HEG Advanced Materials Limited Q2 FY26 earnings call summary

Earnings call of 12 Nov 2025, summarised by AI from the filing.

HEG Q2 FY26 revenue ₹697 cr and EBITDA ₹226 cr on higher volumes; demerger NCLT approval expected by April 2026.

Key takeaways

1. FY26 guidance Management hopes to close FY26 at 85% to 90% capacity utilization, with margins similar to last two quarters.
2. Demerger timeline NCLT approval for demerger scheme expected by April 2026; stock exchange approvals still pending.
3. Growth driver Transition to electric arc furnace steelmaking expected to add approximately 200,000 tons of graphite electrode demand by 2030, excluding China.

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)