HEG Advanced Materials Limited Q4 FY26 results deck summary

Results deck of 1 May 2026, summarised by AI from the filing.

HEG reports Q4 FY26 standalone loss before tax ₹189.01 cr and plans capacity expansion to 115,000 tons by early 2028.

Key takeaways

1. Capacity target Management is expanding graphite electrode capacity to 115,000 tons by early 2028.
2. Q4 EBITDA Q4 FY26 standalone EBITDA was negative due to loss on fair valuation of investment in GrafTech.
3. EAF demand Strong EAF capacity pipeline of ~110 mmt additions by 2030 driving ~200,000 tons incremental graphite electrode demand (ex-China).
4. Margin pressure Geopolitical conflicts pushing up input costs, energy prices and ocean freights, pressuring margins.

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)