HEG Advanced Materials Limited Q4 FY26 earnings call summary

Earnings call of 4 May 2026, summarised by AI from the filing.

HEG FY26 revenue rose to ₹2,569 cr and net profit to ₹181 cr, but Q4 saw a ₹189 cr loss from unrealized forex and fair value impacts.

Key takeaways

1. Margin guidance EBITDA margin around 20% for Q1 and Q2 FY27; more than 20% for FY27.
2. Q4 loss ₹189 cr loss from unrealized fair value and forex losses; operating margins intact.
3. EAF demand Global EAF additions to drive incremental electrode demand of 200,000 tons by 2030.
4. Middle East risk Conflict disrupted 20% of sales; orders postponed, freight costs surged.

Original filing on BSE

HEG Advanced Materials Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (24 Jul 2026), Results deck (23 Jul 2026)
• Q4 FY26: Earnings call (4 May 2026), Results deck (1 May 2026)
• Q3 FY26: Earnings call (11 Feb 2026), Results deck (10 Feb 2026)
• Q2 FY26: Earnings call (12 Nov 2025), Results deck (11 Nov 2025)
• Q1 FY26: Earnings call (4 Aug 2025), Results deck (2 Aug 2025)
• Q4 FY25: Earnings call (26 May 2025), Results deck (23 May 2025)
• Other events: Strategy deck (10 Jul 2026), Strategy deck (16 Jan 2026)