HEG Limited — Investor Meet, 28-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HEG Limited reported a strong Q1 FY27, with standalone revenue up 11% YoY to INR681 Cr and PAT surging 53% to INR110 Cr, alongside significant margin expansion. The company operated at 90%+ capacity utilization and aims to maintain this. Management sees a positive long-term outlook for graphite electrodes due to global EAF steelmaking growth and decarbonization trends. HEG's capacity is expanding to 115,000 tons by early 2028. Rising input costs like needle coke and freight will lead to price hikes from October, with management confident of maintaining margins. The Greentech anode project is progressing well, with commercial production expected in Q1 FY28, targeting significant future revenue and 35% EBITDA margins. The company remains debt-free with strong treasury.