HEG Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HEG saw strong FY26 with revenue growing to ₹2,569 Cr and net profit reaching ₹181 Cr, driven by 20% volume growth and >90% capacity utilization. Q4 posted a ₹189 Cr loss due to unrealized FX and investment valuation impacts. Management sees a structural shift to Electric Arc Furnaces (EAFs) boosting long-term graphite electrode demand, with 100MT new EAF capacity expected by 2030. HEG is expanding to 115,000 tons by early 2028 and maintains cost leadership. Price hikes are anticipated to offset rising costs and Middle East disruptions. Outlook remains confident on market positioning.