HEG Limited has informed the Exchange about Presentation
HEG · price
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Awaiting price reaction for this filing.
HEG Limited, one of the world's largest graphite electrode manufacturers, filed its investor presentation for Q4 and FY ended March 31, 2025. Standalone Q4 FY25 revenue from operations came in at ₹536.58 cr, nearly flat versus ₹546.90 cr in Q4 FY24, but the company swung to a loss before tax of ₹71.60 cr versus a profit of ₹48.61 cr a year ago. Full-year FY25 standalone PAT fell sharply to ₹101.31 cr from ₹231.54 cr in FY24, with EPS dropping to ₹5.25 from ₹12.00. EBITDA margin contracted to 17% from 21%, reflecting weak graphite electrode demand and pricing pressure noted by management. Management highlighted the long-term growth story tied to decarbonization, projecting an additional ~200,000 tons of GE demand globally (ex-China) by 2030 as EAF steelmaking expands.
Sharp decline in profitability and margin compression are negatives for near-term sentiment, though management's optimism on the structural decarbonization-led demand story provides some long-term support. Investors should watch for GE price recovery as the key trigger.