HEG Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights:** HEG Limited reported a revenue of ₹567.60 Cr for Q2 of FY 2024-25, slightly down from ₹614.17 Cr in the same period last year. Total income stood at ₹610.55 Cr, compared to ₹642.19 Cr year-on-year. The standalone PAT increased to ₹62.09 Cr, with EPS at ₹3.22.

**Strategic Initiatives and Growth Drivers:** The company has capitalized on its unique position as the largest single-site Graphite Electrode plant with upgraded capacity of 100,000 tons. This expansion positions HEG as the third-largest Graphite Electrode producer in the Western world, complementing significant export activity to around 35 countries.

**Business Developments:** Despite a challenging global steel production environment, HEG's commitment to innovation in EAF utilization reflects resilience. Current market pressures are temporarily affecting electrode demand, yet decarbonization efforts in steelmaking are expected to create new demand opportunities by 2030.

**Market Position and Competitive Advantage:** HEG remains a key player with its integrated production capabilities and diversified customer base, supplying large steel manufacturers globally. An improving Indian steel production landscape, with a growth of 5.5% year-on-year, bodes well for future prospects.

**Investor Implications:** Given the solidified market position and upcoming demand spikes linked to green initiatives, HEG maintains a positive outlook. While challenges exist in the short term, the long-term trajectory encourages investor interest in capturing growth as the sector evolves.