HEG Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HEG announced its financial results for the quarter and half-year ended September 2025 with strong performance. Standalone revenue jumped 23% YoY to Rs. 696.85 Cr for Q2 FY26, and Profit After Tax (PAT) more than doubled to Rs. 130.86 Cr. Half-year PAT surged to Rs. 202.66 Cr. The company expanded capacity to 100,000 tons and targets 115,000 tons by 2027. While global steel demand and electrode prices are soft, HEG is confident in the long-term EAF steelmaking shift ex-China. Management emphasizes structural growth despite short-term challenges.