HEG Limited has informed the Exchange about Presentation
HEG · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
HEG Limited submitted its Q1 FY26 investor presentation to the exchanges, showing a strong recovery from a weak base. Standalone revenue from operations rose 7.2% year-on-year to Rs. 612.78 crore, while profit after tax jumped sharply to Rs. 71.80 crore from just Rs. 2.58 crore in Q1 FY25. Consolidated PAT was even stronger at Rs. 104.83 crore (vs Rs. 23.04 crore). Standalone EBITDA margin recovered to 23% from 17% for full-year FY25, though still below the 28% peak in FY23. The company announced a Rs. 650 crore capacity expansion from 100,000 to 115,000 tonnes, to be commissioned by end-January 2028, funded mainly through internal accruals and some debt. On the industry front, management flagged weak global graphite electrode demand, sustained price pressure from Chinese steel exports, and conservative customer buying, even as India's steel output grew 9.2% in H1 2025.
The sharp year-on-year profit rebound should be a positive for the stock, but the presentation itself acknowledges ongoing margin and pricing pressure in the near term, which may limit upside. The Rs. 650 crore expansion plan signals management confidence in long-term demand from the global shift to electric arc furnace steelmaking, but the 2.5-year commissioning timeline means earnings contribution is still some way off.