HEG Advanced Materials Limited Q2 FY26 results deck summary

Results deck of 11 Nov 2025, summarised by AI from the filing.

Management targets graphite electrode capacity of 1,15,000 tons by end of 2027, adding another 15,000 tons.

Key takeaways

1. Capacity target Management targets graphite electrode capacity of 1,15,000 tons by end of 2027, adding another 15,000 tons.
2. Margin change Standalone EBITDA margin rose to 28% in Q2 FY26 from 23% in Q1 FY26.
3. Demand driver India crude steel production rose +10.5% YoY in 9 month 2025, providing a critical anchor of demand in the region.
4. Main risk Graphite electrode demand remains soft and spot market prices are under sustained pressure.

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)