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Earnings Call

Graphite India Earnings Call: Key Takeaways

Graphite India FY2026 Consolidated Net Sales rose 11.4% to Rs. 2,852 Cr; Net Profit fell 62.7% to Rs. 171 Cr. Strategy focuses on EAF steel shift and synthetic graphite anode materials.

Highlights
Revenue growth11.4% YoY for FY2026.
MarginsConsolidated EBITDA margin fell from 27% to 13.1% YoY.
Demand visibilityIndia steel demand projected to grow 9.2% in 2027.
Management confidenceOptimistic on improving realizations to absorb cost increases.

Growth

FY26 Consolidated Revenue up 11.4% YoY. Q4 Net Sales grew 22.5% YoY, but hit by Rs. 242 Cr investment loss.

Outlook

Commissioning first phase electrode capacity expansion FY27; continuing SGAM project; 104% standalone capacity utilization reached.

Risks

Geopolitical conflicts impacting logistics/freight; volatile financial markets hurting treasury income; rationing of energy-based inputs.

Source

Earnings Call filed with BSE, NSE: GRAPHITE. Summary written with AI assistance from the document.

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Graphite India Ltd: key numbers

Share price
₹820.70
Market cap
₹16,034 Cr
Revenue (annual)
₹2,852 Cr
Net profit (annual)
₹175.3 Cr
P/E (TTM)
75.6×Sector 53.6×
Promoter holding
65.34%+0.00% QoQ
FII holding
6.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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15:47 IST BSE
Other Announcement

Graphite India Other Announcement

Graphite India received an ESG score of 66 (Performer) from Niche99. The disclosure is a routine Reg 30 compliance intimation with no financial impact.

14:11 IST BSE
Financial Results

Graphite India Q1 FY27 Results: Net Profit ₹171 Cr, Up 28.6% YoY

Graphite India Ltd reported revenue from operations of ₹842 Cr (+26.6% YoY) and net profit of ₹171 Cr (+28.6% YoY) for Q1 FY27.

Key figure
Net profit ₹171 Cr · +28.6% YoY