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Earnings Call Transcript

Graphite India Earnings Call Transcript: Key Takeaways

Graphite India delivered robust Q1 FY2027 performance with consolidated revenue growing 26.6% y-o-y. Strategy focuses on electrode capacity expansion and synthetic graphite anode materials (SGAM).

Highlights
Revenue growth26.6% y-o-y growth driven by higher sales volumes.
MarginsConsolidated EBITDA margin at 28.6% vs 29.0% y-o-y.
Demand visibilityIndia steel demand expected to grow 9.2% in 2026.
Management confidenceCautiously optimistic on medium-term outlook for graphite electrodes.

Growth

Consolidated Net Sales reached Rs. 842 Cr (+26.6% y-o-y). Net Profit grew 28.6% y-o-y to Rs. 171 Cr.

Outlook

First phase electrode capacity expansion commissioning in FY2027. Progressing on SGAM project for EV battery sector.

Risks

Rising raw material and logistics costs; closure of Specialties and Coating divisions in Germany due to regional conflict.

Source

Earnings Call Transcript filed with NSE, 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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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