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Investor Presentation

HEG Investor Presentation: Key Takeaways

HEG Limited reported Q1 FY27 standalone revenue of Rs 681 Cr and PAT of Rs 110 Cr, showing a recovery from Q4 FY26 losses. The company is leveraging its position as the largest single-site graphite electrode plant.

Highlights
MarginsStandalone EBITDA margin improved to 29% in Q1 FY27.
Demand visibilityWSA forecasts global steel demand growth of 2.2% in 2027.

Growth

Standalone Revenue grew 11% YoY to Rs 681 Cr; Consolidated PAT stood at Rs 122 Cr for Q1 FY27.

Outlook

Ongoing brownfield expansion to 115,000 MT capacity; robust EAF expansion planned globally between 2026 and 2028.

Risks

Global trade policy risks, tariffs, and geopolitical tensions impacting freight and energy costs; property sector drag in China.

Last quarter's promises, checked

Delivered

  • Guided 15-20% operating margins → delivered 29% EBITDA margin (= BEAT)
  • Targeted 90%+ capacity utilization → delivered 95% production utilization (= BEAT)
  • Projected H2 price recovery → delivered Q1 FY27 revenue growth of 11% YoY (= BEAT)

Partly delivered

  • Targeted 115,000 MT expansion by 2028 → project ongoing/on-track (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: HEG. Summary written with AI assistance from the document.

Read the document ↗

HEG Ltd: key numbers

Share price
₹244.35
Market cap
₹4,715 Cr
Revenue (annual)
₹2,568 Cr
Net profit (annual)
₹341.4 Cr
P/E (TTM)
13.1×Sector 53.6×
Promoter holding
60.72%+4.44% QoQ
FII holding
5.29%Current quarter

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

More from HEG Ltd

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12:42 IST BSE
Promoter Buying (Off-Market)

HEG Promoter Buying (Off-Market)

LNJ Spark Advisory LLP, a promoter, acquired 4.05 crore HEG Advanced Materials shares via scheme of arrangement. Post-allotment promoter stake stands at 12.29%.

Promoter stake change
+12.29%
17:05 IST BSE
New Order Win

HEG Bags ₹217.6 Cr Order from Indus Towers Limited

HEG's subsidiary, Replus Engitech Private Limited, received orders from Indus Towers Limited for supply of Lithium-Ion Battery Banks. The contract is valued at ₹217.56 Crore.

Value
₹217.6 Cr
From
Indus Towers Limited
Execution
On or before March 31, 2027
12:07 IST BSE
Merger & Restructuring

HEG Merger & Restructuring

HEG Advanced Materials disclosed promoter stake rising to 60.72% via allotment under its Composite Scheme. The demerger splits HEG into HEG Graphite and Bhilwara Energy.

19:51 IST BSE
Capital Structure Change

HEG Capital Structure Change

Singularity Equity Fund I and others acquired a 13.04% stake in HEG Advanced Materials Limited pursuant to a composite scheme of arrangement.

17:47 IST NSE
Other Announcement

HEG Other Announcement

NSE has approved a name change for HEG Limited to HEG Advanced Materials Limited. The stock symbol will be updated to HEGAM effective September 22, 2026.

18:00 IST BSE
Management Change

HEG Management Change

HEG Advanced Materials Limited announced the resignation of Shri Salil Bawa, President - Investor Relation and Senior Management Personnel, effective September 14, 2026. He has ceased his role.