Rs 9.36. The company is the world's largest single-site graphite electrode plant with 100,000 tons capacity, expanding to 115,000 tons by 2028. Management flagged rising geopolitical pressures pushing up input costs, energy prices, and ocean freights, necessitating graphite electrode price increases in coming quarters. India leads global steel growth at 5% QoQ while ex-China demand remains subdued.
The company delivered strong full-year results despite a weak Q4 impacted by investment mark-to-market losses. Rising input costs and freight pressures are squeezing margins, but planned price increases should help. Shareholders should monitor Q1 FY27 to see if price hikes offset cost pressures.