Announced Tue, 28 Jul · 17:18 IST
HEG Q1 FY27 earnings call transcript filed
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
HEG · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
+1.5%1-day move
₹649.80
prior close
₹650.05
base price
After-mkt
timing
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-0.5+0.4+0.5+0.6+1.5+0.8+2.5+4.2+5.6+3.1+9.0———
Up moveDown movePending
AI summary
HEG filed Q1 FY27 earnings call transcript. Revenue rose 11% YoY to INR681 crores, EBITDA up 38% to INR211 crores with margins at 29% from 23%, PAT up 53% to INR110 crores. Company is debt-free with INR858 crores treasury. Capacity utilization above 90%, expanding to 115,000 tons by early 2028. Price hikes expected from October. Needle coke costs up 10-15%. Greentech demerger awaits NCLT order. TACC anode project has 70% of capacity contracted.
Likely market impact
Strong quarter with margin expansion and zero debt signals financial health. Price hikes and capacity expansion support growth, and demerger progress may unlock value.