HEG Advanced Materials Limited Q1 FY26 earnings call summary

Earnings call of 4 Aug 2025, summarised by AI from the filing.

Capacity to increase from 100,000 tons to 115,000 tons with capex of about ₹650 cr, completed in 2.5 years, production expected January-March 2028.

Key takeaways

1. Capacity expansion Capacity to increase from 100,000 tons to 115,000 tons with capex of about ₹650 cr, completed in 2.5 years, production expected January-March 2028.
2. Demerger progress Scheme filed with stock exchanges and authorities; NCLT approval expected by end of calendar year 2025.
3. EAF demand Global shift to electric arc furnace steelmaking expected to add 150,000-200,000 tons annual electrode demand by 2030, excluding China.
4. U.S. duty 25% duty imposed in the U.S., an important market; company studying mitigation options.

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)