HEG Limited — Investor Meet, 23-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HEG reports strong Q1 FY27 financial results: Revenue from operations at 681 Cr, up from 613 Cr last year. PAT surged to 110 Cr from 72 Cr YoY, recovering significantly from a prior quarter loss. EBITDA jumped to 211 Cr (29% margin) compared to 154 Cr last year. Management is positive on global steel demand recovery, especially outside China, and the accelerating shift to Electric Arc Furnaces. The company is expanding capacity by 15,000 tonnes to 115,000 tonnes, positioning HEG for long-term growth in the graphite electrode market.